account_balance
Investment manager · 13F filer · SEC CIK 2103454
Catherine Avery Investment Management LLC
Reported value$116Mas of Sep 30, 2026
Positions172 8 new, 2 sold out
Top 10 weight34.5%STX alone is 6%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
STXSeagate Technology Holdings PLC
6.5%Trimmed −30%
MSFTMicrosoft Corp
4.7%Trimmed −49%
CCitigroup Inc
3.0%Trimmed −50%
CSCOCisco Systems, Inc.
3.0%Trimmed −52%
FCXFreeport-McMoRan Inc
3.0%Trimmed −53%
AVGOBroadcom Inc.
2.9%Trimmed −46%
JPMJPMorgan Chase & Co
2.9%Trimmed −54%
CVXChevron Corp
2.9%Trimmed −52%
KOCoca-Cola Co
2.8%Trimmed −53%
BILSPDR Series Trust
2.8%Added +793%
IBMInternational Business Machines Corp
2.7%Trimmed −44%
HPEHewlett Packard Enterprise Co
2.7%Trimmed −60%
STXSeagate Technology Holdings PLC
6.5%Trimmed −30%
MSFTMicrosoft Corp
4.7%Trimmed −49%
CCitigroup Inc
3.0%
CSCOCisco Systems, Inc.
3.0%
FCXFreeport-McMoRan Inc
3.0%
AVGOBroadcom Inc.
2.9%−46%
JPMJPMorgan Chase & Co
2.9%−54%
CVXChevron Corp
2.9%
KOCoca-Cola Co
2.8%
BIL2.8%
IBM2.7%HPE2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
STX Seagate Technology Holdings PLC 6.5% Trimmed −30%MSFT Microsoft Corp 4.7% Trimmed −49%C Citigroup Inc 3.0% Trimmed −50%CSCO Cisco Systems, Inc. 3.0% Trimmed −52%FCX Freeport-McMoRan Inc 3.0% Trimmed −53%AVGO Broadcom Inc. 2.9% Trimmed −46%JPM JPMorgan Chase & Co 2.9% Trimmed −54%CVX Chevron Corp 2.9% Trimmed −52%KO Coca-Cola Co 2.8% Trimmed −53%
BIL SPDR Series Trust 2.8% Added +793%
IBM International Business Machines Corp 2.7% Trimmed −44%HPE Hewlett Packard Enterprise Co 2.7% Trimmed −60%What changed
Biggest moves since Jun 30, 2026
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