Catherine Avery Investment Management LLC
CIK 2103454 · View on SEC EDGAR ↗
- Portfolio value
- $222.4M
- Positions
- 166
- As of
- June 30, 2026
#6,105 of 9,443 by 13F value · top 64.7%
Portfolio value QoQ: +0.9% 13F does not disclose cash
- Top 10 holdings weight
- 34.38%
- Top 25 holdings weight
- 74.23%
- Positions above 1%
- 34
- Effective number of positions
- 37.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.38% Est. buys $22,984,273 · sells $45,406,047
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 65.6% still held
- New positions
- 64
- Increased
- 14
- Decreased
- 45
- Closed
- 7
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +26.4% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 98.8% · Options excluded: 0.0%
Sector breakdown
Technology
20.8%
Financials
14.8%
Healthcare
11.8%
Energy
9.3%
Retail
8.8%
Industrials
5.2%
Utilities
5.0%
Communications
3.6%
Materials
3.2%
Consumer products
3.2%
Logistics & Transportation
2.6%
Consumer Discretionary
2.6%
Communication Services
2.6%
Packaging
2.6%
Consumer Staples
1.4%
Telecommunication
1.2%
Financial Services
0.5%
Other/Unmapped
0.8%
Full portfolio 166 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $11,189,175 | 5.03% | 11,595 | $6,243,205 | Down ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $7,967,809 | 3.58% | 67,834 | $929,138 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7,751,528 | 3.49% | 20,780 | $5,153,231 | Up ×1 | ||
| C Citigroup, Inc. Common Stock | $7,644,615 | 3.44% | 54,620 | $418,357 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $7,280,189 | 3.27% | 22,241 | $725,383 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $7,211,345 | 3.24% | 25,644 | $301,063 | Down ×1 | ||
| BBY Best Buy Co., Inc. Common Stock | $7,038,249 | 3.16% | 92,755 | $927,629 | Down ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $6,909,041 | 3.11% | 119,907 | $549,100 | Up ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $6,887,109 | 3.10% | 53,596 | $429,682 | Down ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $6,573,389 | 2.96% | 104,522 | $-140,521 | Down ×1 | ||
| TGT Target Corporation Common Stock | $6,555,852 | 2.95% | 50,194 | $82,196 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $6,357,429 | 2.86% | 111,573 | $775,638 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $6,347,870 | 2.85% | 17,530 | $762,251 | Up ×2 | ||
| OKE ONEOK, Inc. Common Stock | $6,121,272 | 2.75% | 70,408 | $-441,042 | Down ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $6,097,457 | 2.74% | 69,471 | $-544,148 | Down ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $6,069,442 | 2.73% | 33,098 | $-268,565 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $5,959,196 | 2.68% | 16,897 | $447,000 | Up ×3 | ||
| UPS United Parcel Service, Inc. Common Stock | $5,747,893 | 2.58% | 53,469 | $153,121 | Down ×1 | ||
| KEY KeyCorp Common Stock | $5,746,504 | 2.58% | 249,306 | $371,219 | Down ×1 | ||
| TFC Truist Financial Corporation Common Stock | $5,693,887 | 2.56% | 114,289 | $204,012 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $5,678,160 | 2.55% | 21,006 | $-287,813 | Up ×4 | ||
| CVX Chevron Corporation Common Stock | $5,649,004 | 2.54% | 34,079 | $-1,619,056 | Down ×1 | ||
