AVALON CAPITAL MANAGEMENT Quant / Systematic

Location: Port Of Redwood City, CA

CIK: 0001510809 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value: $261M (100.0% shares, 0.0% debt)

Holdings (71)

GOOG ALPHABET INC 14.2%
Value $37.12M Shares 16,142 Est. Cost $129.29 Unrealized +4.4%
GOOGL ALPHABET INC 10.2%
Value $26.67M Shares 11,688 Est. Cost $116.16 Unrealized +16.1%
DIREXION SHS ETF TR 7.7%
Value $19.98M Shares 887,034 Est. Cost $22.53 Unrealized
GLD SPDR GOLD TR 5.7%
Value $14.73M Shares 83,238 Est. Cost $149.02 Unrealized
AAPL APPLE INC 5.6%
Value $14.62M Shares 92,708 Est. Cost $116.07 Unrealized +42.0%
SCHQ SCHWAB STRATEGIC TR 5.6%
Value $14.59M Shares 350,116 Est. Cost $41.67 Unrealized
AMZN AMAZON COM INC 4.3%
Value $11.15M Shares 4,487 Est. Cost $102.72 Unrealized +50.4%
JVAL J P MORGAN EXCHANGE-TRADED F 4.3%
Value $11.08M Shares 318,065 Est. Cost $32.32 Unrealized
SPY SPDR S&P 500 ETF TR 4.0%
Value $10.31M Shares 25,037 Est. Cost $474.98 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 3.6%
Value $9.355M Shares 159,688 Est. Cost $59.73 Unrealized
SCHH SCHWAB STRATEGIC TR 3.1%
Value $8.19M Shares 341,555 Est. Cost $33.04 Unrealized
IGE ISHARES TR 3.1%
Value $8.004M Shares 204,607 Est. Cost $29.69 Unrealized
CSCO CISCO SYS INC 3.0%
Value $7.809M Shares 159,427 Est. Cost $49.38 Unrealized +1.8%
KJAN INNOVATOR ETFS TR 2.9%
Value $7.505M Shares 254,842 Est. Cost $31.05 Unrealized
NJAN INNOVATOR ETFS TR 2.6%
Value $6.735M Shares 179,291 Est. Cost $39.87 Unrealized
MSFT MICROSOFT CORP 1.9%
Value $4.991M Shares 17,986 Est. Cost $261.18 Unrealized +11.6%
DGRW WISDOMTREE TR 1.7%
Value $4.45M Shares 72,732 Est. Cost $59.49 Unrealized
KJUL INNOVATOR ETFS TR 1.4%
Value $3.567M Shares 145,151 Est. Cost $26.46 Unrealized
MRVL MARVELL TECHNOLOGY INC 1.3%
Value $3.264M Shares 56,197 Est. Cost $73.44 Unrealized -3.5%
GDX VANECK ETF TRUST 1.0%
Value $2.571M Shares 73,481 Est. Cost $32.02 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 1.0%
Value $2.503M Shares 49,136 Est. Cost $50.94 Unrealized
KOCT INNOVATOR ETFS TR 0.9%
Value $2.386M Shares 95,491 Est. Cost $27.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value $2.358M Shares 7,305 Est. Cost $312.30 Unrealized +3.6%
ADVISORS INNER CIRCLE FD III 0.8%
Value $2.076M Shares 89,766 Est. Cost $23.65 Unrealized
TSLA TESLA INC 0.8%
Value $2.068M Shares 2,375 Est. Cost $311.47 Unrealized 0.0%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.7%
Value $1.762M Shares 94,497 Est. Cost $14.06 Unrealized
LLY LILLY ELI & CO 0.6%
Value $1.578M Shares 5,400 Est. Cost $248.50 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.5%
Value $1.232M Shares 6,826 Est. Cost $150.15 Unrealized +1.1%
VTV VANGUARD INDEX FDS 0.4%
Value $1.156M Shares 8,216 Est. Cost $147.13 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value $1.076M Shares 6,700 Est. Cost $127.72 Unrealized +11.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value $1.007M Shares 2,543 Est. Cost $307.89 Unrealized +56.3%
BIP BROOKFIELD INFRAST PARTNERS 0.4%
Value $924K Shares 14,800 Est. Cost $62.43 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value $891K Shares 2,845 Est. Cost $313.18 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value $783K Shares 10,350 Est. Cost $75.65 Unrealized
