Evid Invest
Holders — by stockHoldings — by fund

Avory & Company, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001842766

$80.0M

disclosed book value

32

positions

24.7%

largest position share

Positions, as of 2026-06-30

top 32 of 32 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS28,810$19.8M24.7%
2XYZBLOCK INC112,018$8.5M10.6%
3AVRYEA SERIES TRUST354,102$8.5M10.6%
4ZMZOOM COMMUNICATIONS INC94,352$8.1M10.2%
5YOUCLEAR SECURE INC73,852$4.1M5.1%
6FWRGFIRST WATCH RESTAURANT GROUP228,237$2.9M3.7%
7ZZILLOW GROUP INC91,213$2.9M3.6%
8OMCLOMNICELL COM66,730$2.8M3.5%
9BXBLACKSTONE INC19,769$2.3M2.9%
10AMZNAMAZON COM INC9,665$2.3M2.9%
11OKTAOKTA INC16,806$2.3M2.9%
12PAYCPAYCOM SOFTWARE INC17,467$2.2M2.7%
13ABNBAIRBNB INC13,415$1.9M2.4%
14METAMETA PLATFORMS INC3,377$1.9M2.4%
15IAUISHARES GOLD TR20,000$1.5M1.9%
16LZLEGALZOOM COM INC195,347$1.2M1.5%
17RBLXROBLOX CORP18,369$998,9061.2%
18IHDVOYA EMERGING MKTS HIGH DIVI94,848$739,8140.9%
19XBOEXBLACKROCK ENHANCED GLOBAL46,196$558,5100.7%
20QQQXNUVEEN NASDAQ 100 DYNAMIC OV17,157$517,1120.6%
21BINCBLACKROCK ETF TRUST II9,875$516,8580.6%
22OEILISTED FDS TR19,531$501,6480.6%
23WTPIWISDOMTREE TR15,267$500,6050.6%
24ETWEATON VANCE TAX-MANAGED GLOB45,682$440,3740.6%
25SSENTINELONE INC24,423$414,4580.5%
26PGFINVESCO EXCHANGE TRADED FD T26,492$363,2030.5%
27AMDADVANCED MICRO DEVICES INC504$292,7790.4%
28HYGISHARES TR2,687$214,8910.3%
29SPHYSPDR SERIES TRUST9,062$212,4130.3%
30PFFDGLOBAL X FDS11,014$205,8520.3%
31BMNRBITMINE IMMERSION TECHS INC11,601$154,4090.2%
32AGNCAGNC INVT CORP12,094$131,8230.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.