AVALON CAPITAL MANAGEMENT - Portfolio overview

AVALON CAPITAL MANAGEMENT has 148 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Industrials.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC, 9.21%
2. BWZ - SPDR SERIES TRUST, 5.51%
3. GDX - VANECK ETF TRUST, 5.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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