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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Avalon Trust Co

Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001708001-24-000007

Total Value
$1.35B
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL462,808$107.8M7.97%
2MICROSOFT CORPMSFT238,877$102.8M7.60%
3NVIDIA CORPORATIONNVDA717,680$87.2M6.44%
4ALPHABET INCGOOG439,126$73.4M5.43%
5AMAZON COM INCAMZN374,363$69.8M5.16%
6BROADCOM INCAVGO347,246$59.9M4.43%
7VISA INCV175,565$48.3M3.57%
8BERKSHIRE HATHAWAY INC DELBRK-A98,239$45.2M3.34%
9PROGRESSIVE CORP743315103169,873$43.1M3.19%
10LOWES COS INC548661107132,746$36.0M2.66%
11FIRST SOLAR INCFSLR137,905$34.4M2.54%
12NVR INCNVR3,267$32.1M2.37%
13QUANTA SVCS INC74762E10292,764$27.7M2.04%
14BERKSHIRE HATHAWAY INC DELBRK-A39$27.0M1.99%
15VANECK ETF TRUST92189F692282,795$26.9M1.99%
16MONDELEZ INTL INC609207105348,391$25.7M1.90%
17TJX COS INC NEW872540109211,557$24.9M1.84%
18ADOBE INCADBE47,845$24.8M1.83%
19PNC FINL SVCS GROUP INC693475105133,122$24.6M1.82%
20RESMED INCRSMDF94,565$23.1M1.71%
21MERCK & CO INCMRK192,151$21.8M1.61%
22THERMO FISHER SCIENTIFIC INCTMO34,622$21.4M1.58%
23LINDE PLCLIN43,303$20.6M1.53%
24CMS ENERGY CORPCMS-PC289,950$20.5M1.51%
25DANAHER CORPORATION23585110267,670$18.8M1.39%
26ISHARES TR464287556126,958$18.5M1.37%
27AMERICAN TOWER CORP NEW03027X10075,863$17.6M1.30%
28AON PLCAON46,611$16.1M1.19%
29AVALONBAY CMNTYS INCAWX70,845$16.0M1.18%
30VERALTO CORPVLTO131,464$14.7M1.09%
31ULTA BEAUTY INCULTA36,330$14.1M1.05%
32TYLER TECHNOLOGIES INCTYL21,110$12.3M0.91%
33ALPHABET INCGOOG74,158$12.3M0.91%
34PALO ALTO NETWORKS INCPANW34,435$11.8M0.87%
35ASML HOLDING N VASMLF14,110$11.8M0.87%
36VALMONT INDS INC92025310140,540$11.8M0.87%
37CHART INDS INC16115Q30882,000$10.2M0.75%
38JOHNSON & JOHNSONJNJ53,314$8.6M0.64%
39BROOKFIELD INFRASTRUCTURE COBIPC183,866$8.0M0.59%
40BROOKFIELD INFRAST PARTNERSG16252101218,891$7.7M0.57%
41BLOOM ENERGY CORPBE726,000$7.7M0.57%
42HA SUSTAINABLE INFRA CAP INC41068X100182,675$6.3M0.47%
43ANALOG DEVICES INCADI25,848$5.9M0.44%
44MONTROSE ENVIRONMENTAL GROUPMEG210,765$5.5M0.41%
45NORTHROP GRUMMAN CORPNOC9,106$4.8M0.36%
46SPDR S&P 500 ETF TRSPY7,680$4.4M0.33%
47VANGUARD STAR FDS92190976862,100$4.0M0.30%
48TRANE TECHNOLOGIES PLCTT8,870$3.4M0.25%
49MASTERCARD INCORPORATEDMA5,616$2.8M0.21%
50SELECT SECTOR SPDR TR81369Y20916,693$2.6M0.19%
51SPDR GOLD TRGLD9,282$2.3M0.17%
52NEXTERA ENERGY INCNEE-PW26,554$2.2M0.17%
53D R HORTON INC23331A10911,000$2.1M0.16%
54VANGUARD INDEX FDS9229087697,324$2.1M0.15%
55COSTCO WHSL CORP NEW22160K1052,166$1.9M0.14%
56KKR & CO INCKKRT14,284$1.9M0.14%
57VANGUARD INDEX FDS9229086529,868$1.8M0.13%
58LENNAR CORPLEN-B9,000$1.7M0.12%
