Catherine Avery Investment Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Longboat Key, FL
CIK
0002103454
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 158 166,967 C, IBM, RTX, FCX 13F-HR 1/5/2026 000142050626000019
Q3 2025 162 155,249 STX, IBM, JPM, AVGO 13F-HR 1/5/2026 000142050626000017
Q2 2025 166 131,642 STX, IBM, AVGO, RTX 13F-HR 1/5/2026 000142050626000015
Q1 2025 161 111,626 BIL, IBM, RTX, BMY 13F-HR 1/5/2026 000142050626000013
Q4 2024 176 113,299 AVGO, IBM, CSCO, C RESTATEMENT 1/5/2026 000142050626000021
Q4 2024 176 113,299 AVGO, IBM, CSCO, C NEW HOLDINGS 1/5/2026 000142050626000011
Additional filings from Catherine Avery Investment Management LLC that have since been restated