StockDriftsStockDriftsTop 34 Avory & Company LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 25.59% | 28.8K | $20.2M | +0.00%(+0) | $325.67(+117.12%) | 2026-09-30 | |
| AVRY | EA SERIES TRUST | 12.33% | 392.5K | $9.7M | +10.83%(+38.36K) | $21.69(+21.03%) | 2026-09-30 | |
| ZM | ZOOM COMMUNICATIONS INC | 9.3% | 80.8K | $7.3M | -14.31%(-13.50K) | $108.47(-10.64%) | 2026-09-30 | |
| XYZ | BLOCK INC | 9.07% | 97.3K | $7.2M | -13.09%(-14.67K) | $77.21(+1.63%) | 2026-09-30 | |
| PAYC | PAYCOM SOFTWARE INC | 4.33% | 15.7K | $3.4M | -10.16%(-1.77K) | $194.89(+35.21%) | 2026-09-30 | |
| OKTA | OKTA INC | 3.62% | 13.7K | $2.9M | -18.73%(-3.15K) | $82.59(+135.91%) | 2026-09-30 | |
| YOU | CLEAR SECURE INC | 3.44% | 64.7K | $2.7M | -12.33%(-9.11K) | $26.27(+71.98%) | 2026-09-30 | |
| Z | ZILLOW GROUP INC | 3% | 87.2K | $2.4M | -4.37%(-3.99K) | $68.17(-53.64%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.74% | 8.7K | $2.2M | -10.15%(-981) | $216.18(+21.57%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.73% | 3.0K | $2.2M | -11.96%(-404) | $271.20(+154.31%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.34% | +34.35% | +1.10% | +5.63% |
| Top 20 Holdings Unweighted | +13.62% | +46.67% | +2.81% | +14.88% |
Avory & Company LLC reports $78.91M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are VOO (25.6%), AVRY (12.3%) and ZM (9.3%). The top 20 holdings account for 93.71% of reported assets. Its disclosed equity book has returned +34.35% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avory & Company LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842766). View Avory & Company LLC’s 13F filings on SEC