Avity Investment Management Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Avity Investment Management Inc. reported 102 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Visa Class A (V, 4.5%) and Meta Platforms Class A (META, 4.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 10, added to 35 and reduced 45. The biggest buy was Procter & Gamble (PG, shares +1348%) and the biggest sale Pepsico (PEP, shares −90%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0000926834
Portfolio Value
$1.2B (Q1 2025)
SEC Filing
0001951757-25-000291 ↗ filed Apr 11, 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 Q4 2024 Q1 2025: $1.2B $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

Holdings 102 stocks · $1.2B
AAPL Apple Inc. 6.03% 335,827 $74.6M Reduce -0.8%
V Visa Inc. Class A 4.48% 158,176 $55.4M Reduce -4.0%
META Meta Platforms Inc. Class A 4.36% 93,500 $53.9M Reduce -4.0%
AMZN Amazon.com Inc. 4.34% 282,387 $53.7M Reduce -2.2%
MRSH Marsh & McLennan Cos 3.97% 201,241 $49.1M Reduce -0.4%
MSFT Microsoft Corp. 3.84% 126,495 $47.5M Reduce -1.0%
APH Amphenol Corp. Class A 3.61% 681,352 $44.7M Reduce -0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.36% 341,053 $41.5M Add +0.5%
NOW ServiceNow Inc. 3.26% 50,663 $40.3M Reduce -1.9%
RTX RTX Corp. 3.24% 302,855 $40.1M Reduce -8.1%
JNJ Johnson & Johnson 3.24% 241,654 $40.1M Add +1.4%
ACN Accenture PLC Class A 3.15% 124,930 $39.0M Add +0.4%
GOOG Alphabet Inc. Class C 3.05% 241,480 $37.7M Reduce -0.9%
BDX Becton Dickinson and Co. 3.02% 163,414 $37.4M Add +3.1%
ECL Ecolab Inc. 2.94% 143,683 $36.4M Reduce -3.9%
TXN Texas Instruments Inc. 2.92% 201,024 $36.1M Add +1.1%
NEE Nextera Energy Inc. 2.85% 497,950 $35.3M Add +12.3%
NVDA Nvidia Corp. 2.62% 298,712 $32.4M Add +10.4%
AMGN Amgen Inc. 2.58% 102,509 $31.9M Reduce -0.3%
GEHC GE Healthcare Technology 2.50% 384,025 $31.0M Add +1.3%
AMAT Applied Materials Inc. 2.49% 212,155 $30.8M Add +2.6%
PG The Procter & Gamble Co. 2.44% 177,325 $30.2M Add +1347.7%
CVX Chevron Corp. 2.38% 176,181 $29.5M Reduce -7.1%
BRK.B Berkshire Hathaway Inc. Class B 2.15% 49,965 $26.6M Reduce -8.0%
JPM JPMorgan Chase & Co. 2.13% 107,420 $26.4M Reduce -2.8%
CMG Chipotle Mexican Grill Inc. 1.89% 466,399 $23.4M Reduce -1.7%
TMO Thermo Fisher Scientific Inc. 1.88% 46,764 $23.3M Reduce -25.8%
PANW Palo Alto Networks Inc. 1.82% 131,720 $22.5M New
CARR Carrier Global Corp. 1.68% 328,815 $20.8M Add +7.1%
RJF Raymond James Financial Inc. 1.66% 147,876 $20.5M Reduce -1.0%
UBER Uber Technologies Inc. 0.97% 164,852 $12.0M Add +37.1%
TFC Truist Financial Corp. 0.96% 289,106 $11.9M Add +3.0%
GOOGL Alphabet Inc. Class A 0.89% 71,323 $11.0M Reduce -0.4%
VOO Vanguard S&P 500 ETF 0.70% 16,934 $8.7M Add +121.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 12,121 $6.8M Add +5.5%
