Avity Investment Management Inc.

13F filer · CIK 0000926834

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$1.57BU.S. long equity reported on 13F

Positions1047 new · 6 closed

Net flow last quarter-$10.9MBuys minus sells

Top 10 positions weight41.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026104 positions
AMATApplied Materials Inc	$94.8M	6.04%	0.02%	-21.9%	Q4 2022
AAPLApple Inc.	$75.3M	4.80%	0.00%	-16.6%	Q2 2013
APHAmphenol Corp	$67.8M	4.32%	0.03%	-2.8%	Q2 2013
PANWPalo Alto Networks Inc	$66.4M	4.23%	0.02%	-8.0%	Q1 2018
GOOGAlphabet Inc.	$63.1M	4.02%	Not reported	-3.2%	Q4 2015
AMZNAmazon Com Inc	$62.3M	3.97%	0.00%	-0.6%	Q3 2018
JNJJohnson & Johnson	$59.5M	3.79%	0.01%	-1.2%	Q2 2013
NVDANvidia Corp	$58.9M	3.76%	0.00%	+0.4%	Q1 2024
TXNTexas Instruments Inc	$52.7M	3.36%	0.02%	-9.2%	Q3 2020
METAMeta Platforms, Inc.	$49M	3.12%	Not reported	-0.7%	Q4 2015
MSFTMicrosoft Corp	$47.1M	3.00%	0.00%	-0.1%	Q2 2013
TJXTJX Companies Inc	$45.9M	2.92%	0.03%	+1.0%	Q2 2022
VVisa Inc.	$45.1M	2.87%	0.01%	-0.2%	Q2 2013
NEENextera Energy Inc	$43.9M	2.80%	0.02%	+5.7%	Q2 2020
ETNEaton Corp plc	$43.6M	2.78%	0.03%	+32.6%	Q2 2013
RTXRTX Corp	$43.4M	2.77%	0.02%	-8.2%	Q2 2020
ODFLOld Dominion Freight Line, Inc.	$39.3M	2.51%	0.09%	-1.8%	Q4 2015
MRSHMarsh & Mclennan Companies, Inc.	$35.1M	2.24%	0.04%	+2.2%	Q4 2019
ECLEcolab Inc.	$32.9M	2.10%	0.04%	-12.7%	Q4 2014
CLColgate Palmolive Co	$32.3M	2.06%	0.04%	+1.7%	Q4 2025
TMOThermo Fisher Scientific Inc.	$31.7M	2.02%	0.02%	+11.5%	Q3 2023
JPMJPMorgan Chase & Co	$31.4M	2.00%	0.00%	-1.1%	Q2 2013
CVXChevron Corp	$30.8M	1.96%	0.01%	+0.2%	Q2 2013
