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Catherine Avery Investment Management LLC

Q2 2025 · 13F-HR

Catherine Avery Investment Management LLCholdings as filed

Filed 2026-01-05 · accession 0001420506-26-000015

$131.6M
Reported value
166
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$4.8M3.62%33,027CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.8M3.61%16,125CommonSOLE
11135F101AVGOBROADCOM INC$4.6M3.48%16,620CommonSOLE
75513E101RTXRTX CORPORATION$4.6M3.47%31,322CommonSOLE
172967424CCITIGROUP INC$4.4M3.37%52,118CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.3M3.27%14,829CommonSOLE
68389X105ORCLORACLE CORP$4.3M3.25%19,577CommonSOLE
17275R102CSCOCISCO SYS INC$4.2M3.22%61,138CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.9M2.94%89,307CommonSOLE
191216100KOCOCA COLA CO$3.7M2.84%52,923CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.7M2.81%14,755CommonSOLE
594918104MSFTMICROSOFT CORP$3.6M2.72%7,207CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.6M2.72%93,393CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.6M2.72%51,521CommonSOLE
166764100CVXCHEVRON CORP NEW$3.6M2.71%24,913CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.5M2.66%40,196CommonSOLE
30034W106EVRGEVERGY INC$3.5M2.64%50,476CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.5M2.64%74,981CommonSOLE
747525103QCOMQUALCOMM INC$3.3M2.54%20,993CommonSOLE
58933Y105MRKMERCK & CO INC$3.3M2.54%42,166CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.3M2.53%77,064CommonSOLE
060505104BACBANK AMERICA CORP$3.3M2.49%69,363CommonSOLE
205887102CAGCONAGRA BRANDS INC$3.3M2.48%159,224CommonSOLE
580135101MCDMCDONALDS CORP$3.2M2.46%11,091CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$3.1M2.37%152,761CommonSOLE
87612E106TGTTARGET CORP$3.1M2.35%31,394CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$3.0M2.30%52,313CommonSOLE
354613101BENFRANKLIN RESOURCES INC$2.9M2.21%121,895CommonSOLE
717081103PFEPFIZER INC$2.9M2.17%117,795CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.8M2.16%66,294CommonSOLE
031162100AMGNAMGEN INC$2.8M2.13%10,050CommonSOLE
086516101BBYBEST BUY INC$2.8M2.11%41,348CommonSOLE
718546104PSXPHILLIPS 66$2.6M2.01%22,171CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.5M1.92%25,058CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.5M1.17%17,012CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.2M0.90%11,175CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.1M0.81%7,889CommonSOLE
231021106CMICUMMINS INC$913,7250.69%2,790CommonSOLE
009158106APDAIR PRODS & CHEMS INC$627,0330.48%2,223CommonSOLE
30231G102XOMEXXON MOBIL CORP$626,6410.48%5,813CommonSOLE
617446448MSMORGAN STANLEY$596,1200.45%4,232CommonSOLE
67066G104NVDANVIDIA CORPORATION$416,6200.32%2,637CommonSOLE
464288802SUSAISHARES TR$315,9880.24%2,493CommonSOLE
478160104JNJJOHNSON & JOHNSON$270,3680.21%1,770CommonSOLE
037833100AAPLAPPLE INC$262,2070.20%1,278CommonSOLE
461202103INTUINTUIT$236,2890.18%300CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$230,3960.18%9,324CommonSOLE
025816109AXPAMERICAN EXPRESS CO$223,2860.17%700CommonSOLE
969457100WMBWILLIAMS COS INC$213,5540.16%3,400CommonSOLE
94106L109WMWASTE MGMT INC DEL$171,6150.13%750CommonSOLE
002824100ABTABBOTT LABS$152,3310.12%1,120CommonSOLE
464287598IWDISHARES TR$114,9840.09%592CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$112,3280.09%824CommonSOLE
149123101CATCATERPILLAR INC$111,8040.08%288CommonSOLE
291011104EMREMERSON ELEC CO$98,5310.07%739CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$91,8130.07%660CommonSOLE
172062101CINFCINCINNATI FINL CORP$74,4600.06%500CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$72,7130.06%157CommonSOLE
92826C839VVISA INC$72,4300.06%204CommonSOLE
464288810IHIISHARES TR$69,6560.05%1,112CommonSOLE
718172109PMPHILIP MORRIS INTL INC$68,4580.05%376CommonSOLE
02079K305GOOGLALPHABET INC$65,3810.05%371CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$64,5320.05%261CommonSOLE
254687106DISDISNEY WALT CO$51,0300.04%412CommonSOLE
011532108AGIALAMOS GOLD INC NEW$50,5170.04%1,902CommonSOLE
00287Y109ABBVABBVIE INC$48,5160.04%261CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$47,8590.04%1,806CommonSOLE
33738D820SDVDFIRST TR EXCH TRADED FD III$44,3630.03%2,163CommonSOLE
345370860FFORD MTR CO$36,8140.03%3,393CommonSOLE
595112103MUMICRON TECHNOLOGY INC$34,6630.03%281CommonSOLE
437076102HDHOME DEPOT INC$32,9980.03%90CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$32,5360.02%200CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$32,2300.02%250CommonSOLE
30303M102METAMETA PLATFORMS INC$31,0000.02%42CommonSOLE
64110L106NFLXNETFLIX INC$30,8000.02%23CommonSOLE
681919106OMCOMNICOM GROUP INC$28,9920.02%403CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$27,8870.02%152CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$27,7180.02%28CommonSOLE
