Avity Investment Management Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Avity Investment Management Inc. reported 108 stock positions worth $1.3 billion. Its top holding was Meta Platforms Class A (META) at 5.0% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 4.8%). Compared with Q1 2025, it opened 8 new positions, sold out of 2, added to 28 and reduced 51. The biggest buy was a new position in MercadoLibre (MELI) and the biggest sale GE Healthcare Technology (GEHC, shares −68%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0000926834
Portfolio Value
$1.3B (Q2 2025)
SEC Filing
0001951757-25-000572 ↗ filed Jul 8, 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 Q1 2025 Q2 2025: $1.3B $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 108 stocks · $1.3B
META Meta Platforms Inc. Class A 5.00% 91,228 $67.3M Reduce -2.4%
AAPL Apple Inc. 4.83% 316,665 $65.0M Reduce -5.7%
MSFT Microsoft Corp. 4.77% 129,159 $64.2M Add +2.1%
APH Amphenol Corp. Class A 4.76% 648,779 $64.1M Reduce -4.8%
AMZN Amazon.com Inc. 4.56% 279,690 $61.4M Reduce -1.0%
NOW ServiceNow Inc. 3.73% 48,882 $50.3M Reduce -3.5%
V Visa Inc. Class A 3.71% 140,598 $49.9M Reduce -11.1%
NVDA Nvidia Corp. 3.62% 308,595 $48.8M Add +3.3%
MRSH Marsh & McLennan Cos 3.27% 201,301 $44.0M Add +0.0%
RTX RTX Corp. 3.10% 285,551 $41.7M Reduce -5.7%
PG The Procter & Gamble Co. 3.07% 259,491 $41.3M Add +46.3%
TXN Texas Instruments Inc. 3.05% 197,721 $41.1M Reduce -1.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.05% 332,119 $41.0M Reduce -2.6%
AMAT Applied Materials Inc. 3.00% 220,835 $40.4M Add +4.1%
ECL Ecolab Inc. 2.89% 144,358 $38.9M Add +0.5%
JNJ Johnson & Johnson 2.89% 254,363 $38.9M Add +5.3%
PANW Palo Alto Networks Inc. 2.76% 181,691 $37.2M Add +37.9%
NEE Nextera Energy Inc. 2.61% 506,515 $35.2M Add +1.7%
GOOG Alphabet Inc. Class C 2.61% 197,749 $35.1M Reduce -18.1%
MELI MercadoLibre Inc. 2.36% 12,154 $31.8M New
ACN Accenture PLC Class A 2.36% 106,095 $31.7M Reduce -15.1%
CARR Carrier Global Corp. 2.31% 425,672 $31.2M Add +29.5%
AMGN Amgen Inc. 2.20% 106,139 $29.6M Add +3.5%
JPM JPMorgan Chase & Co. 2.16% 100,210 $29.1M Reduce -6.7%
CVX Chevron Corp. 2.04% 191,544 $27.4M Add +8.7%
BDX Becton Dickinson and Co. 1.93% 151,071 $26.0M Reduce -7.5%
RJF Raymond James Financial Inc. 1.80% 157,706 $24.2M Add +6.7%
BRK.B Berkshire Hathaway Inc. Class B 1.64% 45,397 $22.1M Reduce -9.1%
UBER Uber Technologies Inc. 1.21% 174,975 $16.3M Add +6.1%
TMO Thermo Fisher Scientific Inc. 1.18% 39,205 $15.9M Reduce -16.2%
TFC Truist Financial Corp. 1.00% 313,421 $13.5M Add +8.4%
ETN Eaton Corp. PLC 0.99% 37,279 $13.3M Add +3537.0%
ORCL Oracle Corp. 0.88% 54,196 $11.8M Add +117.8%
