Avity Investment Management Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 19, 2025), Avity Investment Management Inc. reported 108 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Amphenol Class A (APH, 4.8%) and Microsoft (MSFT, 4.6%). Compared with Q2 2025, it opened 4 new positions, sold out of 4, added to 25 and reduced 54. The biggest buy was a new position in Boston Scientific (BSX) and the biggest sale Accenture Class A (ACN, shares −21%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0000926834
Portfolio Value
$1.4B (Q3 2025)
SEC Filing
0001951757-25-001451 ↗ filed Nov 19, 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 Q2 2025 Q3 2025: $1.4B $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 · $1.4B
AAPL Apple Inc. 5.64% 315,569 $80.4M Reduce -0.3%
APH Amphenol Corp. Class A 4.80% 552,257 $68.3M Reduce -14.9%
MSFT Microsoft Corp. 4.58% 126,015 $65.3M Reduce -2.4%
META Meta Platforms Inc. Class A 4.53% 87,856 $64.5M Reduce -3.7%
AMZN Amazon.com Inc. 4.14% 268,891 $59.0M Reduce -3.9%
NVDA Nvidia Corp. 3.95% 301,336 $56.2M Reduce -2.4%
GOOG Alphabet Inc. Class C 3.34% 195,568 $47.6M Reduce -1.1%
JNJ Johnson & Johnson 3.30% 253,325 $47.0M Reduce -0.4%
V Visa Inc. Class A 3.28% 136,856 $46.7M Reduce -2.7%
AMAT Applied Materials Inc. 3.21% 223,211 $45.7M Add +1.1%
RTX RTX Corp. 3.21% 272,931 $45.7M Reduce -4.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.18% 313,532 $45.3M Reduce -5.6%
NOW ServiceNow Inc. 3.09% 47,881 $44.1M Reduce -2.0%
MRSH Marsh & McLennan Cos 2.91% 205,459 $41.4M Add +2.1%
PG The Procter & Gamble Co. 2.81% 260,889 $40.1M Add +0.5%
ECL Ecolab Inc. 2.73% 142,085 $38.9M Reduce -1.6%
PANW Palo Alto Networks Inc. 2.72% 190,120 $38.7M Add +4.6%
NEE Nextera Energy Inc. 2.52% 475,660 $35.9M Reduce -6.1%
TXN Texas Instruments Inc. 2.51% 194,427 $35.7M Reduce -1.7%
JPM JPMorgan Chase & Co. 2.17% 98,192 $31.0M Reduce -2.0%
CVX Chevron Corp. 2.09% 192,092 $29.8M Add +0.3%
BDX Becton Dickinson and Co. 2.08% 158,178 $29.6M Add +4.7%
MELI MercadoLibre Inc. 2.08% 12,660 $29.6M Add +4.2%
CARR Carrier Global Corp. 1.86% 443,914 $26.5M Add +4.3%
ETN Eaton Corp. PLC 1.78% 67,873 $25.4M Add +82.1%
RJF Raymond James Financial Inc. 1.75% 144,628 $25.0M Reduce -8.3%
BRK.B Berkshire Hathaway Inc. Class B 1.53% 43,403 $21.8M Reduce -4.4%
TMO Thermo Fisher Scientific Inc. 1.46% 42,934 $20.8M Add +9.5%
ACN Accenture PLC Class A 1.46% 84,290 $20.8M Reduce -20.6%
AMGN Amgen Inc. 1.45% 73,373 $20.7M Reduce -30.9%
UBER Uber Technologies Inc. 1.15% 167,125 $16.4M Reduce -4.5%
BSX Boston Scientific Corp. 1.11% 162,526 $15.9M New
VOO Vanguard S&P 500 ETF 1.09% 25,297 $15.5M Add +44.6%
TFC Truist Financial Corp. 0.99% 308,846 $14.1M Reduce -1.5%
ORCL Oracle Corp. 0.94% 47,411 $13.3M Reduce -12.5%
GOOGL Alphabet Inc. Class A 0.89% 51,864 $12.6M Reduce -5.9%
EFA iShares MSCI Eafe ETF 0.74% 112,803 $10.5M Add +62.1%
ODFL Old Dominion Freight Line 0.70% 70,959 $10.0M Add +267.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 12,072 $8.0M Reduce -0.1%
IWF iShares Russell 1000 Growth 0.54% 16,407 $7.7M Add +12.7%
VIG Vanguard Dividend Apprec ETF 0.40% 26,272 $5.7M Add +212.7%
FLRN SS SPDR BB Ig Float RT ETF 0.34% 159,263 $4.9M Add +11.9%
HON Honeywell International Inc. 0.22% 14,688 $3.1M Reduce -1.4%
