Holdings
Avalon Capital Management
As of Jun 30, 2026, Avalon Capital Management reported 62 positions worth US$185M. Largest: Alphabet Inc (google) Class C, Cisco Systems, Inc. and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 214K | US$76.6M | +14,504 | Jun 30, 2026 |
| Cisco Systems, Inc. | 153K | US$18M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 13,646 | US$16.4M | +6,065 | Jun 30, 2026 |
| Amazon.com, Inc. | 64,566 | US$15.4M | +12,310 | Jun 30, 2026 |
| Apple Inc | 46,166 | US$13.4M | no change | Jun 30, 2026 |
| Microsoft Corp. | 13,901 | US$5.19M | −23 | Jun 30, 2026 |
| Chevron Corporation | 19,791 | US$3.28M | −31,445 | Jun 30, 2026 |
| Nvidia Corporation | 13,837 | US$2.77M | −293 | Jun 30, 2026 |
| Ge Vernova Inc. | 2,113 | US$2.48M | −415 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,632 | US$2.32M | −17 | Jun 30, 2026 |