| LEN Lennar Corporation Class A Common Stock | $5,560,882 | 2.50% | 61,453 | $480,481 | Up ×3 | ||
| OMC Omnicom Group Inc. Common Stock | $5,550,229 | 2.50% | 76,208 | $-626,923 | Down ×1 | ||
| PFE Pfizer, Inc. Common Stock | $5,489,056 | 2.47% | 227,951 | $-290,383 | Up ×5 | ||
| IP International Paper Company Common Stock | $5,472,036 | 2.46% | 46,731 | Up ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $5,428,718 | 2.44% | 120,344 | $-682,619 | Down ×1 | ||
| CRM Salesforce, Inc. Common Stock | $5,419,339 | 2.44% | 34,593 | ||||
| PSX Phillips 66 Common Stock | $5,250,805 | 2.36% | 31,061 | $-395,135 | Up ×6 | ||
| ORCL Oracle Corporation Common Stock | $4,158,796 | 1.87% | 28,378 | $-2,103,382 | Down ×1 | ||
| ES Eversource Energy (D/B/A) Common Stock | $3,709,547 | 1.67% | 51,329 | $-100,853 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3,694,175 | 1.66% | 9,779 | $480,473 | Down ×4 | ||
| KO Coca-Cola Company (The) Common Stock | $3,006,490 | 1.35% | 36,994 | $-3,562,543 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $2,616,654 | 1.18% | 61,801 | $-4,167,525 | Down ×1 | ||
| VLO Valero Energy Corporation Common Stock | $1,874,126 | 0.84% | 7,196 | $21,767 | Down ×6 | ||
| CMI Cummins Inc. Common Stock | $1,631,111 | 0.73% | 2,287 | $389,899 | Down ×6 | ||
| RTX RTX Corporation Common Stock | $1,625,497 | 0.73% | 8,567 | $-76,148 | Down ×4 | ||
| CL Colgate-Palmolive Company Common Stock | $1,559,660 | 0.70% | 17,012 | $109,727 | |||
| JCI Johnson Controls International plc Ordinary Share | $1,218,996 | 0.55% | 8,343 | $57,208 | Down ×6 | ||
| EVRG Evergy, Inc. - Common Stock | $1,195,673 | 0.54% | 13,834 | $36,669 | Down ×5 | ||
| MS Morgan Stanley Common Stock | $811,075 | 0.36% | 3,880 | $172,543 | |||
| XOM Exxon Mobil Corporation Common Stock | $711,491 | 0.32% | 5,204 | $-244,204 | Down ×1 | ||
| BKR Baker Hughes Company - Common Stock | $586,691 | 0.26% | 10,571 | $-216,788 | Down ×2 | ||
| SWK Stanley Black & Decker, Inc. Common Stock | $509,566 | 0.23% | 5,414 | $-5,050,737 | Down ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $457,089 | 0.21% | 1,559 | $-32,697 | Down ×1 | ||
| PKG Packaging Corporation of America Common Stock | $418,181 | 0.19% | 1,755 | $-4,934,644 | Down ×1 | ||
| SUSA | $384,670 | 0.17% | 2,493 | $55,345 | |||
| BIL | $361,428 | 0.16% | 3,944 | ||||
| QCOM QUALCOMM Incorporated - Common Stock | $357,384 | 0.16% | 1,934 | $-4,970,502 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $325,385 | 0.15% | 282 | $230,182 | |||
| JNJ Johnson & Johnson Common Stock | $319,240 | 0.14% | 1,257 | $-31,287 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $313,088 | 0.14% | 1,082 | $33,919 | Down ×2 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $252,756 | 0.11% | 3,400 | $5,304 | |||
| NVDA NVIDIA Corporation - Common Stock | $247,111 | 0.11% | 1,235 | $31,727 | |||
| MDT Medtronic plc. Ordinary Shares | $213,490 | 0.10% | 2,729 | $-39,961 | Down ×4 | ||
| RDVI | $189,424 | 0.09% | 6,443 | ||||
| AXP American Express Company Common Stock | $169,125 | 0.08% | 500 | $17,885 | |||
| WM Waste Management, Inc. Common Stock | $156,016 | 0.07% | 700 | $-4,837 | |||
