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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 Q1 2024 · Filed May 7, 2024 · Accession 0001798150-24-000002

Total Value
$1.22B
Positions
326
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (326)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT242,760$102.1M8.38%
2APPLE INCAAPL465,766$79.9M6.55%
3ALPHABET INCGOOG469,451$71.5M5.86%
4AMAZON COM INCAMZN371,493$67.0M5.50%
5BROADCOM INCAVGO43,286$57.4M4.71%
6VISA INCV171,126$47.8M3.92%
7BERKSHIRE HATHAWAY INC DELBRK-A98,946$41.6M3.41%
8PROGRESSIVE CORP743315103174,088$36.0M2.95%
9ISHARES TR464287523151,795$34.3M2.81%
10LOWES COS INC548661107130,956$33.4M2.74%
11NVR INCNVR3,390$27.5M2.25%
12VANECK ETF TRUST92189F692284,875$25.8M2.12%
13MERCK & CO INCMRK190,341$25.1M2.06%
14QUANTA SVCS INC74762E10293,569$24.3M1.99%
15BERKSHIRE HATHAWAY INC DELBRK-A38$24.1M1.98%
16CVS HEALTH CORPCVS299,175$23.9M1.96%
17MONDELEZ INTL INC609207105340,746$23.9M1.96%
18PNC FINL SVCS GROUP INC693475105136,420$22.0M1.81%
19TJX COS INC NEW872540109215,687$21.9M1.79%
20LKQ CORPLKQ408,566$21.8M1.79%
21THERMO FISHER SCIENTIFIC INCTMO36,147$21.0M1.72%
22LINDE PLCLIN43,925$20.4M1.67%
23RESMED INCRSMDF94,690$18.8M1.54%
24ADOBE INCADBE35,425$17.9M1.47%
25ULTA BEAUTY INCULTA34,115$17.8M1.46%
26DANAHER CORPORATION23585110269,280$17.3M1.42%
27ISHARES TR464287556125,048$17.2M1.41%
28AON PLCAON46,351$15.5M1.27%
29WASTE MGMT INC DEL94106L10969,321$14.8M1.21%
30ALPHABET INCGOOG97,872$14.8M1.21%
31AMERICAN TOWER CORP NEW03027X10073,752$14.6M1.20%
32FIRST SOLAR INCFSLR84,796$14.3M1.17%
33TRIMBLE INCTRMB209,724$13.5M1.11%
34AVALONBAY CMNTYS INCAWX71,705$13.3M1.09%
35VERALTO CORPVLTO132,394$11.7M0.96%
36PALO ALTO NETWORKS INCPANW34,675$9.9M0.81%
37VALMONT INDS INC92025310140,425$9.2M0.76%
38TYLER TECHNOLOGIES INCTYL21,290$9.0M0.74%
39JOHNSON & JOHNSONJNJ55,763$8.8M0.72%
40BROOKFIELD INFRAST PARTNERSG16252101220,805$6.9M0.57%
41APTIV PLCAPTV80,960$6.4M0.53%
42BROOKFIELD INFRASTRUCTURE COBIPC171,973$6.2M0.51%
43ANALOG DEVICES INCADI29,520$5.8M0.48%
44MONTROSE ENVIRONMENTAL GROUPMEG136,650$5.4M0.44%
45NORTHROP GRUMMAN CORPNOC10,978$5.3M0.43%
46HANNON ARMSTRONG SUST INFR C41068X100165,275$4.7M0.38%
47SPDR S&P 500 ETF TRSPY8,035$4.2M0.34%
48VANGUARD STAR FDS92190976863,000$3.8M0.31%
49BLOOM ENERGY CORPBE269,834$3.0M0.25%
50MASTERCARD INCORPORATEDMA6,162$3.0M0.24%
51SELECT SECTOR SPDR TR81369Y20918,162$2.7M0.22%
52TRANE TECHNOLOGIES PLCTT8,870$2.7M0.22%
53D R HORTON INC23331A10914,500$2.4M0.20%
54UNITEDHEALTH GROUP INCUNH4,157$2.1M0.17%
55KKR & CO INCKKRT20,284$2.0M0.17%
56VANGUARD INDEX FDS9229087697,690$2.0M0.16%
57SPDR GOLD TRGLD9,282$1.9M0.16%
58LENNAR CORPLEN-B10,500$1.8M0.15%
59NEXTERA ENERGY INCNEE-PW27,554$1.8M0.14%
60VANGUARD INDEX FDS9229086529,868$1.7M0.14%
