Portfolio (Quarterly)
Guide ↗
Catherine Avery Investment Management LLC
· CIK 0002103454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ITW | ILLINOIS TOOL WKS INC | Industrials | 261 | $68K | 0.04% | SOLD |
| 2 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 200 | $27K | 0.02% | SOLD |
| 3 | GOOG | ALPHABET INC | Communication Services | 5 | $1K | 0.00% | SOLD |
| 4 | LUNR | INTUITIVE MACHINES INC | Industrials | 100 | $1K | 0.00% | SOLD |
| 5 | BNS | BANK NOVA SCOTIA HALIFAX | Financial Services | 15 | $970.0 | 0.00% | SOLD |
| 6 | WPP | WPP PLC NEW | Communication Services | 35 | $877.0 | 0.00% | SOLD |
| 7 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 4 | $712.0 | — | SOLD |
| 8 | TARS | TARSUS PHARMACEUTICALS INC | Healthcare | 10 | $594.0 | — | SOLD |
| 9 | WU | WESTERN UN CO | Financial Services | 50 | $400.0 | — | SOLD |
Sector Allocation
Technology
22.4%
Financial Services
14.9%
Industrials
13.1%
Energy
11.2%
Healthcare
11.1%
Consumer Cyclical
10.9%
Consumer Defensive
6.5%
Basic Materials
3.5%
Utilities
3.5%
Communication Services
2.9%