Catherine Avery Investment Management LLC
LONGBOAT KEY, FL · CIK 2103454 · 13F filing filed 2026-01-05
SEC-registered investment adviser since 2017 · limited liability company
- Assets managed$318.0m
- Staff4 · 2 in investment roles
- Main clients (by assets)High net worth individuals 27%
- Form ADV · 2026-04-24SEC adviser record
- Legal entityCATHERINE AVERY INVESTMENT MANAGEMENT LLC (US)
$113.3m
reported value
176positions
32.3%in top 10
—no comparable previous quarter
Holdings, Q4 2024
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| BROADCOM INC AVGO | $4.9m4.29% | First filing |
| INTERNATIONAL BUSINESS MACHS IBM | $4.2m3.67% | First filing |
| CISCO SYS INC CSCO | $3.7m3.27% | First filing |
| CITIGROUP INC C | $3.5m3.10% | First filing |
| JPMORGAN CHASE & CO JPM | $3.5m3.08% | First filing |
| BRISTOL-MYERS SQUIBB CO BMY | $3.5m3.06% | First filing |
| RTX CORPORATION RTX | $3.4m2.99% | First filing |
| JOHNSON CTLS INTL PLC JCI | $3.4m2.98% | First filing |
| MORGAN STANLEY MS | $3.4m2.97% | First filing |
| MICROSOFT CORP MSFT | $3.3m2.88% | First filing |
| PFIZER INC PFE | $3.2m2.87% | First filing |
| CUMMINS INC CMI | $3.2m2.85% | First filing |
| ORACLE CORP ORCL | $3.2m2.81% | First filing |
| BAKER HUGHES COMPANY BKR | $3.2m2.80% | First filing |
| EVERGY INC EVRG | $3.2m2.79% | First filing |
| HEWLETT PACKARD ENTERPRISE C HPE | $3.2m2.79% | First filing |
| MCDONALDS CORP MCD | $3.2m2.78% | First filing |
| LYONDELLBASELL INDUSTRIES N LYB | $3.0m2.67% | First filing |
| CATERPILLAR INC CAT | $3.0m2.67% | First filing |
| CHEVRON CORP NEW CVX | $3.0m2.66% | First filing |
| VALERO ENERGY CORP VLO | $3.0m2.65% | First filing |
| MEDTRONIC PLC MDT | $2.9m2.60% | First filing |
| NEXTERA ENERGY INC NEE | $2.9m2.58% | First filing |
| MERCK & CO INC MRK | $2.9m2.57% | First filing |
| AIR PRODS & CHEMS INC APD | $2.9m2.55% | First filing |
| COCA COLA CO KO | $2.9m2.54% | First filing |
| UNITED PARCEL SERVICE INC UPS | $2.8m2.44% | First filing |
| BEST BUY INC BBY | $2.8m2.43% | First filing |
| OMNICOM GROUP INC OMC | $2.7m2.40% | First filing |
| L3HARRIS TECHNOLOGIES INC LHX | $2.7m2.39% | First filing |
| VERIZON COMMUNICATIONS INC VZ | $2.7m2.36% | First filing |
| FORD MTR CO F | $2.3m2.00% | First filing |
| FRANKLIN RESOURCES INC BEN | $2.2m1.95% | First filing |
| TRUIST FINL CORP TFC | $2.0m1.73% | First filing |
| COLGATE PALMOLIVE CO CL | $1.5m1.37% | First filing |
| EXXON MOBIL CORP XOM | $627.0k0.55% | First filing |
| EMERSON ELEC CO EMR | $575.8k0.51% | First filing |
| BANK AMERICA CORP BAC | $418.9k0.37% | First filing |
| APPLE INC AAPL | $383.9k0.34% | First filing |
| NVIDIA CORPORATION NVDA | $372.0k0.33% | First filing |
| ISHARES TR SUSA | $304.0k0.27% | First filing |
| SEAGATE TECHNOLOGY HLDNGS PL STX | $294.3k0.26% | First filing |
| JOHNSON & JOHNSON JNJ | $282.6k0.25% | First filing |
| TEXAS INSTRS INC TXN | $209.6k0.19% | First filing |
| AMERICAN EXPRESS CO AXP | $207.8k0.18% | First filing |