59AMALGAMATED FINANCIAL CORPAMAL51,830$1.6M0.12%
60UNITEDHEALTH GROUP INCUNH2,603$1.5M0.11%
61TRAVELERS COMPANIES INCTRV6,450$1.5M0.11%
62BROOKFIELD CORP11271J10728,248$1.5M0.11%
63VANGUARD INDEX FDS9229086375,022$1.3M0.10%
64CANADIAN NATL RY CO13637510211,000$1.3M0.10%
65LKQ CORPLKQ30,500$1.2M0.09%
66PROCTER AND GAMBLE CO7427181097,005$1.2M0.09%
67MORGAN STANLEYMS-PQ11,000$1.1M0.08%
68ORACLE CORPORCL-PD6,136$1.0M0.08%
69ISHARES TR4642872001,738$1.0M0.07%
70KORNIT DIGITAL LTDKRNT37,635$972,3010.07%
71OWENS CORNING NEWOC5,500$970,8600.07%
72JPMORGAN CHASE & CO.VYLD4,173$879,9190.07%
73GOLDMAN SACHS GROUP INCGSCE1,700$841,6870.06%
74VANGUARD WORLD FD9219108162,450$788,7780.06%
75MARKEL GROUP INCMKL500$784,2900.06%
76CF INDS HLDGS INC1252691009,000$772,2000.06%
77ELI LILLY & COLLY870$770,7680.06%
78SPDR S&P MIDCAP 400 ETF TRMDY1,254$714,3540.05%
79SCHWAB CHARLES CORPSCHW-PJ10,000$648,1000.05%
80VANGUARD INDEX FDS9229087512,717$644,5000.05%
81ABBOTT LABSABLZF5,523$629,6780.05%
82GENERAL MLS INC3703341048,398$620,1930.05%
83HOME DEPOT INCHD1,459$591,1870.04%
84TRUIST FINL CORP89832Q10913,000$556,0100.04%
85ABBVIE INCABBV2,772$547,4150.04%
86ISHARES TR4642875232,350$541,8870.04%
87VERISK ANALYTICS INCVRSK1,991$533,5090.04%
88VANGUARD INDEX FDS9229085535,366$522,7810.04%
89PEPSICO INCPEP3,044$517,6330.04%
90SALESFORCE INCCRM1,856$508,0060.04%
91ISHARES TR46429B6975,550$506,7710.04%
92WATERS CORP9418481031,335$480,4540.04%
93AUTOMATIC DATA PROCESSING INADP1,683$465,7370.03%
943M COMMM3,200$437,4400.03%
95VANGUARD WORLD FD9219108403,234$414,8580.03%
96ISHARES TR4642876551,700$375,5130.03%
97ISHARES TR4642883075,000$364,8500.03%
98SMUCKER J M CO8326964053,000$363,3000.03%
99COCA COLA COKO4,759$341,9460.03%
100VANGUARD WORLD FD92204A2071,545$337,5520.02%
101ISHARES TR4642871502,483$311,9150.02%
102TARGET CORPTGT1,973$307,5120.02%
103MCDONALDS CORPMCD952$289,8940.02%
104HUNTINGTON INGALLS INDS INC4464131061,096$289,7610.02%
105THE CIGNA GROUP125523100831$287,8920.02%
106UNITED RENTALS INCURI349$282,5960.02%
107NOVO-NORDISK A SNONOF2,372$282,4350.02%
108STARBUCKS CORPSBUX2,860$278,8220.02%
109INTUITIVE SURGICAL INCISRG555$272,6550.02%
110UNION PAC CORPUNP955$235,3890.02%
111VANGUARD INDEX FDS922908363445$234,8140.02%
112CENCORA INCCOR1,040$234,0840.02%
113INTERNATIONAL BUSINESS MACHSINTR1,054$233,0190.02%
114ECOLAB INCECL900$229,7970.02%
115FEDEX CORPFDX800$218,9440.02%
116S&P GLOBAL INCSPGI422$218,0140.02%
117TAIWAN SEMICONDUCTOR MFG LTD8740391001,231$213,7880.02%
118TESLA INCTSLA802$209,8280.02%
119VANGUARD SCOTTSDALE FDS92206C6802,121$204,7190.02%
120SELECT SECTOR SPDR TR81369Y803901$203,4100.02%
121BROOKLINE BANCORP INC DEL11373M10720,000$201,8000.01%