61BROOKFIELD CORP11271J10740,248$1.7M0.14%
62COSTCO WHSL CORP NEW22160K1052,233$1.6M0.13%
63TRAVELERS COMPANIES INCTRV7,075$1.6M0.13%
64CANADIAN NATL RY CO13637510211,533$1.5M0.12%
65VANGUARD INDEX FDS9229086376,000$1.4M0.12%
66AMALGAMATED FINANCIAL CORPAMAL51,930$1.2M0.10%
67MORGAN STANLEYMS-PQ13,000$1.2M0.10%
68PROCTER AND GAMBLE CO7427181097,434$1.2M0.10%
69OWENS CORNING NEWOC6,500$1.1M0.09%
70SCHWAB CHARLES CORPSCHW-PJ14,000$1.0M0.08%
71JPMORGAN CHASE & COVYLD5,047$1.0M0.08%
72ENTEGRIS INCENTG5,500$772,9700.06%
73ORACLE CORPORCL-PD6,136$770,7430.06%
74NVIDIA CORPORATIONNVDA848$766,2190.06%
75MARKEL GROUP INCMKL500$760,7400.06%
76VANGUARD WORLD FD9219108162,642$757,2240.06%
77CF INDS HLDGS INC1252691009,000$748,8900.06%
78ELI LILLY & COLLY940$731,2830.06%
79ABBVIE INCABBV3,950$719,2950.06%
80GOLDMAN SACHS GROUP INCGSCE1,700$710,0730.06%
81KEYSIGHT TECHNOLOGIES INCKEYS4,500$703,7100.06%
82SPDR S&P MIDCAP 400 ETF TRMDY1,254$697,7260.06%
83KORNIT DIGITAL LTDKRNT38,060$689,6480.06%
84SALESFORCE INCCRM2,281$686,9920.06%
85ABBOTT LABSABLZF6,023$684,5750.06%
86GENERAL MLS INC3703341049,298$650,5820.05%
87VANGUARD INDEX FDS9229087512,767$632,5090.05%
88HOME DEPOT INCHD1,617$620,2820.05%
89PEPSICO INCPEP3,044$532,7310.04%
90TRUIST FINL CORP89832Q10913,000$506,7400.04%
91ISHARES TR46429B6975,892$492,4540.04%
92NIKE INCNKE5,192$487,9450.04%
93AUTOMATIC DATA PROCESSING INADP1,883$470,2610.04%
94VERISK ANALYTICS INCVRSK1,991$469,3390.04%
95WATERS CORP9418481031,335$459,5480.04%
96VANGUARD INDEX FDS9229085535,224$451,7720.04%
97VANGUARD INDEX FDS922908363895$430,2270.04%
98ISHARES TR4642876551,981$416,6050.03%
99VANGUARD WORLD FD9219108403,334$398,4470.03%
100ISHARES TR4642883075,605$396,1620.03%
101TARGET CORPTGT2,172$384,8550.03%
102SMUCKER J M CO8326964053,000$377,6100.03%
103ARRAY TECHNOLOGIES INCARRY23,750$354,1130.03%
104THE CIGNA GROUP125523100939$341,0360.03%
1053M COMMM3,200$339,4240.03%
106HUNTINGTON INGALLS INDS INC4464131061,096$319,4520.03%
107VANGUARD WORLD FD92204A2071,545$315,3970.03%
108MCDONALDS CORPMCD1,089$307,0440.03%
109NOVO-NORDISK A SNONOF2,372$304,5650.02%
110ACCENTURE PLC IRELANDACN869$301,2050.02%
111CISCO SYS INCCSCO6,020$300,4590.02%
112UNITED RENTALS INCURI415$299,2610.02%
113WHIRLPOOL CORPWHR-PA2,500$299,0750.02%
114STARBUCKS CORPSBUX3,216$293,9110.02%
115COCA COLA COKO4,759$291,1260.02%
116CATERPILLAR INCCAT780$285,8160.02%
117INTUITIVE SURGICAL INCISRG703$280,5610.02%
118GENERAL MTRS CO37045V1006,000$272,1000.02%
119INTERNATIONAL BUSINESS MACHSINTR1,361$259,8970.02%
120EDWARDS LIFESCIENCES CORPEW2,675$255,6230.02%
121CENCORA INCCOR1,040$252,7100.02%
122UNION PAC CORPUNP1,003$246,6680.02%
123ZOETIS INCZTS1,400$236,8940.02%
124FEDEX CORPFDX800$231,7920.02%