KO The Coca-Cola Co. 0.21% 44,844 $3.0M Reduce -0.3%
SCHG Schwab US Large-Cap Growth 0.19% 86,582 $2.8M Add +75.8%
HD Home Depot Inc. 0.19% 6,745 $2.7M Reduce -6.3%
LOW Lowe's Cos Inc. 0.17% 9,513 $2.4M No change
PEP Pepsico Inc. 0.17% 16,824 $2.4M Reduce -8.2%
GS Goldman Sachs Group Inc. 0.16% 2,895 $2.3M Reduce -1.0%
UNP Union Pacific Corp. 0.15% 9,289 $2.2M Reduce -3.1%
XOM Exxon Mobil Corp. 0.15% 19,235 $2.2M No change
NFLX Netflix Inc. 0.14% 1,661 $2.0M Add +0.1%
BX Blackstone Inc. 0.14% 11,585 $2.0M No change
ABT Abbott Laboratories 0.13% 14,086 $1.9M Reduce -1.2%
SCHV Schwab US Large-Cap Value 0.12% 60,036 $1.7M Add +45.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 33,600 $1.7M Reduce -11.7%
VWO Vanguard Ftse Emerging Marke 0.12% 30,446 $1.6M New
MRK Merck & Co. Inc. 0.11% 18,402 $1.5M No change
NTRS Northern Trust Corp. 0.09% 10,000 $1.3M No change
GE General Electric filed as GE AEROSPACE 0.09% 4,335 $1.3M No change
AES AES Corp. 0.08% 87,500 $1.2M Reduce -2.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,845 $1.1M Add +5.5%
IWB iShares Russell 1000 ETF 0.07% 2,763 $1.0M Reduce -0.0%
LLY Eli Lilly & Co. 0.07% 1,315 $1.0M Reduce -1.9%
AVGO Broadcom Inc. 0.07% 2,845 $939K Reduce -1.7%
EMR Emerson Electric Co. 0.06% 6,599 $866K No change
CPRT Copart Inc. 0.06% 18,800 $845K No change
AEP American Electric Power 0.06% 7,274 $818K Add +42.0%
GEHC GE Healthcare Technology 0.05% 10,300 $774K Reduce -91.6%
ABBV Abbvie Inc. 0.05% 3,336 $772K Reduce -5.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 6,223 $713K Reduce -1.6%
PM Philip Morris International 0.05% 4,192 $680K Reduce -2.3%
CAT Caterpillar Inc. 0.05% 1,385 $661K Reduce -1.1%
DELL Dell Technologies -C 0.04% 4,360 $618K Reduce -4.9%
NNI Nelnet Inc. Class A 0.04% 4,804 $602K Reduce -4.1%
IVV iShares Core S&P 500 ETF 0.04% 899 $602K Add +2.3%
MCD McDonald's Corp. 0.04% 1,905 $579K No change
GEV GE Vernova Inc. 0.04% 932 $573K No change
MAR Marriott International Class A 0.04% 2,150 $560K No change
SPOT Spotify Technology SA 0.04% 778 $543K Reduce -0.6%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 525 $500K No change
MA Mastercard Inc. Class A 0.03% 875 $498K No change
OKTA Okta Inc. 0.03% 5,425 $497K No change
VGK Vanguard Ftse Europe ETF 0.03% 6,100 $487K Reduce -6.2%
COST Costco Wholesale Corp. 0.03% 486 $450K Reduce -1.0%
WMT Walmart Inc. 0.03% 3,958 $408K Reduce -12.2%
MDY State Street SPDR S&P Midcap 0.03% 645 $384K No change
SCHA Schwab US Small-Cap ETF 0.02% 12,605 $352K Add +51.4%
MTD Mettler-Toledo International 0.02% 280 $344K Reduce -21.1%
DOV Dover Corp. 0.02% 2,043 $341K Reduce -2.4%
WFC Wells Fargo & Co. 0.02% 3,855 $323K Reduce -8.8%
SCHF Schwab Intl Equity ETF 0.02% 13,800 $321K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 600 $294K Reduce -14.3%
ADP Automatic Data Processing 0.02% 997 $293K No change
SHEL Shell PLC-ADR 0.02% 3,989 $285K No change
CNMD Conmed Corp. 0.02% 5,850 $275K Add +31.0%
CMG Chipotle Mexican Grill Inc. 0.02% 7,016 $275K Reduce -75.8%
TSLA Tesla Inc. 0.02% 581 $258K Reduce -7.9%
SAP Sap SE-Sponsored ADR 0.02% 955 $255K No change
CRVS Corvus Pharmaceuticals Inc. 0.02% 32,680 $241K No change

Show all 108 holdings

Portfolio Sells Q2 2025 → Q3 2025
ACN Accenture PLC Class A Reduce -20.6% 1.46% −0.90
AMGN Amgen Inc. Reduce -30.9% 1.45% −0.75
