Catherine Avery Investment Management LLC
All 13F Filings
- Location
- Longboat Key, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 223,440
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 109 | 223,440 | 13F-HR | Catherine Avery Investment Management LLC |
| Q4 2025 | 1/5/2026 | 158 | 166,967 | 13F-HR | Catherine Avery Investment Management LLC |
| Q3 2025 | 1/5/2026 | 162 | 155,249 | 13F-HR | Catherine Avery Investment Management LLC |
| Q2 2025 | 1/5/2026 | 166 | 131,643 | 13F-HR | Catherine Avery Investment Management LLC |
| Q1 2025 | 1/5/2026 | 161 | 111,626 | 13F-HR | Catherine Avery Investment Management LLC |
| Q4 2024 | 1/5/2026 | 176 | 113,299 | 13F-HR/A - RESTATEMENT | Catherine Avery Investment Management LLC |
| Q4 2024 | 1/5/2026 | 176 | 113,299 | 13F-HR/A - NEW HOLDINGS | Catherine Avery Investment Management LLC |
| Q4 2024 | 1/5/2026 | 175 | 113,298 | 13F-HR | Catherine Avery Investment Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 222.9 K | 99.8% | 56.18 K | 0 | 56.18 K |
| ETFs | 523 | 0.2% | 291 | 0 | 291 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
223,440
Holdings
109
QoQ value change ($000)
56,473
(33.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.