IWF iShares Russell 1000 Growth 0.43% 14,824 $5.4M Reduce -0.5%
FLRN SS SPDR BB Ig Float RT ETF 0.30% 121,005 $3.7M Add +31.9%
ORCL Oracle Corp. 0.28% 24,886 $3.5M Reduce -23.0%
KO The Coca-Cola Co. 0.26% 45,666 $3.3M Reduce -2.9%
ODFL Old Dominion Freight Line 0.26% 19,374 $3.2M No change
HON Honeywell International Inc. 0.26% 14,939 $3.2M No change
HD Home Depot Inc. 0.25% 8,352 $3.1M Reduce -72.5%
PEP Pepsico Inc. 0.24% 19,669 $2.9M Reduce -89.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 57,225 $2.4M Reduce -12.7%
XOM Exxon Mobil Corp. 0.19% 19,487 $2.3M Reduce -6.8%
UNP Union Pacific Corp. 0.18% 9,584 $2.3M Reduce -5.0%
LOW Lowe's Cos Inc. 0.18% 9,513 $2.2M Add +0.8%
ABT Abbott Laboratories 0.16% 15,198 $2.0M Reduce -3.2%
MRK Merck & Co. Inc. 0.13% 18,402 $1.7M Reduce -2.4%
NKE Nike Inc. Class B 0.13% 25,701 $1.6M Reduce -15.6%
BX Blackstone Inc. 0.13% 11,585 $1.6M No change
GS Goldman Sachs Group Inc. 0.13% 2,925 $1.6M No change
VIG Vanguard Dividend Apprec ETF 0.13% 8,127 $1.6M Add +0.3%
NFLX Netflix Inc. 0.13% 1,658 $1.5M Add +0.4%
AES AES Corp. 0.10% 100,000 $1.2M New
SCHG Schwab US Large-Cap Growth 0.10% 49,492 $1.2M Add +153.3%
LLY Eli Lilly & Co. 0.09% 1,399 $1.2M Reduce -2.2%
SCHV Schwab US Large-Cap Value 0.09% 41,390 $1.1M Add +148.9%
EFA iShares MSCI Eafe ETF 0.09% 13,333 $1.1M Add +25.2%
CPRT Copart Inc. 0.09% 18,800 $1.1M No change
IWB iShares Russell 1000 ETF 0.08% 3,390 $1.0M Add +1.8%
NTRS Northern Trust Corp. 0.08% 10,000 $987K No change
GE General Electric filed as GE AEROSPACE 0.07% 4,335 $868K Reduce -3.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 3,445 $857K Add +4.5%
ABBV Abbvie Inc. 0.06% 3,579 $750K Add +12.6%
EMR Emerson Electric Co. 0.06% 6,599 $724K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 6,933 $684K Add +9.5%
PM Philip Morris International 0.06% 4,292 $681K No change
VGK Vanguard Ftse Europe ETF 0.05% 9,500 $667K New
MCD McDonald's Corp. 0.05% 1,905 $595K Reduce -5.9%
AEP American Electric Power 0.04% 5,074 $554K Add +12.2%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 550 $543K Reduce -15.4%
MA Mastercard Inc. Class A 0.04% 975 $534K No change
MAR Marriott International Class A 0.04% 2,150 $512K Reduce -19.6%
IVV iShares Core S&P 500 ETF 0.04% 875 $492K Add +0.7%
CAT Caterpillar Inc. 0.04% 1,425 $470K Add +26.7%
COST Costco Wholesale Corp. 0.04% 496 $469K Reduce -8.3%
DELL Dell Technologies -C 0.04% 5,085 $463K Reduce -18.3%
SPOT Spotify Technology SA 0.04% 822 $452K Reduce -6.3%
MTD Mettler-Toledo International 0.04% 371 $438K Reduce -92.8%
WMT Walmart Inc. 0.03% 4,608 $405K Reduce -29.8%
AVGO Broadcom Inc. 0.03% 2,360 $395K Add +3.1%
DOV Dover Corp. 0.03% 2,093 $368K Reduce -3.5%
