Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2024 · Filed August 12, 2024 · Accession 0001798150-24-000004

Total Value
$1.26B
Positions
315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (315)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT241,141$107.8M8.53%
2APPLE INCAAPL468,031$98.6M7.80%
3ALPHABET INCGOOG467,781$85.8M6.79%
4AMAZON COM INCAMZN372,938$72.1M5.70%
5BROADCOM INCAVGO43,100$69.2M5.48%
6NVIDIA CORPORATIONNVDA396,805$49.0M3.88%
7VISA INCV170,331$44.7M3.54%
8BERKSHIRE HATHAWAY INC DELBRK-A98,926$40.2M3.19%
9PROGRESSIVE CORP743315103173,238$36.0M2.85%
10FIRST SOLAR INCFSLR138,640$31.3M2.47%
11LOWES COS INC548661107134,066$29.6M2.34%
12ADOBE INCADBE48,695$27.1M2.14%
13VANECK ETF TRUST92189F692284,975$26.1M2.06%
14NVR INCNVR3,376$25.6M2.03%
15QUANTA SVCS INC74762E10293,439$23.7M1.88%
16TJX COS INC NEW872540109215,102$23.7M1.87%
17MERCK & CO INCMRK189,956$23.5M1.86%
18BERKSHIRE HATHAWAY INC DELBRK-A38$23.3M1.84%
19MONDELEZ INTL INC609207105346,146$22.7M1.79%
20PNC FINL SVCS GROUP INC693475105135,870$21.1M1.67%
21THERMO FISHER SCIENTIFIC INCTMO34,896$19.3M1.53%
22LINDE PLCLIN43,573$19.1M1.51%
23RESMED INCRSMDF95,040$18.2M1.44%
24ISHARES TR464287556128,203$17.6M1.39%
25ALPHABET INCGOOG96,442$17.6M1.39%
26CMS ENERGY CORPCMS-PC292,075$17.4M1.38%
27DANAHER CORPORATION23585110269,055$17.3M1.37%
28AMERICAN TOWER CORP NEW03027X10076,403$14.9M1.18%
29AVALONBAY CMNTYS INCAWX71,505$14.8M1.17%
30AON PLCAON47,186$13.9M1.10%
31ULTA BEAUTY INCULTA35,620$13.7M1.09%
32VERALTO CORPVLTO132,274$12.6M1.00%
33PALO ALTO NETWORKS INCPANW34,650$11.7M0.93%
34TRIMBLE INCTRMB204,824$11.5M0.91%
35VALMONT INDS INC92025310140,830$11.2M0.89%
36WASTE MGMT INC DEL94106L10951,766$11.0M0.87%
37TYLER TECHNOLOGIES INCTYL21,260$10.7M0.85%
38JOHNSON & JOHNSONJNJ54,110$7.9M0.63%
39BROOKFIELD INFRASTRUCTURE COBIPC182,401$6.1M0.49%
40ANALOG DEVICES INCADI26,663$6.1M0.48%
41MONTROSE ENVIRONMENTAL GROUPMEG136,575$6.1M0.48%
42BROOKFIELD INFRAST PARTNERSG16252101220,493$6.1M0.48%
43APTIV PLCAPTV83,750$5.9M0.47%
44HANNON ARMSTRONG SUST INFR C41068X100169,350$5.0M0.40%
45SPDR S&P 500 ETF TRSPY7,906$4.3M0.34%
46NORTHROP GRUMMAN CORPNOC9,478$4.1M0.33%
47VANGUARD STAR FDS92190976863,000$3.8M0.30%
48BLOOM ENERGY CORPBE267,359$3.3M0.26%
49TRANE TECHNOLOGIES PLCTT8,870$2.9M0.23%
50MASTERCARD INCORPORATEDMA6,028$2.7M0.21%
51SELECT SECTOR SPDR TR81369Y20916,693$2.4M0.19%
52KKR & CO INCKKRT20,284$2.1M0.17%
53SPDR GOLD TRGLD9,282$2.0M0.16%
54VANGUARD INDEX FDS9229087697,390$2.0M0.16%
55NEXTERA ENERGY INCNEE-PW27,554$2.0M0.15%
56COSTCO WHSL CORP NEW22160K1052,216$1.9M0.15%
57D R HORTON INC23331A10913,000$1.8M0.15%
58VANGUARD INDEX FDS9229086529,868$1.7M0.13%
