AVALON INVESTMENT & ADVISORY
Latest 13F filing data - Q1 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EQT | 34K | $1.08M |
 | LSTR | 32K | $5.77M |
 | TMO | 29K | $16.73M |
 | SLB | 28K | $1.39M |
 | DE | 28K | $11.63M |
 | WD | 28K | $2.10M |
 | GOOG | 26K | $2.69M |
 | ABT | 26K | $2.59M |
 | FFIN | 25K | $795.87K |
 | COST | 25K | $12.38M |
 | DHIL | 25K | $4.04M |
 | FSV | 25K | $3.46M |
 | CMCSA | 22K | $848.65K |
 | SITE | 22K | $3.05M |
 | GM | 21K | $778.46K |
 | BRX | 21K | $452.44K |
 | CADE | 21K | $431.23K |
 | WES | 20K | $518.43K |
 | PINS | 19K | $524.87K |
 | ASML | 19K | $12.84M |
EQT Corporation
EQT
Shares Held
34K
Value
$1.08M
Landstar System, Inc.
LSTR
Shares Held
32K
Value
$5.77M
Thermo Fisher Scientific Inc.
TMO
Shares Held
29K
Value
$16.73M
SLB N.V.
SLB
Shares Held
28K
Value
$1.39M
Deere & Company
DE
Shares Held
28K
Value
$11.63M
Walker & Dunlop, Inc.
WD
Shares Held
28K
Value
$2.10M
Alphabet Inc.
GOOG
Shares Held
26K
Value
$2.69M
Abbott Laboratories
ABT
Shares Held
26K
Value
$2.59M
First Financial Bankshares, Inc.
FFIN
Shares Held
25K
Value
$795.87K
Costco Wholesale Corporation
COST
Shares Held
25K
Value
$12.38M
Diamond Hill Investment Group, Inc.
DHIL
Shares Held
25K
Value
$4.04M
FirstService Corporation
FSV
Shares Held
25K
Value
$3.46M
Comcast Corporation
CMCSA
Shares Held
22K
Value
$848.65K
SiteOne Landscape Supply, Inc.
SITE
Shares Held
22K
Value
$3.05M
General Motors Company
GM
Shares Held
21K
Value
$778.46K
Brixmor Property Group Inc.
BRX
Shares Held
21K
Value
$452.44K
Cadence Bank
CADE
Shares Held
21K
Value
$431.23K
Western Midstream Partners, LP
WES
Shares Held
20K
Value
$518.43K
Pinterest, Inc.
PINS
Shares Held
19K
Value
$524.87K
ASML Holding N.V.
ASML
Shares Held
19K
Value
$12.84M