WFC Wells Fargo & Co. 0.03% 4,775 $343K Add +35.5%
CNMD Conmed Corp. 0.03% 5,565 $336K Add +36.9%
ADP Automatic Data Processing 0.02% 997 $305K Reduce -7.0%
MDY State Street SPDR S&P Midcap 0.02% 560 $299K No change
SHEL Shell PLC-ADR 0.02% 3,989 $292K Reduce -1.2%
SAP Sap SE-Sponsored ADR 0.02% 1,070 $287K Reduce -40.2%
GEV GE Vernova Inc. 0.02% 938 $286K No change
DGX Quest Diagnostics Inc. 0.02% 1,675 $283K Add +3.1%
ETN Eaton Corp. PLC 0.02% 1,025 $279K No change
SCHF Schwab Intl Equity ETF 0.02% 13,800 $273K No change
IVW iShares S&P 500 Growth ETF 0.02% 2,695 $250K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 700 $247K Reduce -12.5%
DE Deere & Co. 0.02% 476 $223K No change
CSCO Cisco Systems Inc. 0.02% 3,606 $223K No change
PFE Pfizer Inc. 0.02% 8,622 $218K New
OKTA Okta Inc. 0.02% 2,025 $213K New
SCHA Schwab US Small-Cap ETF 0.02% 8,660 $203K Add +5.0%

Show all 102 holdings

Portfolio Sells Q4 2024 → Q1 2025
PEP Pepsico Inc. Reduce -89.9% 0.24% −2.07
NOW ServiceNow Inc. Reduce -1.9% 3.26% −1.03
TMO Thermo Fisher Scientific Inc. Reduce -25.8% 1.88% −0.69
HD Home Depot Inc. Reduce -72.5% 0.25% −0.68
AMZN Amazon.com Inc. Reduce -2.2% 4.34% −0.63
AAPL Apple Inc. Reduce -0.8% 6.03% −0.62
GOOG Alphabet Inc. Class C Reduce -0.9% 3.05% −0.59
MTD Mettler-Toledo International Reduce -92.8% 0.04% −0.46
MSFT Microsoft Corp. Reduce -1.0% 3.84% −0.38
CMG Chipotle Mexican Grill Inc. Reduce -1.7% 1.89% −0.35
GOOGL Alphabet Inc. Class A Reduce -0.4% 0.89% −0.17
RJF Raymond James Financial Inc. Reduce -1.0% 1.66% −0.16
ORCL Oracle Corp. Reduce -23.0% 0.28% −0.14
META Meta Platforms Inc. Class A Reduce -4.0% 4.36% −0.11
APH Amphenol Corp. Class A Reduce -0.5% 3.61% −0.11
NSRGY Nestle SA-Spons ADR Sold out 0.00% −0.07
NKE Nike Inc. Class B Reduce -15.6% 0.13% −0.05
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.04
UNH Unitedhealth Group Inc. Sold out 0.00% −0.04
IWF iShares Russell 1000 Growth Reduce -0.5% 0.43% −0.04
BAC Bank of America Corp. Reduce -12.7% 0.19% −0.03
LHX L3HARRIS Technologies Inc. Sold out 0.00% −0.02
TSLA Tesla Inc. Sold out 0.00% −0.02
OC Owens Corning Sold out 0.00% −0.02
TFX Teleflex Inc. Sold out 0.00% −0.02
DELL Dell Technologies -C Reduce -18.3% 0.04% −0.02
OTIS Otis Worldwide Corp. Sold out 0.00% −0.02
ALL Allstate Corp. Sold out 0.00% −0.02
LMT Lockheed Martin Corp. Sold out 0.00% −0.02
MAR Marriott International Class A Reduce -19.6% 0.04% −0.02
WMT Walmart Inc. Reduce -29.8% 0.03% −0.01
MRK Merck & Co. Inc. Reduce -2.4% 0.13% −0.01
SAP Sap SE-Sponsored ADR Reduce -40.2% 0.02% −0.01
GWW WW Grainger Inc. Reduce -15.4% 0.04% −0.01
DOV Dover Corp. Reduce -3.5% 0.03% −0.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -12.5% 0.02% −0.00
COST Costco Wholesale Corp. Reduce -8.3% 0.04% −0.00
ADP Automatic Data Processing Reduce -7.0% 0.02% 0.00
MCD McDonald's Corp. Reduce -5.9% 0.05% +0.00
UNP Union Pacific Corp. Reduce -5.0% 0.18% +0.00
SHEL Shell PLC-ADR Reduce -1.2% 0.02% +0.00
SPOT Spotify Technology SA Reduce -6.3% 0.04% +0.01
LLY Eli Lilly & Co. Reduce -2.2% 0.09% +0.01
XOM Exxon Mobil Corp. Reduce -6.8% 0.19% +0.01
GE General Electric Reduce -3.3% 0.07% +0.01
ABT Abbott Laboratories Reduce -3.2% 0.16% +0.02
KO The Coca-Cola Co. Reduce -2.9% 0.26% +0.03
JPM JPMorgan Chase & Co. Reduce -2.8% 2.13% +0.05
ECL Ecolab Inc. Reduce -3.9% 2.94% +0.20
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.0% 2.15% +0.22

Portfolio Buys Q4 2024 → Q1 2025
PG The Procter & Gamble Co. Add +1347.7% 2.44% +2.28
PANW Palo Alto Networks Inc. New 1.82% +1.82
JNJ Johnson & Johnson Add +1.4% 3.24% +0.54
UBER Uber Technologies Inc. Add +37.1% 0.97% +0.40
VOO Vanguard S&P 500 ETF Add +121.5% 0.70% +0.38
NEE Nextera Energy Inc. Add +12.3% 2.85% +0.36
BDX Becton Dickinson and Co. Add +3.1% 3.02% +0.21
GEHC GE Healthcare Technology Add +1.3% 2.50% +0.18
TJX TJX Companies Inc. Add +0.5% 3.36% +0.14
AES AES Corp. New 0.10% +0.10
FLRN SS SPDR BB Ig Float RT ETF Add +31.9% 0.30% +0.08
SCHG Schwab US Large-Cap Growth Add +153.3% 0.10% +0.06
SCHV Schwab US Large-Cap Value Add +148.9% 0.09% +0.05
VGK Vanguard Ftse Europe ETF New 0.05% +0.05
CARR Carrier Global Corp. Add +7.1% 1.68% +0.04
EFA iShares MSCI Eafe ETF Add +25.2% 0.09% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +5.5% 0.55% +0.02
PFE Pfizer Inc. New 0.02% +0.02
OKTA Okta Inc. New 0.02% +0.02
ABBV Abbvie Inc. Add +12.6% 0.06% +0.02
IBM Intl Business Machines Corp. Add +4.5% 0.07% +0.01
AEP American Electric Power Add +12.2% 0.04% +0.01
NFLX Netflix Inc. Add +0.4% 0.13% +0.01
WFC Wells Fargo & Co. Add +35.5% 0.03% +0.01
TFC Truist Financial Corp. Add +3.0% 0.96% +0.01
CAT Caterpillar Inc. Add +26.7% 0.04% +0.01
CNMD Conmed Corp. Add +36.9% 0.03% +0.01
DGX Quest Diagnostics Inc. Add +3.1% 0.02% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.3% 0.13% +0.00
DIS The Walt Disney Co. Add +9.5% 0.06% 0.00
IWB iShares Russell 1000 ETF Add +1.8% 0.08% 0.00
SCHA Schwab US Small-Cap ETF Add +5.0% 0.02% −0.00
IVV iShares Core S&P 500 ETF Add +0.7% 0.04% −0.00
LOW Lowe's Cos Inc. Add +0.8% 0.18% −0.00
CRVS Corvus Pharmaceuticals Inc. Add +10.1% 0.01% −0.00
TXN Texas Instruments Inc. Add +1.1% 2.92% −0.00
AVGO Broadcom Inc. Add +3.1% 0.03% −0.01
AMAT Applied Materials Inc. Add +2.6% 2.49% −0.15
NVDA Nvidia Corp. Add +10.4% 2.62% −0.23
ACN Accenture PLC Class A Add +0.4% 3.15% −0.28

All Filings

QuarterPositions13F Reported ValueTop Holdings
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