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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 Q2 2023 · Filed May 11, 2023 · Accession 0001798150-23-000002

Total Value
$1.01B
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (306)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL433,254$71.4M7.09%
2MICROSOFT CORPMSFT240,966$69.5M6.89%
3ALPHABET INCGOOG484,580$50.4M5.00%
4VISA INCV173,389$39.1M3.88%
5AMAZON COM INCAMZN356,180$36.8M3.65%
6BERKSHIRE HATHAWAY INC DELBRK-A113,658$35.1M3.48%
7BROADCOM INCAVGO49,621$31.8M3.16%
8LOWES COS INC548661107137,238$27.4M2.72%
9MONDELEZ INTL INC609207105387,225$27.0M2.68%
10PROGRESSIVE CORP743315103167,789$24.0M2.38%
11TJX COS INC NEW872540109305,919$24.0M2.38%
12LKQ CORPLKQ409,556$23.2M2.31%
13ISHARES TR46428752351,450$22.9M2.27%
14VANECK ETF TRUST92189F692286,375$22.2M2.20%
15CVS HEALTH CORPCVS295,983$22.0M2.18%
16BECTON DICKINSON & COBDX86,800$21.5M2.13%
17QUANTA SVCS INC74762E102128,134$21.4M2.12%
18COMCAST CORP NEWCCZ537,362$20.4M2.02%
19NVR INCNVR3,594$20.0M1.99%
20MERCK & CO INCMRK188,005$20.0M1.98%
21THERMO FISHER SCIENTIFIC INCTMO33,344$19.2M1.91%
22PNC FINL SVCS GROUP INC693475105139,260$17.7M1.76%
23BERKSHIRE HATHAWAY INC DELBRK-A38$17.7M1.75%
24ULTA BEAUTY INCULTA32,085$17.5M1.74%
25DANAHER CORPORATION23585110264,960$16.4M1.62%
26ISHARES TR464287556126,605$16.4M1.62%
27FIRST SOLAR INCFSLR73,471$16.0M1.58%
28AON PLCAON50,008$15.8M1.56%
29LINDE PLCLIN41,885$14.9M1.48%
30AMERICAN TOWER CORP NEW03027X10072,229$14.8M1.46%
31VALMONT INDS INC92025310137,865$12.1M1.20%
32DISNEY WALT CO254687106118,574$11.9M1.18%
33AVALONBAY CMNTYS INCAWX70,620$11.9M1.18%
34WASTE MGMT INC DEL94106L10971,056$11.6M1.15%
35ADOBE SYSTEMS INCORPORATEDADBE30,007$11.6M1.15%
36ALPHABET INCGOOG101,833$10.6M1.05%
37TRIMBLE INCTRMB201,110$10.5M1.05%
38JOHNSON & JOHNSONJNJ59,142$9.2M0.91%
39BLOOM ENERGY CORPBE457,637$9.1M0.90%
40TYLER TECHNOLOGIES INCTYL21,895$7.8M0.77%
41BROOKFIELD INFRAST PARTNERSG16252101225,524$7.6M0.76%
42NORTHROP GRUMMAN CORPNOC14,065$6.5M0.64%
43ANALOG DEVICES INCADI31,343$6.2M0.61%
44BROOKFIELD INFRASTRUCTURE COBIPC121,592$5.6M0.56%
45MONTROSE ENVIRONMENTAL GROUPMEG127,375$4.5M0.45%
46HANNON ARMSTRONG SUST INFR C41068X100142,400$4.1M0.40%
47VANGUARD STAR FDS92190976863,000$3.5M0.34%
48SPDR S&P 500 ETF TRSPY8,466$3.5M0.34%
49BORGWARNER INCBWA61,200$3.0M0.30%
50SELECT SECTOR SPDR TR81369Y20917,969$2.3M0.23%
51MASTERCARD INCORPORATEDMA6,225$2.3M0.22%
52VANGUARD INDEX FDS92290863712,000$2.2M0.22%
53NEXTERA ENERGY INCNEE-PW27,684$2.1M0.21%
54SPDR GOLD TRGLD11,147$2.0M0.20%
55VANGUARD INDEX FDS9229087699,402$1.9M0.19%
