StockDriftsStockDriftsTop 50 Catherine Avery Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 6.46% | 8.1K | $7.5M | -29.80%(-3.46K) | $114.10(+479.16%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.69% | 10.6K | $5.5M | -48.84%(-10.15K) | $386.23(+38.14%) | 2026-09-30 | |
| C | CITIGROUP INC | 3.04% | 27.3K | $3.5M | -50.02%(-27.32K) | $78.49(+55.04%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 3.03% | 32.7K | $3.5M | -51.83%(-35.16K) | $62.53(+70.31%) | 2026-09-30 | |
| FCX | FREEPORT MCMORAN INC | 2.98% | 49.4K | $3.5M | -52.75%(-55.13K) | $42.51(+64.06%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.92% | 9.7K | $3.4M | -45.83%(-8.17K) | $232.77(+43.75%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.91% | 10.2K | $3.4M | -53.99%(-12.01K) | $253.96(+31.33%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 2.89% | 16.4K | $3.4M | -51.75%(-17.64K) | $154.26(+45.45%) | 2026-09-30 | |
| KO | COCA COLA CO | 2.8% | 37.8K | $3.3M | -53.24%(-43.05K) | $68.60(+36.18%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 2.78% | 35.2K | $3.2M | +793.03%(+31.28K) | $91.64(-0.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.94% |
Catherine Avery Investment Management LLC reports $116.19M in US-listed equity holdings across 172 positions in its most recent 13F filing. Its largest disclosed positions are STX (6.5%), MSFT (4.7%) and C (3.0%). The top 20 holdings account for 59.13% of reported assets. Its disclosed equity book has returned +30.63% cumulatively over 7 quarters. 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 Catherine Avery Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2103454). View Catherine Avery Investment Management LLC’s 13F filings on SEC