Catherine Avery

Catherine Avery Investment Management Llc

Assets Managed

$223.44M

Holdings

109

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

33.83%(2Q avg: 20.69%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Catherine Avery Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Catherine Avery Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 223.44M in assets, with a quarterly growth rate of 33.83% and a 2-quarter average growth rate of 20.69%. The portfolio is managed by Catherine Avery, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CVX Chevron Corp Recent Activity Increased 13.33%	3.26%	$7.268M 35,128 shares@ $206.91 avg price	Increased 13.33%
C Citigroup Inc Recent Activity Increased 29.18%	3.24%	$7.226M 63,718 shares@ $113.41 avg price	Increased 29.18%
CSCO Cisco Systems Inc Recent Activity Increased 32.29%	3.16%	$7.039M 90,716 shares@ $77.6 avg price	Increased 32.29%
IBM Intl Business Machines Corp Recent Activity Increased 55.6%	3.1%	$6.91M 28,509 shares@ $242.39 avg price	Increased 55.6%
VZ Verizon Communications Inc Recent Activity Increased 24.73%	3.04%	$6.784M 135,143 shares@ $50.21 avg price	Increased 24.73%
FCX Freeport-mcmoran Inc Recent Activity Increased 7.55%	3.01%	$6.714M 114,221 shares@ $58.78 avg price	Increased 7.55%
NEE Nextera Energy Inc Recent Activity Increased 23.59%	2.98%	$6.642M 71,507 shares@ $92.89 avg price	Increased 23.59%
KO Coca-cola Co The Recent Activity Increased 28.35%	2.94%	$6.569M 86,378 shares@ $76.05 avg price	Increased 28.35%
OKE Oneok Inc Recent Activity Increased 26.13%	2.94%	$6.562M 72,600 shares@ $90.39 avg price	Increased 26.13%
JPM Jpmorgan Chase & Co Recent Activity Increased 35.89%	2.94%	$6.555M 22,283 shares@ $294.17 avg price	Increased 35.89%

1-10 of 109