Catherine Avery Investment Management LLC
Long-term investor · FL · @catherineaveryinvestment
+18.7%
All time
S&P +30.6%
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 (674 days), 161 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +8.7% · 1 year +18.6% · all +18.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- STX · 6.5% · long · since 2025-09-30
- MSFT · 4.7% · long · since 2025-09-30
- C · 3.0% · long · since 2025-09-30
- CSCO · 3.0% · long · since 2025-09-30
- 35671D857 · 3.0% · long · since 2025-09-30
- AVGO · 2.9% · long · since 2025-09-30
- JPM · 2.9% · long · since 2025-09-30
- CVX · 2.9% · long · since 2025-09-30
- KO · 2.8% · long · since 2025-09-30
- 78468R663 · 2.8% · long · since 2025-09-30
- IBM · 2.7% · long · since 2025-09-30
- HPE · 2.7% · long · since 2025-09-30