AVALON INVESTMENT & ADVISORY
Latest 13F filing data - Q1 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENB | 19K | $719.78K |
 | ASR | 19K | $5.77M |
 | CSL | 19K | $4.23M |
 | CVCO | 18K | $5.78M |
 | TCBX | 18K | $278.37K |
 | NKE | 18K | $2.15M |
 | DAR | 17K | $991.46K |
 | CNC | 17K | $1.05M |
 | HAL | 16K | $502.86K |
 | GRNT | 16K | $91.41K |
 | AR | 15K | $345.45K |
 | DINO | 15K | $711.14K |
 | GH | 15K | $343.25K |
 | REGN | 14K | $11.36M |
 | CMA | 13K | $550.43K |
 | DECK | 12K | $5.49M |
 | SPR | 12K | $417.88K |
 | T | 12K | $227.66K |
 | ICE | 12K | $1.23M |
 | FTI | 12K | $159.32K |
Enbridge Inc.
ENB
Shares Held
19K
Value
$719.78K
Grupo Aeroportuario del Sureste, S. A. B. de C. V.
ASR
Shares Held
19K
Value
$5.77M
Carlisle Companies Incorporated
CSL
Shares Held
19K
Value
$4.23M
Cavco Industries, Inc.
CVCO
Shares Held
18K
Value
$5.78M
Third Coast Bancshares, Inc.
TCBX
Shares Held
18K
Value
$278.37K
NIKE, Inc.
NKE
Shares Held
18K
Value
$2.15M
Darling Ingredients Inc.
DAR
Shares Held
17K
Value
$991.46K
Centene Corporation
CNC
Shares Held
17K
Value
$1.05M
Halliburton Company
HAL
Shares Held
16K
Value
$502.86K
Granite Ridge Resources, Inc
GRNT
Shares Held
16K
Value
$91.41K
Antero Resources Corporation
AR
Shares Held
15K
Value
$345.45K
HF Sinclair Corporation
DINO
Shares Held
15K
Value
$711.14K
Guardant Health, Inc.
GH
Shares Held
15K
Value
$343.25K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
14K
Value
$11.36M
Comerica Incorporated
CMA
Shares Held
13K
Value
$550.43K
Deckers Outdoor Corporation
DECK
Shares Held
12K
Value
$5.49M
Spirit AeroSystems Holdings, Inc.
SPR
Shares Held
12K
Value
$417.88K
AT&T Inc.
T
Shares Held
12K
Value
$227.66K
Intercontinental Exchange, Inc.
ICE
Shares Held
12K
Value
$1.23M
TechnipFMC plc
FTI
Shares Held
12K
Value
$159.32K