VOO Vanguard S&P 500 ETF 0.74% 17,489 $9.9M Add +3.3%
GOOGL Alphabet Inc. Class A 0.72% 55,131 $9.7M Reduce -22.7%
GEHC GE Healthcare Technology 0.68% 123,045 $9.1M Reduce -68.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 12,088 $7.5M Reduce -0.3%
EFA iShares MSCI Eafe ETF 0.46% 69,591 $6.2M Add +421.9%
IWF iShares Russell 1000 Growth 0.46% 14,561 $6.2M Reduce -1.8%
FLRN SS SPDR BB Ig Float RT ETF 0.33% 142,363 $4.4M Add +17.6%
HON Honeywell International Inc. 0.26% 14,889 $3.5M Reduce -0.3%
KO The Coca-Cola Co. 0.24% 44,986 $3.2M Reduce -1.5%
ODFL Old Dominion Freight Line 0.23% 19,304 $3.1M Reduce -0.4%
HD Home Depot Inc. 0.20% 7,197 $2.6M Reduce -13.8%
PEP Pepsico Inc. 0.18% 18,324 $2.4M Reduce -6.8%
NFLX Netflix Inc. 0.17% 1,660 $2.2M Add +0.1%
UNP Union Pacific Corp. 0.16% 9,584 $2.2M No change
LOW Lowe's Cos Inc. 0.16% 9,513 $2.1M No change
XOM Exxon Mobil Corp. 0.15% 19,235 $2.1M Reduce -1.3%
GS Goldman Sachs Group Inc. 0.15% 2,925 $2.1M No change
ABT Abbott Laboratories 0.14% 14,251 $1.9M Reduce -6.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 38,044 $1.8M Reduce -33.5%
BX Blackstone Inc. 0.13% 11,585 $1.7M No change
VIG Vanguard Dividend Apprec ETF 0.13% 8,402 $1.7M Add +3.4%
CMG Chipotle Mexican Grill Inc. 0.12% 28,975 $1.6M Reduce -93.8%
MRK Merck & Co. Inc. 0.11% 18,402 $1.5M No change
SCHG Schwab US Large-Cap Growth 0.11% 49,257 $1.4M Reduce -0.5%
NTRS Northern Trust Corp. 0.09% 10,000 $1.3M No change
SCHV Schwab US Large-Cap Value 0.09% 41,376 $1.1M Reduce -0.0%
GE General Electric filed as GE AEROSPACE 0.08% 4,335 $1.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,645 $1.1M Add +5.8%
LLY Eli Lilly & Co. 0.08% 1,340 $1.0M Reduce -4.2%
AES AES Corp. 0.07% 90,000 $947K Reduce -10.0%
IWB iShares Russell 1000 ETF 0.07% 2,764 $939K Reduce -18.5%
CPRT Copart Inc. 0.07% 18,800 $923K No change
EMR Emerson Electric Co. 0.07% 6,599 $880K No change
AVGO Broadcom Inc. 0.06% 2,895 $798K Add +22.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 6,323 $784K Reduce -8.8%
PM Philip Morris International 0.06% 4,292 $782K No change
ABBV Abbvie Inc. 0.05% 3,529 $655K Reduce -1.4%
NNI Nelnet Inc. Class A 0.05% 5,008 $607K New
SPOT Spotify Technology SA 0.04% 783 $601K Reduce -4.7%
MAR Marriott International Class A 0.04% 2,150 $587K No change
DELL Dell Technologies -C 0.04% 4,585 $562K Reduce -9.8%
MCD McDonald's Corp. 0.04% 1,905 $557K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 525 $546K Reduce -4.5%
IVV iShares Core S&P 500 ETF 0.04% 879 $546K Add +0.5%
CAT Caterpillar Inc. 0.04% 1,400 $543K Reduce -1.8%
OKTA Okta Inc. 0.04% 5,425 $542K Add +167.9%
AEP American Electric Power 0.04% 5,124 $532K Add +1.0%
