Avity Investment Management Q2 2026: Key Portfolio Changes Revealed
Avity Investment Management Inc. reported significant changes to its portfolio holdings for the quarter ending June 30, 2026.
For the period ending June 30, 2026, Avity Investment Management Inc. (read more about Avity here) observed notable shifts in its investment strategy across various sectors.
Technology remained a prominent sector for the fund, with several key holdings showing significant changes. The most substantial purchase during this quarter was ORACLE CORP (ORCL), where Avity increased its stake by a massive 231.83%, adding over 127,000 shares to the portfolio.
Within Technology, ADVANCED MICRO DEVICES INC (AMD) also saw a significant boost. Avity purchased 42,937 shares of AMD during this quarter, representing a brand new position in the fund's portfolio allocation.
The fund noted substantial buying activity in other areas as well. ISHARES TR (IWF) experienced an enormous increase of 280.55%, adding nearly 37,600 shares to its holdings.
NETFLIX INC (NFLX) in the Communication Services sector also showed strong buying interest. Avity increased its Netflix stake by 211.93%, adding over 35,000 shares.
In contrast to these large buys, Avity divested from several positions during Q2 2026. Notably, ACCENTURE PLC IRELAND (ACN) saw a drastic reduction of over 95% in its stake.
The fund also sold shares from other Technology companies like WAT, although specific details regarding the magnitude or percentage change weren't provided for all exits. Additionally, large reductions were observed in major holdings such as APPLE INC (AAPL) and TEXAS INSTRS INC (TXN).