Avity Investment Management Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Avity Investment Management Inc. reported 107 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Amazon.com (AMZN, 5.0%) and Meta Platforms Class A (META, 4.5%). Compared with Q3 2024, it opened 7 new positions, sold out of 10, added to 17 and reduced 52. The biggest buy was Nvidia (NVDA, shares +8344%) and the biggest sale Uber Technologies (UBER, shares −75%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0000926834
Portfolio Value
$1.3B (Q4 2024)
SEC Filing
0000926834-25-000001 ↗ filed Jan 14, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B $1.3B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026 Q3 2026: $1.6B Q3 2026

Holdings 107 stocks · $1.3B
AAPL Apple Inc. 6.64% 338,540 $84.8M Reduce -0.6%
AMZN Amazon.com Inc. 4.97% 288,853 $63.4M Reduce -0.7%
META Meta Platforms Inc. Class A 4.47% 97,394 $57.0M Reduce -1.2%
NOW ServiceNow Inc. 4.29% 51,643 $54.7M Reduce -2.7%
MSFT Microsoft Corp. 4.22% 127,753 $53.8M Add +1.6%
V Visa Inc. Class A 4.08% 164,785 $52.1M Reduce -1.3%
APH Amphenol Corp. Class A 3.73% 684,501 $47.5M Reduce -0.7%
GOOG Alphabet Inc. Class C 3.64% 243,742 $46.4M Reduce -3.1%
ACN Accenture PLC Class A 3.43% 124,469 $43.8M Add +2.6%
MRSH Marsh & McLennan Cos 3.36% 202,019 $42.9M Add +1.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.21% 339,271 $41.0M Reduce -0.7%
RTX RTX Corp. 2.99% 329,427 $38.1M Reduce -9.1%
TXN Texas Instruments Inc. 2.92% 198,922 $37.3M Add +1.6%
NVDA Nvidia Corp. 2.85% 270,446 $36.3M Add +8343.5%
BDX Becton Dickinson and Co. 2.82% 158,486 $36.0M Reduce -5.1%
ECL Ecolab Inc. 2.74% 149,446 $35.0M Reduce -1.3%
JNJ Johnson & Johnson 2.70% 238,305 $34.5M Reduce -1.6%
AMAT Applied Materials Inc. 2.64% 206,853 $33.6M Add +6.2%
TMO Thermo Fisher Scientific Inc. 2.57% 63,059 $32.8M Reduce -16.9%
NEE Nextera Energy Inc. 2.49% 443,433 $31.8M Reduce -12.6%
GEHC GE Healthcare Technology 2.32% 379,078 $29.6M Add +6.8%
PEP Pepsico Inc. 2.31% 193,989 $29.5M Reduce -27.6%
CMG Chipotle Mexican Grill Inc. 2.24% 474,302 $28.6M New
CVX Chevron Corp. 2.15% 189,663 $27.5M Reduce -1.6%
AMGN Amgen Inc. 2.10% 102,766 $26.8M Reduce -7.1%
JPM JPMorgan Chase & Co. 2.08% 110,470 $26.5M Reduce -3.6%
BRK.B Berkshire Hathaway Inc. Class B 1.93% 54,321 $24.6M Reduce -0.2%
RJF Raymond James Financial Inc. 1.82% 149,376 $23.2M Reduce -1.6%
CARR Carrier Global Corp. 1.64% 307,003 $21.0M Add +27.5%
GOOGL Alphabet Inc. Class A 1.06% 71,629 $13.6M Reduce -11.8%
TFC Truist Financial Corp. 0.95% 280,643 $12.2M Add +15.6%
HD Home Depot Inc. 0.92% 30,333 $11.8M Reduce -0.1%
UBER Uber Technologies Inc. 0.57% 120,247 $7.3M Reduce -74.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 11,494 $6.7M Reduce -2.1%