VGK Vanguard Ftse Europe ETF 0.04% 6,500 $504K Reduce -31.6%
GEV GE Vernova Inc. 0.04% 932 $493K Reduce -0.6%
MA Mastercard Inc. Class A 0.04% 875 $492K Reduce -10.3%
COST Costco Wholesale Corp. 0.04% 491 $486K Reduce -1.0%
WMT Walmart Inc. 0.03% 4,508 $441K Reduce -2.2%
MTD Mettler-Toledo International 0.03% 355 $417K Reduce -4.3%
DOV Dover Corp. 0.03% 2,093 $384K No change
MDY State Street SPDR S&P Midcap 0.03% 645 $365K Add +15.2%
CRWD CrowdStrike Holdings Inc. Class A 0.03% 700 $357K No change
WFC Wells Fargo & Co. 0.03% 4,225 $339K Reduce -11.5%
ADP Automatic Data Processing 0.02% 997 $307K No change
SCHF Schwab Intl Equity ETF 0.02% 13,800 $305K No change
IVW iShares S&P 500 Growth ETF 0.02% 2,695 $297K No change
SAP Sap SE-Sponsored ADR 0.02% 955 $290K Reduce -10.8%
SHEL Shell PLC-ADR 0.02% 3,989 $281K No change
DGX Quest Diagnostics Inc. 0.02% 1,475 $265K Reduce -11.9%
DKNG Draftkings Inc. Class A 0.02% 6,025 $258K New
DE Deere & Co. 0.02% 476 $242K No change
CSCO Cisco Systems Inc. 0.02% 3,395 $236K Reduce -5.8%
CTVA Corteva Inc. 0.02% 3,122 $233K New

Show all 108 holdings

Portfolio Sells Q1 2025 → Q2 2025
GEHC GE Healthcare Technology Reduce -68.0% 0.68% −1.83
CMG Chipotle Mexican Grill Inc. Reduce -93.8% 0.12% −1.77
AAPL Apple Inc. Reduce -5.7% 4.83% −1.20
BDX Becton Dickinson and Co. Reduce -7.5% 1.93% −1.09
ACN Accenture PLC Class A Reduce -15.1% 2.36% −0.80
V Visa Inc. Class A Reduce -11.1% 3.71% −0.77
TMO Thermo Fisher Scientific Inc. Reduce -16.2% 1.18% −0.70
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.1% 1.64% −0.51
GOOG Alphabet Inc. Class C Reduce -18.1% 2.61% −0.44
TJX TJX Companies Inc. Reduce -2.6% 3.05% −0.31
GOOGL Alphabet Inc. Class A Reduce -22.7% 0.72% −0.17
RTX RTX Corp. Reduce -5.7% 3.10% −0.14
NKE Nike Inc. Class B Sold out 0.00% −0.13
BAC Bank of America Corp. Reduce -33.5% 0.13% −0.06
PEP Pepsico Inc. Reduce -6.8% 0.18% −0.06
HD Home Depot Inc. Reduce -13.8% 0.20% −0.05
XOM Exxon Mobil Corp. Reduce -1.3% 0.15% −0.03
AES AES Corp. Reduce -10.0% 0.07% −0.03
KO The Coca-Cola Co. Reduce -1.5% 0.24% −0.03
ODFL Old Dominion Freight Line Reduce -0.4% 0.23% −0.03
ABT Abbott Laboratories Reduce -6.2% 0.14% −0.02
PFE Pfizer Inc. Sold out 0.00% −0.02
VGK Vanguard Ftse Europe ETF Reduce -31.6% 0.04% −0.02
LLY Eli Lilly & Co. Reduce -4.2% 0.08% −0.02
IWB iShares Russell 1000 ETF Reduce -18.5% 0.07% −0.01
ABBV Abbvie Inc. Reduce -1.4% 0.05% −0.01
CNMD Conmed Corp. Reduce -19.8% 0.02% −0.01
MA Mastercard Inc. Class A Reduce -10.3% 0.04% −0.01
MTD Mettler-Toledo International Reduce -4.3% 0.03% −0.00
SCHV Schwab US Large-Cap Value Reduce -0.0% 0.09% −0.00
GWW WW Grainger Inc. Reduce -4.5% 0.04% −0.00
