Avory & Company

Latest statistics and disclosures from Avory & Company's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FVRR, XYZ, ZM, VOO, Z, and represent 65.65% of Avory & Company's stock portfolio.
  • Added to shares of these 10 stocks: S, EA, XMTR, FVRR, AGNC, MCW, FWRG, LZ, PAYC, BBY.
  • Started 4 new stock positions in XMTR, EA, S, AGNC.
  • Reduced shares in these 9 stocks: AMZN, , XYZ, CPRI, Z, META, ZM, OMCL, YOU.
  • Sold out of its positions in AMZN, CRM.
  • Avory & Company was a net buyer of stock by $60k.
  • Avory & Company has $166M in assets under management (AUM), dropping by 1.21%.
  • Central Index Key (CIK): 0001842766

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Portfolio Holdings for Avory & Company

Avory & Company holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fiverr Intl Ord Shs (FVRR) 15.6 $26M 1.1M 24.41
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Block Cl A (XYZ) 15.5 $26M 355k 72.27
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Zoom Communications Cl A (ZM) 14.5 $24M 291k 82.50
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.6 $18M 29k 612.38
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Zillow Group Cl C Cap Stk (Z) 9.4 $16M 203k 77.05
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Clear Secure Com Cl A (YOU) 4.9 $8.2M 246k 33.38
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Paycom Software (PAYC) 4.9 $8.2M 39k 208.14
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Omnicell (OMCL) 4.4 $7.4M 243k 30.45
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Meta Platforms Cl A (META) 4.0 $6.7M 9.1k 734.41
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First Watch Restaurant Groupco (FWRG) 3.3 $5.5M 355k 15.64
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Capri Holdings SHS (CPRI) 2.8 $4.7M 235k 19.92
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Mister Car Wash (MCW) 2.6 $4.4M 825k 5.33
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Legalzoom (LZ) 2.4 $3.9M 376k 10.38
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Ishares Gold Tr Ishares New (IAU) 0.9 $1.5M 20k 72.77
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Voya Emerging Markets High I etf (IHD) 0.4 $595k 95k 6.27
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BlackRock Global Opportunities Equity Tr (BOE) 0.3 $535k 46k 11.57
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Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.3 $471k 17k 27.46
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Blackstone Group Inc Com Cl A (BX) 0.3 $467k 2.7k 170.84
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Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.3 $453k 31k 14.62
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $432k 30k 14.25
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Sentinelone Cl A (S) 0.3 $430k NEW 24k 17.61
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.3 $428k 47k 9.10
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Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.2 $413k 46k 9.05
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $328k 4.0k 81.19
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $302k 1.2k 243.11
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Wisdomtree Tr Equity Premium (WTPI) 0.2 $250k 7.5k 33.27
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Guidewire Software (GWRE) 0.1 $248k 1.1k 229.86
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Best Buy (BBY) 0.1 $247k 3.3k 75.62
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Electronic Arts (EA) 0.1 $228k NEW 1.1k 201.76
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Xometry Class A Com (XMTR) 0.1 $223k NEW 4.1k 54.47
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Target Corporation (TGT) 0.1 $217k 2.4k 89.71
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Paypal Holdings (PYPL) 0.1 $202k 3.0k 67.06
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Agnc Invt Corp Com reit (AGNC) 0.1 $107k NEW 11k 9.79
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Past Filings by Avory & Company

SEC 13F filings are viewable for Avory & Company going back to 2020

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