| BEN Franklin Resources, Inc. Common Stock | $120,238 | 0.05% | 3,614 | $29,443 | Down ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $119,362 | 0.05% | 334 | $23,317 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $110,280 | 0.05% | 3,000 | Up ×1 | |||
| EMR Emerson Electric Company Common Stock | $107,363 | 0.05% | 750 | $8,443 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $102,230 | 0.05% | 96 | $32,801 | Down ×6 | ||
| ET Energy Transfer LP Common Units | $95,600 | 0.04% | 5,000 | Up ×1 | |||
| ABT Abbott Laboratories Common Stock | $90,740 | 0.04% | 1,000 | $-24,250 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $89,836 | 0.04% | 770 | $-22,800 | |||
| IWD | $89,699 | 0.04% | 370 | $10,641 | |||
| AWK American Water Works Company, Inc. Common Stock | $88,817 | 0.04% | 675 | $-1,002 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $78,991 | 0.04% | 155 | $-14,703 | |||
| INTU Intuit Inc. - Common Stock | $78,300 | 0.04% | 300 | $-51,414 | |||
| CINF Cincinnati Financial Corporation - Common Stock | $73,130 | 0.03% | 395 | $-5,545 | Down ×1 | ||
| MO Altria Group, Inc. | $71,950 | 0.03% | 1,000 | $5,960 | |||
| PM Philip Morris International Inc Common Stock | $70,273 | 0.03% | 388 | $6,598 | Up ×6 | ||
| V Visa Inc. | $67,589 | 0.03% | 197 | $8,048 | |||
| AGI Alamos Gold Inc. Class A Common Shares | $57,707 | 0.03% | 1,902 | $-26,799 | |||
| SCHD | $57,268 | 0.03% | 1,806 | ||||
| VONG Vanguard Russell 1000 Growth ETF | $55,597 | 0.03% | 435 | Up ×1 | |||
| IHI | $54,944 | 0.02% | 1,112 | $-4,381 | |||
| VOT | $50,540 | 0.02% | 165 | Up ×1 | |||
| VOE | $50,190 | 0.02% | 254 | Up ×1 | |||
| F Ford Motor Company Common Stock | $37,405 | 0.02% | 2,691 | $6,351 | |||
| SPY SPY | $34,351 | 0.02% | 46 | $2,484 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $29,434 | 0.01% | 117 | $4,176 | Up ×1 | ||
| NEM Newmont Corporation | $25,663 | 0.01% | 275 | $-4,004 | Up ×2 | ||
| INTC Intel Corporation - Common Stock | $25,273 | 0.01% | 181 | $17,285 | |||
| LOW Lowe's Companies, Inc. Common Stock | $24,695 | 0.01% | 112 | $-1,768 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $23,658 | 0.01% | 42 | $-944 | Down ×1 | ||
| DFIV | $23,553 | 0.01% | 436 | Up ×1 | |||
| DVY iShares Select Dividend ETF | $23,289 | 0.01% | 149 | $729 | |||
| EMBD | $20,789 | 0.01% | 868 | Up ×1 | |||
| NEAR | $20,771 | 0.01% | 410 | Up ×1 | |||
| SPMO | $20,354 | 0.01% | 126 | Up ×1 | |||
| FYC First Trust Small Cap Growth AlphaDEX Fund | $18,846 | 0.01% | 148 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $18,709 | 0.01% | 20 | $-1,220 | |||
| FRDM | $18,298 | 0.01% | 251 | Up ×1 | |||
| JAAA | $17,924 | 0.01% | 355 | Up ×1 | |||
| FRTY | $17,893 | 0.01% | 721 | Up ×1 | |||
| AVLV | $16,418 | 0.01% | 180 | Up ×1 | |||
| DFAS | $16,303 | 0.01% | 198 | Up ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $15,984 | 0.01% | 109 | $240 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IP | $5,472,036 | 46,731 | 2.46% |
| CRM | $5,419,339 | 34,593 | 2.44% |
| BIL | $361,428 | 3,944 | 0.16% |
| RDVI | $189,424 | 6,443 | 0.09% |
| EPD | $110,280 | 3,000 | 0.05% |
| ET | $95,600 | 5,000 | 0.04% |
| SCHD | $57,268 | 1,806 | 0.03% |
| VONG | $55,597 | 435 | 0.03% |