59UNITEDHEALTH GROUP INCUNH3,164$1.6M0.13%
60VANGUARD INDEX FDS9229086376,000$1.5M0.12%
61AMALGAMATED FINANCIAL CORPAMAL51,830$1.4M0.11%
62LENNAR CORPLEN-B9,000$1.3M0.11%
63BROOKFIELD CORP11271J10732,248$1.3M0.11%
64TRAVELERS COMPANIES INCTRV6,550$1.3M0.11%
65CANADIAN NATL RY CO13637510211,000$1.3M0.10%
66LKQ CORPLKQ30,500$1.3M0.10%
67MORGAN STANLEYMS-PQ13,000$1.3M0.10%
68PROCTER AND GAMBLE CO7427181097,434$1.2M0.10%
69SCHWAB CHARLES CORPSCHW-PJ14,000$1.0M0.08%
70OWENS CORNING NEWOC5,500$955,4600.08%
71JPMORGAN CHASE & CO.VYLD4,388$887,5170.07%
72ORACLE CORPORCL-PD6,136$866,4040.07%
73ELI LILLY & COLLY925$837,4770.07%
74VANGUARD WORLD FD9219108162,642$830,1430.07%
75MARKEL GROUP INCMKL500$787,8300.06%
76GOLDMAN SACHS GROUP INCGSCE1,700$768,9440.06%
77SPDR S&P MIDCAP 400 ETF TRMDY1,254$670,9910.05%
78CF INDS HLDGS INC1252691009,000$667,0800.05%
79ABBVIE INCABBV3,695$633,7670.05%
80VANGUARD INDEX FDS9229087512,767$603,3170.05%
81GENERAL MLS INC3703341049,298$588,1920.05%
82SALESFORCE INCCRM2,281$586,4460.05%
83ISHARES TR4642875232,350$579,5810.05%
84ABBOTT LABSABLZF5,523$573,8950.05%
85KORNIT DIGITAL LTDKRNT37,760$552,8070.04%
86VERISK ANALYTICS INCVRSK1,991$536,6750.04%
87TRUIST FINL CORP89832Q10913,000$505,0500.04%
88HOME DEPOT INCHD1,459$502,2470.04%
89PEPSICO INCPEP3,044$502,0470.04%
90ISHARES TR46429B6975,892$494,6930.04%
91AUTOMATIC DATA PROCESSING INADP1,883$449,4540.04%
92VANGUARD INDEX FDS9229085535,224$437,5630.03%
93ENTEGRIS INCENTG3,000$406,2000.03%
94VANGUARD WORLD FD9219108403,334$395,0790.03%
95WATERS CORP9418481031,335$387,3110.03%
96ISHARES TR4642876551,700$344,9130.03%
97ISHARES TR4642883075,000$338,7500.03%
98NOVO-NORDISK A SNONOF2,372$338,5800.03%
99SMUCKER J M CO8326964053,000$327,1200.03%
1003M COMMM3,200$327,0080.03%
101TARGET CORPTGT2,172$321,5050.03%
102GENERAL MTRS CO37045V1006,900$320,5740.03%
103VANGUARD WORLD FD92204A2071,545$313,6820.02%
104THE CIGNA GROUP125523100939$310,4060.02%
105COCA COLA COKO4,759$302,8790.02%
106TAIWAN SEMICONDUCTOR MFG LTD8740391001,664$289,2200.02%
107MCDONALDS CORPMCD1,063$270,8950.02%
108HUNTINGTON INGALLS INDS INC4464131061,096$269,9780.02%
109INTUITIVE SURGICAL INCISRG605$269,1350.02%
110CATERPILLAR INCCAT780$259,8180.02%
111WHIRLPOOL CORPWHR-PA2,500$255,5000.02%
112CISCO SYS INCCSCO5,144$244,3920.02%
113ARRAY TECHNOLOGIES INCARRY23,750$243,6750.02%
114FEDEX CORPFDX800$239,8720.02%
115INTERNATIONAL BUSINESS MACHSINTR1,361$235,3850.02%
116CENCORA INCCOR1,040$234,3120.02%
117KEYSIGHT TECHNOLOGIES INCKEYS1,700$232,4750.02%
118UNITED RENTALS INCURI349$225,7090.02%
119STARBUCKS CORPSBUX2,860$222,6510.02%
120VANGUARD INDEX FDS922908363445$222,5580.02%
