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 51–100 of 158
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 651 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 550 | $100K–$500K | SH |
| INTU | INTUIT | 300 | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 700 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 824 | $100K–$500K | SH |
| ABT | ABBOTT LABS | 1K | $100K–$500K | SH |
| IWD | ISHARES TR | 592 | $100K–$500K | SH |
| BEN | FRANKLIN RESOURCES INC | 4K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 769 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 152 | $50K–$100K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 660 | $50K–$100K | SH |
| CINF | CINCINNATI FINL CORP | 500 | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC | 282 | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP | 164 | $50K–$100K | SH |
| AGI | ALAMOS GOLD INC NEW | 2K | $50K–$100K | SH |
| V | VISA INC | 204 | $50K–$100K | SH |
| IHI | ISHARES TR | 1K | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC | 382 | $50K–$100K | SH |
| SCHD | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| SDVD | FIRST TR EXCH TRADED FD III | 2K | $15K–$50K | SH |
| F | FORD MTR CO | 3K | $15K–$50K | SH |
| ABBV | ABBVIE INC | 156 | $15K–$50K | SH |
| OMC | OMNICOM GROUP INC | 403 | $15K–$50K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 654 | $15K–$50K | SH |
| META | META PLATFORMS INC | 42 | $15K–$50K | SH |
| NEM | NEWMONT CORP | 273 | $15K–$50K | SH |
| LOW | LOWES COS INC | 112 | $15K–$50K | SH |
| BLK | BLACKROCK INC | 25 | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 152 | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 210 | $15K–$50K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 405 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 230 | $15K–$50K | SH |
| DVY | ISHARES TR | 149 | $15K–$50K | SH |
| AMZN | AMAZON COM INC | 89 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 250 | $15K–$50K | SH |
| COST | COSTCO WHSL CORP NEW | 20 | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO | 109 | $15K–$50K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 31 | $15K–$50K | SH |
| MRP | MILLROSE PPTYS INC | 516 | $15K–$50K | SH |
| CAG | CONAGRA BRANDS INC | 783 | $1K–$15K | SH |
| USFR | WISDOMTREE TR | 259 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 50 | $1K–$15K | SH |
| CALM | CAL MAINE FOODS INC | 157 | $1K–$15K | SH |
| NDAQ | NASDAQ INC | 112 | $1K–$15K | SH |
| IJH | ISHARES TR | 155 | $1K–$15K | SH |
| MO | ALTRIA GROUP INC | 170 | $1K–$15K | SH |
| WMT | WALMART INC | 82 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC | 169 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC | 80 | $1K–$15K | SH |