Long-term investor
Catherine Avery Investment Management LLC @catherineaveryinvestment
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002103454).
Record
- Tracked since 2024-12-31 (628 days), 128 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year +22.4% · all n/a
- Max drawdown -1.9% · Sharpe 1.58 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- STX · 4.9% · long · since 2025-06-30
- CSCO · 3.5% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- C · 3.3% · long · since 2025-06-30
- JPM · 3.2% · long · since 2025-06-30
- IBM · 3.1% · long · since 2025-06-30
- BBY · 3.1% · long · since 2025-06-30
- BMY · 3.0% · long · since 2025-06-30
- MRK · 3.0% · long · since 2025-06-30
- AVGO · 2.9% · long · since 2025-06-30
- FCX · 2.9% · long · since 2025-06-30
- KO · 2.9% · long · since 2025-06-30