AVALON INVESTMENT & ADVISORY
Latest 13F filing data - Q1 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BIPC | 64K | $2.93M |
 | LLY | 62K | $21.34M |
 | FCFS | 58K | $5.57M |
 | ICLR | 57K | $12.19M |
 | APD | 55K | $15.74M |
 | CAT | 53K | $12.14M |
 | CHRD | 52K | $6.95M |
 | AVGO | 51K | $32.89M |
 | BSM | 48K | $757.72K |
 | MCD | 48K | $13.30M |
 | MPLX | 44K | $1.52M |
 | MLM | 44K | $15.58M |
 | NVS | 42K | $3.89M |
 | WMB | 41K | $1.22M |
 | CCRD | 40K | $1.21M |
 | PAA | 39K | $486.44K |
 | CELH | 36K | $3.31M |
 | DRI | 35K | $5.49M |
 | ADUS | 35K | $3.77M |
 | MA | 35K | $12.57M |
Brookfield Infrastructure Corporation
BIPC
Shares Held
64K
Value
$2.93M
Eli Lilly and Company
LLY
Shares Held
62K
Value
$21.34M
FirstCash Holdings, Inc
FCFS
Shares Held
58K
Value
$5.57M
ICON Public Limited Company
ICLR
Shares Held
57K
Value
$12.19M
Air Products and Chemicals, Inc.
APD
Shares Held
55K
Value
$15.74M
Caterpillar Inc.
CAT
Shares Held
53K
Value
$12.14M
Chord Energy Corporation
CHRD
Shares Held
52K
Value
$6.95M
Broadcom Inc.
AVGO
Shares Held
51K
Value
$32.89M
Black Stone Minerals, L.P.
BSM
Shares Held
48K
Value
$757.72K
McDonald's Corporation
MCD
Shares Held
48K
Value
$13.30M
MPLX Lp
MPLX
Shares Held
44K
Value
$1.52M
Martin Marietta Materials, Inc.
MLM
Shares Held
44K
Value
$15.58M
Novartis AG
NVS
Shares Held
42K
Value
$3.89M
The Williams Companies, Inc.
WMB
Shares Held
41K
Value
$1.22M
CoreCard Corporation
CCRD
Shares Held
40K
Value
$1.21M
Plains All American Pipeline, L.P.
PAA
Shares Held
39K
Value
$486.44K
Celsius Holdings, Inc.
CELH
Shares Held
36K
Value
$3.31M
Darden Restaurants, Inc.
DRI
Shares Held
35K
Value
$5.49M
Addus HomeCare Corporation
ADUS
Shares Held
35K
Value
$3.77M
Mastercard Incorporated
MA
Shares Held
35K
Value
$12.57M