13F Filings History of Catherine Avery Investment Management LLC

Latest 13F report
Q4 2025 - 05 Jan 2026
Value $
$166,967,012
Signature - Title
Catherine Avery - Managing Member
Location
Longboat Key, FL
Summary
This page shows a list of all the recent 13F filings made by Catherine Avery Investment Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Catherine Avery Investment Management LLC reported 158 stock holdings with total value $166,967,012 as of Q4 2025. Top holdings included C, IBM, RTX, FCX, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 158 $166,967,012 +$12,427,490 -$5,982,166 +$6,445,324 C, IBM, RTX, FCX, AVGO 13F-HR 05 Jan 2026, 16:08
Q3 2025 162 $155,249,427 +$30,558,234 -$18,051,469 +$12,506,765 STX, IBM, JPM, AVGO, ORCL 13F-HR 05 Jan 2026, 16:06
Q2 2025 166 $131,642,712 +$28,940,631 -$13,796,773 +$15,143,858 STX, IBM, AVGO, RTX, C 13F-HR 05 Jan 2026, 16:05
Q1 2025 161 $111,626,300 +$17,065,718 -$15,683,487 +$1,382,231 BIL, IBM, RTX, BMY, NEE 13F-HR 05 Jan 2026, 16:04
Q4 2024 176 $107,285,357 $0 $0 $0 AVGO, IBM, CSCO, C, JPM Restatement 05 Jan 2026, 16:38