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Catherine Avery Investment Management LLC - Portfolio Stock Holdings

Catherine Avery Investment Management LLC disclosed 171 stock positions in a recent SEC 13F filing. $228,845,350 of stock holdings were filed, with the largest holdings including STX, LHX, and CSCO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $317,970,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other.

Report Period:

June 30, 2026

No. of Stocks:

171

Est. Stock Holding Value:

$228,845,350

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Catherine Avery Investment Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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