Skip to Main Content

AVALON CAPITAL MANAGEMENT - Portfolio Stock Holdings

AVALON CAPITAL MANAGEMENT disclosed 151 stock positions in a recent SEC 13F filing. $418,009,252 of stock holdings were filed, with the largest holdings including GOOGL, GDX, and GOOG. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 11, 2026.

We estimate the fund has a total AUM of $582,198,850 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Dec. 31, 2025

No. of Stocks:

151

Est. Stock Holding Value:

$418,009,252

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - AVALON CAPITAL MANAGEMENT

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...