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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
65
14
16
1
4
2
50
24
23
AVALON ADVISORS LLC

Time Period2019-03-31

Total Holdings330

Total Value ($x1000)4,395,203
Activities
New66

Increased143

Unchanged13

Decreased108

Sold Out40

Top 10 Stock Holdingstotal 25.88%
AAPL4.15

KO3

XOM2.77

PEP2.65

PG2.63

 
PM2.51

CVX2.4

MRK2.19

MSFT1.92

COP1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.15%
COM
KO
3%
COM
XOM
2.77%
COM
PEP
2.65%
COM
PG
2.63%
COM
PM
2.51%
COM
CVX
2.4%
COM
MRK
2.19%
COM
MSFT
1.92%
COM
COP
1.66%
COM
MO
1.56%
COM
CSCO
1.54%
COM
VZ
1.47%
COM
JPM
1.32%
COM
PFE
1.29%
COM
AMZN
1.26%
COM
MBB
1.2%
MBS ETF
BA
1.13%
COM
DFS
1.05%
COM
OMC
0.99%
COM
GOOGL
0.95%
CAP STK CL A
LRCX
0.92%
COM
BAC
0.89%
COM
UNH
0.87%
COM
MCD
0.85%
COM
ACN
0.84%
SHS CLASS A
AMGN
0.82%
COM
BRK.B
0.82%
CL B NEW
TROW
0.82%
COM
JNJ
0.81%
COM
PEG
0.8%
COM
AVGO
0.75%
COM
CHRW
0.75%
COM NEW
NKE
0.73%
CL B
ADP
0.72%
COM
PSX
0.71%
COM
CALM
0.71%
COM NEW
V
0.71%
COM CL A
INTC
0.7%
COM
EMR
0.7%
COM
CB
0.69%
COM
EPD
0.68%
COM
GILD
0.67%
COM
SBUX
0.64%
COM
CMCSA
0.62%
CL A
LIN
0.61%
COM
STI
0.6%
COM
DIS
0.59%
COM DISNEY
CCI
0.59%
COM
KMB
0.58%
COM
NVDA
0.58%
COM
DWDP
0.56%
COM
GS
0.55%
COM
CNP
0.55%
COM
DUK
0.55%
COM NEW
UNP
0.54%
COM
GSK
0.53%
SPONSORED ADR
BRK.A
0.53%
CL A
LAMR
0.51%
CL A
BBL
0.51%
SPONSORED ADR
TXN
0.51%
COM
LMT
0.5%
COM
PYPL
0.5%
COM
NVO
0.5%
ADR
DLR
0.49%
COM
AXP
0.48%
COM
AES
0.47%
COM
UPS
0.46%
CL B
DLTR
0.45%
COM
PAYX
0.45%
COM
AMD
0.45%
COM
UAL
0.43%
COM
ABBV
0.43%
COM
PFF
0.43%
U.S. PFD STK ETF
ULTA
0.43%
COM
ABT
0.42%
COM
RDS/B
0.42%
SPON ADR B
AMT
0.42%
COM
EW
0.41%
COM
GPC
0.4%
COM
HON
0.4%
COM
GRMN
0.39%
SHS
WU
0.38%
COM
SPY
0.38%
TR UNIT
IP
0.37%
COM
PGR
0.37%
COM
LLY
0.37%
COM
RDS/A
0.36%
SPONS ADR A
TMO
0.35%
COM
CI
0.35%
COM
ETR
0.35%
COM
AZO
0.34%
COM
MKC
0.34%
COM NON VTG
MDLZ
0.34%
CL A
FE
0.34%
COM
MXIM
0.34%
COM
HD
0.33%
COM
CMI
0.33%
COM
KMI
0.33%
COM
HYG
0.33%
IBOXX HI YD ETF
BBT
0.33%
COM
CINF
0.33%
COM
TGT
0.33%
COM
TD
0.33%
COM NEW
ASML
0.32%
N Y REGISTRY SHS
DHR
0.32%
COM
AEP
0.32%
COM
COST
0.32%
COM
SPG
0.31%
COM
RTN
0.31%
COM NEW
IR
0.31%
SHS
EL
0.31%
CL A
IRM
0.31%
COM
SLB
0.3%
COM
UTX
0.3%
COM
CVS
0.3%
COM
ORCL
0.29%
COM
WHR
0.29%
COM
CAT
0.28%
COM
CMS
0.28%
COM
PRU