| VOT | $50,540 | 165 | 0.02% |
| VOE | $50,190 | 254 | 0.02% |
| DFIV | $23,553 | 436 | 0.01% |
| EMBD | $20,789 | 868 | 0.01% |
| NEAR | $20,771 | 410 | 0.01% |
| SPMO | $20,354 | 126 | 0.01% |
| FYC | $18,846 | 148 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| STX | Trimmed | -1K | +$6.2M |
| MSFT | Bought more | +14K | +$5.2M |
| VZ | Trimmed | -73K | -$4.2M |
| KO | Trimmed | -49K | -$3.6M |
| ORCL | Trimmed | -14K | -$2.1M |
| CVX | Trimmed | -1K | -$1.6M |
| CSCO | Trimmed | -23K | +$929K |
| BBY | Trimmed | -2K | +$928K |
| BAC | Trimmed | -3K | +$776K |
| AMGN | Bought more | +2K | +$762K |
3 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| RDVI | March 31, 2026 | 9,324 | $244,662 | No longer tracked |
| BIL | March 31, 2026 | 1,759 | $160,737 | No longer tracked |
| TXN | June 30, 2025 | 408 | $73,318 | 27.7% |
| ITW | Dec. 31, 2025 | 261 | $68,058 | 14.8% |
| SCHD | March 31, 2026 | 1,806 | $49,539 | No longer tracked |
| SDVD | March 31, 2026 | 2,163 | $46,418 | No longer tracked |
| SCHF | March 31, 2025 | 2,044 | $37,814 | No longer tracked |
| LYB | March 31, 2026 | 654 | $28,318 | -15.1% |
| STZ | Dec. 31, 2025 | 200 | $26,934 | -2.6% |
| BLK | June 30, 2026 | 25 | $24,043 | 20.3% |
| DIVO | Sept. 30, 2025 | 564 | $23,998 | No longer tracked |
| JEPQ | March 31, 2026 | 405 | $23,539 | |
| QQQI | Sept. 30, 2025 | 441 | $22,936 | |
| RVTY | March 31, 2025 | 172 | $19,197 | 16.1% |
| MDY | March 31, 2025 | 30 | $17,087 | No longer tracked |
| SO | March 31, 2025 | 200 | $16,464 | -0.9% |
| BRKB | March 31, 2026 | 31 | $15,582 | No longer tracked |
| MRP | March 31, 2026 | 516 | $15,413 | 9.5% |
| DVN | June 30, 2025 | 408 | $15,259 | 54.4% |
| JSI | Sept. 30, 2025 | 289 | $15,207 | No longer tracked |
| PCMM | Sept. 30, 2025 | 295 | $14,862 | |
| CAG | March 31, 2026 | 783 | $13,554 | 2.2% |
| USFR | March 31, 2026 | 259 | $13,013 | No longer tracked |
| IEMG | March 31, 2025 | 246 | $12,846 | No longer tracked |
| CALM | March 31, 2026 | 157 | $12,492 | 4.9% |
| LLY | Sept. 30, 2025 | 15 | $11,693 | 63.8% |
| IJH | March 31, 2026 | 155 | $10,230 | No longer tracked |
| ADP | June 30, 2026 | 50 | $10,159 | 24.6% |
| RIVN | March 31, 2025 | 745 | $9,909 | 31.2% |
| RS | March 31, 2026 | 30 | $8,666 | 27.6% |
| ETN | March 31, 2026 | 25 | $7,963 | 17.7% |
| ETR | March 31, 2026 | 84 | $7,764 | -4.8% |
| WULF | June 30, 2025 | 2,793 | $7,625 | 291.3% |
| PYPL | March 31, 2026 | 129 | $7,531 | 37.6% |
| AMP | Sept. 30, 2025 | 14 | $7,472 | 13.9% |
| KVUE | March 31, 2026 | 398 | $6,866 | 9.9% |
| HON | June 30, 2026 | 29 | $6,555 | -1.9% |
| SOUN | March 31, 2026 | 629 | $6,271 | 3.7% |
| GE | March 31, 2025 | 31 | $5,170 | 74.2% |
| TTD | March 31, 2026 | 136 | $5,163 | -41.7% |
| NCIQ | Sept. 30, 2025 | 186 | $5,102 | |
| DGRW | March 31, 2026 | 55 | $4,919 | |
| UHS | March 31, 2026 | 21 | $4,578 | -2.5% |
| ELV | March 31, 2026 | 13 | $4,557 | 36.6% |
| HPQ | March 31, 2026 | 191 | $4,255 | 54.3% |
| SBET | March 31, 2026 | 450 | $4,023 | 23.7% |
| BP | March 31, 2026 | 113 | $3,932 | -3.8% |
| NIO | June 30, 2025 | 1,000 | $3,810 | 33.4% |
| VIG | March 31, 2026 | 17 | $3,736 | No longer tracked |
| CRM | March 31, 2025 | 10 | $3,343 | -23.4% |
