StockDriftsStockDriftsTop 32 Avory & Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 24.72% | 28.8K | $19.8M | +0.00%(+0) | $325.67(+118.33%) | 2026-06-30 | |
| XYZ | BLOCK INC | 10.64% | 112.0K | $8.5M | -8.99%(-11.06K) | $77.21(+2.87%) | 2026-06-30 | |
| AVRY | EA SERIES TRUST | 10.59% | 354.1K | $8.5M | +3.77%(+12.88K) | $21.40(+20.51%) | 2026-06-30 | |
| ZM | ZOOM COMMUNICATIONS INC | 10.18% | 94.4K | $8.1M | -11.67%(-12.46K) | $108.47(-1.68%) | 2026-06-30 | |
| YOU | CLEAR SECURE INC | 5.14% | 73.9K | $4.1M | -11.96%(-10.04K) | $26.27(+90.30%) | 2026-06-30 | |
| FWRG | FIRST WATCH RESTAURANT GROUP | 3.68% | 228.2K | $2.9M | -10.19%(-25.91K) | $17.58(-32.20%) | 2026-06-30 | |
| Z | ZILLOW GROUP INC | 3.59% | 91.2K | $2.9M | -11.68%(-12.06K) | $68.17(-50.43%) | 2026-06-30 | |
| OMCL | OMNICELL COM | 3.46% | 66.7K | $2.8M | -13.49%(-10.41K) | $58.70(-36.32%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 2.91% | 19.8K | $2.3M | -12.27%(-2.76K) | $129.16(+12.46%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.88% | 9.7K | $2.3M | -13.74%(-1.54K) | $216.18(+27.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.82% | +32.46% | -0.02% | -0.10% |
| Top 20 Holdings Unweighted | +11.98% | +40.42% | +1.28% | +6.55% |
Avory & Company, LLC reports $80.03M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are VOO (24.7%), XYZ (10.6%) and AVRY (10.6%). The top 20 holdings account for 95.09% of reported assets. Its disclosed equity book has returned +32.46% on a three-year cumulative basis. Figures reflect the Q2 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