125TAIWAN SEMICONDUCTOR MFG LTD8740391001,664$226,3880.02%
126OREILLY AUTOMOTIVE INC67103H107200$225,7760.02%
127CHEVRON CORP NEWCVX1,383$218,2020.02%
128ECOLAB INCECL900$207,8100.02%
129ELEVANCE HEALTH INCELV400$207,4160.02%
130PACER FDS TR69374H1054,339$207,0580.02%
131TEXAS INSTRS INC8825081041,185$206,4390.02%
132BROOKLINE BANCORP INC DEL11373M10720,000$199,2000.02%
133EXXON MOBIL CORPXOM1,664$193,4240.02%
134ISHARES TR4642874992,300$193,4070.02%
135UNILEVER PLCUNLYF3,750$188,2130.02%
136SELECT SECTOR SPDR TR81369Y803901$187,6520.02%
137ASTRAZENECA PLCAZN2,750$186,3130.02%
138KIMBERLY-CLARK CORPKMB1,408$182,1250.01%
139EMERSON ELEC COEMR1,600$181,4720.01%
140INVESCO EXCH TRADED FD TR IIIVZ2,730$179,8260.01%
141S&P GLOBAL INCSPGI422$179,5400.01%
142AES CORPAES10,000$179,3000.01%
143AMERICAN EXPRESS COAXP751$170,9960.01%
144PAYPAL HLDGS INCPYPL2,543$170,3560.01%
145PACCAR INCPCAR1,375$170,3490.01%
146NORFOLK SOUTHN CORP655844108656$167,2630.01%
147EXPEDITORS INTL WASH INC3021301091,300$158,0410.01%
148AIR PRODS & CHEMS INCAIIR648$156,9910.01%
149WISDOMTREE TRWT2,048$154,8380.01%
150TRANSDIGM GROUP INCTDG123$151,4870.01%
151TESLA INCTSLA857$150,6530.01%
152ROPER TECHNOLOGIES INCROP259$145,2580.01%
153NOVARTIS AGNVSEF1,500$145,0950.01%
154ENTERPRISE PRODS PARTNERS L2937921074,827$140,8520.01%
155NISOURCE INCNI5,000$138,3000.01%
156LIVE NATION ENTERTAINMENT INLYV1,300$137,5010.01%
157KROGER COKR2,400$137,1120.01%
158OCCIDENTAL PETE CORP6745991052,000$129,9800.01%
159VANGUARD SPECIALIZED FUNDS921908844700$127,8270.01%
160PFIZER INCPFE4,518$125,3750.01%
161ISHARES TR4642871271,694$122,7650.01%
162INVESCO QQQ TRIVZ273$121,2150.01%
163CHUBB LIMITEDCB466$120,7550.01%
164WESTERN UN COWU8,600$120,2280.01%
165MICROCHIP TECHNOLOGY INC.MCHPP1,333$119,5840.01%
166E L F BEAUTY INCELF603$118,2070.01%
167CUMMINS INCCMI400$117,8600.01%
168WALMART INCWMT1,950$117,3320.01%
169CINTAS CORPCTAS166$114,0470.01%
170ARK RESTAURANTS CORPARKR8,000$110,0000.01%
171BANK AMERICA CORP0605051042,748$104,2050.01%
172NURIX THERAPEUTICS INCNRIX7,056$103,7240.01%
173INTUITINTU157$102,0500.01%
174ISHARES TR4642875071,655$100,5250.01%
175ISHARES TR464287200190$99,8890.01%
176IAC INCIAC1,800$96,0120.01%
177FREEPORT-MCMORAN INCFCX2,013$94,6520.01%
178PROLOGIS INC.PLDGP726$94,5400.01%
179JABIL INCJBL703$94,1670.01%
180SCHWAB STRATEGIC TR8085247971,140$91,9190.01%
181UNITED PARCEL SERVICE INCUPS603$89,5500.01%
182UNIVERSAL DISPLAY CORPOLED520$87,5940.01%
183BROOKFIELD ASSET MANAGMT LTD1130041052,062$86,6460.01%
184VERIZON COMMUNICATIONS INCVZ2,050$86,0180.01%
185BLACKSTONE INCBX633$83,1580.01%
186ALIGN TECHNOLOGY INCALGN250$81,9800.01%
187FORTINET INCFTNT1,115$76,1660.01%
188NORTHERN LTS FD TR IVNTRSO2,600$75,2540.01%
189SERVICE CORP INTL8175651041,000$74,2100.01%