MTD Mettler-Toledo International 0.49% 5,146 $6.3M Reduce -4.0%
IWF iShares Russell 1000 Growth 0.47% 14,901 $6.0M Reduce -1.6%
ORCL Oracle Corp. 0.42% 32,301 $5.4M Reduce -0.6%
VOO Vanguard S&P 500 ETF 0.32% 7,646 $4.1M Add +13.7%
ODFL Old Dominion Freight Line 0.27% 19,374 $3.4M No change
HON Honeywell International Inc. 0.26% 14,939 $3.4M No change
KO The Coca-Cola Co. 0.23% 47,046 $2.9M Reduce -2.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 65,525 $2.9M Reduce -15.5%
FLRN SS SPDR BB Ig Float RT ETF 0.22% 91,705 $2.8M Add +296.2%
LOW Lowe's Cos Inc. 0.18% 9,435 $2.3M Reduce -2.1%
NKE Nike Inc. Class B 0.18% 30,452 $2.3M Reduce -61.7%
UNP Union Pacific Corp. 0.18% 10,084 $2.3M No change
XOM Exxon Mobil Corp. 0.18% 20,921 $2.3M Reduce -0.1%
PG The Procter & Gamble Co. 0.16% 12,249 $2.1M Reduce -5.4%
BX Blackstone Inc. 0.16% 11,585 $2.0M No change
MRK Merck & Co. Inc. 0.15% 18,852 $1.9M Reduce -4.7%
ABT Abbott Laboratories 0.14% 15,698 $1.8M Reduce -10.4%
GS Goldman Sachs Group Inc. 0.13% 2,925 $1.7M Reduce -0.2%
VIG Vanguard Dividend Apprec ETF 0.12% 8,102 $1.6M Reduce -2.7%
NFLX Netflix Inc. 0.12% 1,651 $1.5M No change
LLY Eli Lilly & Co. 0.09% 1,430 $1.1M No change
CPRT Copart Inc. 0.08% 18,800 $1.1M No change
IWB iShares Russell 1000 ETF 0.08% 3,330 $1.1M Reduce -24.3%
NTRS Northern Trust Corp. 0.08% 10,000 $1.0M No change
NSRGY Nestle SA-Spons ADR 0.07% 10,210 $834K Reduce -5.3%
EMR Emerson Electric Co. 0.06% 6,599 $818K No change
EFA iShares MSCI Eafe ETF 0.06% 10,647 $805K Add +0.8%
GE General Electric filed as GE AEROSPACE 0.06% 4,485 $748K Reduce -2.2%
MAR Marriott International Class A 0.06% 2,675 $746K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 3,295 $724K No change
DELL Dell Technologies -C 0.06% 6,220 $717K Reduce -8.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 6,333 $705K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.05% 650 $685K No change
WMT Walmart Inc. 0.05% 6,568 $593K Reduce -4.7%
MCD McDonald's Corp. 0.05% 2,025 $587K Reduce -5.5%
ABBV Abbvie Inc. 0.04% 3,179 $565K No change
DEO Diageo PLC-Sponsored ADR 0.04% 4,340 $552K Reduce -33.2%
SCHG Schwab US Large-Cap Growth 0.04% 19,536 $544K Add +2.3%
AVGO Broadcom Inc. 0.04% 2,290 $531K No change
UNH Unitedhealth Group Inc. 0.04% 1,048 $530K No change
PM Philip Morris International 0.04% 4,292 $517K No change
MA Mastercard Inc. Class A 0.04% 975 $513K No change
IVV iShares Core S&P 500 ETF 0.04% 869 $512K Add +4.0%
COST Costco Wholesale Corp. 0.04% 541 $496K Reduce -1.8%
SAP Sap SE-Sponsored ADR 0.03% 1,790 $441K Reduce -10.1%
SCHV Schwab US Large-Cap Value 0.03% 16,630 $434K Add +2.9%
AEP American Electric Power 0.03% 4,524 $417K Add +3.4%
