SEC Form 13F

Catherine Avery Investment Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$228,994,575
Positions166

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$11,189,17511,595
CISCO SYS INCCSCOCOM$7,967,80967,834
MICROSOFT CORPMSFTCOM$7,751,52820,780
CITIGROUP INCCCOM NEW$7,644,61554,620
JPMORGAN CHASE & COJPMCOM$7,280,18922,241
INTERNATIONAL BUSINESS MACHSIBMCOM$7,211,34525,644
BEST BUY INCBBYCOM$7,038,24992,755
BRISTOL-MYERS SQUIBB COBMYCOM$6,909,041119,907
MERCK & CO INCMRKCOM$6,887,10953,596
BROADCOM INCAVGOCOM$6,737,32917,835

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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