Avory & Company, LLC
Top Portfolio Positions
24 positions ·
$46,077,393 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ZM |
Zoom Communications, Inc.
Technology
|
106,817 | $8,587,018 | 18.64% | |
| XYZ |
Block, Inc.
Technology
|
123,080 | $7,406,954 | 16.08% | |
| YOU |
Clear Secure, Inc.
Technology
|
83,887 | $4,060,969 | 8.81% | |
| FWRG |
First Watch Restaurant Group, Inc.
Consumer Cyclical
|
254,147 | $2,663,460 | 5.78% | |
| BX |
Blackstone Inc.
Financial Services
|
22,533 | $2,591,069 | 5.62% | |
| OMCL |
Omnicell, Inc.
Healthcare
|
77,137 | $2,574,833 | 5.59% | |
| PAYC |
Paycom Software, Inc.
Technology
|
19,762 | $2,401,873 | 5.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,204 | $2,333,457 | 5.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,957 | $2,263,918 | 4.91% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
15,849 | $2,001,411 | 4.34% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BOE
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $506,308 | 46,196 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $540,955 | 46,196 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $534,487 | 46,196 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $524,324 | 46,196 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $501,226 | 46,196 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $497,530 | 46,196 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $520,166 | 46,196 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $490,139 | 46,196 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $483,210 | 46,196 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $458,264 | 46,196 | Shares | Sole | 2024-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||