56D R HORTON INC23331A10917,500$1.7M0.17%
57TRANE TECHNOLOGIES PLCTT9,120$1.7M0.17%
58LENNAR CORPLEN-B15,000$1.6M0.16%
59VANGUARD INDEX FDS9229086529,868$1.4M0.14%
60MORGAN STANLEYMS-PQ15,600$1.4M0.14%
61CANADIAN NATL RY CO13637510211,533$1.4M0.13%
62AMALGAMATED FINANCIAL CORPAMAL73,190$1.3M0.13%
63PROCTER AND GAMBLE CO7427181097,565$1.1M0.11%
64OWENS CORNING NEWOC11,000$1.1M0.10%
65TRAVELERS COMPANIES INCTRV6,050$1.0M0.10%
66GENERAL MTRS CO37045V10028,000$1.0M0.10%
67COSTCO WHSL CORP NEW22160K1051,961$974,3630.10%
68SCHWAB CHARLES CORPSCHW-PJ17,180$899,9030.09%
69UNITEDHEALTH GROUP INCUNH1,888$892,2500.09%
70GENERAL MLS INC37033410410,198$871,5220.09%
71WHIRLPOOL CORPWHR-PA6,500$858,1300.09%
72KORNIT DIGITAL LTDKRNT41,210$797,8260.08%
73CF INDS HLDGS INC12526910011,000$797,3900.08%
74PAYPAL HLDGS INCPYPL8,873$673,8160.07%
75GOLDMAN SACHS GROUP INCGSCE2,050$670,5760.07%
76ABBVIE INCABBV3,919$624,5720.06%
77ARRAY TECHNOLOGIES INCARRY27,150$594,0420.06%
78ORACLE CORPORCL-PD6,276$583,1660.06%
79VANGUARD INDEX FDS9229085537,020$582,9410.06%
80BROOKLINE BANCORP INC DEL11373M10753,550$562,2750.06%
81ABBOTT LABSABLZF5,520$558,9560.06%
82JPMORGAN CHASE & COVYLD4,285$558,3790.06%
83PEPSICO INCPEP3,046$555,2860.06%
84TRUIST FINL CORP89832Q10914,295$487,4600.05%
85SMUCKER J M CO8326964053,083$485,1720.05%
86AUTOMATIC DATA PROCESSING INADP2,171$483,3300.05%
87SPDR SER TR78468R73910,000$475,5000.05%
88HOME DEPOT INCHD1,472$434,4170.04%
89TARGET CORPTGT2,597$430,0990.04%
90WATERS CORP9418481031,335$413,3570.04%
91FEDEX CORPFDX1,800$411,2820.04%
92VERISK ANALYTICS INCVRSK2,041$391,5870.04%
93SALESFORCE INCCRM1,856$370,7920.04%
94CISCO SYS INCCSCO6,927$362,1090.04%
95PFIZER INCPFE8,792$358,7140.04%
96MODERNA INCMRNA2,326$357,2280.04%
97ISHARES TR46429B6974,842$352,2080.03%
98UNILEVER PLCUNLYF6,500$337,5450.03%
993M COMMM3,000$315,3300.03%
100STARBUCKS CORPSBUX2,950$307,1840.03%
101VANGUARD WORLD FDS92204A2071,570$303,8270.03%
102UNION PAC CORPUNP1,454$292,6330.03%
103AES CORPAES12,145$292,4520.03%
104VANGUARD INDEX FDS922908363765$287,6940.03%
105CHEVRON CORP NEWCVX1,658$270,5690.03%
106BROOKFIELD CORP11271J1078,248$268,8030.03%
107ISHARES TR4642878792,838$265,5810.03%
108ZOETIS INCZTS1,566$260,6460.03%
109ASTRAZENECA PLCAZN3,725$258,5530.03%
110COCA COLA COKO4,165$258,3240.03%
111MCDONALDS CORPMCD922$257,8010.03%
112ACCENTURE PLC IRELANDACN884$252,6570.03%
113NIKE INCNKE2,005$245,8940.02%
114THE CIGNA GROUP125523100939$239,9430.02%
115HUNTINGTON INGALLS INDS INC4464131061,096$226,8940.02%
116EDWARDS LIFESCIENCES CORPEW2,690$222,5440.02%
