Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avory & Company, LLC (CIK 1842766) reported $77.3M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($17.2M, 22.27%), ZM ($8.6M, 11.11%), SQ ($7.4M, 9.58%), BOXA ($7.3M, 9.43%), Z ($4.3M, 5.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $17.2M | 22.27% | 28,810 | Hold |
| 2 | ZM | ZOOM COMMUNICATIONS INC | $8.6M | 11.11% | 106,817 | Trimmed |
| 3 | SQ | BLOCK INC | $7.4M | 9.58% | 123,080 | Trimmed |
| 4 | BOXA | EA SERIES TRUST | $7.3M | 9.43% | 341,225 | New |
| 5 | Z | ZILLOW GROUP INC | $4.3M | 5.53% | 103,272 | Trimmed |
| 6 | YOU | CLEAR SECURE INC | $4.1M | 5.25% | 83,887 | Trimmed |
| 7 | FWRG | FIRST WATCH RESTAURANT GROUP | $2.7M | 3.45% | 254,147 | Trimmed |
| 8 | BX | BLACKSTONE INC | $2.6M | 3.35% | 22,533 | Added |
| 9 | OMCL | OMNICELL COM | $2.6M | 3.33% | 77,137 | Trimmed |
| 10 | PAYC | PAYCOM SOFTWARE INC | $2.4M | 3.11% | 19,762 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $2.3M | 3.02% | 11,204 | New |
| 12 | META | META PLATFORMS INC | $2.3M | 2.93% | 3,957 | Trimmed |
| 13 | ABNB | AIRBNB INC | $2.0M | 2.59% | 15,849 | New |
| 14 | IAU | ISHARES GOLD TR | $1.8M | 2.28% | 20,000 | Hold |
| 15 | OKTA | OKTA INC | $1.6M | 2.06% | 20,236 | New |
| 16 | LZ | LEGALZOOM COM INC | $1.3M | 1.66% | 226,138 | Trimmed |
| 17 | RBLX | ROBLOX CORP | $1.2M | 1.58% | 21,653 | New |
| 18 | IHD | VOYA EMERGING MKTS HIGH DIVI | $631,688 | 0.82% | 94,848 | Hold |
| 19 | BOE | BLACKROCK ENHANCED GLOBAL | $506,308 | 0.66% | 46,196 | Hold |
| 20 | BINC | BLACKROCK ETF TRUST II | $512,809 | 0.66% | 9,875 | New |
| 21 | WTPI | WISDOMTREE TR | $483,979 | 0.63% | 15,167 | Hold |
| 22 | SPCZ | LISTED FDS TR | $478,929 | 0.62% | 19,531 | Hold |
| 23 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $457,577 | 0.59% | 17,157 | Hold |
| 24 | ETW | EATON VANCE TAX-MANAGED GLOB | $401,088 | 0.52% | 45,682 | Hold |
| 25 | PGF | INVESCO EXCHANGE TRADED FD T | $325,848 | 0.42% | 23,681 | Added |
Source: SEC Form 13F filings · as of 2026-03-31