0.28%
COM
MET
0.27%
COM
NEP
0.27%
COM UNIT PART IN
DKS
0.26%
COM
LQD
0.26%
IBOXX INV CP ETF
PBCT
0.26%
COM
PGX
0.26%
PFD ETF
ARCC
0.24%
COM
GLD
0.21%
GOLD SHS
TSM
0.19%
SPONSORED ADR
IVV
0.18%
CORE S&P500 ETF
EEFT
0.17%
COM
FLT
0.16%
COM
OXY
0.16%
COM
BLK
0.15%
COM
ICLR
0.14%
SHS
NVS
0.14%
SPONSORED ADR
RIO
0.12%
SPONSORED ADR
SSNC
0.12%
COM
DEO
0.12%
SPON ADR NEW
WFC
0.12%
COM
VRSK
0.12%
CL A
UPLD
0.11%
COM
FCFS
0.11%
COM
PAGP
0.11%
LTD PARTNR INT A
AAP
0.11%
COM
TSCO
0.11%
COM
CHD
0.1%
COM
SERV
0.1%
COM
PKI
0.1%
COM
KEYS
0.1%
COM
GPN
0.1%
COM
CTRE
0.1%
COM
RHP
0.09%
COM
UL
0.09%
SPON ADR NEW
NOMD
0.09%
USD ORD SHS
COR
0.09%
COM
UHS
0.09%
CL B
POST
0.09%
COM
WTM
0.08%
COM
PRAH
0.08%
COM
BJ
0.08%
COM
ODFL
0.08%
COM
FSV
0.08%
SUB VTG SH
WCN
0.08%
COM
CYBR
0.08%
SHS
TFX
0.08%
COM
PAGS
0.08%
CL A
KAR
0.08%
COM
BIO
0.08%
CL A
HEI
0.08%
COM
NSA
0.08%
COM SHS BEN IN
KHC
0.08%
COM
SPR
0.08%
COM CL A
TRU
0.08%
COM
PE
0.07%
CL A
ST
0.07%
SHS
EPAM
0.07%
COM
MELI
0.07%
COM
FANG
0.07%
COM
MKL
0.07%
COM
XBI
0.07%
S&P BIOTECH
ZION
0.07%
COM
IWM
0.07%
RUSSELL 2000 ETF
SNE
0.07%
ADR NEW
URI
0.07%
COM
TOT
0.07%
SPONSORED ADR
WBS
0.07%
COM
SAP
0.07%
SPON ADR
ETE
0.07%
COM UT LTD PTN
PINC
0.07%
CL A
OLLI
0.06%
COM
SAVE
0.06%
COM
AZN
0.06%
SPONSORED ADR
IBKC
0.06%
COM
CAJ
0.06%
SPONSORED ADR
BABA
0.06%
SPONSORED ADS
LII
0.06%
COM
SCCO
0.06%
COM
LGIH
0.06%
COM
QSR
0.06%
COM
MIME
0.06%
ORD SHS
CDW
0.06%
COM
RY
0.06%
COM
ADUS
0.05%
COM
GWRE
0.05%
COM
VNM
0.05%
VIETNAM ETF
AKAM
0.05%
COM
PB
0.05%
COM
IHG
0.05%
SPONSORED ADS
INFY
0.05%
SPONSORED ADR
FMX
0.05%
SPON ADR UNITS
BEAT
0.05%
COM
LMRK
0.05%
COM UNIT LTD
HCSG
0.04%
COM
FB
0.04%
CL A
ABEV
0.04%
SPONSORED ADR
NTR
0.04%
COM
RLGT
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
KB
0.04%
SPONSORED ADR
TS
0.04%
SPONSORED ADR
MMP
0.04%
COM UNIT RP LP
WES
0.03%
COM UNIT LP INT
ABB
0.03%
SPONSORED ADR
SMFG
0.03%
SPONSORED ADR
ING
0.03%
SPONSORED ADR
CM
0.03%
COM
BNS
0.03%
COM
GOOG
0.03%
CAP STK CL C
ENB
0.03%
COM
PKX
0.03%
SPONSORED ADR
CNI
0.03%
COM
QUAL
0.03%
MSCI USA QLT FAC
WBK
0.03%
SPONSORED ADR
IEMG
0.03%
CORE MSCI EMKT
SHLX
0.03%
UNIT LTD INT
BMA
0.03%
SPON ADR B
TX
0.03%
SPON ADR
YNDX
0.03%
SHS CLASS A
TAK
0.03%
SPONSORED ADS
USMV
0.03%
USA MIN VOL ETF
WMT
0.03%
COM
PBFX
0.03%
UNIT LTD PTNR
ITUB
0.02%
SPON ADR REP PFD