117TEXAS INSTRS INC8825081041,185$220,4220.02%
118NVIDIA CORPORATIONNVDA753$209,1610.02%
119INVESCO EXCH TRADED FD TR IIIVZ3,330$207,7920.02%
120CROWN CASTLE INCCCI1,417$189,6520.02%
121ISHARES TR4642874992,700$188,7840.02%
122NOVO-NORDISK A SNONOF1,186$188,7410.02%
123ELEVANCE HEALTH INCELV400$183,9240.02%
124INTUITIVE SURGICAL INCISRG703$179,5960.02%
125CATERPILLAR INCCAT784$179,4110.02%
126AIR PRODS & CHEMS INCAIIR607$174,3370.02%
127UNITED RENTALS INCURI415$164,2410.02%
128ISHARES TR464287655900$160,5600.02%
129INTERNATIONAL BUSINESS MACHSINTR1,222$160,1920.02%
130VANGUARD SPECIALIZED FUNDS9219088441,033$159,0930.02%
131PALO ALTO NETWORKS INCPANW795$158,7940.02%
132ECOLAB INCECL900$148,9770.01%
133TAIWAN SEMICONDUCTOR MFG LTD8740391001,599$148,7390.01%
134S&P GLOBAL INCSPGI422$145,4930.01%
135NORFOLK SOUTHN CORP655844108677$143,5800.01%
136UNITED PARCEL SERVICE INCUPS740$143,4560.01%
137CUMMINS INCCMI600$143,3280.01%
138EXPEDITORS INTL WASH INC3021301091,300$143,1560.01%
139ARK RESTAURANTS CORPARKR8,000$141,3600.01%
140NISOURCE INCNI5,000$139,8000.01%
141NOVARTIS AGNVSEF1,500$138,0000.01%
142KIMBERLY-CLARK CORPKMB941$126,3020.01%
143ENVIVA INC29415B1034,300$124,1840.01%
144TESLA INCTSLA597$123,8540.01%
145EXXON MOBIL CORPXOM1,105$121,1750.01%
146SOUTHERN COSOMN1,720$119,6780.01%
147KROGER COKR2,400$118,4880.01%
148EMERSON ELEC COEMR1,300$113,2820.01%
149AMERISOURCEBERGEN CORPCOR700$112,0770.01%
150MICROCHIP TECHNOLOGY INC.MCHPP1,333$111,6790.01%
151LILLY ELI & COLLY323$110,9250.01%
152AGILENT TECHNOLOGIES INCA800$110,6720.01%
153EATON CORP PLCETN639$109,4870.01%
154DUKE ENERGY CORP NEWDUKB1,127$108,7220.01%
155DOMINION ENERGY INCD1,790$100,0580.01%
156WESTERN UN COWU8,600$95,8900.01%
157IAC INCIAC1,800$92,8800.01%
158AMGEN INCAMGN380$91,8650.01%
159LIVE NATION ENTERTAINMENT INLYV1,300$91,0000.01%
160TRANSDIGM GROUP INCTDG123$90,6580.01%
161PROLOGIS INC.PLDGP726$90,5840.01%
162CHUBB LIMITEDCB466$90,4880.01%
163UNIVERSAL DISPLAY CORPOLED565$87,6490.01%
164ALIGN TECHNOLOGY INCALGN250$83,5350.01%
165SCHWAB STRATEGIC TR8085247971,140$83,4030.01%
166ISHARES TR464287200200$82,2160.01%
167ARCH CAP GROUP LTDG0450A1051,208$81,9870.01%
168BANK AMERICA CORP0605051042,748$78,5930.01%
169WELLS FARGO CO NEW9497461012,083$77,8630.01%
170FORTINET INCFTNT1,115$74,1030.01%
171MOODYS CORPMCO241$73,7510.01%
172WEC ENERGY GROUP INCWEC771$73,0840.01%
173CAPITAL ONE FINL CORP14040H105754$72,5050.01%
174VANGUARD WORLD FDS92204A405900$70,1010.01%
175INTUITINTU157$69,9960.01%
176WALGREENS BOOTS ALLIANCE INC9314271082,000$69,1600.01%
177SERVICE CORP INTL8175651041,000$68,7800.01%
