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 OMCL
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,574,833 | 77,137 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,586,972 | 233,708 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $7,385,982 | 242,561 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,169,895 | 243,874 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,444,832 | 241,557 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,738,491 | 241,206 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,080,155 | 254,132 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,779,113 | 250,429 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,043,348 | 240,963 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,268,686 | 193,162 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,926,071 | 153,776 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,235,271 | 125,360 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,018,048 | 153,708 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,367,703 | 66,793 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,721,203 | 54,248 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,529,908 | 66,197 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,689,814 | 67,108 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $8,294,646 | 45,969 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,651,849 | 91,975 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,177,840 | 93,614 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $15,437,387 | 118,868 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $19,507,330 | 162,534 | Shares | Sole | 2021-02-01 | |
| No 13F history on record for this holder in this stock. | ||||||