StockDriftsStockDriftsTop 50 Catherine Avery Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | 3.25% | 35.1K | $7.3M | +13.33%(+4.13K) | $154.26(+23.88%) | 2026-03-31 | |
| C | CITIGROUP INC | 3.23% | 63.7K | $7.2M | +29.18%(+14.39K) | $78.49(+57.24%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 3.15% | 90.7K | $7.0M | +32.29%(+22.14K) | $62.53(+89.03%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.09% | 28.5K | $6.9M | +55.60%(+10.19K) | $245.57(-10.70%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 3.04% | 135.1K | $6.8M | +24.72%(+26.79K) | $43.28(+7.13%) | 2026-03-31 | |
| FCX | FREEPORT MCMORAN INC | 3% | 114.2K | $6.7M | +7.54%(+8.01K) | $42.51(+48.21%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.97% | 71.5K | $6.6M | +23.59%(+13.65K) | $77.97(+19.74%) | 2026-03-31 | |
| KO | COCA COLA CO | 2.94% | 86.4K | $6.6M | +28.35%(+19.08K) | $68.60(+17.81%) | 2026-03-31 | |
| OKE | ONEOK INC NEW | 2.94% | 72.6K | $6.6M | +26.12%(+15.04K) | $78.32(+17.88%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.93% | 22.3K | $6.6M | +35.88%(+5.88K) | $253.96(+17.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.04% | +52.26% |
| Top 20 Holdings Unweighted | +14.74% | +51.05% |
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