178SELECT SECTOR SPDR TR81369Y8861,000$67,6900.01%
179BROOKFIELD ASSET MANAGMT LTD1130041052,062$67,4690.01%
180AMERICAN ELEC PWR CO INC025537101722$65,6950.01%
181TRUPANION INCTRUP1,520$65,1930.01%
182AMERICAN EXPRESS COAXP395$65,1560.01%
183ISHARES TR4642888101,200$64,7760.01%
184WEYERHAEUSER CO MTN BEWY2,145$64,6290.01%
185CARMAX INCKMX1,000$64,2800.01%
186NURIX THERAPEUTICS INCNRIX7,056$62,6580.01%
187ROPER TECHNOLOGIES INCROP141$62,1380.01%
188KRAFT HEINZ COKHC1,600$61,8720.01%
189COLGATE PALMOLIVE COCL812$61,0220.01%
190APOLLO GLOBAL MGMT INC03769M106959$60,5710.01%
191COPART INCCPRT800$60,1680.01%
192ACTIVISION BLIZZARD INC00507V109660$56,4900.01%
193BLACKSTONE INCBX633$55,6030.01%
194PACKAGING CORP AMER695156109400$55,5320.01%
195IDACORP INCIDA500$54,1650.01%
196XCEL ENERGY INCXELLL800$53,9520.01%
197BLACKROCK INCBLK80$53,5300.01%
198AMEREN CORPAEE614$53,0440.01%
199ISHARES TR46435G2432,200$52,9320.01%
200DIAGEO PLCDGEAF283$51,2740.01%
201VANECK ETF TRUST92189H2011,100$51,1170.01%
202FEDERAL RLTY INVT TR NEW313745101500$49,4150.00%
203MPLX LPMPLXP1,387$47,7830.00%
204ISHARES TR464287168400$46,8720.00%
205MGE ENERGY INCMGEE600$46,6020.00%
206QUALCOMM INCQCOM355$45,2910.00%
207SYNOPSYS INCSNPS115$44,4190.00%
208BIO-TECHNE CORPTECH596$44,2180.00%
209AUTODESK INCADSK207$43,0900.00%
210STRYKER CORPORATIONSYK150$42,8210.00%
211HONEYWELL INTL INC438516106220$42,0470.00%
212AT&T INCT-PC2,176$41,8880.00%
213PAYCHEX INCPAYX351$40,2220.00%
214SELECT SECTOR SPDR TR81369Y506450$37,2740.00%
215OLB GROUP INCOLB36,050$36,7710.00%
216BRISTOL-MYERS SQUIBB COCELG-RI521$36,1110.00%
217PRINCIPAL FINANCIAL GROUP INPFG465$34,5590.00%
218WILLIAMS COS INC9694571001,143$34,1300.00%
219AFLAC INCAFL525$33,8730.00%
220NORTHWEST NAT HLDG CO66765N105680$32,3410.00%
221MEDTRONIC PLCMDT400$32,2480.00%
222XYLEM INCXYL300$31,4100.00%
223ISHARES TR46429B663300$30,4980.00%
224FASTENAL COFAST545$29,3980.00%
225OPTIMIZERX CORPOPRX2,000$29,2600.00%
226AMERICAN INTL GROUP INC026874784558$28,1010.00%
227PACCAR INCPCAR375$27,4500.00%
228ASML HOLDING N VASMLF39$26,5480.00%
229HELIOS TECHNOLOGIES INCHLIO400$26,1600.00%
230DEXCOM INCDXCM220$25,5600.00%
231NUCOR CORPNUE165$25,4880.00%
232IDEXX LABS INC45168D10450$25,0040.00%
233CINCINNATI FINL CORP172062101215$24,0980.00%
234MARSH & MCLENNAN COS INC571748102138$22,9840.00%
235SONY GROUP CORPORATIONSNEJF250$22,6630.00%
236US BANCORP DELUSB-PS610$21,9910.00%
237ALCON AGALC300$21,1620.00%
238TOAST INCTOST1,000$17,7500.00%
239SHELL PLCRYDAF306$17,6080.00%
240NATIONAL GRID PLCNMPWP255$17,3380.00%
241LAUDER ESTEE COS INC51843910470$17,2530.00%