YPF
0.02%
SPON ADR CL D
DGRW
0.02%
US DIVD GRT FD
PSXP
0.02%
COM UNIT REP INT
ADBE
0.02%
COM
DPM
0.02%
COM UT LTD PTN
IWD
0.02%
RUS 1000 VAL ETF
XLE
0.02%
SBI INT-ENERGY
AM
0.02%
COM
HEP
0.02%
COM UT LTD PTN
IWF
0.02%
RUS 1000 GRW ETF
REGN
0.02%
COM
TRP
0.02%
COM
C
0.02%
COM NEW
NOK
0.02%
SPONSORED ADR
AGG
0.02%
CORE TOTUSBD ETF
TEO
0.02%
SPON ADR REP B
VLUE
0.02%
MSCI USAVALFCT
YUM
0.02%
COM
MBT
0.02%
SPONSORED ADR
GE
0.02%
COM
T
0.01%
COM
SCPB
0.01%
BARC SHT TR CP
TRGP
0.01%
COM
MPLX
0.01%
COM UNIT REP LTD
HCA
0.01%
COM
CQP
0.01%
COM UNIT
DVY
0.01%
SELECT DIVID ETF
QQQ
0.01%
UNIT SER 1
XLV
0.01%
SBI HEALTHCARE
NSC
0.01%
COM
CELG
0.01%
COM
MRO
0.01%
COM
PRF
0.01%
FTSE RAFI 1000
IJR
0.01%
CORE S&P SCP ETF
MCF
0.01%
COM NEW
CRM
0.01%
COM
KSU
0.01%
COM NEW
STT
0.01%
COM
PNC
0.01%
COM
ROST
0.01%
COM
TEAM
0.01%
CL A
CNC
0.01%
COM
GIS
0.01%
COM
CME
0.01%
COM
IBM
0.01%
COM
ICE
0.01%
COM
ROK
0.01%
COM
IPG
0.01%
COM
PAYC
0.01%
COM
ORLY
0.01%
COM
BMY
0.01%
COM
QCOM
0.01%
COM
VEEV
0.01%
CL A COM
WBA
0.01%
COM
NOW
0.01%
COM
MTUM
0.01%
MSCI USAMOMFCT
PANW
0.01%
COM
GKOS
0.01%
COM
WDAY
0.01%
CL A
EOG
0.01%
COM
TDG
0.01%
COM
IWB
0.01%
RUS 1000 ETF
IVW
0.01%
S&P 500 GRWT ETF
AVLR
0.01%
COM
LULU
0.01%
COM
NEWR
0.01%
COM
CLX
0.01%
COM
KYN
0.01%
COM
ACWX
0.01%
MSCI ACWI US ETF
CP
0.01%
COM
MAIN
0.01%
COM
BR
0.01%
COM
BPL
0.01%
UNIT LTD PARTN
PPG
0.01%
COM
IEFA
0.01%
CORE MSCI EAFE
LOW
< 0.01%
COM
MA
< 0.01%
CL A
NRP
< 0.01%
COM UNIT LTD PAR
DBJP
< 0.01%
XTRAK MSCI JAPN
HDV
< 0.01%
HIGH DIVIDND ETF
AMLP
< 0.01%
ALERIAN MLP
VER
< 0.01%
COM
SCM
< 0.01%
COM
ROAN
< 0.01%
CL A COM
AMR
< 0.01%
CL A
CBOE
0.35%
COM
HST
0.34%
COM
D
0.31%
COM
KSS
0.3%
COM
WSO
0.28%
COM
ADM
0.27%
COM
TJX
0.26%
COM
SDY
0.26%
S&P DIVID ETF
LYB
0.25%
SHS - A -
AMP
0.25%
COM
RMD
0.07%
COM
MOS
0.07%
COM
LH
0.07%
COM NEW
GDOT
0.07%
CL A
IHG
0.07%
SPONSORED ADR
CHFC
0.06%
COM
BURL
0.06%
COM
CIEN
0.05%
COM NEW
IDV
0.05%
INTL SEL DIV ETF
ARMK
0.05%
COM
LKQ
0.05%
COM
SHPG
0.05%
SPONSORED ADR
WES
0.03%
COM UNIT LP IN
EFA
0.02%
MSCI EAFE ETF
HOLI
0.02%
SHS
DFS
0.02%
CALL
VLP
0.02%
COMUNT REP LP
BIDU
0.02%
SPON ADR REP A
AM
0.02%
UNT LTD PARTN
GD
0.01%
COM
FOXA
0.01%
CL A
NEE
0.01%
COM
MMM
0.01%
COM
ESL
0.01%
COM
CERN
0.01%
COM
VFC
0.01%
COM
AFIN
0.01%
COM CLASS A
GEL
0.01%
UNIT LTD PARTN
XYL
0.01%
COM
CGNX
0.01%
COM