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Portfolio (Quarterly) Guide ↗

Catherine Avery Investment Management LLC

· CIK 0002103454
13F Portfolio $229M AUM 168 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 41 Added 42 Reduced 30 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 35.0 $4K 0.00% -117.0 -77.0% $123.11 +26.9%
42 PYPL PAYPAL HLDGS INC Financial Services 55.0 $2K 0.00% -74.0 -57.4% $43.18 +39.9%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%