Avory & Company, Llc Portfolio Stock Holdings

Avory & Company, Llc disclosed 32 stock positions valued at approximately $80.0 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, BLOCK INC, and ZOOM COMMUNICATIONS INC. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
32
Portfolio Value
$80.0M
Holdings by Sector
Avory & Company, Llc Portfolio Holdings in Q2 2026

29 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther24.72%28,810--$19,786,996
BLOCK INCSQTechnology10.64%112,018-11,062-8.99%$8,513,368
ZOOM COMMUNICATIONS INCZMTechnology10.18%94,352-12,465-11.67%$8,143,521
CLEAR SECURE INCYOUTechnology5.14%73,852-10,035-11.96%$4,115,782
FIRST WATCH RESTAURANT GROUPFWRGConsumer Cyclical3.68%228,237-25,910-10.19%$2,941,975
ZILLOW GROUP INCZCommunication Services3.59%91,213-12,059-11.68%$2,875,034
OMNICELL COMOMCLHealthcare3.46%66,730-10,407-13.49%$2,770,630
BLACKSTONE INCBXFinancial Services2.91%19,769-2,764-12.27%$2,326,239
AMAZON COM INCAMZNConsumer Cyclical2.88%9,665-1,539-13.74%$2,303,556
OKTA INCOKTATechnology2.87%16,806-3,430-16.95%$2,293,179
PAYCOM SOFTWARE INCPAYCTechnology2.74%17,467-2,295-11.61%$2,195,213
AIRBNB INCABNBConsumer Cyclical2.40%13,415-2,434-15.36%$1,919,687
META PLATFORMS INCMETACommunication Services2.38%3,377-580-14.66%$1,902,265
ISHARES GOLD TRIAUOther1.89%20,000--$1,510,200
LEGALZOOM COM INCLZIndustrials1.50%195,347-30,791-13.62%$1,197,477
ROBLOX CORPRBLXCommunication Services1.25%18,369-3,284-15.17%$998,906
VOYA EMERGING MKTS HIGH DIVIIHDFinancial Services0.92%94,848--$739,814
BLACKROCK ENHANCED GLOBALXBOEXOther0.70%46,196--$558,510
NUVEEN NASDAQ 100 DYNAMIC OVQQQXFinancial Services0.65%17,157--$517,112
BLACKROCK ETF TRUST IIBINCOther0.65%9,875--$516,858
WISDOMTREE TRPUTWOther0.63%15,267+100+0.66%$500,605
EATON VANCE TAX-MANAGED GLOBETWFinancial Services0.55%45,682--$440,374
SENTINELONE INCSTechnology0.52%24,423--$414,458
INVESCO EXCHANGE TRADED FD TPGFOther0.45%26,492+2,811+11.87%$363,203
ADVANCED MICRO DEVICES INCAMDTechnology0.37%504+504+100.00%$292,779
ISHARES TRHYGOther0.27%2,687+1+0.04%$214,891
SPDR SERIES TRUSTSPHYOther0.27%9,062--$212,413
GLOBAL X FDSPFFDOther0.26%11,014--$205,852
AGNC INVT CORPAGNCReal Estate0.16%12,094+407+3.48%$131,823