Portfolio (Quarterly)
Guide ↗
Catherine Avery Investment Management LLC
· CIK 0002103454| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | NOW | SERVICENOW INC | Technology | 10 | $2K | 0.00% | SOLD |
| 22 | GIS | GENERAL MLS INC | Consumer Defensive | 31 | $1K | 0.00% | SOLD |
| 23 | NOK | NOKIA CORP | Technology | 200 | $1K | 0.00% | SOLD |
| 24 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 12 | $1K | 0.00% | SOLD |
| 25 | STLA | STELLANTIS N.V | Consumer Cyclical | 80 | $871.0 | 0.00% | SOLD |
| 26 | UBER | UBER TECHNOLOGIES INC | Technology | 10 | $817.0 | — | SOLD |
| 27 | CHRD | CHORD ENERGY CORPORATION | Energy | 7 | $649.0 | — | SOLD |
| 28 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 7 | $340.0 | — | SOLD |
| 29 | MRNA | MODERNA INC | Healthcare | 6 | $177.0 | — | SOLD |
| 30 | VFC | V F CORP | Consumer Cyclical | 2 | $41.0 | — | SOLD |
Sector Allocation
Technology
25.2%
Financial Services
15.0%
Consumer Cyclical
13.3%
Healthcare
11.6%
Energy
9.1%
Industrials
7.6%
Consumer Defensive
6.6%
Utilities
4.9%
Communication Services
3.7%
Basic Materials
3.1%