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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
66
14
29
4
8
1
51
27
27
AVALON ADVISORS LLC

Time Period2017-12-31

Total Holdings349

Total Value ($x1000)3,263,507
Activities
New30

Increased173

Unchanged8

Decreased138

Sold Out39

Top 10 Stock Holdingstotal 17.68%
PFE2.06

CVX2.02

MSFT1.96

PG1.96

INTC1.78

 
CSCO1.73

BA1.66

AAPL1.62

T1.46

WMT1.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PFE
2.06%
COM
CVX
2.02%
COM
MSFT
1.96%
COM
PG
1.96%
COM
INTC
1.78%
COM
CSCO
1.73%
COM
BA
1.66%
COM
AAPL
1.62%
COM
T
1.46%
COM
WMT
1.43%
COM
KO
1.43%
COM
PEP
1.39%
COM
DWDP
1.31%
COM
XOM
1.26%
COM
JNJ
1.24%
COM
LMT
1.23%
COM
MRK
1.21%
COM
UNH
1.19%
COM
IP
1.15%
COM
JPM
1.15%
COM
VZ
1.12%
COM
PM
1.11%
COM
GOOGL
1.09%
CAP STK CL A
BRK.B
1.07%
CL B NEW
MCD
1%
COM
ABBV
0.99%
COM
BRK.A
0.88%
CL A
DUK
0.88%
COM NEW
MO
0.87%
COM
AMZN
0.86%
COM
MS
0.85%
COM NEW
C
0.81%
COM NEW
FB
0.8%
CL A
CNP
0.79%
COM
VLO
0.76%
COM
LLY
0.74%
COM
LAMR
0.74%
CL A
AMGN
0.74%
COM
EPD
0.73%
COM
BDX
0.73%
COM
HD
0.72%
COM
PFF
0.72%
U.S. PFD STK ETF
GILD
0.72%
COM
D
0.7%
COM
EOG
0.7%
COM
CCI
0.69%
COM
RDS/B
0.68%
SPON ADR B
V
0.68%
COM CL A
LVS
0.67%
COM
WFC
0.66%
COM
MMM
0.66%
COM
PAYX
0.66%
COM
BBT
0.65%
COM
STI
0.64%
COM
EMR
0.64%
COM
DLR
0.61%
COM
ADBE
0.57%
COM
MXIM
0.57%
COM
CMS
0.57%
COM
DFS
0.56%
COM
BAC
0.55%
COM
UPS
0.54%
CL B
TXN
0.54%
COM
LYB
0.53%
SHS - A -
SO
0.53%
COM
HON
0.53%
COM
HST
0.53%
COM
CY
0.53%
COM
IVZ
0.52%
SHS
GE
0.51%
COM
AMAT
0.5%
COM
CINF
0.49%
COM
BLK
0.48%
COM
LUV
0.48%
COM
OXY
0.48%
COM
PBCT
0.48%
COM
IRM
0.47%
COM
SPG
0.47%
COM
CB
0.47%
COM
WLK
0.47%
COM
KMB
0.46%
COM
GPC
0.44%
COM
HYG
0.43%
IBOXX HI YD ETF
TROW
0.42%
COM
MET
0.41%
COM
AMT
0.41%
COM
PVH
0.41%
COM
EPR
0.41%
COM SH BEN INT
TUP
0.41%
COM
KHC
0.4%
COM
UTX
0.4%
COM
LQD
0.39%
IBOXX INV CP ETF
SLB
0.38%
COM
F
0.38%
COM PAR $0.01
MIC
0.38%
MEMBERSHIP INT
GM
0.38%
COM
CHRW
0.37%
COM NEW
ADP
0.37%
COM
ACN
0.36%
SHS CLASS A
COP
0.35%
COM
ORCL
0.35%
COM
CALM
0.35%
COM NEW
LNC
0.35%
COM
USB
0.34%
COM NEW
CAT
0.34%
COM
PEG
0.34%
COM
CMCSA
0.34%
CL A
DHI
0.34%
COM
DIS
0.32%
COM DISNEY
CNC
0.32%
COM
SPGI
0.32%
COM
FDX
0.31%
COM
KSU
0.31%
COM NEW
CL
0.31%
COM
BIIB
0.31%
COM
DHR
0.31%
COM
MCO
0.31%
COM
DE
0.3%
COM
CTAS
0.3%
COM
WYN
0.29%
COM
GLD
0.29%
GOLD SHS
MAS
0.29%
COM
CELG
0.29%
COM
ROST
