Catherine Avery Investment Management LLC

Holdings as of 2026-06-30, filed 2026-07-27

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
168
Value reported by manager
$229M
Sum of our stored positions
$229M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
18.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

168 largest shown
IssuerClassValueSharesTypeCUSIP
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$11.2M11,595G7997R103
CISCO SYS INCCOM$8M67,83417275R102
MICROSOFT CORPCOM$7.8M20,780594918104
CITIGROUP INCCOM NEW$7.6M54,620172967424
JPMORGAN CHASE & COCOM$7.3M22,24146625H100
INTERNATIONAL BUSINESS MACHSCOM$7.2M25,644459200101
BEST BUY INCCOM$7M92,755086516101
BRISTOL-MYERS SQUIBB COCOM$6.9M119,907110122108
MERCK & CO INCCOM$6.9M53,59658933Y105
FREEPORT MCMORAN INCCL B$6.6M104,52235671D857
TARGET CORPCOM$6.6M50,19487612E106
BANK OF AMER CORPCOM$6.4M111,573060505104
AMGEN INCCOM$6.3M17,530031162100
ONEOK INC NEWCOM$6.1M70,408682680103
NEXTERA ENERGY INCCOM$6.1M69,47165339F101
L3HARRIS TECHNOLOGIES INCCOM$6.1M33,098502431109
HOME DEPOT INCCOM$6M16,897437076102
UNITED PARCEL SVCS INCCL B$5.7M53,469911312106
KEYCORPCOM$5.7M249,306493267108
TRUIST FINL CORPCOM$5.7M114,28989832Q109
MCDONALDS CORPCOM$5.7M21,006580135101
CHEVRON CORPORATIONCOM$5.6M34,079166764100
LENNAR CORPCL A$5.6M61,453526057104
OMNICOM GROUP INCCOM$5.6M76,208681919106
PFIZER INCCOM$5.5M227,951717081103
INTERNATIONAL PAPER COCOM$5.5M46,731460146103
HEWLETT PACKARD ENTERPRISE CCOM$5.4M120,34442824C109
SALESFORCE INCCOM$5.4M34,59379466L302
PHILLIPS 66COM$5.3M31,061718546104
ORACLE CORPCOM$4.2M28,37868389X105
EVERSOURCE ENERGYCOM$3.7M51,32930040W108
BROADCOM INCCOM$3.7M9,77911135F101
COCA COLA COCOM$3.6M43,877191216100
BROADCOM INCCOM$3M8,05611135F101
COCA COLA COCOM$3M36,994191216100
VERIZON COMMUNICATIONS INCCOM$2.6M61,80192343V104
VALERO ENERGY CORPCOM$1.9M7,19691913Y100
CUMMINS INCCOM$1.6M2,287231021106
RTX CORPORATIONCOM$1.6M8,56775513E101
COLGATE PALMOLIVE COCOM$1.6M17,012194162103
JOHNSON CONTROLS INTERNATIONSHS$1.2M8,343G51502105
EVERGY INCCOM$1.2M13,83430034W106
MORGAN STANLEYCOM NEW$811.1K3,880617446448
EXXON MOBIL CORPCOM$711.5K5,20430231G102
BAKER HUGHES COMPANYCL A$586.7K10,57105722G100
STANLEY BLACK & DECKER INCCOM$509.6K5,414854502101
AIR PRODUCTS AND CHEMICALS ICOM$457.1K1,559009158106
PACKAGING CORP AMERCOM$418.2K1,755695156109
ISHARES TRESG OPTIMIZED$384.7K2,493464288802
SPDR SERIES TRUSTST STR BLO 1 ETF$361.4K3,94478468R663
QUALCOMM INCCOM$357.4K1,934747525103
MICRON TECHNOLOGY INCCOM$325.4K282595112103
JOHNSON & JOHNSONCOM$319.2K1,257478160104
