Catherine Avery Investment Management LLC - Portfolio overview

Catherine Avery Investment Management LLC has 109 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CVX - CHEVRON CORPORATION, 3.30%
2. C - CITIGROUP INC, 3.28%
3. CSCO - CISCO SYS INC, 3.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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