Avity Investment Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Avity Investment Management Inc. disclosed 120 stock positions valued at approximately $1.60B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, PALO ALTO NETWORKS INC, and APPLIED MATLS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 120
- Portfolio Value
- $1.60B
Holdings by Sector
Avity Investment Management Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.18% | 248,138 | -12,163 | -4.67% | $82,635,013 |
| PALO ALTO NETWORKS INC | PANW | Technology | 4.32% | 173,721 | -20,869 | -10.72% | $69,021,091 |
| APPLIED MATLS INC | AMAT | Technology | 4.23% | 132,143 | +1,076 | +0.82% | $67,575,321 |
| MICROSOFT CORP | MSFT | Technology | 4.18% | 130,240 | +3,929 | +3.11% | $66,800,276 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.06% | 260,040 | -1,413 | -0.54% | $64,789,034 |
| AMPHENOL CORP | APH | Technology | 4.03% | 762,835 | +378,540 | +98.50% | $64,306,991 |
| NVIDIA CORPORATION | NVDA | Technology | 4.03% | 281,538 | -13,067 | -4.44% | $64,297,648 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.83% | 231,063 | -3,163 | -1.35% | $61,171,575 |
| ALPHABET INC | GOOG | Communication Services | 3.74% | 175,082 | -3,407 | -1.91% | $59,657,514 |
| META PLATFORMS INC | META | Communication Services | 3.30% | 72,549 | -14,393 | -16.55% | $52,611,170 |
| TEXAS INSTRS INC | TXN | Technology | 3.23% | 183,858 | +7,099 | +4.02% | $51,496,787 |
| VISA INC | V | Financial Services | 2.96% | 131,689 | +287 | +0.22% | $47,319,817 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.80% | 73,065 | +30,128 | +70.17% | $44,698,244 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 2.72% | 328,576 | +25,920 | +8.56% | $43,473,909 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.69% | 63,581 | +318 | +0.50% | $42,920,354 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 2.67% | 249,522 | +38,864 | +18.45% | $42,600,891 |
| EATON CORP PLC | ETN | Industrials | 2.65% | 98,622 | -3,708 | -3.62% | $42,378,860 |
| RTX CORPORATION | RTX | Industrials | 2.58% | 222,260 | -6,718 | -2.93% | $41,262,569 |
| CHEVRON CORPORATION | CVX | Energy | 2.39% | 186,918 | +1,065 | +0.57% | $38,170,525 |
| BECTON DICKINSON & CO | BDX | Healthcare | 2.35% | 209,385 | +38,921 | +22.83% | $37,479,889 |
| NEXTERA ENERGY INC | NEE | Utilities | 2.33% | 491,345 | -9,231 | -1.84% | $37,214,436 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 2.01% | 184,419 | +2,789 | +1.54% | $32,059,399 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.96% | 94,614 | -1,441 | -1.50% | $31,301,150 |
| ECOLAB INC | ECL | Basic Materials | 1.88% | 109,125 | -9,036 | -7.65% | $29,963,543 |
| AMGEN INC | AMGN | Healthcare | 1.85% | 69,958 | -6,228 | -8.17% | $29,487,997 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 1.84% | 345,092 | -7,388 | -2.10% | $29,443,249 |
| SERVICENOW INC | NOW | Technology | 1.79% | 212,979 | +53,876 | +33.86% | $28,541,316 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.50% | 13,822 | +1,434 | +11.58% | $23,891,742 |
| CITIGROUP INC | C | Financial Services | 1.21% | 148,799 | +21,146 | +16.57% | $19,266,495 |
| VANGUARD INDEX FDS | VOO | Other | 1.12% | 25,489 | +604 | +2.43% | $17,864,221 |
Showing 30 of 120 holdings in the latest reporting period.