§ 13F · FUND PROFILE
Catherine Avery Investment Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $131.6T (13F)Positions · 166Turnover · — · Q4Filed · Jan 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | C | CITIGROUP INC | 49K | $5.8T | 3.4% | +1% |
| 2 | IBM | INTERNATIONAL BUSINESS MACHS | 18K | $5.4T | 3.3% | −6% |
| 3 | RTX | RTX CORPORATION | 30K | $5.4T | 3.2% | −2% |
| 4 | FCX | FREEPORT-MCMORAN INC | 106K | $5.4T | 3.2% | +21% |
| 5 | AVGO | BROADCOM INC | 16K | $5.4T | 3.2% | −1% |
| 6 | JPM | JPMORGAN CHASE & CO. | 16K | $5.3T | 3.2% | −1% |
| 7 | CSCO | CISCO SYS INC | 69K | $5.3T | 3.2% | +1% |
| 8 | BMY | BRISTOL-MYERS SQUIBB CO | 93K | $5.0T | 3.0% | ±0% |
| 9 | CVX | CHEVRON CORP NEW | 31K | $4.7T | 2.8% | +3% |
| 10 | KO | COCA COLA CO | 67K | $4.7T | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CATHERINE SIGNAL
AC read
Catherine Avery Investment Management LLC is a Other fund managing $131642.7 trillion in assets. The fund runs a portfolio of 166 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
10 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed