Avity Investment Management Inc. 13F Holdings · Q3 2026
Avity Investment Management Inc. reported 120 securities worth $1.60B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AAPL (5.18%), PANW (4.32%), AMAT (4.23%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $82.6M | 5.18% | 248,138 | Trimmed |
| 2 | PANW | PALO ALTO NETWORKS INC | $69.0M | 4.32% | 173,721 | Trimmed |
| 3 | AMAT | APPLIED MATLS INC | $67.6M | 4.23% | 132,143 | Added |
| 4 | MSFT | MICROSOFT CORP | $66.8M | 4.18% | 130,240 | Added |
| 5 | AMZN | AMAZON COM INC | $64.8M | 4.06% | 260,040 | Trimmed |
| 6 | APH | AMPHENOL CORP | $64.3M | 4.03% | 762,835 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $64.3M | 4.03% | 281,538 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $61.2M | 3.83% | 231,063 | Trimmed |
| 9 | GOOG | ALPHABET INC | $59.7M | 3.74% | 175,082 | Trimmed |
| 10 | META | META PLATFORMS INC | $52.6M | 3.30% | 72,549 | Trimmed |
| 11 | TXN | TEXAS INSTRS INC | $51.5M | 3.23% | 183,858 | Added |
| 12 | V | VISA INC | $47.3M | 2.96% | 131,689 | Added |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $44.7M | 2.80% | 73,065 | Added |
| 14 | TJX | TJX COS INC NEW | $43.5M | 2.72% | 328,576 | Added |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $42.9M | 2.69% | 63,581 | Added |
| 16 | MRSH | MARSH & MCLENNAN COS INC | $42.6M | 2.67% | 249,522 | Added |
| 17 | ETN | EATON CORP PLC | $42.4M | 2.65% | 98,622 | Trimmed |
| 18 | RTX | RTX CORPORATION | $41.3M | 2.58% | 222,260 | Trimmed |
| 19 | CVX | CHEVRON CORPORATION | $38.2M | 2.39% | 186,918 | Added |
| 20 | BDX | BECTON DICKINSON & CO | $37.5M | 2.35% | 209,385 | Added |
| 21 | NEE | NEXTERA ENERGY INC | $37.2M | 2.33% | 491,345 | Trimmed |
| 22 | ODFL | OLD DOMINION FREIGHT LINE IN | $32.1M | 2.01% | 184,419 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $31.3M | 1.96% | 94,614 | Trimmed |
| 24 | ECL | ECOLAB INC | $30.0M | 1.88% | 109,125 | Trimmed |
| 25 | AMGN | AMGEN INC | $29.5M | 1.85% | 69,958 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR