AVALON INVESTMENT & ADVISORY
Latest 13F filing data - Q1 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMD | 169K | $16.57M |
 | HCSG | 169K | $2.34M |
 | UNH | 167K | $78.82M |
 | INMD | 166K | $5.32M |
 | VLO | 162K | $22.61M |
 | MDT | 160K | $12.92M |
 | VVV | 152K | $5.33M |
 | HD | 150K | $44.29M |
 | PAGP | 148K | $1.94M |
 | ORCL | 147K | $13.64M |
 | CAH | 143K | $10.80M |
 | HOMB | 142K | $3.09M |
 | CPT | 141K | $14.81M |
 | TJX | 141K | $11.04M |
 | SHEL | 134K | $7.69M |
 | MGY | 133K | $2.91M |
 | SMLR | 133K | $3.56M |
 | SRE | 131K | $19.83M |
 | CCI | 128K | $17.11M |
 | ARE | 128K | $16.04M |
Advanced Micro Devices, Inc.
AMD
Shares Held
169K
Value
$16.57M
Healthcare Services Group, Inc.
HCSG
Shares Held
169K
Value
$2.34M
UnitedHealth Group Incorporated
UNH
Shares Held
167K
Value
$78.82M
InMode Ltd.
INMD
Shares Held
166K
Value
$5.32M
Valero Energy Corporation
VLO
Shares Held
162K
Value
$22.61M
Medtronic plc
MDT
Shares Held
160K
Value
$12.92M
Valvoline Inc.
VVV
Shares Held
152K
Value
$5.33M
The Home Depot, Inc.
HD
Shares Held
150K
Value
$44.29M
Plains GP Holdings, L.P.
PAGP
Shares Held
148K
Value
$1.94M
Oracle Corporation
ORCL
Shares Held
147K
Value
$13.64M
Cardinal Health, Inc.
CAH
Shares Held
143K
Value
$10.80M
Home Bancshares, Inc.
HOMB
Shares Held
142K
Value
$3.09M
Camden Property Trust
CPT
Shares Held
141K
Value
$14.81M
The TJX Companies, Inc.
TJX
Shares Held
141K
Value
$11.04M
Shell plc
SHEL
Shares Held
134K
Value
$7.69M
Magnolia Oil & Gas Corporation
MGY
Shares Held
133K
Value
$2.91M
Semler Scientific, Inc.
SMLR
Shares Held
133K
Value
$3.56M
Sempra
SRE
Shares Held
131K
Value
$19.83M
Crown Castle Inc.
CCI
Shares Held
128K
Value
$17.11M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
128K
Value
$16.04M