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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 2023 · Filed August 9, 2023 · Accession 0001798150-23-000003

Total Value
$1.11B
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL443,744$86.1M7.78%
2MICROSOFT CORPMSFT238,436$81.2M7.34%
3ALPHABET INCGOOG463,300$56.0M5.07%
4AMAZON COM INCAMZN359,990$46.9M4.24%
5VISA INCV172,811$41.0M3.71%
6BROADCOM INCAVGO44,681$38.8M3.51%
7BERKSHIRE HATHAWAY INC DELBRK-A112,923$38.5M3.48%
8LOWES COS INC548661107137,652$31.1M2.81%
9ISHARES TR46428752351,115$25.9M2.34%
10MONDELEZ INTL INC609207105344,652$25.1M2.27%
11TJX COS INC NEW872540109294,261$25.0M2.26%
12QUANTA SVCS INC74762E102126,239$24.8M2.24%
13LKQ CORPLKQ406,606$23.7M2.14%
14VANECK ETF TRUST92189F692286,225$22.5M2.04%
15NVR INCNVR3,549$22.5M2.04%
16BECTON DICKINSON & COBDX84,419$22.3M2.02%
17PROGRESSIVE CORP743315103167,264$22.1M2.00%
18MERCK & CO INCMRK187,930$21.7M1.96%
19CVS HEALTH CORPCVS302,655$20.9M1.89%
20DIAGEO PLCDGEAF120,150$20.8M1.89%
21BERKSHIRE HATHAWAY INC DELBRK-A38$19.7M1.78%
22THERMO FISHER SCIENTIFIC INCTMO36,062$18.8M1.70%
23PNC FINL SVCS GROUP INC693475105141,255$17.8M1.61%
24AON PLCAON48,868$16.9M1.53%
25COMCAST CORP NEWCCZ396,524$16.5M1.49%
26ISHARES TR464287556125,723$16.0M1.44%
27LINDE PLCLIN41,815$15.9M1.44%
28DANAHER CORPORATION23585110264,915$15.6M1.41%
29ULTA BEAUTY INCULTA32,540$15.3M1.38%
30ADOBE SYSTEMS INCORPORATEDADBE29,817$14.6M1.32%
31AMERICAN TOWER CORP NEW03027X10073,092$14.2M1.28%
32FIRST SOLAR INCFSLR73,246$13.9M1.26%
33AVALONBAY CMNTYS INCAWX71,270$13.5M1.22%
34WASTE MGMT INC DEL94106L10970,386$12.2M1.10%
35VALMONT INDS INC92025310139,860$11.6M1.05%
36SOLAREDGE TECHNOLOGIES INCSEDG42,370$11.4M1.03%
37ALPHABET INCGOOG91,248$10.9M0.99%
38TRIMBLE INCTRMB201,160$10.6M0.96%
39DISNEY WALT CO254687106116,255$10.4M0.94%
40JOHNSON & JOHNSONJNJ57,720$9.6M0.86%
41TYLER TECHNOLOGIES INCTYL21,750$9.1M0.82%
42BROOKFIELD INFRAST PARTNERSG16252101224,224$8.2M0.74%
43BLOOM ENERGY CORPBE461,137$7.5M0.68%
44NORTHROP GRUMMAN CORPNOC13,065$6.0M0.54%
45ANALOG DEVICES INCADI30,399$5.9M0.54%
46BROOKFIELD INFRASTRUCTURE COBIPC121,210$5.5M0.50%
47MONTROSE ENVIRONMENTAL GROUPMEG129,150$5.4M0.49%
48HANNON ARMSTRONG SUST INFR C41068X100152,800$3.8M0.35%
49VANGUARD STAR FDS92190976863,000$3.5M0.32%
50SPDR S&P 500 ETF TRSPY7,166$3.2M0.29%
51BORGWARNER INCBWA60,200$2.9M0.27%
52VANGUARD INDEX FDS92290876911,527$2.5M0.23%
53MASTERCARD INCORPORATEDMA6,225$2.4M0.22%
54VANGUARD INDEX FDS92290863712,000$2.4M0.22%
55SELECT SECTOR SPDR TR81369Y20917,969$2.4M0.22%
56NEXTERA ENERGY INCNEE-PW27,684$2.1M0.19%
57SPDR GOLD TRGLD11,147$2.0M0.18%
