§ 13F · FUND PROFILE
Catherine Avery Investment Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155M (13F)Positions · 162Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | 35K | $7M | 3.3% | +13% |
| 2 | C | CITIGROUP INC | 64K | $7M | 3.2% | +29% |
| 3 | CSCO | CISCO SYS INC | 91K | $7M | 3.2% | +32% |
| 4 | IBM | INTERNATIONAL BUSINESS MACHS | 29K | $7M | 3.1% | +56% |
| 5 | VZ | VERIZON COMMUNICATIONS INC | 135K | $7M | 3.0% | +25% |
| 6 | FCX | FREEPORT MCMORAN INC | 114K | $7M | 3.0% | +8% |
| 7 | NEE | NEXTERA ENERGY INC | 72K | $7M | 3.0% | +24% |
| 8 | KO | COCA COLA CO | 86K | $7M | 2.9% | +28% |
| 9 | OKE | ONEOK INC NEW | 73K | $7M | 2.9% | +26% |
| 10 | JPM | JPMORGAN CHASE & CO | 22K | $7M | 2.9% | +36% |
§ 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 $155 million in assets. The fund runs a portfolio of 162 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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