121UNION PAC CORPUNP979$221,5090.02%
122TEXAS INSTRS INC8825081041,135$220,7920.02%
123ELEVANCE HEALTH INCELV400$216,7440.02%
124ASTRAZENECA PLCAZN2,750$214,4730.02%
125ECOLAB INCECL900$214,2000.02%
126ACCENTURE PLC IRELANDACN682$206,9260.02%
127SELECT SECTOR SPDR TR81369Y803901$203,8340.02%
128KIMBERLY-CLARK CORPKMB1,408$194,5860.02%
129EXXON MOBIL CORPXOM1,664$191,5600.02%
130EDWARDS LIFESCIENCES CORPEW2,050$189,3590.01%
131S&P GLOBAL INCSPGI422$188,2120.01%
132EMERSON ELEC COEMR1,600$176,2560.01%
133AES CORPAES10,000$175,7000.01%
134AIR PRODS & CHEMS INCAIIR648$167,2170.01%
135BROOKLINE BANCORP INC DEL11373M10720,000$167,0000.01%
136ISHARES TR4642874992,000$162,1600.01%
137NOVARTIS AGNVSEF1,500$159,6900.01%
138TESLA INCTSLA802$158,7000.01%
139TRANSDIGM GROUP INCTDG123$157,1470.01%
140AMERICAN EXPRESS COAXP661$153,0550.01%
141INVESCO EXCH TRADED FD TR IIIVZ2,330$151,3340.01%
142WISDOMTREE TRWT2,048$149,4830.01%
143NURIX THERAPEUTICS INCNRIX7,056$147,2590.01%
144ROPER TECHNOLOGIES INCROP259$145,9880.01%
145NISOURCE INCNI5,000$144,0500.01%
146ZOETIS INCZTS827$143,3690.01%
147PACCAR INCPCAR1,375$141,5430.01%
148NORFOLK SOUTHN CORP655844108656$140,8940.01%
149ENTERPRISE PRODS PARTNERS L2937921074,827$139,8870.01%
150WALMART INCWMT1,950$132,0350.01%
151EXPEDITORS INTL WASH INC3021301091,050$131,0300.01%
152INVESCO QQQ TRIVZ273$130,7980.01%
153VANGUARD SPECIALIZED FUNDS921908844700$127,7850.01%
154ISHARES TR4642871271,694$127,3380.01%
155E L F BEAUTY INCELF603$127,0650.01%
156OCCIDENTAL PETE CORP6745991052,000$126,0600.01%
157NIKE INCNKE1,668$125,7180.01%
158MICROCHIP TECHNOLOGY INC.MCHPP1,333$121,9700.01%
159LIVE NATION ENTERTAINMENT INLYV1,300$121,8620.01%
160KROGER COKR2,400$119,8320.01%
161CHUBB LIMITEDCB466$118,8680.01%
162PAYPAL HLDGS INCPYPL1,952$113,2750.01%
163CUMMINS INCCMI400$110,7720.01%
164BANK AMERICA CORP0605051042,748$109,2880.01%
165OLB GROUP INCOLB36,050$108,1470.01%
166OREILLY AUTOMOTIVE INC67103H107100$105,6060.01%
167WESTERN UN COWU8,600$105,0920.01%
168ARK RESTAURANTS CORPARKR8,000$104,8800.01%
169ISHARES TR464287200190$103,9740.01%
170INTUITINTU157$103,1820.01%
171ISHARES TR4642875071,655$96,8510.01%
172SCHWAB STRATEGIC TR8085247971,140$88,6470.01%
173FREEPORT-MCMORAN INCFCX1,799$87,4320.01%
174VERIZON COMMUNICATIONS INCVZ2,050$84,5420.01%
175IAC INCIAC1,800$84,3300.01%
176UNITED PARCEL SERVICE INCUPS603$82,4530.01%
177PROLOGIS INC.PLDGP726$81,5380.01%
178BLACKSTONE INCBX633$78,3660.01%
179UNIVERSAL DISPLAY CORPOLED370$77,7930.01%
180JABIL INCJBL692$75,2830.01%
181NORTHERN LTS FD TR IVNTRSO2,600$74,5580.01%
182OSCAR HEALTH INCOSCR4,633$73,2950.01%
183WELLS FARGO CO NEW9497461011,200$71,2680.01%
