Stock Taper

AVALON INVESTMENT & ADVISORY

Latest 13F filing data - Q1 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lockheed Martin CorporationLMT96.16K$45.46M
Amgen Inc.AMGN102.01K$24.66M
Johnson & JohnsonJNJ102.29K$15.85M
BJ's Wholesale Club Holdings, Inc.BJ102.34K$7.78M
Progress Software CorporationPRGS104.29K$5.99M
LKQ CorporationLKQ109.18K$6.2M
Honeywell International Inc.HON109.5K$20.93M
NVIDIA CorporationNVDA110.68K$30.74M
Driven Brands Holdings Inc.DRVN111.14K$3.37M
Novo Nordisk A/SNVO113.12K$18M
Ford Motor CompanyF116.25K$1.46M
The Walt Disney CompanyDIS116.54K$11.67M
Unilever PLCUL126.17K$6.55M
Kimberly-Clark CorporationKMB126.4K$16.97M
Perrigo Company plcPRGO127.47K$4.57M
Alexandria Real Estate Equities, Inc.ARE127.68K$16.04M
Crown Castle Inc.CCI127.84K$17.11M
SempraSRE131.2K$19.83M
Magnolia Oil & Gas CorporationMGY133.08K$2.91M
Shell plcSHEL133.68K$7.69M