DGX Quest Diagnostics Inc. Reduce -11.9% 0.02% −0.00
WFC Wells Fargo & Co. Reduce -11.5% 0.03% −0.00
COST Costco Wholesale Corp. Reduce -1.0% 0.04% −0.00
SAP Sap SE-Sponsored ADR Reduce -10.8% 0.02% −0.00
SCHA Schwab US Small-Cap ETF Reduce -3.9% 0.02% −0.00
CSCO Cisco Systems Inc. Reduce -5.8% 0.02% −0.00
WMT Walmart Inc. Reduce -2.2% 0.03% 0.00
HON Honeywell International Inc. Reduce -0.3% 0.26% +0.00
CAT Caterpillar Inc. Reduce -1.8% 0.04% +0.00
DIS The Walt Disney Co. Reduce -8.8% 0.06% +0.00
DELL Dell Technologies -C Reduce -9.8% 0.04% +0.00
SCHG Schwab US Large-Cap Growth Reduce -0.5% 0.11% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 0.55% +0.01
SPOT Spotify Technology SA Reduce -4.7% 0.04% +0.01
GEV GE Vernova Inc. Reduce -0.6% 0.04% +0.01
IWF iShares Russell 1000 Growth Reduce -1.8% 0.46% +0.03
JPM JPMorgan Chase & Co. Reduce -6.7% 2.16% +0.03
TXN Texas Instruments Inc. Reduce -1.6% 3.05% +0.13
AMZN Amazon.com Inc. Reduce -1.0% 4.56% +0.22

Portfolio Buys Q1 2025 → Q2 2025
MELI MercadoLibre Inc. New 2.36% +2.36
NVDA Nvidia Corp. Add +3.3% 3.62% +1.01
ETN Eaton Corp. PLC Add +3537.0% 0.99% +0.97
PANW Palo Alto Networks Inc. Add +37.9% 2.76% +0.95
MSFT Microsoft Corp. Add +2.1% 4.77% +0.93
CARR Carrier Global Corp. Add +29.5% 2.31% +0.63
PG The Procter & Gamble Co. Add +46.3% 3.07% +0.63
ORCL Oracle Corp. Add +117.8% 0.88% +0.60
AMAT Applied Materials Inc. Add +4.1% 3.00% +0.51
EFA iShares MSCI Eafe ETF Add +421.9% 0.46% +0.37
UBER Uber Technologies Inc. Add +6.1% 1.21% +0.24
RJF Raymond James Financial Inc. Add +6.7% 1.80% +0.14
NNI Nelnet Inc. Class A New 0.05% +0.05
NFLX Netflix Inc. Add +0.1% 0.17% +0.04
TFC Truist Financial Corp. Add +8.4% 1.00% +0.04
VOO Vanguard S&P 500 ETF Add +3.3% 0.74% +0.03
AVGO Broadcom Inc. Add +22.7% 0.06% +0.03
FLRN SS SPDR BB Ig Float RT ETF Add +17.6% 0.33% +0.02
OKTA Okta Inc. Add +167.9% 0.04% +0.02
DKNG Draftkings Inc. Class A New 0.02% +0.02
CTVA Corteva Inc. New 0.02% +0.02
ZS Zscaler Inc. New 0.02% +0.02
STE Steris PLC New 0.02% +0.02
SCHW Schwab (charles) Corp. New 0.01% +0.01
TSLA Tesla Inc. New 0.01% +0.01
IBM Intl Business Machines Corp. Add +5.8% 0.08% +0.01
MDY State Street SPDR S&P Midcap Add +15.2% 0.03% +0.00
IVV iShares Core S&P 500 ETF Add +0.5% 0.04% +0.00
VIG Vanguard Dividend Apprec ETF Add +3.4% 0.13% +0.00
AEP American Electric Power Add +1.0% 0.04% −0.01
ECL Ecolab Inc. Add +0.5% 2.89% −0.05
NEE Nextera Energy Inc. Add +1.7% 2.61% −0.24
CVX Chevron Corp. Add +8.7% 2.04% −0.34
JNJ Johnson & Johnson Add +5.3% 2.89% −0.35
AMGN Amgen Inc. Add +3.5% 2.20% −0.38
MRSH Marsh & McLennan Cos Add +0.0% 3.27% −0.70

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