CAT Caterpillar Inc. 0.03% 1,125 $408K Reduce -4.3%
DOV Dover Corp. 0.03% 2,168 $407K Reduce -4.4%
SPOT Spotify Technology SA 0.03% 877 $392K No change
ETN Eaton Corp. PLC 0.03% 1,025 $340K No change
MDY State Street SPDR S&P Midcap 0.03% 560 $319K No change
ADP Automatic Data Processing 0.02% 1,072 $314K No change
GEV GE Vernova Inc. 0.02% 938 $309K Reduce -2.3%
LHX L3HARRIS Technologies Inc. 0.02% 1,460 $307K Reduce -13.3%
TSLA Tesla Inc. 0.02% 712 $288K New
CNMD Conmed Corp. 0.02% 4,065 $278K New
CRWD CrowdStrike Holdings Inc. Class A 0.02% 800 $274K Reduce -1.2%
IVW iShares S&P 500 Growth ETF 0.02% 2,695 $274K No change
SCHF Schwab Intl Equity ETF 0.02% 13,800 $255K No change
OC Owens Corning 0.02% 1,495 $255K No change
SHEL Shell PLC-ADR 0.02% 4,039 $253K No change
WFC Wells Fargo & Co. 0.02% 3,525 $248K New
TFX Teleflex Inc. 0.02% 1,390 $247K No change
DGX Quest Diagnostics Inc. 0.02% 1,625 $245K New
OTIS Otis Worldwide Corp. 0.02% 2,582 $239K No change
ALL Allstate Corp. 0.02% 1,229 $237K No change
LMT Lockheed Martin Corp. 0.02% 468 $227K No change
CSCO Cisco Systems Inc. 0.02% 3,606 $213K New
SCHA Schwab US Small-Cap ETF 0.02% 8,245 $213K New
DE Deere & Co. 0.02% 476 $202K Reduce -24.0%
HBAN Huntington Bancshares Inc. 0.01% 10,000 $163K No change
CRVS Corvus Pharmaceuticals Inc. 0.01% 29,680 $159K Add +7.6%

Portfolio Sells Q3 2024 → Q4 2024
UBER Uber Technologies Inc. Reduce -74.7% 0.57% −2.21
PEP Pepsico Inc. Reduce -27.6% 2.31% −1.23
TMO Thermo Fisher Scientific Inc. Reduce -16.9% 2.57% −1.09
NEE Nextera Energy Inc. Reduce -12.6% 2.49% −0.85
AMGN Amgen Inc. Reduce -7.1% 2.10% −0.68
RTX RTX Corp. Reduce -9.1% 2.99% −0.43
NKE Nike Inc. Class B Reduce -61.7% 0.18% −0.37
JNJ Johnson & Johnson Reduce -1.6% 2.70% −0.36
BDX Becton Dickinson and Co. Reduce -5.1% 2.82% −0.32
ECL Ecolab Inc. Reduce -1.3% 2.74% −0.26
MTD Mettler-Toledo International Reduce -4.0% 0.49% −0.13
CVX Chevron Corp. Reduce -1.6% 2.15% −0.06
KO The Coca-Cola Co. Reduce -2.9% 0.23% −0.04
HD Home Depot Inc. Reduce -0.1% 0.92% −0.03
MRK Merck & Co. Inc. Reduce -4.7% 0.15% −0.03
DEO Diageo PLC-Sponsored ADR Reduce -33.2% 0.04% −0.03
IWB iShares Russell 1000 ETF Reduce -24.3% 0.08% −0.02
GD General Dynamics Corp. Sold out 0.00% −0.02
PII Polaris Inc. Sold out 0.00% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 1.93% −0.02
LOW Lowe's Cos Inc. Reduce -2.1% 0.18% −0.02
AFL Aflac Inc. Sold out 0.00% −0.02
TROW T Rowe Price Group Inc. Sold out 0.00% −0.02
NSRGY Nestle SA-Spons ADR Reduce -5.3% 0.07% −0.02
TGT Target Corp. Sold out 0.00% −0.02
ELV Elevance Health Inc. Sold out 0.00% −0.02
CVS CVS Health Corp. Sold out 0.00% −0.02
PFE Pfizer Inc. Sold out 0.00% −0.02
STE Steris PLC Sold out 0.00% −0.02
ABT Abbott Laboratories Reduce -10.4% 0.14% −0.02