190WELLS FARGO CO NEW9497461011,268$73,4940.01%
191SOUTHERN COSOMN1,000$71,7400.01%
192WEYERHAEUSER CO MTN BEWY1,995$71,6410.01%
193AUTODESK INCADSK275$71,6160.01%
194VULCAN MATLS CO929160109255$69,5950.01%
195OSCAR HEALTH INCOSCR4,633$68,8930.01%
196DUKE ENERGY CORP NEWDUKB700$67,6970.01%
197HONEYWELL INTL INC438516106326$66,9120.01%
198BLACKROCK INCBLK80$66,6960.01%
199SYNOPSYS INCSNPS115$65,7230.01%
200SELECT SECTOR SPDR TR81369Y8861,000$65,6500.01%
201EATON CORP PLCETN200$62,5360.01%
202VANGUARD INDEX FDS922908629250$62,4650.01%
203COLGATE PALMOLIVE COCL692$62,3150.01%
204AMERICAN ELEC PWR CO INC025537101722$62,1650.01%
205DIGITAL RLTY TR INC253868103417$60,0650.00%
206DREAM FINDERS HOMES INCDFH1,363$59,6040.00%
207ISHARES TR4642888101,000$58,5900.00%
208SERVICENOW INCNOW76$57,9430.00%
209QUALCOMM INCQCOM341$57,7320.00%
210MPLX LPMPLXP1,387$57,6440.00%
211WEC ENERGY GROUP INCWEC700$57,4840.00%
212PACKAGING CORP AMER695156109300$56,9340.00%
213AMGEN INCAMGN200$56,8640.00%
214VANGUARD WORLD FD92204A702108$56,6290.00%
215FERGUSON PLC NEWG3421J106257$56,1370.00%
216LAM RESEARCH CORPLRCX56$54,4080.00%
217VANECK ETF TRUST92189H2011,100$51,1610.00%
218FEDERAL RLTY INVT TR NEW313745101500$51,0600.00%
219INVESCO EXCHANGE TRADED FD TIVZ750$49,9280.00%
220INTEL CORPINTC1,105$48,8080.00%
221RPM INTL INC749685103400$47,5800.00%
222MGE ENERGY INCMGEE600$47,2320.00%
223ABRDN GLOBAL INFRA INCOME FU00326W1062,658$47,1800.00%
224ISHARES TR46434V878927$46,8700.00%
225ADVANCED DRAIN SYS INC DEL00790R104270$46,5050.00%
226IDACORP INCIDA500$46,4450.00%
227COPART INCCPRT800$46,3360.00%
228NXP SEMICONDUCTORS N VNXPI185$45,8380.00%
229AMEREN CORPAEE614$45,4120.00%
230MARRIOTT INTL INC NEW571903202172$43,3980.00%
231XCEL ENERGY INCXELLL800$43,0000.00%
232TRUPANION INCTRUP1,520$41,9680.00%
233BIO-TECHNE CORPTECH596$41,9530.00%
234CROWN CASTLE INCCCI375$39,6870.00%
235OVINTIV INCOVV764$39,6520.00%
236CLEARWAY ENERGY INCCWEN-A1,715$39,5310.00%
237XYLEM INCXYL300$38,7720.00%
238ASML HOLDING N VASMLF39$37,8490.00%
239SCHWAB STRATEGIC TR808524300400$37,0880.00%
240STRYKER CORPORATIONSYK100$35,7870.00%
241AUTONATION INCAN211$34,9380.00%
242ISHARES TR46429B663300$33,0630.00%
243DBX ETF TR233051481600$31,3000.00%
244ISHARES TR46434V282580$31,2100.00%
245DEXCOM INCDXCM220$30,5140.00%
246SUNOCO LP/SUNOCO FIN CORPSUN500$30,1450.00%
247DROPBOX INCDBX1,222$29,6950.00%
248DOMINION ENERGY INCD590$29,0030.00%
249MARSH & MCLENNAN COS INC571748102138$28,4260.00%
250BRISTOL-MYERS SQUIBB COCELG-RI521$28,2540.00%
251VALERO ENERGY CORPVLO160$27,3110.00%
252US BANCORP DELUSB-PS610$27,2670.00%
253IDEXX LABS INC45168D10450$26,9970.00%
254CINCINNATI FINL CORP172062101215$26,6970.00%
255GLOBAL X FDS37954Y715824$26,2120.00%
256CARMAX INCKMX300$26,1330.00%
257CHURCH & DWIGHT CO INCCHD243$25,3480.00%