122AES CORPAES10,000$200,6000.01%
123WASTE MGMT INC DEL94106L109900$186,8400.01%
124ACCENTURE PLC IRELANDACN517$182,7500.01%
125CATERPILLAR INCCAT467$182,6540.01%
126ELEVANCE HEALTH INCELV350$182,0000.01%
127TEXAS INSTRS INC882508104874$180,5430.01%
128ISHARES TR4642874992,000$176,2800.01%
129EMERSON ELEC COEMR1,600$174,9920.01%
130CISCO SYS INCCSCO3,256$173,2850.01%
131AIR PRODS & CHEMS INCAIIR581$172,9870.01%
132NOVARTIS AGNVSEF1,500$172,5300.01%
133VANGUARD SCOTTSDALE FDS92206C4092,126$168,8750.01%
134NORFOLK SOUTHN CORP655844108656$163,0820.01%
135ZOETIS INCZTS827$161,5800.01%
136AMERICAN EXPRESS COAXP595$161,3640.01%
137TRIMBLE INCTRMB2,540$157,7090.01%
138WALMART INCWMT1,950$157,4630.01%
139ARRAY TECHNOLOGIES INCARRY23,150$152,7900.01%
140PAYPAL HLDGS INCPYPL1,932$150,7540.01%
141EXXON MOBIL CORPXOM1,247$146,1740.01%
142ROPER TECHNOLOGIES INCROP259$144,1180.01%
143LIVE NATION ENTERTAINMENT INLYV1,300$142,3370.01%
144ENTERPRISE PRODS PARTNERS L2937921074,827$140,5140.01%
145NISOURCE INCNI4,000$138,6000.01%
146ISHARES TR4642871271,694$134,2160.01%
147INVESCO QQQ TRIVZ273$133,2440.01%
148TRANSDIGM GROUP INCTDG93$132,7240.01%
149CUMMINS INCCMI400$129,5160.01%
150VANGUARD WORLD FD92204A702213$124,9290.01%
151CHUBB LIMITEDCB426$122,8550.01%
152ASTRAZENECA PLCAZN1,550$120,7610.01%
153INVESCO EXCH TRADED FD TR IIIVZ1,680$120,5070.01%
154OREILLY AUTOMOTIVE INC67103H107100$115,1600.01%
155ENTEGRIS INCENTG1,000$112,5300.01%
156KEYSIGHT TECHNOLOGIES INCKEYS700$111,2510.01%
157PIPER SANDLER COMPANIESPIPR375$106,4290.01%
158ISHARES TR464287598558$105,9600.01%
159VANGUARD INDEX FDS922908629400$105,4350.01%
160EXPEDITORS INTL WASH INC302130109800$105,1200.01%
161ISHARES TR4642875071,655$103,1400.01%
162OCCIDENTAL PETE CORP6745991052,000$103,0800.01%
163WESTERN UN COWU8,600$102,5980.01%
164VANGUARD SPECIALIZED FUNDS921908844500$99,0300.01%
165EDWARDS LIFESCIENCES CORPEW1,500$98,9850.01%
166OSCAR HEALTH INCOSCR4,633$98,2660.01%
167INTUITINTU157$97,4970.01%
168BLACKSTONE INCBX633$96,9320.01%
169ISHARES TR464287804829$96,9210.01%
170SCHWAB STRATEGIC TR8085247971,140$96,3650.01%
171ARK RESTAURANTS CORPARKR8,000$95,9200.01%
172NURIX THERAPEUTICS INCNRIX4,150$93,2510.01%
173OLB GROUP INCOLB36,050$92,2880.01%
174PROLOGIS INC.PLDGP726$91,6800.01%
175FREEPORT-MCMORAN INCFCX1,799$89,8070.01%
176ISHARES TR4642874651,069$89,4370.01%
177KIMBERLY-CLARK CORPKMB608$86,5070.01%
178FORTINET INCFTNT1,115$86,4690.01%
179PACCAR INCPCAR875$86,3450.01%
180VANGUARD INDEX FDS922908736215$82,6570.01%
181CINTAS CORPCTAS400$82,3520.01%
182NORTHERN LTS FD TR IVNTRSO2,600$81,3760.01%
183CLIMB GLOBAL SOLUTIONS INCCLMB800$79,6320.01%
184SERVICE CORP INTL8175651041,000$78,9300.01%