AMGNAmgen Inc	$27.6M	1.76%	0.01%	+5.3%	Q2 2019
ORCLOracle Corp	$26.6M	1.70%	0.01%	+231.8%	Q2 2013
BDXBecton Dickinson & Co	$25.8M	1.64%	0.06%	-9.7%	Q2 2013
AMDAdvanced Micro Devices Inc	$24.9M	1.59%	0.00%	New	Q2 2026
MELIMercadolibre Inc	$21M	1.34%	0.02%	+31.5%	Q2 2025
CCitigroup Inc	$17.9M	1.14%	0.01%	+10.9%	Q4 2025
GOOGLAlphabet Inc.	$17.8M	1.14%	0.00%	+0.3%	Q4 2015
NOWServiceNow, Inc.	$15.8M	1.01%	0.02%	-9.1%	Q4 2022
RJFRaymond James Financial Inc	$15.8M	1.01%	0.05%	-4.1%	Q1 2024
PGPROCTER & GAMBLE Co	$15M	0.96%	0.00%	-0.4%	Q2 2013
IBMInternational Business Machines Corp	$14.7M	0.94%	0.01%	+10.6%	Q2 2013
TFCTruist Financial Corp	$14.5M	0.93%	0.02%	-2.4%	Q4 2019
CARRCARRIER GLOBAL Corp	$14.3M	0.91%	0.02%	+33.9%	Q4 2020
UBERUber Technologies, Inc	$13.8M	0.88%	0.01%	+3.1%	Q2 2024
BJBJ's Wholesale Club Holdings, Inc.	$9.6M	0.61%	0.09%	+33.6%	Q1 2026
SPYSPDR S&P 500 ETF Trust	$8.25M	0.53%	Not reported	+1.7%	Q2 2014
BRK.BBerkshire Hathaway Inc	$7.49M	0.48%	Not reported	-18.3%	Q2 2013
NFLXNetflix Inc	$3.68M	0.23%	0.00%	+211.9%	Q4 2023
KOCoca Cola Co	$3.59M	0.23%	0.00%	-0.8%	Q2 2013
PMBSPuramed Bioscience Inc.	$3.32M	0.21%	0.03%	+101.4%	Q1 2026
GSGoldman Sachs Group Inc	$2.9M	0.19%	0.00%	Not reported	Q1 2018
XOMExxonMobil Holdings Corp	$2.6M	0.17%	0.00%	-1.7%	Q2 2013
UNPUnion Pacific Corp	$2.45M	0.16%	0.00%	-2.9%	Q3 2013
MRKMerck & Co., Inc.	$2.36M	0.15%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$2.26M	0.14%	0.00%	-0.8%	Q2 2019
PEPPepsico Inc	$2.06M	0.13%	0.00%	Not reported	Q2 2013
LOWLowes Companies Inc	$2.03M	0.13%	0.00%	Not reported	Q2 2013

