Holdings of Avory & Company, LLC
29 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 79 % of the equity sleeve
Sector breakdown
- Funds 25.4 %
- Financials 14.6 %
- Consumer discretionary 6.3 %
- Communication 5.1 %
- Technology 0.3 %
- Unattributed 48.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 29 | 68.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard S&P 500 ETF | 28,810 | 17.2M $ | |
| 2 | Zoom Communications Inc | 106,817 | 8.6M $ | |
| 3 | Block Inc | 123,080 | 7.4M $ | |
| 4 | Zillow Group Inc | 103,272 | 4.3M $ | |
| 5 | Clear Secure Inc | 83,887 | 4.1M $ | |
| 6 | First Watch Restaurant Group Inc | 254,147 | 2.7M $ | |
| 7 | Blackstone Inc | 22,533 | 2.6M $ | |
| 8 | Omnicell Inc | 77,137 | 2.6M $ | |
| 9 | Paycom Software Inc | 19,762 | 2.4M $ | |
| 10 | Amazon.com Inc | 11,204 | 2.3M $ | |
| 11 | Meta Platforms Inc | 3,957 | 2.3M $ | |
| 12 | Airbnb Inc | 15,849 | 2M $ | |
| 13 | Ishares Gold Trust | 20,000 | 1.8M $ | |
| 14 | Okta Inc | 20,236 | 1.6M $ | |
| 15 | Legalzoom.com Inc | 226,138 | 1.3M $ | |
| 16 | ROBLOX Corp | 21,653 | 1.2M $ | |
| 17 | Voya Emerging Markets High Dividend Equity Fund | 94,848 | 631.7K $ | |
| 18 | BlackRock ETF Trust II | 9,875 | 512.8K $ | |
| 19 | Blackrock Enhanced Global Dividend Trust | 46,196 | 506.3K $ | |
| 20 | Nuveen NASDAQ 100 Dynamic Overwrite Fund | 17,157 | 457.6K $ | |
| 21 | Eaton Vance T/M Gl | 45,682 | 401.1K $ | |
| 22 | SentinelOne Inc | 24,423 | 314.6K $ | |
| 23 | BitMine Immersion Technologies Inc | 15,248 | 301.6K $ | |
| 24 | Salesforce Inc | 1,228 | 229.2K $ | |
| 25 | iShares Trust | 2,686 | 213.7K $ | |
| 26 | State Street SPDR Portfolio High Yield Bond ETF | 9,062 | 211.3K $ | |
| 27 | GLOBAL X FUNDS | 11,014 | 202.7K $ | |
| 28 | UiPath Inc | 13,535 | 150.2K $ | |
| 29 | AGNC Investment Corp | 11,687 | 117.2K $ | |