APPLE INCCOM$313.1K1,082037833100
WILLIAMS COS INCCOM$252.8K3,400969457100
NVIDIA CORPORATIONCOM$247.1K1,23567066G104
MEDTRONIC PLCSHS$213.5K2,729G5960L103
FIRST TR EXCHANGE-TRADED FDFT VEST RIS$189.4K6,44333738D879
AMERICAN EXPRESS COCOM$169.1K500025816109
WASTE MGMT INC DELCOM$156K70094106L109
FRANKLIN RESOURCES INCCOM$120.2K3,614354613101
ALPHABET INCCAP STK CL A$119.4K33402079K305
ENTERPRISE PRODS PARTNERS LCOM$110.3K3,000293792107
EMERSON ELEC COCOM$107.4K750291011104
CATERPILLAR INCCOM$102.2K96149123101
ENERGY TRANSFER L PCOM UT LTD PTN$95.6K5,00029273V100
ABBOTT LABORATORIESCOM$90.7K1,000002824100
PALANTIR TECHNOLOGIES INCCL A$89.8K77069608A108
ISHARES TRRUS 1000 VAL ETF$89.7K370464287598
AMERICAN WTR WKS CO INC NEWCOM$88.8K675030420103
LOCKHEED MARTIN CORPCOM$79K155539830109
INTUITCOM$78.3K300461202103
CINCINNATI FINL CORPCOM$73.1K395172062101
ALTRIA GROUP INCCOM$72K1,00002209S103
PHILIP MORRIS INTL INCCOM$70.3K388718172109
VISA INCCOM CL A$67.6K19792826C839
ALAMOS GOLD INCCOM CL A$57.7K1,902011532108
SCHWAB STRATEGIC TRUS DIVIDEND EQ$57.3K1,806808524797
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW$55.6K43592206C680
ISHARES TRU.S. MED DVC ETF$54.9K1,112464288810
VANGUARD INDEX FDSMCAP GR IDXVIP$50.5K165922908538
VANGUARD INDEX FDSMCAP VL IDXVIP$50.2K254922908512
FORD MTR COCOM$37.4K2,691345370860
STATE STR SPDR S&P 500 ETF TTR UNIT$34.4K4678462F103
ABBVIE INCCOM$29.4K11700287Y109
NEWMONT CORPCOM$25.7K275651639106
INTEL CORPCOM$25.3K181458140100
LOWES COS INCCOM$24.7K112548661107
META PLATFORMS INCCL A$23.7K4230303M102
DIMENSIONAL ETF TRUSTINTERNATNAL VAL$23.6K43625434V807
ISHARES TRSELECT DIVID ETF$23.3K149464287168
GLOBAL X FDSX EMERGING MKT$20.8K86837954Y350
ISHARES U S ETF TRSHOR DURA BD ETF$20.8K41046431W507
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM$20.4K12646138E339
FIRST TR EXCHANGE-TRADED ALPSML CP GRW ALP$18.8K14833737M300
COSTCO WHOLESALE CORPORATIONCOM$18.7K2022160K105
EA SERIES TRUSTFREEDOM 100 EM$18.3K25102072L607
JANUS DETROIT STR TRHENDRSON AAA CL$17.9K35547103U845
THE ALGER ETF TRUSTMID CAP 40 ETF$17.9K721015564107
AMERICAN CENTY ETF TRUS LARGE CAP VLU$16.4K180025072349
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF$16.3K19825434V500
PROCTER & GAMBLE COCOM$16K109742718109
ISHARES TRCRE U S REIT ETF$15.9K239464288521
GLOBAL X FDSU S ELECT ETF$15.9K45837960A370
GENERAL MTRS COCOM$15.4K20037045V100
INVESCO EXCHANGE TRADED FD TS&P MDCP VLU MNT$15.4K21746137V456
AMERICAN CENTY ETF TREMERGING MKT VAL$15.2K232025072372
SELECT SECTOR SPDR TRST STR REAL ETF$15.1K34281369Y860
AMAZON COM INCCOM$14.3K60023135106