58D R HORTON INC23331A10916,000$1.9M0.18%
59TRANE TECHNOLOGIES PLCTT9,045$1.7M0.16%
60LENNAR CORPLEN-B12,000$1.5M0.14%
61VANGUARD INDEX FDS9229086529,868$1.5M0.13%
62MORGAN STANLEYMS-PQ15,600$1.3M0.12%
63CANADIAN NATL RY CO13637510210,833$1.3M0.12%
64TRAVELERS COMPANIES INCTRV6,950$1.2M0.11%
65KORNIT DIGITAL LTDKRNT41,060$1.2M0.11%
66PROCTER AND GAMBLE CO7427181097,565$1.1M0.10%
67COSTCO WHSL CORP NEW22160K1051,961$1.1M0.10%
68OWENS CORNING NEWOC8,000$1.0M0.09%
69AMALGAMATED FINANCIAL CORPAMAL62,490$1.0M0.09%
70SCHWAB CHARLES CORPSCHW-PJ17,000$963,5600.09%
71UNITEDHEALTH GROUP INCUNH1,888$907,4490.08%
72GENERAL MLS INC37033410410,198$782,1870.07%
73ORACLE CORPORCL-PD6,276$747,4090.07%
74CF INDS HLDGS INC12526910010,000$694,2000.06%
75JPMORGAN CHASE & COVYLD4,610$670,4790.06%
76GOLDMAN SACHS GROUP INCGSCE2,050$661,2070.06%
77ABBOTT LABSABLZF5,710$622,5050.06%
78ARRAY TECHNOLOGIES INCARRY26,600$601,1600.05%
79WHIRLPOOL CORPWHR-PA4,000$595,1600.05%
80VANGUARD INDEX FDS9229085537,020$586,5920.05%
81PEPSICO INCPEP3,147$582,8880.05%
82ABBVIE INCABBV3,841$517,4980.05%
83AUTOMATIC DATA PROCESSING INADP2,171$477,1650.04%
84SPDR SER TR78468R73910,000$470,5000.04%
85BROOKLINE BANCORP INC DEL11373M10753,550$468,0270.04%
86SMUCKER J M CO8326964053,083$455,2670.04%
87HOME DEPOT INCHD1,452$451,0500.04%
88VERISK ANALYTICS INCVRSK1,991$450,0260.04%
89LILLY ELI & COLLY928$435,2140.04%
90ISHARES TR46429B6975,367$398,9300.04%
91TRUIST FINL CORP89832Q10913,000$394,5500.04%
92SALESFORCE INCCRM1,856$392,0990.04%
93GENERAL MTRS CO37045V10010,000$385,6000.03%
94VANGUARD INDEX FDS922908363895$364,5160.03%
95WATERS CORP9418481031,335$355,8310.03%
96CISCO SYS INCCSCO6,827$353,2290.03%
97PAYPAL HLDGS INCPYPL4,998$333,5170.03%
98STARBUCKS CORPSBUX3,250$321,9450.03%
99NVIDIA CORPORATIONNVDA753$318,5350.03%
100VANGUARD WORLD FDS92204A2071,570$305,2870.03%
101PFIZER INCPFE8,220$301,5100.03%
1023M COMMM3,000$300,2700.03%
103UNION PAC CORPUNP1,430$292,6070.03%
104UNILEVER PLCUNLYF5,600$291,9280.03%
105TARGET CORPTGT2,197$289,7510.03%
106MODERNA INCMRNA2,326$282,6090.03%
107BROOKFIELD CORP11271J1078,248$277,5460.03%
108MCDONALDS CORPMCD922$275,1350.02%
109ACCENTURE PLC IRELANDACN884$272,7850.02%
110ISHARES TR4642878792,838$269,8380.02%
111ZOETIS INCZTS1,566$269,6810.02%
112ASTRAZENECA PLCAZN3,725$266,5990.02%
113THE CIGNA GROUP125523100939$263,4840.02%
114EDWARDS LIFESCIENCES CORPEW2,690$253,7480.02%
115AES CORPAES12,145$251,7660.02%
116HUNTINGTON INGALLS INDS INC4464131061,096$249,4500.02%
117INTUITIVE SURGICAL INCISRG703$240,3840.02%
118CHEVRON CORP NEWCVX1,458$229,4640.02%
119NIKE INCNKE2,005$221,2920.02%