| INTUIT INTU | $188.6k0.17% | First filing |
| WILLIAMS COS INC WMB | $184.0k0.16% | First filing |
| WASTE MGMT INC DEL WM | $151.3k0.13% | First filing |
| QUALCOMM INC QCOM | $128.1k0.11% | First filing |
| ABBOTT LABS ABT | $126.7k0.11% | First filing |
| ISHARES TR IWD | $109.6k0.10% | First filing |
| AMERICAN WTR WKS CO INC NEW AWK | $82.2k0.07% | First filing |
| DISNEY WALT CO DIS | $76.6k0.07% | First filing |
| CINCINNATI FINL CORP CINF | $71.8k0.06% | First filing |
| ILLINOIS TOOL WKS INC ITW | $70.2k0.06% | First filing |
| ALPHABET INC GOOGL | $70.2k0.06% | First filing |
| ISHARES TR IHI | $64.9k0.06% | First filing |
| VISA INC V | $64.5k0.06% | First filing |
| CF INDS HLDGS INC CF | $50.4k0.04% | First filing |
| ABBVIE INC ABBV | $46.2k0.04% | First filing |
| LOCKHEED MARTIN CORP LMT | $46.2k0.04% | First filing |
| PHILIP MORRIS INTL INC PM | $44.4k0.04% | First filing |
| ALAMOS GOLD INC NEW AGI | $44.3k0.04% | First filing |
| CONSTELLATION BRANDS INC STZ | $44.2k0.04% | First filing |
| PALANTIR TECHNOLOGIES INC PLTR | $43.5k0.04% | First filing |
| SCHWAB STRATEGIC TR SCHF | $37.8k0.03% | First filing |
| PROCTER AND GAMBLE CO PG | $35.0k0.03% | First filing |
| HOME DEPOT INC HD | $35.0k0.03% | First filing |
| KIMBERLY-CLARK CORP KMB | $32.8k0.03% | First filing |
| GENERAL MTRS CO GM | $28.1k0.02% | First filing |
| COSTCO WHSL CORP NEW COST | $25.7k0.02% | First filing |
| META PLATFORMS INC META | $24.6k0.02% | First filing |
| SPDR SER TR BIL | $23.8k0.02% | First filing |
| MICRON TECHNOLOGY INC MU | $23.6k0.02% | First filing |
| EATON CORP PLC ETN | $23.2k0.02% | First filing |
| AUTOMATIC DATA PROCESSING IN ADP | $22.8k0.02% | First filing |
| DEVON ENERGY CORP NEW DVN | $19.9k0.02% | First filing |
| ISHARES TR DVY | $19.6k0.02% | First filing |
| AMAZON COM INC AMZN | $19.5k0.02% | First filing |
| REVVITY INC RVTY | $19.2k0.02% | First filing |
| SPDR S&P MIDCAP 400 ETF TR MDY | $17.1k0.02% | First filing |
| SOUTHERN CO SO | $16.5k0.01% | First filing |
| TERAWULF INC WULF | $15.8k0.01% | First filing |
| ISHARES INC IEMG | $12.8k0.01% | First filing |
| WISDOMTREE TR USFR | $12.5k0.01% | First filing |
| SOUNDHOUND AI INC SOUN | $12.5k0.01% | First filing |
| SCHWAB STRATEGIC TR SCHD | $12.1k0.01% | First filing |
| ENTERGY CORP NEW ETR | $11.7k0.01% | First filing |
| ELI LILLY & CO LLY | $11.6k0.01% | First filing |
| ONEOK INC NEW OKE | $10.0k0.01% | First filing |
| NEWMONT CORP NEM | $10.0k0.01% | First filing |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $10.0k0.01% | First filing |
| ALTRIA GROUP INC MO | $9.9k0.01% | First filing |
| RIVIAN AUTOMOTIVE INC RIVN | $9.9k0.01% | First filing |
| MONDELEZ INTL INC MDLZ | $9.8k0.01% | First filing |
| ISHARES TR IJH | $9.7k0.01% | First filing |
| NASDAQ INC NDAQ | $8.7k0.01% | First filing |
| DOVER CORP DOV | $8.4k0.01% | First filing |
| RELIANCE INC RS | $8.1k0.01% | First filing |
| LOWES COS INC LOW | $7.9k0.01% | First filing |