09290D101BLKBLACKROCK INC$26,2310.02%25CommonSOLE
548661107LOWLOWES COS INC$24,8490.02%112CommonSOLE
032108409DIVOAMPLIFY ETF TR$23,9980.02%564CommonSOLE
78433H675QQQINEOS ETF TRUST$22,9360.02%441CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$22,0320.02%405CommonSOLE
682680103OKEONEOK INC NEW$21,9580.02%269CommonSOLE
464287168DVYISHARES TR$19,7890.02%149CommonSOLE
023135106AMZNAMAZON COM INC$19,5260.01%89CommonSOLE
78468R663BILSPDR SERIES TRUST$18,7130.01%204CommonSOLE
742718109PGPROCTER AND GAMBLE CO$17,3660.01%109CommonSOLE
651639106NEMNEWMONT CORP$15,8410.01%272CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$15,4200.01%50CommonSOLE
47103U746JSIJANUS DETROIT STR TR$15,2070.01%289CommonSOLE
09789C671PCMMBONDBLOXX ETF TRUST$14,8620.01%295CommonSOLE
37045V100GMGENERAL MTRS CO$14,7630.01%300CommonSOLE
29364G103ETRENTERGY CORP NEW$12,8000.01%154CommonSOLE
97717Y527USFRWISDOMTREE TR$12,7490.01%253CommonSOLE
532457108LLYELI LILLY & CO$11,6930.01%15CommonSOLE
609207105MDLZMONDELEZ INTL INC$11,2140.01%166CommonSOLE
02209S103MOALTRIA GROUP INC$11,1400.01%190CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10,6870.01%22CommonSOLE
631103108NDAQNASDAQ INC$10,0150.01%112CommonSOLE
464287507IJHISHARES TR$9,6130.01%155CommonSOLE
759509102RSRELIANCE INC$9,4170.01%30CommonSOLE
G29183103ETNEATON CORP PLC$8,9250.01%25CommonSOLE
744320102PRUPRUDENTIAL FINL INC$8,5950.01%80CommonSOLE
49177J102KVUEKENVUE INC$8,3300.01%398CommonSOLE
260003108DOVDOVER CORP$8,2450.01%45CommonSOLE
931142103WMTWALMART INC$8,0180.01%82CommonSOLE
03076C106AMPAMERIPRISE FINL INC$7,4720.01%14CommonSOLE
125523100CITHE CIGNA GROUP$7,2730.01%22CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$6,7960.01%11CommonSOLE
438516106HONHONEYWELL INTL INC$6,7540.01%29CommonSOLE
836100107SOUNSOUNDHOUND AI INC$6,7490.01%629CommonSOLE
125269100CFCF INDS HLDGS INC$6,0720.00%66CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$6,0000.00%12CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$5,8710.00%5CommonSOLE
654106103NKENIKE INC$5,6120.00%79CommonSOLE
458140100INTCINTEL CORP$5,4000.00%241CommonSOLE
36828A101GEVGE VERNOVA INC$5,2920.00%10CommonSOLE
41809Y102NCIQHASHDEX NASDAQ CRYPTO INDEX$5,1020.00%186CommonSOLE
036752103ELVELEVANCE HEALTH INC$5,0560.00%13CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4,8660.00%12CommonSOLE
496902404KGCKINROSS GOLD CORP$4,6890.00%300CommonSOLE
40434L105HPQHP INC$4,6720.00%191CommonSOLE
97717X669DGRWWISDOMTREE TR$4,6060.00%55CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4,1040.00%115CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4,0560.00%13CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$3,8040.00%21CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3,4790.00%17CommonSOLE
055622104BPBP PLC$3,2930.00%110CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$3,1310.00%10CommonSOLE
97717W208DHSWISDOMTREE TR$3,0710.00%32CommonSOLE
126650100CVSCVS HEALTH CORP$2,8280.00%41CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2,8100.00%5CommonSOLE
N82405106STLASTELLANTIS N.V$2,7580.00%275CommonSOLE
00206R102TAT&T INC$2,1540.00%74CommonSOLE
81762P102NOWSERVICENOW INC$2,0560.00%2CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2,0530.00%22CommonSOLE
464287242LQDISHARES TR$1,8630.00%17CommonSOLE
001055102AFLAFLAC INC$1,7930.00%17CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$1,4530.00%15CommonSOLE
02079K107GOOGALPHABET INC$1,4190.00%8CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1,3220.00%3CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$1,1990.00%175CommonSOLE
86260J102SWAGSTRAN & COMPANY INC$1,1520.00%800CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1,1340.00%10CommonSOLE
46090E103QQQINVESCO QQQ TR$1,1030.00%2CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1,0640.00%5CommonSOLE
464287432TLTISHARES TR$1,0590.00%12CommonSOLE
654902204NOKNOKIA CORP$1,0360.00%200CommonSOLE
025072232AVGEAMERICAN CENTY ETF TR$1,0070.00%13CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$9510.00%13CommonSOLE
550021109LULULULULEMON ATHLETICA INC$9500.00%4CommonSOLE
88076W103TDCTERADATA CORP DEL$8920.00%40CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$8100.00%20CommonSOLE
464287457SHYISHARES TR$6630.00%8CommonSOLE
00108J109ACMRACM RESH INC$6480.00%25CommonSOLE
056752108BIDUBAIDU INC$6000.00%7CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$5580.00%87CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$5440.00%50CommonSOLE
47215P106JDJD.COM INC$3260.00%10CommonSOLE
675232102OIIOCEANEERING INTL INC$3110.00%15CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$2450.00%16CommonSOLE
G1110E107BHVNBIOHAVEN LTD$1690.00%12CommonSOLE
60770K107MRNAMODERNA INC$1660.00%6CommonSOLE
918204108VFCV F CORP$260.00%2CommonSOLE
05156X850ACBAURORA CANNABIS INC$130.00%3CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.