AVALON INVESTMENT & ADVISORY
Latest 13F filing data - Q1 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANET | 86K | $14.36M |
 | ET | 85K | $1.06M |
 | AXP | 85K | $14.04M |
 | META | 83K | $17.67M |
 | TSM | 83K | $7.73M |
 | PLD | 83K | $10.31M |
 | WMT | 80K | $11.86M |
 | WBS | 77K | $3.03M |
 | V | 76K | $17.17M |
 | TDC | 76K | $3.05M |
 | CRM | 76K | $15.11M |
 | SKY | 74K | $5.54M |
 | CB | 73K | $14.19M |
 | DHR | 72K | $18.16M |
 | PNC | 71K | $9.05M |
 | PB | 71K | $4.37M |
 | GPC | 70K | $11.72M |
 | KMI | 70K | $1.22M |
 | ADPT | 66K | $585.37K |
 | TSLA | 65K | $13.55M |
Arista Networks, Inc.
ANET
Shares Held
86K
Value
$14.36M
Energy Transfer LP
ET
Shares Held
85K
Value
$1.06M
American Express Company
AXP
Shares Held
85K
Value
$14.04M
Meta Platforms, Inc.
META
Shares Held
83K
Value
$17.67M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
83K
Value
$7.73M
Prologis, Inc.
PLD
Shares Held
83K
Value
$10.31M
Walmart Inc.
WMT
Shares Held
80K
Value
$11.86M
Webster Financial Corporation
WBS
Shares Held
77K
Value
$3.03M
Visa Inc.
V
Shares Held
76K
Value
$17.17M
Teradata Corporation
TDC
Shares Held
76K
Value
$3.05M
Salesforce, Inc.
CRM
Shares Held
76K
Value
$15.11M
Champion Homes, Inc.
SKY
Shares Held
74K
Value
$5.54M
Chubb Limited
CB
Shares Held
73K
Value
$14.19M
Danaher Corporation
DHR
Shares Held
72K
Value
$18.16M
The PNC Financial Services Group, Inc.
PNC
Shares Held
71K
Value
$9.05M
Prosperity Bancshares, Inc.
PB
Shares Held
71K
Value
$4.37M
Genuine Parts Company
GPC
Shares Held
70K
Value
$11.72M
Kinder Morgan, Inc.
KMI
Shares Held
70K
Value
$1.22M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
66K
Value
$585.37K
Tesla, Inc.
TSLA
Shares Held
65K
Value
$13.55M