AVALON INVESTMENT & ADVISORY
Latest 13F filing data - Q1 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRGO | 127K | $4.57M |
 | KMB | 126K | $16.97M |
 | UL | 126K | $6.55M |
 | DIS | 117K | $11.67M |
 | F | 116K | $1.46M |
 | NVO | 113K | $18.00M |
 | DRVN | 111K | $3.37M |
 | NVDA | 111K | $30.74M |
 | HON | 109K | $20.93M |
 | LKQ | 109K | $6.20M |
 | PRGS | 104K | $5.99M |
 | BJ | 102K | $7.78M |
 | JNJ | 102K | $15.85M |
 | AMGN | 102K | $24.66M |
 | LMT | 96K | $45.46M |
 | PAYX | 96K | $10.96M |
 | BNS | 91K | $4.60M |
 | LIN | 90K | $32.14M |
 | UNP | 89K | $17.96M |
 | TMUS | 87K | $12.62M |
Perrigo Company plc
PRGO
Shares Held
127K
Value
$4.57M
Kimberly-Clark Corporation
KMB
Shares Held
126K
Value
$16.97M
Unilever PLC
UL
Shares Held
126K
Value
$6.55M
The Walt Disney Company
DIS
Shares Held
117K
Value
$11.67M
Ford Motor Company
F
Shares Held
116K
Value
$1.46M
Novo Nordisk A/S
NVO
Shares Held
113K
Value
$18.00M
Driven Brands Holdings Inc.
DRVN
Shares Held
111K
Value
$3.37M
NVIDIA Corporation
NVDA
Shares Held
111K
Value
$30.74M
Honeywell International Inc.
HON
Shares Held
109K
Value
$20.93M
LKQ Corporation
LKQ
Shares Held
109K
Value
$6.20M
Progress Software Corporation
PRGS
Shares Held
104K
Value
$5.99M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
102K
Value
$7.78M
Johnson & Johnson
JNJ
Shares Held
102K
Value
$15.85M
Amgen Inc.
AMGN
Shares Held
102K
Value
$24.66M
Lockheed Martin Corporation
LMT
Shares Held
96K
Value
$45.46M
Paychex, Inc.
PAYX
Shares Held
96K
Value
$10.96M
The Bank of Nova Scotia
BNS
Shares Held
91K
Value
$4.60M
Linde plc
LIN
Shares Held
90K
Value
$32.14M
Union Pacific Corporation
UNP
Shares Held
89K
Value
$17.96M
T-Mobile US, Inc.
TMUS
Shares Held
87K
Value
$12.62M