Catherine Avery Investment Management LLC
•CIK: 2103454•Filing: Q4 2025
**Catherine Avery Investment Management LLC** manages $167M across a diversified portfolio of 158 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including TRVC ($5.8M), IBM ($5.4M), and RTX ($5.4M). Notable allocations also feature key names such as AVGO ($5.4M), JPM ($5.3M), and CSCO ($5.3M). This concentration suggests a tactical, large-cap focus across cyclical and growth sectors.
Total AUM
$167.0M
QoQ Performance
N/A
Positions
149
Top 10 Concentration
31.4%
Latest Filing
Q4 2025
Top Holdings Allocation
TRVC3.4%
IBM3.3%
RTX3.2%
FCX3.2%
AVGO3.2%
JPM3.2%
CSCO3.2%
BMY3.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other39.3%
Technology17.6%
Healthcare11.1%
Financial8.6%
Industrial6.7%
Consumer6.6%
Materials3.4%
Consumer Staples2.8%