| DHS | March 31, 2026 | 32 | $3,258 | No longer tracked |
| CVS | March 31, 2026 | 41 | $3,254 | 30.3% |
| APLD | June 30, 2025 | 569 | $3,198 | 189.0% |
| MA | March 31, 2026 | 5 | $2,854 | 15.1% |
| RCL | March 31, 2026 | 10 | $2,789 | 6.3% |
| FORA | June 30, 2025 | 1,319 | $2,638 | No longer tracked |
| T | June 30, 2026 | 86 | $2,501 | 22.6% |
| GEV | March 31, 2025 | 7 | $2,303 | 217.8% |
| BMNR | March 31, 2026 | 80 | $2,172 | 14.0% |
| ASRT | June 30, 2025 | 3,130 | $2,112 | No longer tracked |
| CDNS | March 31, 2025 | 7 | $2,103 | 23.4% |
| AFL | March 31, 2026 | 17 | $1,875 | 6.6% |
| LQD | March 31, 2026 | 17 | $1,873 | No longer tracked |
| VTRS | June 30, 2025 | 213 | $1,855 | 79.8% |
| AMD | March 31, 2025 | 15 | $1,812 | 358.2% |
| AMAT | March 31, 2025 | 10 | $1,626 | 240.5% |
| NOW | March 31, 2026 | 10 | $1,532 | 24.0% |
| LRCX | March 31, 2025 | 20 | $1,445 | 332.0% |
| CF | June 30, 2026 | 10 | $1,298 | 17.9% |
| NOK | March 31, 2026 | 200 | $1,294 | 27.2% |
| KTB | March 31, 2025 | 15 | $1,281 | 25.5% |
| QQQ | March 31, 2026 | 2 | $1,229 | |
| GOOG | Dec. 31, 2025 | 5 | $1,218 | 8.1% |
| PAYO | Sept. 30, 2025 | 175 | $1,199 | 17.5% |
| KMB | June 30, 2026 | 12 | $1,158 | -1.2% |
| GIS | June 30, 2026 | 31 | $1,154 | 13.0% |
| BABA | Sept. 30, 2025 | 10 | $1,134 | -31.6% |
| COF | Sept. 30, 2025 | 5 | $1,064 | 2.4% |
| LUNR | Dec. 31, 2025 | 100 | $1,052 | 13.7% |
| AMLX | March 31, 2026 | 87 | $1,051 | 192.3% |
| TLT | March 31, 2026 | 12 | $1,046 | |
| AVGE | Sept. 30, 2025 | 13 | $1,007 | No longer tracked |
| VRN | June 30, 2025 | 150 | $993 | No longer tracked |
| BNS | Dec. 31, 2025 | 15 | $970 | 19.6% |
| TDC | Sept. 30, 2025 | 40 | $892 | 27.6% |
| OXY | March 31, 2025 | 18 | $889 | 24.5% |
| WPP | Dec. 31, 2025 | 35 | $877 | 16.5% |
| STLA | March 31, 2026 | 80 | $871 | -24.0% |
| SWAG | March 31, 2026 | 500 | $830 | 12.1% |
| MET | March 31, 2025 | 10 | $819 | 17.9% |
| UBER | March 31, 2026 | 10 | $817 | 8.7% |
| GEHC | March 31, 2025 | 10 | $782 | -8.2% |
| LULU | Dec. 31, 2025 | 4 | $712 | -43.3% |
| MARA | March 31, 2025 | 40 | $671 | 6.2% |
| SHY | March 31, 2026 | 8 | $663 | |
| CHRD | March 31, 2026 | 7 | $649 | 5.1% |
| ACMR | Sept. 30, 2025 | 25 | $648 | 100.4% |
| DUK | March 31, 2025 | 6 | $646 | 0.2% |
| BIDU | Sept. 30, 2025 | 7 | $600 | -29.2% |
| TARS | Dec. 31, 2025 | 10 | $594 | -11.7% |
| ROIV | March 31, 2025 | 50 | $592 | 266.8% |
| MARA | March 31, 2026 | 65 | $584 | 49.7% |
| RXRX | March 31, 2025 | 70 | $473 | -35.8% |
| UPXI | March 31, 2026 | 250 | $420 | 1.9% |
| WU | Dec. 31, 2025 | 50 | $400 | -21.8% |
| SOLS | March 31, 2026 | 7 | $340 | -25.0% |
| JD | Sept. 30, 2025 | 10 | $326 | -16.3% |
| OII | Sept. 30, 2025 | 15 | $311 | 114.5% |
| UBS | June 30, 2025 | 10 | $306 | 57.3% |
| SAIC | March 31, 2025 | 2 | $224 | 13.1% |
| PRME | March 31, 2025 | 67 | $196 | 66.1% |
| WAB | March 31, 2025 | 1 | $190 | 62.8% |
| NNOX | March 31, 2025 | 25 | $180 | -81.8% |
| MRNA | March 31, 2026 | 6 | $177 | 181.7% |
| BHVN | March 31, 2026 | 12 | $135 | 68.5% |
| TRNR | March 31, 2025 | 30 | $86 | -76.0% |
| VFC | March 31, 2026 | 2 | $41 | -16.0% |
| ACB | March 31, 2026 | 3 | $13 | 18.0% |