Stock Taper

AVALON INVESTMENT & ADVISORY

Latest 13F filing data - Q1 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Unilever PLCUL126.17K$6.55M
The Walt Disney CompanyDIS116.54K$11.67M
Ford Motor CompanyF116.25K$1.46M
Novo Nordisk A/SNVO113.12K$18M
Driven Brands Holdings Inc.DRVN111.14K$3.37M
NVIDIA CorporationNVDA110.68K$30.74M
Honeywell International Inc.HON109.5K$20.93M
LKQ CorporationLKQ109.18K$6.2M
Progress Software CorporationPRGS104.29K$5.99M
BJ's Wholesale Club Holdings, Inc.BJ102.34K$7.78M
Johnson & JohnsonJNJ102.29K$15.85M
Amgen Inc.AMGN102.01K$24.66M
Lockheed Martin CorporationLMT96.16K$45.46M
Paychex, Inc.PAYX95.62K$10.96M
The Bank of Nova ScotiaBNS91.36K$4.6M
Linde plcLIN90.42K$32.14M
Union Pacific CorporationUNP89.23K$17.96M
T-Mobile US, Inc.TMUS87.15K$12.62M
Arista Networks, Inc.ANET85.56K$14.36M
Energy Transfer LPET85.4K$1.06M