120TEXAS INSTRS INC8825081041,185$213,3240.02%
121INVESCO EXCH TRADED FD TR IIIVZ3,330$209,1580.02%
122COCA COLA COKO3,426$206,2840.02%
123PALO ALTO NETWORKS INCPANW795$203,1310.02%
124FEDEX CORPFDX800$198,3200.02%
125CATERPILLAR INCCAT784$192,9040.02%
126NOVO-NORDISK A SNONOF1,186$191,9310.02%
127UNITED RENTALS INCURI415$184,8290.02%
128AIR PRODS & CHEMS INCAIIR607$181,8150.02%
129VANGUARD TAX-MANAGED FDS9219438583,911$180,6100.02%
130ELEVANCE HEALTH INCELV400$177,7160.02%
131S&P GLOBAL INCSPGI422$169,1760.02%
132ECOLAB INCECL900$168,0210.02%
133ISHARES TR4642874992,300$167,9690.02%
134ISHARES TR464287655875$163,8620.01%
135INTERNATIONAL BUSINESS MACHSINTR1,222$163,5160.01%
136TAIWAN SEMICONDUCTOR MFG LTD8740391001,599$161,3720.01%
137EXPEDITORS INTL WASH INC3021301091,300$157,4690.01%
138TESLA INCTSLA597$156,2770.01%
139NORFOLK SOUTHN CORP655844108677$153,5770.01%
140NOVARTIS AGNVSEF1,500$151,3650.01%
141ARK RESTAURANTS CORPARKR8,000$148,0000.01%
142CUMMINS INCCMI600$147,0960.01%
143VANGUARD SPECIALIZED FUNDS921908844883$143,4260.01%
144NISOURCE INCNI5,000$136,7500.01%
145UNITED PARCEL SERVICE INCUPS740$132,5560.01%
146EATON CORP PLCETN639$128,5030.01%
147AMERISOURCEBERGEN CORPCOR650$125,0800.01%
148KIMBERLY-CLARK CORPKMB875$120,8030.01%
149MICROCHIP TECHNOLOGY INC.MCHPP1,333$119,4240.01%
150AMERICAN EXPRESS COAXP685$119,3270.01%
151LIVE NATION ENTERTAINMENT INLYV1,300$118,4430.01%
152EMERSON ELEC COEMR1,300$117,5070.01%
153IAC INCIAC1,800$113,0400.01%
154KROGER COKR2,400$112,8000.01%
155TRANSDIGM GROUP INCTDG123$109,9830.01%
156EXXON MOBIL CORPXOM1,005$107,7870.01%
157ISHARES TR4642871271,694$103,4700.01%
158DUKE ENERGY CORP NEWDUKB1,127$101,1370.01%
159WESTERN UN COWU8,600$100,8780.01%
160CROWN CASTLE INCCCI827$94,2290.01%
161ARCH CAP GROUP LTDG0450A1051,208$90,4190.01%
162CHUBB LIMITEDCB466$89,7330.01%
163ISHARES TR464287200200$89,1420.01%
164PROLOGIS INC.PLDGP726$89,0300.01%
165ALIGN TECHNOLOGY INCALGN250$88,4100.01%
166ISHARES TR46432F8421,250$84,3750.01%
167FORTINET INCFTNT1,115$84,2830.01%
168MOODYS CORPMCO241$83,8010.01%
169CARMAX INCKMX1,000$83,7000.01%
170SCHWAB STRATEGIC TR8085247971,140$82,7870.01%
171CAPITAL ONE FINL CORP14040H105754$82,4650.01%
172UNIVERSAL DISPLAY CORPOLED565$81,4340.01%
173BANK AMERICA CORP0605051042,748$78,8410.01%
174SOUTHERN COSOMN1,100$77,2750.01%
175SCHWAB STRATEGIC TR8085246071,738$76,1250.01%
176APOLLO GLOBAL MGMT INC03769M106959$73,6610.01%
177AMGEN INCAMGN330$73,2670.01%
178VANGUARD WORLD FDS92204A405900$73,1160.01%
179COPART INCCPRT800$72,9680.01%
180INTUITINTU157$71,9360.01%
181WEYERHAEUSER CO MTN BEWY2,145$71,8790.01%
182ISHARES TR46429B6891,060$71,5500.01%
