Catherine Avery Investment Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 172 separate positions held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and consumer goods. Major holdings include Microsoft Corporation, with 10,631 shares, and Cisco Systems, Inc., with 32,678 shares. The firm also holds significant positions in Visa Inc. Class A, with 197 shares, and Johnson & Johnson, with 1,257 shares.
Notable positions in the filing include shares in NVIDIA Corporation (1,250 shares), Apple Inc. (1,082 shares), and Amazon.com Inc. (60 shares). The firm also lists stakes in various exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF and the Vanguard Total Stock Market ETF.
The filing indicates that Catherine Avery Investment Management LLC is managed by Catherine Avery, who serves as the Managing Member. The firm's address is listed as 595 Bay Isles Road, Suite 210, Longboat Key, FL 34228.
