Avory & Company, LLC

RIA/Wealth

Avory & Company, LLC is a RIA/Wealth based in Miami, FL led by Sean Nmn Emory, reporting $376.8M in AUM as of Q3 2025 with 40% Technology concentration, 87% concentrated in top 10 holdings, 16% allocation to FVRR, and 40% technology allocation.

Managing PartnerSean Nmn Emory

Portfolio Value: $166.0M
Positions: 33
Top Holding: FVRR at 15.65%
Last Reported: Q3 2025

Address2665 S Bayshore Dr., Miami, FL, 33133, United States

Top Holdings

Largest long holdings in Avory & Company, LLC's portfolio (87.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Fiverr International FVRR	Internet Content & Information Communication Services	$26.0M	15.65%	+$212.2K Bought	2.88% 1.1M shares	Q3 2021 Held for 4y 2m
2 Block XYZ	Software - Infrastructure Technology	$25.7M	15.46%	-$152.9K Sold	0.06% 355.0K shares	Q4 2021 Held for 3y 11m
3 Zoom Video Communications, Inc. ZM	Software - Application Technology	$24.0M	14.48%	-$42.2K Sold	0.10% 291.4K shares	Q4 2021 Held for 3y 11m
4 Vanguard S&P 500 ETF VOO	ETF ETF	$17.6M	10.63%	—	— 28.8K shares	Q4 2020 Held for 4y 11m
5 Zillow Group, Inc. Z	Internet Content & Information Communication Services	$15.7M	9.43%	-$58.3K Sold	0.08% 203.2K shares	Q3 2021 Held for 4y 2m
6 Clear Secure YOU	Software - Application Technology	$8.2M	4.95%	-$29.0K Sold	0.26% 246.0K shares	Q3 2024 Held for 1y 2m
7 Paycom Software PAYC	Software - Application Technology	$8.2M	4.92%	+$4.6K Bought	0.07% 39.2K shares	Q2 2023 Held for 2y 5m
8 Omnicell OMCL	Medical - Healthcare Information Services Healthcare	$7.4M	4.45%	-$40.0K Sold	0.53% 242.6K shares	Q4 2020 Held for 4y 11m
9 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$6.7M	4.03%	-$53.6K Sold	0.00% 9.1K shares	Q4 2020 Held for 4y 11m
10 First Watch Restaurant Group, Inc. FWRG	Restaurants Consumer Cyclical	$5.5M	3.34%	+$36.7K Bought	0.58% 354.7K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Avory & Company, LLC's latest filing

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Market Value

$166.0M

Prior: $164.0M

Q/Q Change

+1.21%

+$2.0M

Net Flows % of MV

-0.101%

Turnover Ratio

0.786%

New Purchases

3 stocks

$759.9K

Added To

10 stocks

+$347.5K

Sold Out Of

2 stocks

$813.7K

Reduced Holdings

7 stocks

-$461.5K

Increased Positions

Position	Shares Δ	Change
1 SentinelOne S	New	0 → 24.4K +$430.1K
2 Xometry, Inc. XMTR	New	0 → 4.1K +$222.8K
3 AGNC Investment Corp. AGNC	New	0 → 10.9K +$107.0K
4 Mister Car Wash MCW	+1.76%	810.5K → 824.8K +$76.2K
5 Fiverr International FVRR	+0.82%	1.1M → 1.1M +$212.2K

Decreased Positions

Position	Shares Δ	Change
1 Amazon AMZN	Sold	2.8K → 0 −$612.5K
2 Salesforce CRM	Sold	738.0 → 0 −$201.1K
3 Capri Holdings CPRI	-1.8%	238.9K → 234.6K −$85.6K
4 Meta Platforms, Inc. META	-0.79%	9.2K → 9.1K −$53.6K
5 Block XYZ	-0.59%	357.2K → 355.0K −$152.9K

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Analytics

Portfolio insights and performance metrics for Avory & Company, LLC

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Sector Allocation

Technology

40.40%

Communication Services

29.30%

ETF

11.30%

Consumer Cyclical

9.00%

Healthcare

4.40%

Industrials

2.50%

Financial Services

0.40%

Consumer Defensive

0.10%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

4.22%

Large Cap ($10B - $200B)

45.33%

Mid Cap ($2B - $10B)

7.90%

Small Cap ($300M - $2B)

28.44%

Nano Cap (< $50M)

0.26%

N/A (ETF or Unknown)

13.86%

Portfolio Concentration

Top 10 Holdings %

87.34%

Top 20 Holdings %

97.82%

Top 50 Holdings %

100.0%

Top 100 Holdings %