NETFLIX INC.COM$14.3K20064110L106
ISHARES TRNORTH AMERN NAT$14.3K254464287374
SPDR SERIES TRUSTST STR SP METAL$13.9K13078464A755
XYLEM INCCOM$13.7K11698419M100
VANGUARD INDEX FDSTOTAL STK MKT$13K35922908769
ABRDN PRECIOUS METALS BASKETPHYSCL PRECS MET$12.1K67003263100
GE VERNOVA INCCOM$11.8K1036828A101
RELIANCE INCCOM$11.2K30759509102
BERKSHIRE HATHAWAY INC DELCL B NEW$11K22084670702
STAR GROUP LPUNIT LTD PARTNR$10.4K80885512C105
DOVER CORPCOM$10.1K45260003108
MONDELEZ INTL INCCL A$9.9K172609207105
HP INCCOM$9.8K44740434L105
WALMART INCCOM$9.3K82931142103
NASDAQ INCCOM$8.8K112631103108
PRUDENTIAL FINL INCCOM$8.6K80744320102
ISHARES TRMSCI EMG MKT ETF$8.1K119464287234
CAL MAINE FOODS INCCOM NEW$8.1K101128030202
INVESCO QQQ TRUNIT SER 1$7.4K1046090E103
KINROSS GOLD CORPCOM$7.1K300496902404
PACER FDS TRDATA AND INFRAST$7K22169374H741
DISNEY WALT COCOM$6.9K72254687106
NORTHROP GRUMMAN CORPCOM$6.1K12666807102
THE CIGNA GROUPCOM$6.1K22125523100
THERMO FISHER SCIENTIFIC INCCOM$6K12883556102
WELLS FARGO & COPERP PFD CNV A$5.8K5949746804
ISHARES U S ETF TRGSCI CMDTY STGY$5.8K19046431W853
UNITEDHEALTH GROUP INCCOM$5.4K1391324P102
WISDOMTREE TRUS QTLY DIV GRT$5.3K5597717X669
ELEVANCE HEALTH INC FORMERLYCOM$5K13036752103
MARA HOLDINGS INCCOM$4.9K350565788106
INTERCONTINENTAL EXCHANGE INCOM$4.3K3545866F104
VANGUARD SPECIALIZED FUNDSDIV APP ETF$4.3K18921908844
SOUNDHOUND AI INCCLASS A COM$4.1K629836100107
WISDOMTREE TRUS HIGH DIVIDEND$3.6K3297717W208
SHARPLINK INCCOM NEW$3.2K675820014405
UNIVERSAL HLTH SVCS INCCL B$3.1K21913903100
HONEYWELL AEROSPACE INCCOM$3.1K1443849R105
COMCAST CORP NEWCL A$2.8K11520030N101
BITMINE IMMERSION TECHS INCCOM NEW$2.7K20509175A206
THE TRADE DESK INCCOM CL A$2.5K13688339J105
PAYPAL HLDGS INCCOM$2.4K5570450Y103
ISHARES TRIBOXX INV CP ETF$1.9K17464287242
STATE STR SPDR DOW JONES INDUT SER 1$1.6K378467X109
AMYLYX PHARMACEUTICALS INCCOM$1.6K8703237H101
STRAN & COMPANY INCCOMMON STOCK$1.1K50086260J102
ISHARES TR20 YR TR BD ETF$1K12464287432
COINBASE GLOBAL INCCOM CL A$1K719260Q107
OUSTER INCCOM NEW$1K1668989M202
CARRIER GLOBAL CORPORATIONCOM$9541314448C104
RECURSION PHARMACEUTICALS INCL A$91825075629V104
ISHARES TR1 3 YR TREAS BD$6578464287457
NIKE INCCL B$41110654106103
UPEXI INCCOM NEW$39250039959A205
VUZIX CORPCOM NEW$33411592921W300
3D SYS CORP DELCOM NEW$30210088554D205
BIOHAVEN LTDCOM$17912G1110E107
DXC TECHNOLOGY COCOM$1421623355L106
AURORA CANNABIS INCCOM$8305156X850
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27

Catherine Avery Investment Management LLC — 168 positions reported for 2026Q2 — Tapewire