Q1 2026Reported Apr 8, 2026102 positions
AAPLApple Inc.	$79.2M	5.76%	0.00%	-0.2%	Q2 2013
JNJJohnson & Johnson	$57.9M	4.22%	0.01%	-4.1%	Q2 2013
AMATApplied Materials Inc	$57.3M	4.17%	0.02%	-12.3%	Q4 2022
AMZNAmazon Com Inc	$54.8M	3.98%	0.00%	-0.8%	Q3 2018
GOOGAlphabet Inc.	$52.9M	3.85%	Not reported	-3.1%	Q4 2015
NVDANvidia Corp	$51.2M	3.72%	0.00%	-1.5%	Q1 2024
METAMeta Platforms, Inc.	$50.1M	3.64%	Not reported	+0.1%	Q4 2015
APHAmphenol Corp	$49.9M	3.63%	0.03%	-19.5%	Q2 2013
RTXRTX Corp	$48.1M	3.50%	0.02%	-6.0%	Q2 2020
TJXTJX Companies Inc	$47.9M	3.48%	0.03%	-1.5%	Q2 2022
MSFTMicrosoft Corp	$46.8M	3.40%	0.00%	+0.9%	Q2 2013
NEENextera Energy Inc	$44M	3.20%	0.02%	+0.5%	Q2 2020
VVisa Inc.	$39.8M	2.89%	0.01%	-2.9%	Q2 2013
CVXChevron Corp	$38.4M	2.79%	0.01%	-2.1%	Q2 2013
TXNTexas Instruments Inc	$37.8M	2.75%	0.02%	+5.6%	Q3 2020
ODFLOld Dominion Freight Line, Inc.	$36.1M	2.63%	0.09%	-1.1%	Q4 2015
ECLEcolab Inc.	$36M	2.62%	0.05%	-3.6%	Q4 2014
MRSHMarsh & Mclennan Companies, Inc.	$35.8M	2.60%	0.04%	-0.8%	Q4 2019
PANWPalo Alto Networks Inc	$33.9M	2.47%	0.03%	+12.6%	Q1 2018
BDXBecton Dickinson & Co	$29.7M	2.16%	0.07%	+11.4%	Q2 2013
CLColgate Palmolive Co	$29.6M	2.15%	0.04%	+25.1%	Q4 2025
JPMJPMorgan Chase & Co	$28.6M	2.08%	0.00%	-0.9%	Q2 2013
TMOThermo Fisher Scientific Inc.	$27.9M	2.03%	0.02%	+29.9%	Q3 2023
ETNEaton Corp plc	$27.6M	2.01%	0.02%	+14.5%	Q2 2013
AMGNAmgen Inc	$25.5M	1.85%	0.01%	+2.1%	Q2 2019
NOWServiceNow, Inc.	$18.3M	1.33%	0.02%	-26.9%	Q4 2022
MELIMercadolibre Inc	$16.3M	1.19%	0.02%	-22.0%	Q2 2025
ACNAccenture plc	$15.7M	1.14%	0.01%	-2.1%	Q2 2013
RJFRaymond James Financial Inc	$15.7M	1.14%	0.06%	-25.4%	Q1 2024
PGPROCTER & GAMBLE Co	$14.9M	1.08%	0.00%	-26.0%	Q2 2013
GOOGLAlphabet Inc.	$14.3M	1.04%	0.00%	-0.6%	Q4 2015
TFCTruist Financial Corp	$13.7M	1.00%	0.02%	-2.8%	Q4 2019
UBERUber Technologies, Inc	$13.3M	0.97%	0.01%	+6.6%	Q2 2024
CCitigroup Inc	$13M	0.95%	0.01%	+1189.9%	Q4 2025
IBMInternational Business Machines Corp	$11.5M	0.83%	0.01%	+1040.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$8.77M	0.64%	Not reported	-54.1%	Q2 2013
CARRCARRIER GLOBAL Corp	$8.18M	0.59%	0.02%	+79.9%	Q4 2020
BJBJ's Wholesale Club Holdings, Inc.	$8.1M	0.59%	0.06%	New	Q1 2026
ORCLOracle Corp	$8.06M	0.59%	0.00%	+7.8%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$7.06M	0.51%	Not reported	-0.3%	Q2 2014
BSXBoston Scientific Corp	$6.99M	0.51%	0.01%	-48.9%	Q3 2025
WATWaters Corp	$3.41M	0.25%	0.01%	New	Q1 2026
KOCoca Cola Co	$3.39M	0.25%	0.00%	-0.2%	Q2 2013
HONHoneywell International Inc	$3.32M	0.24%	0.00%	Not reported	Q4 2014
XOMExxonMobil Holdings Corp	$3.28M	0.24%	0.00%	-1.5%	Q2 2013
GSGoldman Sachs Group Inc	$2.43M	0.18%	0.00%	-0.6%	Q1 2018
PEPPepsico Inc	$2.36M	0.17%	0.00%	-3.8%	Q2 2013
UNPUnion Pacific Corp	$2.25M	0.16%	0.00%	Not reported	Q3 2013
MRKMerck & Co., Inc.	$2.21M	0.16%	0.00%	Not reported	Q2 2013
LOWLowes Companies Inc	$2.18M	0.16%	0.00%	-3.2%	Q2 2013