183NURIX THERAPEUTICS INCNRIX7,056$70,4900.01%
184WEC ENERGY GROUP INCWEC771$68,0340.01%
185ISHARES TR4642888101,200$67,7520.01%
186SPDR SER TR78464A4742,300$67,7120.01%
187BROOKFIELD ASSET MANAGMT LTD1130041052,062$67,2840.01%
188ISHARES TR46434V2821,475$65,7260.01%
189SELECT SECTOR SPDR TR81369Y8861,000$65,4400.01%
190ROPER TECHNOLOGIES INCROP136$65,3890.01%
191SERVICE CORP INTL8175651041,000$64,5900.01%
192AMERICAN ELEC PWR CO INC025537101722$60,7930.01%
193SCHWAB STRATEGIC TR808524300809$60,6350.01%
194BLACKSTONE INCBX633$58,8510.01%
195KRAFT HEINZ COKHC1,600$56,8000.01%
196COLGATE PALMOLIVE COCL732$56,3940.01%
197ACTIVISION BLIZZARD INC00507V109660$55,6380.01%
198BLACKROCK INCBLK80$55,2920.01%
199PACKAGING CORP AMER695156109400$52,8640.00%
200ISHARES TR46435G2432,200$52,6020.00%
201IDACORP INCIDA500$51,3000.00%
202WELLS FARGO CO NEW9497461011,200$51,2160.00%
203VANECK ETF TRUST92189H2011,100$50,6770.00%
204AMEREN CORPAEE614$50,1460.00%
205SYNOPSYS INCSNPS115$50,0730.00%
206XCEL ENERGY INCXELLL800$49,7360.00%
207BIO-TECHNE CORPTECH596$48,6520.00%
208FEDERAL RLTY INVT TR NEW313745101500$48,3850.00%
209MGE ENERGY INCMGEE600$47,4660.00%
210MPLX LPMPLXP1,387$47,0750.00%
211ENVIVA INC29415B1034,300$46,6550.00%
212ISHARES TR464287168400$45,3200.00%
213WALGREENS BOOTS ALLIANCE INC9314271081,500$42,7350.00%
214AUTODESK INCADSK207$42,3550.00%
215QUALCOMM INCQCOM355$42,2600.00%
216HONEYWELL INTL INC438516106190$39,4250.00%
217PAYCHEX INCPAYX351$39,2670.00%
218WILLIAMS COS INC9694571001,143$37,2970.00%
219AFLAC INCAFL525$36,6450.00%
220PRINCIPAL FINANCIAL GROUP INPFG465$35,2660.00%
221MEDTRONIC PLCMDT400$35,2400.00%
222ISHARES TR464287887295$33,9050.00%
223XYLEM INCXYL300$33,7860.00%
224BRISTOL-MYERS SQUIBB COCELG-RI521$33,3180.00%
225OLB GROUP INCOLB36,050$32,8060.00%
226FASTENAL COFAST545$32,1500.00%
227PACCAR INCPCAR375$31,3690.00%
228DOMINION ENERGY INCD590$30,5360.00%
229STRYKER CORPORATIONSYK100$30,5090.00%
230ISHARES TR46429B663300$30,2370.00%
231TRUPANION INCTRUP1,520$29,9140.00%
232NORTHWEST NAT HLDG CO66765N105680$29,2740.00%
233OPTIMIZERX CORPOPRX2,000$28,5800.00%
234ISHARES TR464287226290$28,4060.00%
235DEXCOM INCDXCM220$28,2730.00%
236ASML HOLDING N VASMLF39$28,2660.00%
237INVESCO QQQ TRIVZ75$27,7070.00%
238CARRIER GLOBAL CORPORATIONCARR545$27,0920.00%
239NUCOR CORPNUE165$27,0570.00%
240RAYTHEON TECHNOLOGIES CORPRTX270$26,4500.00%
241HELIOS TECHNOLOGIES INCHLIO400$26,4360.00%
242MARSH & MCLENNAN COS INC571748102138$25,9560.00%
243IDEXX LABS INC45168D10450$25,1120.00%
244ALCON AGALC300$24,6330.00%
245TOAST INCTOST1,000$22,5700.00%
246VANGUARD WORLD FDS92204A70251$22,5510.00%
