Avory & Company, Llc Portfolio Stock Holdings

Avory & Company, Llc disclosed 34 stock positions valued at approximately $77.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ZOOM COMMUNICATIONS INC, and BLOCK INC. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.

Report Period
March 31, 2026
No. of Stocks
34
Portfolio Value
$77.3M
Holdings by Sector
Avory & Company, Llc Portfolio Holdings in Q1 2026

31 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther22.27%28,810--$17,215,416
ZOOM COMMUNICATIONS INCZMTechnology11.11%106,817-172,692-61.78%$8,587,019
BLOCK INCSQTechnology9.58%123,080-211,341-63.20%$7,406,954
ZILLOW GROUP INCZCommunication Services5.53%103,272-89,674-46.48%$4,273,395
CLEAR SECURE INCYOUTechnology5.25%83,887-153,945-64.73%$4,060,946
FIRST WATCH RESTAURANT GROUPFWRGConsumer Cyclical3.45%254,147-80,062-23.96%$2,663,461
BLACKSTONE INCBXFinancial Services3.35%22,533+19,973+780.20%$2,591,087
OMNICELL COMOMCLHealthcare3.33%77,137-156,571-66.99%$2,574,833
PAYCOM SOFTWARE INCPAYCTechnology3.11%19,762-19,369-49.50%$2,401,865
AMAZON COM INCAMZNConsumer Cyclical3.02%11,204+11,204+100.00%$2,333,457
META PLATFORMS INCMETACommunication Services2.93%3,957-4,763-54.62%$2,264,173
AIRBNB INCABNBConsumer Cyclical2.59%15,849+15,849+100.00%$2,001,412
ISHARES GOLD TRIAUOther2.28%20,000--$1,763,200
OKTA INCOKTATechnology2.06%20,236+20,236+100.00%$1,592,776
LEGALZOOM COM INCLZIndustrials1.66%226,138-132,171-36.89%$1,282,202
ROBLOX CORPRBLXCommunication Services1.58%21,653+21,653+100.00%$1,224,694
VOYA EMERGING MKTS HIGH DIVIIHDFinancial Services0.82%94,848--$631,688
BLACKROCK ETF TRUST IIBINCOther0.66%9,875+9,875+100.00%$512,809
BLACKROCK ENHANCED GLOBALXBOEXOther0.66%46,196--$506,308
WISDOMTREE TRPUTWOther0.63%15,167--$483,979
NUVEEN NASDAQ 100 DYNAMIC OVQQQXFinancial Services0.59%17,157--$457,577
EATON VANCE TAX-MANAGED GLOBETWFinancial Services0.52%45,682--$401,088
INVESCO EXCHANGE TRADED FD TPGFOther0.42%23,681+696+3.03%$325,848
SENTINELONE INCSTechnology0.41%24,423--$314,568
SALESFORCE INCCRMTechnology0.30%1,228-1,367-52.68%$229,234
WIX COM LTDWIXOther0.28%2,443-1,017-29.39%$220,041
ISHARES TRHYGOther0.28%2,686-861-24.27%$213,709
SPDR SERIES TRUSTSPHYOther0.27%9,062+9,062+100.00%$211,326
GLOBAL X FDSPFFDOther0.26%11,014+11,014+100.00%$202,658
UIPATH INCPATHTechnology0.19%13,535-3,226-19.25%$150,239
AGNC INVT CORPAGNCReal Estate0.15%11,687+372+3.29%$117,224