CIK 2103454
Catherine Avery Investment Management LLC
Institutional 13F holdings & portfolio
Holdings
158
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 158
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| C | CITIGROUP INC | 49K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 18K | $1M+ | SH |
| RTX | RTX CORPORATION | 30K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 106K | $1M+ | SH |
| AVGO | BROADCOM INC | 16K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 16K | $1M+ | SH |
| CSCO | CISCO SYS INC | 69K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 93K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 31K | $1M+ | SH |
| KO | COCA COLA CO | 67K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 16K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 58K | $1M+ | SH |
| TGT | TARGET CORP | 46K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 98K | $1M+ | SH |
| SWK | STANLEY BLACK & DECKER INC | 60K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 108K | $1M+ | SH |
| MCD | MCDONALDS CORP | 14K | $1M+ | SH |
| ORCL | ORACLE CORP | 22K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 78K | $1M+ | SH |
| QCOM | QUALCOMM INC | 25K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 43K | $1M+ | SH |
| OKE | ONEOK INC NEW | 58K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 173K | $1M+ | SH |
| AMGN | AMGEN INC | 13K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 83K | $1M+ | SH |
| KEY | KEYCORP | 191K | $1M+ | SH |
| PFE | PFIZER INC | 152K | $1M+ | SH |
| BBY | BEST BUY INC | 55K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 13K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| HD | HOME DEPOT INC | 10K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 16K | $1M+ | SH |
| LEN | LENNAR CORP | 32K | $1M+ | SH |
| PSX | PHILLIPS 66 | 23K | $1M+ | SH |
| MRK | MERCK & CO INC | 21K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 17K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 11K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 8K | $1M+ | SH |
| CMI | CUMMINS INC | 2K | $1M+ | SH |
| EVRG | EVERGY INC | 15K | $1M+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| AAPL | APPLE INC | 2K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 1K | $100K–$500K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 3K | $100K–$500K | SH |