247SONY GROUP CORPORATIONSNEJF250$22,5100.00%
248CINCINNATI FINL CORP172062101215$20,9240.00%
249US BANCORP DELUSB-PS610$20,1550.00%
250SHELL PLCRYDAF306$18,4770.00%
251INVESCO EXCHANGE TRADED FD TIVZ86$17,5870.00%
252VANGUARD SCOTTSDALE FDS92206C102301$17,3770.00%
253NATIONAL GRID PLCNMPWP255$17,1700.00%
254DELTA AIR LINES INC DELDAL358$16,9970.00%
255SERVICENOW INCNOW30$16,8600.00%
256BOSTON SCIENTIFIC CORPBSX295$15,9570.00%
257KKR & CO INCKKRT284$15,9040.00%
258WALMART INCWMT100$15,7180.00%
259NETFLIX INCNFLX35$15,4180.00%
260PRUDENTIAL FINL INCPUKPF164$14,4680.00%
261ROSS STORES INCROST125$14,0170.00%
262LAUDER ESTEE COS INC51843910470$13,7470.00%
263GENERAL ELECTRIC CO369604301125$13,7320.00%
264COSTAR GROUP INCCSGP153$13,6170.00%
265EBAY INC.EBAY300$13,4070.00%
266CSX CORPCSX393$13,4020.00%
267SCHWAB STRATEGIC TR808524870250$13,1080.00%
268TE CONNECTIVITY LTDTEL90$12,6150.00%
269WILLIS TOWERS WATSON PLC LTDWTW50$11,7750.00%
270ONE GAS INCOGS153$11,7520.00%
271KYMERA THERAPEUTICS INCKYMR500$11,4950.00%
272DUTCH BROS INCBROS400$11,3800.00%
273SEMPRASREA75$10,9200.00%
274FORTIVE CORPFTV145$10,8420.00%
275AIRBNB INCABNB75$9,6120.00%
276COOPER COS INC21664840225$9,5860.00%
277LIONS GATE ENTMNT CORP5359194011,000$8,8300.00%
278MOSAIC CO NEWMOS251$8,7750.00%
279ILLINOIS TOOL WKS INC45230810935$8,7560.00%
280POST HLDGS INCPOST100$8,6650.00%
281BOEING COBA-PA36$7,6020.00%
282VERIZON COMMUNICATIONS INCVZ200$7,4380.00%
283CERENCE INCCRNC250$7,3080.00%
284AMERICAN INTL GROUP INC026874784125$7,1930.00%
285REGENERON PHARMACEUTICALSREGN10$7,1860.00%
286T-MOBILE US INCTMUSZ50$6,9450.00%
287ALPHA TAU MEDICAL LTDDRTSW14,500$5,7290.00%
288INTERCONTINENTAL EXCHANGE IN45866F10450$5,6540.00%
289VANGUARD INTL EQUITY INDEX F92204286674$5,1600.00%
290FTAI AVIATION LTDFTAIN150$4,7490.00%
291MERCADOLIBRE INCMELI4$4,7390.00%
292ISHARES TR46428775440$4,2420.00%
293EQUINIX INCEQIX5$3,9200.00%
294SYNCHRONY FINANCIALSYF-PB110$3,7320.00%
295374WATER INCSCWO1,500$3,5850.00%
296COINBASE GLOBAL INCCOIN50$3,5780.00%
297ETF SER SOLUTIONS26922A289100$3,3670.00%
298GE HEALTHCARE TECHNOLOGIES IGEHC41$3,3310.00%
299ALLSTATE CORPALL-PJ30$3,2720.00%
300ADVANCED MICRO DEVICES INCAMD25$2,8480.00%
301BAXTER INTL INC07181310962$2,8400.00%
302CYBIN INCHELP7,500$2,8350.00%
303NIO INCNIOIF200$1,9380.00%
304CLEAN ENERGY FUELS CORPCLNE360$1,7860.00%
305KYNDRYL HLDGS INCKD125$1,6600.00%
306PINTEREST INCPINS50$1,3670.00%
307HYDROFARM HLDGS GROUP INC44888K2091,000$7820.00%
308FTAI INFRASTRUCTURE INCFIP150$5540.00%
309PIPER SANDLER COMPANIESPIPR2$2590.00%
310WESTPORT FUEL SYSTEMS INCWPRT13$1000.00%
311MYOMO INCMYO16$90.00%