Catherine Avery Investment Management LLC Reduced Holdings in Q4 2025

Catherine Avery Investment Management LLC

  • $167 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
-11.9K
- 47.5%
$211.63 - $293.99 $2.52M - $3.5M
13.1K $3.62B
APD
Air Products & Chemicals, Inc.

Basic Materials
-947
- 43.18%
$237.56 - $271.47 $225K - $257K
1.25K $308M
MSFT
Microsoft Corp

Technology
-15
- 0.21%
$496.82 - $542.07 $7.45K - $8.13K
7.13K $3.45B
LHX
L3 Harris Technologies, Inc.

Industrials
-40
- 0.25%
$283.87 - $306.76 $11.4K - $12.3K
15.9K $4.67B
EVRG
Evergy, Inc.

Utilities
-975
- 6.0%
$75.56 - $78.73 $73.7K - $76.8K
15.3K $1.11B
BEN
Franklin Resources Inc

Financial Services
-4.27K
- 49.07%
$22.1 - $23.8 $94.3K - $102K
4.43K $106M
IBM
International Business Machines Corp

Technology
-1.23K
- 6.29%
$275.97 - $314.98 $339K - $387K
18.3K $5.43B
VLO
Valero Energy Corp

Energy
-61
- 0.78%
$156.39 - $181.76 $9.54K - $11.1K
7.79K $1.27B
BAC
Bank Of America Corp

Financial Services
-6.38K
- 7.55%
$48.65 - $54.11 $310K - $345K
78.1K $4.3B
CAT
Caterpillar Inc

Industrials
-131
- 46.29%
$480.82 - $585.49 $63K - $76.7K
152 $87.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-248
- 95.38%
$100.05 - $123.23 $24.8K - $30.6K
12 $1.21M
ABBV
Abb Vie Inc.

Healthcare
-106
- 40.46%
$211.96 - $244.38 $22.5K - $25.9K
156 $35.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-52
- 7.37%
$42.38 - $49.47 $2.2K - $2.57K
654 $28.3M
DIS
Walt Disney CO

Communication Services
-52
- 19.85%
$105.69 - $116.65 $5.5K - $6.07K
210 $23.8M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 13.04%
$910.94 - $954.99 $2.73K - $2.86K
20 $17.2M
ETR
Entergy Corp

Utilities
-70
- 45.45%
$93.4 - $97.65 $6.54K - $6.84K
84 $7.76M
NKE
Nike, Inc.

Consumer Cyclical
-54
- 84.38%
$60.8 - $74.57 $3.28K - $4.03K
10 $637K
CAG
Conagra Brands Inc.

Consumer Defensive
-166
- 17.49%
$16.7 - $19.3 $2.77K - $3.2K
783 $13.6M
STLA
Stellantis N.V.

Consumer Cyclical
-220
- 73.33%
$9.64 - $11.31 $2.12K - $2.49K
80 $871K
NOK
Nokia Corp

Technology
-200
- 50.0%
$4.82 - $7.77 $964 - $1.55K
200 $1.29M
UBER
Uber Technologies, Inc

Technology
-4
- 28.57%
$91.62 - $100.1 $366 - $400
10 $817K
MDT
Medtronic PLC

Healthcare
-9
- 0.29%
$90.06 - $98.43 $811 - $886
3.06K $294M
F
Ford Motor CO

Consumer Cyclical
-50
- 1.47%
$11.41 - $13.84 $571 - $692
3.34K $43.9M
JPM
Jpmorgan Chase & CO

Financial Services
-209
- 1.26%
$294.11 - $320.41 $61.5K - $67K
16.4K $5.28B
QCOM
Qualcomm Inc

Technology
-415
- 1.63%
$153.59 - $187.68 $63.7K - $77.9K
25K $4.28B
JCI
Johnson Controls International PLC

Industrials
-475
- 4.28%
$105.55 - $122.66 $50.1K - $58.3K
10.6K $1.27B
MS
Morgan Stanley

Financial Services
-43
- 1.02%
$151.86 - $169.92 $6.53K - $7.31K
4.19K $744M
CMI
Cummins Inc

Industrials
-64
- 2.52%
$407.98 - $484.34 $26.1K - $31K
2.48K $1.26B
AVGO
Broadcom Inc.

Technology
-87
- 0.56%
$324.63 - $385.98 $28.2K - $33.6K
15.6K $5.39B
NEE
Nextera Energy Inc

Utilities
-320
- 0.55%
$78.18 - $86.03 $25K - $27.5K
57.9K $4.64B
AMGN
Amgen Inc

Healthcare
-1.06K
- 7.8%
$290.13 - $341.71 $308K - $363K
12.5K $4.1B
RTX
Raytheon Technologies Corp

Industrials
-693
- 2.29%
$157.0 - $179.44 $109K - $124K
29.6K $5.42B
MRK
Merck & Co., Inc.

Healthcare
-4.43K
- 8.94%
$82.49 - $92.93 $365K - $412K
45.1K $4.75B
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 43 Reductions 34 Sold out 9 Options Calls 0 Puts 0
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