184SERVICE CORP INTL8175651041,000$71,1300.01%
185CINTAS CORPCTAS100$70,0260.01%
186SYNOPSYS INCSNPS115$68,4320.01%
187QUALCOMM INCQCOM341$67,9210.01%
188FORTINET INCFTNT1,115$67,2020.01%
189COLGATE PALMOLIVE COCL692$67,1520.01%
190VULCAN MATLS CO929160109255$63,4140.01%
191DIGITAL RLTY TR INC253868103417$63,4050.01%
192AMERICAN ELEC PWR CO INC025537101722$63,3490.01%
193BLACKROCK INCBLK80$62,9860.00%
194EATON CORP PLCETN200$62,7100.00%
195AMGEN INCAMGN200$62,4900.00%
196VANGUARD WORLD FD92204A702108$62,2720.00%
197CHEVRON CORP NEWCVX383$59,9560.00%
198SERVICENOW INCNOW76$59,7870.00%
199MPLX LPMPLXP1,387$59,0730.00%
200WEYERHAEUSER CO MTN BEWY1,995$56,6390.00%
201ISHARES TR4642888101,000$56,0400.00%
202PFIZER INCPFE1,973$55,2050.00%
203WEC ENERGY GROUP INCWEC700$54,9220.00%
204PACKAGING CORP AMER695156109300$54,7680.00%
205MICRON TECHNOLOGY INCMU400$52,6120.00%
206FEDERAL RLTY INVT TR NEW313745101500$50,4850.00%
207VANECK ETF TRUST92189H2011,100$50,4240.00%
208CLIMB GLOBAL SOLUTIONS INCCLMB800$50,2480.00%
209PREFORMED LINE PRODS CO740444104400$49,8160.00%
210NXP SEMICONDUCTORS N VNXPI185$49,7820.00%
211FERGUSON PLC NEWG3421J106257$49,7690.00%
212LAM RESEARCH CORPLRCX46$48,9840.00%
213NUCOR CORPNUE300$47,4240.00%
214ISHARES TR46434V878927$46,8420.00%
215IDACORP INCIDA500$46,5750.00%
216MGE ENERGY INCMGEE600$44,8320.00%
217AMEREN CORPAEE614$43,6620.00%
218AUTODESK INCADSK176$43,5520.00%
219ADVANCED DRAIN SYS INC DEL00790R104270$43,3060.00%
220RPM INTL INC749685103400$43,0720.00%
221XCEL ENERGY INCXELLL800$42,7280.00%
222BIO-TECHNE CORPTECH596$42,7040.00%
223CLEARWAY ENERGY INCCWEN-A1,715$42,3440.00%
224MARRIOTT INTL INC NEW571903202172$41,5850.00%
225PACER FDS TR69374H105831$41,3510.00%
226XYLEM INCXYL300$40,6890.00%
227SCHWAB STRATEGIC TR808524300400$40,3360.00%
228ASML HOLDING N VASMLF39$39,8870.00%
229KINDER MORGAN INC DELEP-PC2,000$39,7400.00%
230SOLVENTUM CORPSOLV750$39,6600.00%
231CROWN CASTLE INCCCI375$36,6380.00%
232OVINTIV INCOVV764$35,8090.00%
233LAKELAND INDS INC5117951061,500$34,4100.00%
234CONOCOPHILLIPSCOP300$34,3140.00%
235INTEL CORPINTC1,105$34,2220.00%
236SELECT SECTOR SPDR TR81369Y886500$34,0700.00%
237STRYKER CORPORATIONSYK100$34,0250.00%
238UNILEVER PLCUNLYF600$32,9940.00%
239ISHARES TR46429B663300$32,6100.00%
240ISHARES TR46434V282580$32,3010.00%
241DREAM FINDERS HOMES INCDFH1,210$31,2430.00%
242DBX ETF TR233051481600$30,2310.00%
243AUTONATION INCAN189$30,1230.00%
244MARSH & MCLENNAN COS INC571748102138$29,0800.00%
245DOMINION ENERGY INCD590$28,8910.00%
246SUNOCO LP/SUNOCO FIN CORPSUN500$28,2700.00%
247ALCON AGALC300$26,7240.00%
248AT&T INCT-PC1,383$26,4300.00%
249TOAST INCTOST1,000$25,7700.00%