258CITIGROUP INCC-PR400$25,2960.00%
259ALCON AGALC300$24,9870.00%
260TOAST INCTOST1,000$24,9200.00%
261ISHARES TR464287168200$24,6360.00%
262AT&T INCT-PC1,383$24,3410.00%
263OPTIMIZERX CORPOPRX2,000$24,3000.00%
264COMCAST CORP NEWCCZ530$22,9760.00%
265GENERAL ELECTRIC CO369604301125$21,9420.00%
266SONY GROUP CORPSNEJF250$21,4350.00%
267NETFLIX INCNFLX35$21,2570.00%
268NETEASE INCNETTF204$21,1080.00%
269OLB GROUP INCOLB36,050$20,5890.00%
270BOSTON SCIENTIFIC CORPBSX295$20,2050.00%
271COCA-COLA FEMSA SAB DE CVCOCSF206$20,0240.00%
272PRUDENTIAL FINL INCPUKPF164$19,2540.00%
273SELECT SECTOR SPDR TR81369Y308249$19,0140.00%
274US FOODS HLDG CORPUSFD346$18,6740.00%
275ROSS STORES INCROST125$18,3450.00%
276HELIOS TECHNOLOGIES INCHLIO400$17,8760.00%
277VANGUARD SCOTTSDALE FDS92206C102301$17,4800.00%
278MEDTRONIC PLCMDT200$17,4300.00%
279NATIONAL GRID PLCNMPWP255$17,3970.00%
280PG&E CORPPCG-PX1,000$16,7600.00%
281KRAFT HEINZ COKHC450$16,6050.00%
282VITA COCO CO INCCOCO651$15,9040.00%
283EBAY INC.EBAY300$15,8340.00%
284COSTAR GROUP INCCSGP153$14,7800.00%
285ISHARES TR464287887108$14,1190.00%
286WILLIS TOWERS WATSON PLC LTDWTW50$13,7500.00%
287TE CONNECTIVITY LTDTEL90$13,0720.00%
288AIRBNB INCABNB75$12,3720.00%
289FIDELITY COVINGTON TRUST316092865285$12,0900.00%
290COOPER COS INC216648501100$10,1460.00%
291FTAI AVIATION LTDFTAIN150$10,0950.00%
292LIONS GATE ENTMNT CORP5359194011,000$9,9500.00%
293MINISO GROUP HLDG LTDMSOGF467$9,5740.00%
294MERCADOLIBRE INCMELI5$7,5600.00%
295BOEING COBA-PA36$6,9480.00%
296INTERCONTINENTAL EXCHANGE IN45866F10450$6,8720.00%
297LAUDER ESTEE COS INC51843910440$6,1660.00%
298MOODYS CORPMCO15$5,8960.00%
299SPOTIFY TECHNOLOGY S ASPOT21$5,5420.00%
300ALLSTATE CORPALL-PJ30$5,1910.00%
301STRIDE INCLRN82$5,1710.00%
302ADVANCED MICRO DEVICES INCAMD25$4,5130.00%
303KYNDRYL HLDGS INCKD196$4,2650.00%
304EQUINIX INCEQIX5$4,1270.00%
305CERENCE INCCRNC250$3,9380.00%
306374WATER INCSCWO3,000$3,7800.00%
307GE HEALTHCARE TECHNOLOGIES IGEHC41$3,7280.00%
308ALPHA TAU MEDICAL LTDDRTSW14,500$3,6270.00%
309DARDEN RESTAURANTS INCDRI20$3,3430.00%
310PERRIGO CO PLCPRGO100$3,2190.00%
311CYBIN INCHELP7,500$3,1020.00%
312WARNER BROS DISCOVERY INCWBD334$2,9160.00%
313SCHLUMBERGER LTDSLB47$2,5770.00%
314EQUINOR ASASTOHF88$2,3790.00%
315GRUPO AEROPORTUARIO DEL CENT40050110229$2,2940.00%
316DLOCAL LTDDLO127$1,8670.00%
317RIVIAN AUTOMOTIVE INCRIVN160$1,7520.00%
318PINTEREST INCPINS50$1,7340.00%
319CONAGRA BRANDS INCCAG44$1,3050.00%
320HYDROFARM HLDGS GROUP INC44888K2091,000$1,0800.00%
321CLEAN ENERGY FUELS CORPCLNE360$9650.00%
322FTAI INFRASTRUCTURE INCFIP150$9420.00%
323PIPER SANDLER COMPANIESPIPR2$3970.00%
324WESTPORT FUEL SYSTEMS INCWPRT13$880.00%
325MYOMO INCMYO16$530.00%
326COMPLETE SOLARIA INCSPWRW52$320.00%