185VERIZON COMMUNICATIONS INCVZ1,700$76,3470.01%
186JABIL INCJBL636$76,2120.01%
187BLACKROCK INCBLK80$75,9610.01%
188CSX CORPCSX2,160$74,5850.01%
189AMERICAN ELEC PWR CO INC025537101722$74,0780.01%
190APTIV PLCAPTV1,000$72,0100.01%
191SERVICENOW INCNOW76$67,9740.01%
192COLGATE PALMOLIVE COCL652$67,6850.01%
193WEYERHAEUSER CO MTN BEWY1,995$67,5510.00%
194DIGITAL RLTY TR INC253868103417$67,4840.00%
195WEC ENERGY GROUP INCWEC700$67,3260.00%
196EATON CORP PLCETN200$66,2880.00%
197PACKAGING CORP AMER695156109300$64,6200.00%
198AMGEN INCAMGN200$64,4420.00%
199CHURCH & DWIGHT CO INCCHD600$62,8320.00%
200MPLX LPMPLXP1,387$61,6670.00%
201BANK AMERICA CORP0605051041,500$59,5200.00%
202ISHARES TR4642888101,000$59,2200.00%
203SYNOPSYS INCSNPS115$58,2350.00%
204QUALCOMM INCQCOM341$57,9880.00%
205FEDERAL RLTY INVT TR NEW313745101500$57,4850.00%
206CHEVRON CORP NEWCVX383$56,4490.00%
207MGE ENERGY INCMGEE600$54,8700.00%
208E L F BEAUTY INCELF497$54,1880.00%
209AMEREN CORPAEE614$53,7010.00%
210CLEARWAY ENERGY INCCWEN-A1,715$52,6170.00%
211SOLVENTUM CORPSOLV750$52,2900.00%
212XCEL ENERGY INCXELLL800$52,2400.00%
213VANECK ETF TRUST92189H2011,100$51,6450.00%
214IDACORP INCIDA500$51,5450.00%
215PREFORMED LINE PRODS CO740444104400$51,2320.00%
216FERGUSON ENTERPRISES INCFERG257$51,0330.00%
217DUPONT DE NEMOURS INCDD570$50,7930.00%
218VULCAN MATLS CO929160109200$50,0860.00%
219BIO-TECHNE CORPTECH596$47,6390.00%
220ISHARES TR46434V878927$47,0360.00%
221US BANCORP DELUSB-PS1,025$46,8740.00%
222NUCOR CORPNUE300$45,1020.00%
223NIKE INCNKE510$45,0840.00%
224BLEND LABS INCBLND11,939$44,7720.00%
225CROWN CASTLE INCCCI375$44,4870.00%
226KINDER MORGAN INC DELEP-PC2,000$44,1800.00%
227PACER FDS TR69374H105831$43,6700.00%
228DREAM FINDERS HOMES INCDFH1,200$43,4520.00%
229AUTODESK INCADSK155$42,7000.00%
230ADVANCED DRAIN SYS INC DEL00790R104270$42,4340.00%
231SCHWAB STRATEGIC TR808524300400$41,6720.00%
232XYLEM INCXYL300$40,5090.00%
233SELECT SECTOR SPDR TR81369Y886500$40,3900.00%
234UNILEVER PLCUNLYF600$38,9760.00%
235NXP SEMICONDUCTORS N VNXPI160$38,4020.00%
236LAM RESEARCH CORPLRCX46$37,5400.00%
237STRYKER CORPORATIONSYK100$36,1260.00%
238MARRIOTT INTL INC NEW571903202142$35,3020.00%
239ISHARES TR46429B663300$35,2860.00%
240AT&T INCT-PC1,564$34,4080.00%
241ISHARES TR46434V282580$34,0870.00%
242PFIZER INCPFE1,173$33,9470.00%
243AUTONATION INCAN189$33,8160.00%
244DBX ETF TR233051481600$32,8590.00%
245LAKELAND INDS INC5117951061,500$30,1500.00%
246ALCON AGALC300$30,0210.00%
247CINCINNATI FINL CORP172062101215$29,2660.00%
248TOAST INCTOST1,000$28,3100.00%
249ISHARES TR464287168200$27,0140.00%
250BRISTOL-MYERS SQUIBB COCELG-RI521$26,9570.00%
251SUNOCO LP/SUNOCO FIN CORPSUN500$26,8400.00%