242CBRE GROUP INCCBRE230$16,7470.00%
243CONOCOPHILLIPSCOP165$16,3700.00%
244KKR & CO INCKKRT284$14,9160.00%
245KYMERA THERAPEUTICS INCKYMR500$14,8150.00%
246LPL FINL HLDGS INC50212V10073$14,7760.00%
247BOSTON SCIENTIFIC CORPBSX295$14,7590.00%
248WALMART INCWMT100$14,7450.00%
249SERVICENOW INCNOW30$13,9420.00%
250PRUDENTIAL FINL INCPUKPF164$13,5700.00%
251SCHWAB STRATEGIC TR808524870250$13,4030.00%
252EBAY INC.EBAY300$13,3110.00%
253ROSS STORES INCROST125$13,2670.00%
254DUTCH BROS INCBROS400$12,6520.00%
255DELTA AIR LINES INC DELDAL358$12,4850.00%
256HUMANA INCHUM25$12,1370.00%
257ONE GAS INCOGS153$12,1230.00%
258NETFLIX INCNFLX35$12,0920.00%
259GENERAL ELECTRIC CO369604301125$11,9500.00%
260TE CONNECTIVITY LTDTEL90$11,8040.00%
261CSX CORPCSX393$11,7670.00%
262WILLIS TOWERS WATSON PLC LTDWTW50$11,6190.00%
263MOSAIC CO NEWMOS251$11,5030.00%
264SEMPRASREA75$11,3370.00%
265LIONS GATE ENTMNT CORP5359194011,000$11,0700.00%
266GENUINE PARTS COGPC66$11,0430.00%
267COSTAR GROUP INCCSGP153$10,5350.00%
268NORTHERN TR CORPNTRSO116$10,2240.00%
269CULLEN FROST BANKERS INCCFR-PB91$9,5860.00%
270COOPER COS INC21664840225$9,3340.00%
271AIRBNB INCABNB75$9,3300.00%
272POST HLDGS INCPOST100$8,9870.00%
273ILLINOIS TOOL WKS INC45230810935$8,5210.00%
274REGENERON PHARMACEUTICALSREGN10$8,2170.00%
275ANHEUSER BUSCH INBEV SA/NVBUDFF123$8,2080.00%
276ISHARES TR46429B689115$7,7800.00%
277VERIZON COMMUNICATIONS INCVZ200$7,7780.00%
278BOEING COBA-PA36$7,6480.00%
279LIBERTY MEDIA CORP DELFWONB266$7,4460.00%
280T-MOBILE US INCTMUSZ50$7,2420.00%
281374WATER INCSCWO1,500$7,0800.00%
282CERENCE INCCRNC250$7,0230.00%
283SYSCO CORPSYY83$6,4110.00%
284FTAI AVIATION LTDFTAIN200$5,5920.00%
285MERCADOLIBRE INCMELI4$5,2730.00%
286INTERCONTINENTAL EXCHANGE IN45866F10450$5,2150.00%
287VANGUARD INTL EQUITY INDEX F92204286674$5,0190.00%
288ALPHA TAU MEDICAL LTDDRTSW14,500$4,0600.00%
289ISHARES TR46428775440$4,0070.00%
290EQUINIX INCEQIX5$3,6060.00%
291COINBASE GLOBAL INCCOIN50$3,3790.00%
292GE HEALTHCARE TECHNOLOGIES IGEHC41$3,3640.00%
293ALLSTATE CORPALL-PJ30$3,3250.00%
294ETF SER SOLUTIONS26922A289100$3,2790.00%
295SYNCHRONY FINANCIALSYF-PB110$3,1990.00%
296CYBIN INCHELP7,500$2,9370.00%
297PINTEREST INCPINS100$2,7270.00%
298BAXTER INTL INC07181310962$2,5280.00%
299ADVANCED MICRO DEVICES INCAMD25$2,4510.00%
300NIO INCNIOIF200$2,1020.00%
301KYNDRYL HLDGS INCKD125$1,8450.00%
302HYDROFARM HLDGS GROUP INC44888K2091,000$1,7300.00%
303CLEAN ENERGY FUELS CORPCLNE360$1,5700.00%
304FTAI INFRASTRUCTURE INCFIP200$6000.00%
305PIPER SANDLER COMPANIESPIPR2$2780.00%
306WESTPORT FUEL SYSTEMS INCWPRT130$1240.00%