Q4 2025Reported Jan 13, 202695 positions
AAPLApple Inc.	$85M	5.96%	0.00%	-1.0%	Q2 2013
APHAmphenol Corp	$66.4M	4.66%	0.04%	-11.1%	Q2 2013
AMZNAmazon Com Inc	$61.2M	4.29%	0.00%	-1.5%	Q3 2018
MSFTMicrosoft Corp	$60.6M	4.25%	0.00%	-0.6%	Q2 2013
GOOGAlphabet Inc.	$59.7M	4.19%	Not reported	-2.7%	Q4 2015
METAMeta Platforms, Inc.	$57.7M	4.05%	Not reported	-0.4%	Q4 2015
NVDANvidia Corp	$55.6M	3.90%	0.00%	-1.1%	Q1 2024
JNJJohnson & Johnson	$51.1M	3.59%	0.01%	-2.5%	Q2 2013
AMATApplied Materials Inc	$49.1M	3.45%	0.02%	-14.3%	Q4 2022
RTXRTX Corp	$48.7M	3.41%	0.02%	-2.8%	Q2 2020
VVisa Inc.	$47.5M	3.33%	0.01%	-1.0%	Q2 2013
TJXTJX Companies Inc	$46.7M	3.28%	0.03%	-3.0%	Q2 2022
MRSHMarsh & Mclennan Companies, Inc.	$38.5M	2.70%	0.04%	+1.1%	Q4 2019
NEENextera Energy Inc	$37.8M	2.66%	0.02%	-0.9%	Q2 2020
ECLEcolab Inc.	$36.9M	2.59%	0.05%	-1.1%	Q4 2014
NOWServiceNow, Inc.	$36.7M	2.58%	0.02%	+0.1%	Q4 2022
PANWPalo Alto Networks Inc	$34.6M	2.43%	0.03%	-1.2%	Q1 2018
BDXBecton Dickinson & Co	$32.9M	2.31%	0.06%	+7.1%	Q2 2013
TXNTexas Instruments Inc	$32M	2.24%	0.02%	-5.2%	Q3 2020
JPMJPMorgan Chase & Co	$31.6M	2.21%	0.00%	-0.3%	Q2 2013
ODFLOld Dominion Freight Line, Inc.	$29.3M	2.06%	0.09%	+163.4%	Q4 2015
CVXChevron Corp	$28.9M	2.03%	0.01%	-1.4%	Q2 2013
TMOThermo Fisher Scientific Inc.	$25.3M	1.77%	0.01%	+1.7%	Q3 2023
MELIMercadolibre Inc	$24.3M	1.71%	0.02%	-4.6%	Q2 2025
RJFRaymond James Financial Inc	$23.3M	1.63%	0.07%	+0.3%	Q1 2024
AMGNAmgen Inc	$23.2M	1.63%	0.01%	-3.3%	Q2 2019
CLColgate Palmolive Co	$21.9M	1.54%	0.03%	New	Q4 2025
ACNAccenture plc	$21.7M	1.52%	0.01%	-3.9%	Q2 2013
ETNEaton Corp plc	$21.5M	1.51%	0.02%	-0.7%	Q2 2013
BSXBoston Scientific Corp	$20.8M	1.46%	0.01%	+34.0%	Q3 2025
BRK.BBerkshire Hathaway Inc	$20M	1.41%	Not reported	-8.1%	Q2 2013
PGPROCTER & GAMBLE Co	$19.9M	1.40%	0.01%	-46.8%	Q2 2013
GOOGLAlphabet Inc.	$15.7M	1.10%	0.00%	-3.6%	Q4 2015
TFCTruist Financial Corp	$15.1M	1.06%	0.02%	-0.4%	Q4 2019
UBERUber Technologies, Inc	$14.2M	1.00%	0.01%	+4.0%	Q2 2024
ORCLOracle Corp	$9.91M	0.70%	0.00%	+7.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$7.43M	0.52%	Not reported	-9.8%	Q2 2014
CARRCARRIER GLOBAL Corp	$4.26M	0.30%	0.01%	-81.8%	Q4 2020
KOCoca Cola Co	$3.12M	0.22%	0.00%	-0.3%	Q2 2013
HONHoneywell International Inc	$2.87M	0.20%	0.00%	Not reported	Q4 2014
GSGoldman Sachs Group Inc	$2.54M	0.18%	0.00%	-0.2%	Q1 2018
XOMExxonMobil Holdings Corp	$2.36M	0.17%	0.00%	+2.1%	Q2 2013
HDHome Depot, Inc.	$2.32M	0.16%	0.00%	Not reported	Q2 2019
LOWLowes Companies Inc	$2.29M	0.16%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$2.27M	0.16%	0.00%	-5.9%	Q2 2013
UNPUnion Pacific Corp	$2.15M	0.15%	0.00%	Not reported	Q3 2013
MRKMerck & Co., Inc.	$1.94M	0.14%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$1.85M	0.13%	0.00%	+5.0%	Q2 2013
BXBlackstone Inc.	$1.81M	0.13%	0.00%	+1.3%	Q4 2023
BACBank of America Corp	$1.77M	0.12%	0.00%	-4.5%	Q2 2013