252MICROCHIP TECHNOLOGY INC.MCHPP333$26,7370.00%
253IDEXX LABS INC45168D10450$25,2400.00%
254CITIGROUP INCC-PR400$25,0400.00%
255NETFLIX INCNFLX35$24,8250.00%
256BOSTON SCIENTIFIC CORPBSX295$24,7210.00%
257OVINTIV INCOVV636$24,3660.00%
258SONY GROUP CORPSNEJF250$24,1430.00%
259COMCAST CORP NEWCCZ530$22,1390.00%
260SELECT SECTOR SPDR TR81369Y308249$20,6670.00%
261FTAI AVIATION LTDFTAIN150$19,9430.00%
262PRUDENTIAL FINL INCPUKPF164$19,8610.00%
263DOMINION ENERGY INCD340$19,6260.00%
264HELIOS TECHNOLOGIES INCHLIO400$19,0800.00%
265ROSS STORES INCROST125$18,8140.00%
266VALERO ENERGY CORPVLO137$18,5000.00%
267UNITED PARCEL SERVICE INCUPS134$18,2020.00%
268MEDTRONIC PLCMDT200$18,0060.00%
269VANGUARD SCOTTSDALE FDS92206C102301$17,7660.00%
270NATIONAL GRID PLCNMPWP255$17,7660.00%
271MARSH & MCLENNAN COS INC57174810278$17,4020.00%
272NETEASE INCNETTF173$16,1780.00%
273KRAFT HEINZ COKHC450$15,8000.00%
274OPTIMIZERX CORPOPRX2,000$15,4400.00%
275ISHARES TR464287887108$15,0650.00%
276DEXCOM INCDXCM220$14,7490.00%
277WILLIS TOWERS WATSON PLC LTDWTW50$14,7270.00%
278TE CONNECTIVITY PLCTEL90$13,5900.00%
279GE AEROSPACE36960430165$12,2580.00%
280MOODYS CORPMCO25$11,8650.00%
281COSTAR GROUP INCCSGP153$11,5430.00%
282COOPER COS INC216648501100$11,0340.00%
283MERCADOLIBRE INCMELI5$10,2600.00%
284BROOKFIELD RENEWABLE CORPBEPC300$9,7980.00%
285AIRBNB INCABNB75$9,5110.00%
286ALBEMARLE CORPALB-PA100$9,4710.00%
287HONEYWELL INTL INC43851610645$9,3020.00%
288US FOODS HLDG CORPUSFD150$9,2250.00%
289ADVANCED MICRO DEVICES INCAMD50$8,2040.00%
290UNIVERSAL DISPLAY CORPOLED39$8,1910.00%
291INTERCONTINENTAL EXCHANGE IN45866F10450$8,0320.00%
292GE VERNOVA INCGEV31$7,9050.00%
293LIONS GATE ENTMNT CORP5359194011,000$7,8300.00%
294SPOTIFY TECHNOLOGY S ASPOT21$7,7400.00%
295STRIDE INCLRN82$6,9960.00%
296RISKIFIED LTDRSKD1,213$5,7380.00%
297ALLSTATE CORPALL-PJ30$5,6900.00%
298BOEING COBA-PA36$5,4740.00%
299COCA-COLA FEMSA SAB DE CVCOCSF52$4,6140.00%
300EQUINIX INCEQIX5$4,4390.00%
301MINISO GROUP HLDG LTDMSOGF245$4,2980.00%
302374WATER INCSCWO3,000$4,0800.00%
303GE HEALTHCARE TECHNOLOGIES IGEHC41$3,8470.00%
304VITA COCO CO INCCOCO126$3,5680.00%
305ELECTRONIC ARTS INCEA24$3,4430.00%
306WARNER BROS DISCOVERY INCWBD412$3,3970.00%
307KYNDRYL HLDGS INCKD125$2,8730.00%
308ALPHA TAU MEDICAL LTDDRTSW14,500$2,7550.00%
309PERRIGO CO PLCPRGO100$2,6230.00%
310RIVIAN AUTOMOTIVE INCRIVN160$1,7960.00%
311CYBIN INCHELP197$1,7520.00%
312PINTEREST INCPINS50$1,6190.00%
313FTAI INFRASTRUCTURE INCFIP150$1,4020.00%
314CLEAN ENERGY FUELS CORPCLNE360$1,1200.00%
315CERENCE INCCRNC250$7880.00%
316HYDROFARM HLDGS GROUP INC44888K2091,000$6890.00%
317COMPLETE SOLARIA INCSPWRW52$1470.00%
318WESTPORT FUEL SYSTEMS INCWPRT13$600.00%