Catherine Avery Investment Management LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Catherine Avery - Managing Member
Location
Longboat Key, FL
Holdings as of
31 Mar 2025
Value $
$111,626,300
Num holdings
161
Filing time
05 Jan 2026, 16:04:19 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BIL, IBM, RTX, BMY, and NEE.
Previous filing
Q4 2024 - 05 Jan 2026
Next filing
Q2 2025 - 05 Jan 2026
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 - Restatement by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Catherine Avery Managing Member Longboat Key, Florida 05 Jan 2026