Q3 2025Reported Nov 19, 202595 positions
AAPLApple Inc.	$80.4M	5.64%	0.00%	-0.4%	Q2 2013
APHAmphenol Corp	$68.3M	4.80%	0.05%	-14.9%	Q2 2013
MSFTMicrosoft Corp	$65.3M	4.58%	0.00%	-2.4%	Q2 2013
METAMeta Platforms, Inc.	$64.5M	4.53%	Not reported	-3.7%	Q4 2015
AMZNAmazon Com Inc	$59M	4.14%	0.00%	-3.9%	Q3 2018
NVDANvidia Corp	$56.2M	3.95%	0.00%	-2.4%	Q1 2024
GOOGAlphabet Inc.	$47.6M	3.34%	Not reported	-1.1%	Q4 2015
JNJJohnson & Johnson	$47M	3.30%	0.01%	-0.4%	Q2 2013
VVisa Inc.	$46.7M	3.28%	0.01%	-2.7%	Q2 2013
AMATApplied Materials Inc	$45.7M	3.21%	0.03%	+1.1%	Q4 2022
RTXRTX Corp	$45.7M	3.21%	0.02%	-4.4%	Q2 2020
TJXTJX Companies Inc	$45.3M	3.18%	0.03%	-5.6%	Q2 2022
NOWServiceNow, Inc.	$44.1M	3.09%	0.02%	-2.1%	Q4 2022
MRSHMarsh & Mclennan Companies, Inc.	$41.4M	2.91%	0.04%	+2.1%	Q4 2019
PGPROCTER & GAMBLE Co	$40.1M	2.81%	0.01%	+0.5%	Q2 2013
ECLEcolab Inc.	$38.9M	2.73%	0.05%	-1.6%	Q4 2014
PANWPalo Alto Networks Inc	$38.7M	2.72%	0.03%	+4.6%	Q1 2018
NEENextera Energy Inc	$35.9M	2.52%	0.02%	-6.1%	Q2 2020
TXNTexas Instruments Inc	$35.7M	2.51%	0.02%	-1.7%	Q3 2020
JPMJPMorgan Chase & Co	$31M	2.17%	0.00%	-2.0%	Q2 2013
CVXChevron Corp	$29.8M	2.09%	0.01%	+0.3%	Q2 2013
BDXBecton Dickinson & Co	$29.6M	2.08%	0.06%	+4.7%	Q2 2013
MELIMercadolibre Inc	$29.6M	2.08%	0.03%	+4.2%	Q2 2025
CARRCARRIER GLOBAL Corp	$26.5M	1.86%	0.05%	+4.3%	Q4 2020
ETNEaton Corp plc	$25.4M	1.78%	0.02%	+82.1%	Q2 2013
RJFRaymond James Financial Inc	$25M	1.75%	0.07%	-8.3%	Q1 2024
BRK.BBerkshire Hathaway Inc	$21.8M	1.53%	Not reported	-4.4%	Q2 2013
TMOThermo Fisher Scientific Inc.	$20.8M	1.46%	0.01%	+9.5%	Q3 2023
ACNAccenture plc	$20.8M	1.46%	0.01%	-20.6%	Q2 2013
AMGNAmgen Inc	$20.7M	1.45%	0.01%	-30.9%	Q2 2019
UBERUber Technologies, Inc	$16.4M	1.15%	0.01%	-4.5%	Q2 2024
BSXBoston Scientific Corp	$15.9M	1.11%	0.01%	New	Q3 2025
TFCTruist Financial Corp	$14.1M	0.99%	0.02%	-1.5%	Q4 2019
ORCLOracle Corp	$13.3M	0.94%	0.00%	-12.5%	Q2 2013
GOOGLAlphabet Inc.	$12.6M	0.89%	0.00%	-5.9%	Q4 2015
ODFLOld Dominion Freight Line, Inc.	$9.99M	0.70%	0.03%	+267.6%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$8.04M	0.56%	Not reported	-0.1%	Q2 2014
HONHoneywell International Inc	$3.09M	0.22%	0.00%	-1.4%	Q4 2014
KOCoca Cola Co	$2.97M	0.21%	0.00%	-0.3%	Q2 2013
HDHome Depot, Inc.	$2.73M	0.19%	0.00%	-6.3%	Q2 2019
LOWLowes Companies Inc	$2.39M	0.17%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$2.36M	0.17%	0.00%	-8.2%	Q2 2013
GSGoldman Sachs Group Inc	$2.31M	0.16%	0.00%	-1.0%	Q1 2018
UNPUnion Pacific Corp	$2.2M	0.15%	0.00%	-3.1%	Q3 2013
XOMExxonMobil Holdings Corp	$2.17M	0.15%	0.00%	Not reported	Q2 2013
NFLXNetflix Inc	$1.99M	0.14%	0.00%	+0.1%	Q4 2023
BXBlackstone Inc.	$1.98M	0.14%	0.00%	Not reported	Q4 2023
ABTAbbott Laboratories	$1.89M	0.13%	0.00%	-1.2%	Q2 2013
BACBank of America Corp	$1.73M	0.12%	0.00%	-11.7%	Q2 2013
MRKMerck & Co., Inc.	$1.54M	0.11%	0.00%	Not reported	Q2 2013

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