BX BLACKSTONE INC 0.3%
Value $716K Shares 7,050 Est. Cost $100.33 Unrealized +6.8%
INTC INTEL CORP 0.3%
Value $686K Shares 15,732 Est. Cost $46.18 Unrealized 0.0%
EJUL INNOVATOR ETFS TR 0.2%
Value $624K Shares 25,839 Est. Cost $25.34 Unrealized
HPQ HP INC 0.2%
Value $560K Shares 15,275 Est. Cost $28.32 Unrealized +13.2%
REAVES UTIL INCOME FD 0.2%
Value $511K Shares 15,375 Est. Cost $33.24 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value $505K Shares 3,221 Est. Cost $84.51 Unrealized +45.3%
BMO BANK MONTREAL QUE 0.2%
Value $488K Shares 4,600 Est. Cost $98.30 Unrealized 0.0%
NOCT INNOVATOR ETFS TR 0.2%
Value $486K Shares 13,246 Est. Cost $39.12 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value $466K Shares 3,910 Est. Cost $151.43 Unrealized -11.5%
MRK MERCK & CO INC 0.2%
Value $447K Shares 5,041 Est. Cost $69.85 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value $430K Shares 3,100 Est. Cost $115.50 Unrealized -1.3%
NUVEEN SELECT TAX-FREE INCOM 0.2%
Value $422K Shares 30,814 Est. Cost $13.70 Unrealized
HON HONEYWELL INTL INC 0.2%
Value $410K Shares 2,121 Est. Cost $194.15 Unrealized -12.3%
WPC WP CAREY INC 0.1%
Value $375K Shares 4,648 Est. Cost $74.42 Unrealized
HYG ISHARES TR 0.1%
Value $373K Shares 4,755 Est. Cost $78.44 Unrealized
DGP DEUTSCHE BK AG LONDON BRH 0.1%
Value $316K Shares 7,600 Est. Cost $39.37 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $313K Shares 1,840 Est. Cost $170.14 Unrealized -7.6%
SPGI S&P GLOBAL INC 0.1%
Value $301K Shares 800 Est. Cost $287.01 Unrealized +37.3%
SDY SPDR SER TR 0.1%
Value $297K Shares 2,392 Est. Cost $124.16 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $291K Shares 6,660 Est. Cost $41.59 Unrealized +16.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value $282K Shares 2,012 Est. Cost $187.06 Unrealized -11.0%
UOCT INNOVATOR ETFS TR 0.1%
Value $265K Shares 9,697 Est. Cost $27.33 Unrealized
PNOV INNOVATOR ETFS TR 0.1%
Value $262K Shares 9,000 Est. Cost $31.00 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $256K Shares 3,000 Est. Cost $67.89 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value $242K Shares 3,000 Est. Cost $85.71 Unrealized -1.3%
CRM SALESFORCE COM INC 0.1%
Value $237K Shares 1,349 Est. Cost $248.07 Unrealized -14.3%
PFF ISHARES TR 0.1%
Value $236K Shares 6,960 Est. Cost $33.91 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value $233K Shares 15,089 Est. Cost $13.35 Unrealized +12.1%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value $218K Shares 17,500 Est. Cost $12.46 Unrealized
PROSHARES TR 0.1%
Value $214K Shares 12,500 Est. Cost $12.48 Unrealized
PMAY INNOVATOR ETFS TR 0.1%
Value $202K Shares 7,015 Est. Cost $29.51 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value $200K Shares 1,080 Est. Cost $20.72 Unrealized +20.8%
TEMPLETON GLOBAL INCOME FD 0.0%
Value $68,000 Shares 14,500 Est. Cost $4.69 Unrealized
CSCO CISCO SYS INC 0.0%
Value $46,000 Shares 25,000 Est. Cost $49.38 Unrealized +1.8%
DNN DENISON MINES CORP 0.0%
Value $39,000 Shares 30,000 Est. Cost $1.41 Unrealized 0.0%
AQUA METALS INC 0.0%
Value $10,000 Shares 10,000 Est. Cost $1.20 Unrealized
AMPIO PHARMACEUTICALS INC 0.0%
Value $6,000 Shares 26,455 Est. Cost $1.66 Unrealized