Catherine Avery Investment Management LLC
Catherine Avery Investment Management LLC reported 166 positions worth $229.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: STX (4.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | STX | SH | $11.2M | 4.89% | 11,595 | — | — | |
| ▸ 2 | CSCO | SH | $8.0M | 3.48% | 67,834 | — | — | |
| ▸ 3 | MSFT | SH | $7.8M | 3.38% | 20,780 | — | — | |
| ▸ 4 | C | SH | $7.6M | 3.34% | 54,620 | — | — | |
| ▸ 5 | JPM | SH | $7.3M | 3.18% | 22,241 | — | — | |
| ▸ 6 | IBM | SH | $7.2M | 3.15% | 25,644 | — | — | |
| ▸ 7 | BBY | SH | $7.0M | 3.07% | 92,755 | — | — | |
| ▸ 8 | BMY | SH | $6.9M | 3.02% | 119,907 | — | — | |
| ▸ 9 | MRK | SH | $6.9M | 3.01% | 53,596 | — | — | |
| ▸ 10 | AVGO | SH | $6.7M | 2.94% | 17,835 | — | — |
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Frequently Asked Questions
What stocks does Catherine Avery Investment Management LLC hold as of Q2 2026?
Catherine Avery Investment Management LLC reported 166 positions worth $229.0M in its Q2 2026 13F filing. Largest positions: STX (4.9%), CSCO (3.5%), MSFT (3.4%), C (3.3%) and JPM (3.2%).
What did Catherine Avery Investment Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Catherine Avery Investment Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.