0.28%
COM
SHW
0.27%
COM
MDLZ
0.27%
CL A
MPC
0.26%
COM
MKC
0.26%
COM NON VTG
BEN
0.25%
COM
SYK
0.25%
COM
CCL
0.25%
PAIRED CTF
CVS
0.23%
COM
REGN
0.23%
COM
AGN
0.23%
SHS
TMO
0.22%
COM
ECL
0.22%
COM
SPY
0.21%
TR UNIT
AMD
0.21%
COM
SYMC
0.21%
COM
TSM
0.2%
SPONSORED ADR
APC
0.19%
COM
OMC
0.18%
COM
XPO
0.16%
COM
UAL
0.16%
COM
ICLR
0.14%
SHS
IVV
0.14%
CORE S&P500 ETF
ABB
0.14%
SPONSORED ADR
ING
0.14%
SPONSORED ADR
CAJ
0.13%
SPONSORED ADR
NFX
0.11%
COM
FANG
0.11%
COM
BR
0.1%
COM
UL
0.1%
SPON ADR NEW
UNT
0.1%
COM
NVS
0.1%
SPONSORED ADR
ASML
0.1%
N Y REGISTRY SHS
BERY
0.1%
COM
FSLR
0.1%
COM
SODA
0.09%
USD SHS
RIO
0.09%
SPONSORED ADR
LKQ
0.09%
COM
RDS/A
0.09%
SPONS ADR A
OLLI
0.09%
COM
ETFC
0.09%
COM NEW
PHG
0.09%
NY REG SH NEW
SNE
0.09%
ADR NEW
WCN
0.09%
COM
XBI
0.09%
S&P BIOTECH
SIVB
0.09%
COM
FLT
0.09%
COM
FCFS
0.08%
COM
SAP
0.08%
SPON ADR
FHN
0.08%
COM
TOT
0.08%
SPONSORED ADR
BURL
0.08%
COM
ZION
0.08%
COM
WBK
0.08%
SPONSORED ADR
CDW
0.08%
COM
WAL
0.08%
COM
MHO
0.08%
COM
PAGP
0.08%
LTD PARTNR INT A
LH
0.08%
COM NEW
KAR
0.08%
COM
PF
0.08%
COM
SKX
0.07%
CL A
CHFC
0.07%
COM
SF
0.07%
COM
WBS
0.07%
COM
PWR
0.07%
COM
QSR
0.07%
COM
IPG
0.07%
COM
REI
0.07%
COM
FCB
0.07%
CL A
GPN
0.07%
COM
CALM
0.07%
CALL
BTI
0.07%
SPONSORED ADR
RY
0.07%
COM
TSCO
0.06%
COM
COR
0.06%
COM
PRAH
0.06%
COM
QRVO
0.06%
COM
HRC
0.06%
COM
TRU
0.06%
COM
MMP
0.06%
COM UNIT RP LP
IHG
0.06%
SPONSORED ADR
URI
0.06%
COM
VLY
0.06%
COM
BBL
0.05%
SPONSORED ADR
AZN
0.05%
SPONSORED ADR
UMH
0.05%
COM
CARB
0.05%
COM
EXP
0.05%
COM
DEO
0.05%
SPON ADR NEW
ESNT
0.05%
COM
HCSG
0.05%
COM
PRLB
0.05%
COM
ODFL
0.05%
COM
HEI
0.05%
COM
NSP
0.05%
COM
RMD
0.05%
COM
ARMK
0.05%
COM
DCM
0.05%
SPONS ADR
EPAM
0.05%
COM
CFR
0.05%
COM
USAT
0.05%
COM NO PAR
TEX
0.04%
COM
LVNTA
0.04%
LBT VEN COM A NE
NTRI
0.04%
COM
SBAC
0.04%
CL A
STLD
0.04%
COM
VRSK
0.04%
CL A
SUPN
0.04%
COM
HEP
0.04%
COM UT LTD PTN
TRUP
0.04%
COM
JBT
0.04%
COM
MELI
0.04%
COM
SKM
0.04%
SPONSORED ADR
GSK
0.04%
SPONSORED ADR
PSX
0.04%
COM
UNP
0.04%
COM
ETP
0.04%
UNIT LTD PRT INT
NVO
0.04%
ADR
CM
0.04%
COM
RHP
0.04%
COM
CXO
0.04%
COM
CHD
0.04%
COM
POL
0.04%
COM
EXEL
0.03%
COM
CLR
0.03%
COM
DFS
0.03%
CALL
VWO
0.03%
FTSE EMR MKT ETF
BABA
0.03%
SPONSORED ADS
NCLH
0.03%
SHS
HAL
0.03%
COM
BMY
0.03%
COM
PNC
0.03%
COM
IWN
0.03%
RUS 2000 VAL ETF
BBVA
0.03%
SPONSORED ADR
BMA
0.03%
SPON ADR B
TEO
0.03%
SPON ADR REP B
HBC
0.03%