UPS United Parcel Service Class B Sold out 0.00% −0.02
XOM Exxon Mobil Corp. Reduce -0.1% 0.18% −0.01
BAC Bank of America Corp. Reduce -15.5% 0.23% −0.01
PG The Procter & Gamble Co. Reduce -5.4% 0.16% −0.01
ORCL Oracle Corp. Reduce -0.6% 0.42% −0.01
GE General Electric Reduce -2.2% 0.06% −0.01
LHX L3HARRIS Technologies Inc. Reduce -13.3% 0.02% −0.01
DELL Dell Technologies -C Reduce -8.5% 0.06% −0.01
MCD McDonald's Corp. Reduce -5.5% 0.05% −0.00
DE Deere & Co. Reduce -24.0% 0.02% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -2.7% 0.12% −0.00
CAT Caterpillar Inc. Reduce -4.3% 0.03% −0.00
DOV Dover Corp. Reduce -4.4% 0.03% −0.00
SAP Sap SE-Sponsored ADR Reduce -10.1% 0.03% −0.00
COST Costco Wholesale Corp. Reduce -1.8% 0.04% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.1% 0.53% +0.00
WMT Walmart Inc. Reduce -4.7% 0.05% +0.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -1.2% 0.02% +0.00
GEV GE Vernova Inc. Reduce -2.3% 0.02% +0.01
GOOGL Alphabet Inc. Class A Reduce -11.8% 1.06% +0.01

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +8343.5% 2.85% +2.82
CMG Chipotle Mexican Grill Inc. New 2.24% +2.24
FLRN SS SPDR BB Ig Float RT ETF Add +296.2% 0.22% +0.17
TFC Truist Financial Corp. Add +15.6% 0.95% +0.15
CARR Carrier Global Corp. Add +27.5% 1.64% +0.13
ACN Accenture PLC Class A Add +2.6% 3.43% +0.09
VOO Vanguard S&P 500 ETF Add +13.7% 0.32% +0.05
TSLA Tesla Inc. New 0.02% +0.02
CNMD Conmed Corp. New 0.02% +0.02
WFC Wells Fargo & Co. New 0.02% +0.02
DGX Quest Diagnostics Inc. New 0.02% +0.02
CSCO Cisco Systems Inc. New 0.02% +0.02
SCHA Schwab US Small-Cap ETF New 0.02% +0.02
MSFT Microsoft Corp. Add +1.6% 4.22% +0.01
SCHG Schwab US Large-Cap Growth Add +2.3% 0.04% +0.00
IVV iShares Core S&P 500 ETF Add +4.0% 0.04% +0.00
CRVS Corvus Pharmaceuticals Inc. Add +7.6% 0.01% +0.00
SCHV Schwab US Large-Cap Value Add +2.9% 0.03% +0.00
AEP American Electric Power Add +3.4% 0.03% −0.00
EFA iShares MSCI Eafe ETF Add +0.8% 0.06% −0.01
MRSH Marsh & McLennan Cos Add +1.1% 3.36% −0.11
TXN Texas Instruments Inc. Add +1.6% 2.92% −0.22
GEHC GE Healthcare Technology Add +6.8% 2.32% −0.27
AMAT Applied Materials Inc. Add +6.2% 2.64% −0.43

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2026 120$1.6BAAPL, PANW, AMAT, MSFT, AMZN
Q2 2026 118$1.6BAMAT, AAPL, APH, PANW, GOOG
Q1 2026 114$1.4BAAPL, JNJ, AMAT, AMZN, GOOG
Q4 2025 107$1.4BAAPL, APH, AMZN, MSFT, GOOG
Q3 2025 108$1.4BAAPL, APH, MSFT, META, AMZN
Q2 2025 108$1.3BMETA, AAPL, MSFT, APH, AMZN
Q1 2025 102$1.2BAAPL, V, META, AMZN, MRSH
Q4 2024 107$1.3BAAPL, AMZN, META, NOW, MSFT
Q3 2024 110$1.3BAAPL, META, AMZN, MSFT, NOW
Q2 2024 107$1.2BAAPL, MSFT, AMZN, CRWD, META
Q1 2024 111$1.2BAAPL, AMZN, APH, MSFT, META