250CINCINNATI FINL CORP172062101215$25,3920.00%
251CITIGROUP INCC-PR400$25,3840.00%
252CHURCH & DWIGHT CO INCCHD243$25,1950.00%
253DEXCOM INCDXCM220$24,9440.00%
254IDEXX LABS INC45168D10450$24,3600.00%
255US BANCORP DELUSB-PS610$24,2170.00%
256ISHARES TR464287168200$24,1960.00%
257NETFLIX INCNFLX35$23,6210.00%
258BOSTON SCIENTIFIC CORPBSX295$22,7180.00%
259BRISTOL-MYERS SQUIBB COCELG-RI521$21,6380.00%
260VALERO ENERGY CORPVLO137$21,4770.00%
261SONY GROUP CORPSNEJF250$21,2380.00%
262COMCAST CORP NEWCCZ530$20,7550.00%
263OPTIMIZERX CORPOPRX2,000$20,0000.00%
264NETEASE INCNETTF204$19,4990.00%
265PRUDENTIAL FINL INCPUKPF164$19,2190.00%
266HELIOS TECHNOLOGIES INCHLIO400$19,1000.00%
267SELECT SECTOR SPDR TR81369Y308249$19,0690.00%
268ROSS STORES INCROST125$18,1650.00%
269COCA-COLA FEMSA SAB DE CVCOCSF206$17,6840.00%
270VANGUARD SCOTTSDALE FDS92206C102301$17,4550.00%
271EBAY INC.EBAY300$16,1160.00%
272MEDTRONIC PLCMDT200$15,7420.00%
273FTAI AVIATION LTDFTAIN150$15,4850.00%
274KRAFT HEINZ COKHC450$14,4990.00%
275NATIONAL GRID PLCNMPWP255$14,4840.00%
276ISHARES TR464287887108$13,8710.00%
277TE CONNECTIVITY LTDTEL90$13,5390.00%
278WILLIS TOWERS WATSON PLC LTDWTW50$13,1070.00%
279HONEYWELL INTL INC43851610660$12,8130.00%
280AIRBNB INCABNB75$11,3730.00%
281COSTAR GROUP INCCSGP153$11,3440.00%
282GE AEROSPACE36960430165$10,3340.00%
283ALBEMARLE CORPALB-PA100$9,5520.00%
284LIONS GATE ENTMNT CORP5359194011,000$9,4200.00%
285COOPER COS INC216648501100$8,7300.00%
286BROOKFIELD RENEWABLE CORPBEPC300$8,5140.00%
287MERCADOLIBRE INCMELI5$8,2170.00%
288US FOODS HLDG CORPUSFD150$7,9470.00%
289INTERCONTINENTAL EXCHANGE IN45866F10450$6,8450.00%
290SPOTIFY TECHNOLOGY S ASPOT21$6,5900.00%
291BOEING COBA-PA36$6,5530.00%
292MOODYS CORPMCO15$6,3140.00%
293STRIDE INCLRN82$5,7810.00%
294GE VERNOVA INCGEV31$5,3170.00%
295KYNDRYL HLDGS INCKD196$5,1570.00%
296ALLSTATE CORPALL-PJ30$4,7900.00%
297MINISO GROUP HLDG LTDMSOGF245$4,6730.00%
298LAUDER ESTEE COS INC51843910440$4,2560.00%
299ADVANCED MICRO DEVICES INCAMD25$4,0560.00%
300EQUINIX INCEQIX5$3,7830.00%
301374WATER INCSCWO3,000$3,6000.00%
302VITA COCO CO INCCOCO126$3,5100.00%
303GE HEALTHCARE TECHNOLOGIES IGEHC41$3,1950.00%
304ALPHA TAU MEDICAL LTDDRTSW14,500$2,9370.00%
305PERRIGO CO PLCPRGO100$2,5680.00%
306WARNER BROS DISCOVERY INCWBD334$2,4850.00%
307PINTEREST INCPINS50$2,2040.00%
308RIVIAN AUTOMOTIVE INCRIVN160$2,1480.00%
309CYBIN INCHELP7,500$2,0330.00%
310FTAI INFRASTRUCTURE INCFIP150$1,2950.00%
311CLEAN ENERGY FUELS CORPCLNE360$9620.00%
312CERENCE INCCRNC250$7080.00%
313HYDROFARM HLDGS GROUP INC44888K2091,000$6900.00%
314WESTPORT FUEL SYSTEMS INCWPRT13$730.00%
315COMPLETE SOLARIA INCSPWRW52$590.00%