SPON ADR NEW
CNI
0.03%
COM
GMLP
0.03%
COM UNIT LPI
BCE
0.03%
COM NEW
GLOP
0.03%
UNIT LTD PTNRP
SHPG
0.03%
SPONSORED ADR
SMFG
0.03%
SPONSORED ADR
BNS
0.03%
COM
POT
0.03%
COM
ABEV
0.03%
SPONSORED ADR
ECA
0.03%
COM
LMRK
0.03%
COM UNIT LTD
PBFX
0.03%
UNIT LTD PTNR
TRP
0.03%
COM
GD
0.03%
COM
MBB
0.03%
MBS ETF
BIDU
0.03%
SPON ADR REP A
IBN
0.03%
ADR
TX
0.02%
SPON ADR
PKX
0.02%
SPONSORED ADR
COG
0.02%
COM
ITUB
0.02%
SPON ADR REP PFD
TEP
0.02%
COM UNIT
ENBL
0.02%
COM UNIT RP IN
HOLI
0.02%
SHS
XLV
0.02%
SBI HEALTHCARE
FMX
0.02%
SPON ADR UNITS
TS
0.02%
SPONSORED ADR
YPF
0.02%
SPON ADR CL D
QQQ
0.02%
UNIT SER 1
RTN
0.02%
COM NEW
CX
0.02%
SPON ADR NEW
GS
0.02%
COM
CQP
0.02%
COM UNIT
MTDR
0.02%
COM
EQT
0.02%
COM
YUM
0.02%
COM
CRH
0.02%
ADR
LNG
0.02%
COM NEW
YNDX
0.02%
SHS CLASS A
EGN
0.02%
COM
WPX
0.02%
COM
PE
0.02%
CL A
PXD
0.02%
COM
CHKP
0.02%
ORD
STO
0.02%
SPONSORED ADR
KRE
0.02%
S&P REGL BKG
VOD
0.02%
SPNSR ADR NO PAR
WPZ
0.02%
COM UNIT LTD PAR
MBT
0.02%
SPONSORED ADR
SM
0.02%
COM
BRFS
0.01%
SPONSORED ADR
XEC
0.01%
COM
NSC
0.01%
COM
MRO
0.01%
COM
NBLX
0.01%
COM UNIT REPST
CONE
0.01%
COM
WES
0.01%
COM UNIT LP IN
WRD
0.01%
COM
RES
0.01%
COM
CERN
0.01%
COM
TRGP
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
VFC
0.01%
COM
CDEV
0.01%
CL A
PYPL
0.01%
COM
ARE
0.01%
COM
KNOP
0.01%
COM UNITS
LLL
0.01%
COM
NWL
0.01%
COM
UN
0.01%
N Y SHS NEW
KYN
0.01%
COM
NEE
0.01%
COM
ROK
0.01%
COM
CLX
0.01%
COM
GGP
0.01%
COM
MAIN
0.01%
COM
ABT
0.01%
COM
CPE
0.01%
COM
LOW
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
XLP
0.01%
SBI CONS STPLS
AKAM
0.01%
COM
AMP
0.01%
COM
USAC
0.01%
COMUNIT LTDPAR
OAS
0.01%
COM
SRUN
< 0.01%
CL A
CPLP
< 0.01%
COM UNIT LP
JONE
< 0.01%
COM CL A
AVGO
0.49%
SHS
WDC
0.42%
COM
COST
0.28%
COM
IBM
0.26%
COM
MDT
0.23%
SHS
DNKN
0.21%
COM
CBF
0.08%
CL A COM
SSNC
0.07%
COM
ROL
0.05%
COM
STAY
0.05%
UNIT 99/99/9999B
ITRI
0.05%
COM
SINA
0.05%
ORD
NAVG
0.04%
COM
BC
0.04%
COM
BPL
0.04%
UNIT LTD PARTN
BEAT
0.04%
COM
FNGN
0.04%
COM
PAA
0.03%
UNIT LTD PARTN
DOC
0.03%
COM
CIEN
0.03%
COM NEW
PI
0.03%
COM
TLT
0.02%
20+ YR TR BD ETF
AM
0.02%
UNT LTD PARTN
NS
0.02%
UNIT COM
IWO
0.02%
RUS 2000 GRW ETF
MA
0.02%
CL A
INB
0.02%
COM
OKE
0.01%
COM
AOD
0.01%
COM SH BEN INT N
GKOS
0.01%
COM
PCLN
0.01%
COM NEW
OA
0.01%
COM
ICE
0.01%
COM
GOOG
0.01%
CAP STK CL C
EXPD
0.01%
COM
FFIV
0.01%
COM
SBUX
0.01%
COM
SBNY
0.01%
COM
ESL
0.01%
COM