NOW ServiceNow Inc. Reduce -2.0% 3.09% −0.64
GEHC GE Healthcare Technology Reduce -91.6% 0.05% −0.62
TXN Texas Instruments Inc. Reduce -1.7% 2.51% −0.54
META Meta Platforms Inc. Class A Reduce -3.7% 4.53% −0.47
V Visa Inc. Class A Reduce -2.7% 3.28% −0.43
AMZN Amazon.com Inc. Reduce -3.9% 4.14% −0.41
MSFT Microsoft Corp. Reduce -2.4% 4.58% −0.19
ECL Ecolab Inc. Reduce -1.6% 2.73% −0.16
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.4% 1.53% −0.11
CMG Chipotle Mexican Grill Inc. Reduce -75.8% 0.02% −0.10
NEE Nextera Energy Inc. Reduce -6.1% 2.52% −0.09
UBER Uber Technologies Inc. Reduce -4.5% 1.15% −0.06
RJF Raymond James Financial Inc. Reduce -8.3% 1.75% −0.04
HON Honeywell International Inc. Reduce -1.4% 0.22% −0.04
KO The Coca-Cola Co. Reduce -0.3% 0.21% −0.03
IVW iShares S&P 500 Growth ETF Sold out 0.00% −0.02
DGX Quest Diagnostics Inc. Sold out 0.00% −0.02
DKNG Draftkings Inc. Class A Sold out 0.00% −0.02
ZS Zscaler Inc. Sold out 0.00% −0.02
PEP Pepsico Inc. Reduce -8.2% 0.17% −0.01
BAC Bank of America Corp. Reduce -11.7% 0.12% −0.01
ABT Abbott Laboratories Reduce -1.2% 0.13% −0.01
PM Philip Morris International Reduce -2.3% 0.05% −0.01
UNP Union Pacific Corp. Reduce -3.1% 0.15% −0.01
TFC Truist Financial Corp. Reduce -1.5% 0.99% −0.01
DIS The Walt Disney Co. Reduce -1.6% 0.05% −0.01
LLY Eli Lilly & Co. Reduce -1.9% 0.07% −0.01
MTD Mettler-Toledo International Reduce -21.1% 0.02% −0.01
SPOT Spotify Technology SA Reduce -0.6% 0.04% −0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -14.3% 0.02% −0.01
DOV Dover Corp. Reduce -2.4% 0.02% −0.00
COST Costco Wholesale Corp. Reduce -1.0% 0.03% −0.00
HD Home Depot Inc. Reduce -6.3% 0.19% −0.00
WMT Walmart Inc. Reduce -12.2% 0.03% −0.00
VGK Vanguard Ftse Europe ETF Reduce -6.2% 0.03% −0.00
NNI Nelnet Inc. Class A Reduce -4.1% 0.04% −0.00
WFC Wells Fargo & Co. Reduce -8.8% 0.02% −0.00
IWB iShares Russell 1000 ETF Reduce -0.0% 0.07% +0.00
DELL Dell Technologies -C Reduce -4.9% 0.04% +0.00
TSLA Tesla Inc. Reduce -7.9% 0.02% +0.00
ABBV Abbvie Inc. Reduce -5.5% 0.05% +0.01
CAT Caterpillar Inc. Reduce -1.1% 0.05% +0.01
AVGO Broadcom Inc. Reduce -1.7% 0.07% +0.01
GS Goldman Sachs Group Inc. Reduce -1.0% 0.16% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.56% +0.01
AES AES Corp. Reduce -2.8% 0.08% +0.01
JPM JPMorgan Chase & Co. Reduce -2.0% 2.17% +0.02
APH Amphenol Corp. Class A Reduce -14.9% 4.80% +0.04

Portfolio Buys Q2 2025 → Q3 2025
BSX Boston Scientific Corp. New 1.11% +1.11
ETN Eaton Corp. PLC Add +82.1% 1.78% +0.79
ODFL Old Dominion Freight Line Add +267.6% 0.70% +0.47
VOO Vanguard S&P 500 ETF Add +44.6% 1.09% +0.35
TMO Thermo Fisher Scientific Inc. Add +9.5% 1.46% +0.28
EFA iShares MSCI Eafe ETF Add +62.1% 0.74% +0.28
VIG Vanguard Dividend Apprec ETF Add +212.7% 0.40% +0.27
AMAT Applied Materials Inc. Add +1.1% 3.21% +0.21
BDX Becton Dickinson and Co. Add +4.7% 2.08% +0.15
VWO Vanguard Ftse Emerging Marke New 0.12% +0.12
SCHG Schwab US Large-Cap Growth Add +75.8% 0.19% +0.09
IWF iShares Russell 1000 Growth Add +12.7% 0.54% +0.08
CVX Chevron Corp. Add +0.3% 2.09% +0.06
SCHV Schwab US Large-Cap Value Add +45.1% 0.12% +0.04
FLRN SS SPDR BB Ig Float RT ETF Add +11.9% 0.34% +0.02
AEP American Electric Power Add +42.0% 0.06% +0.02
QXO Qxo Inc. New 0.02% +0.02
SCHA Schwab US Small-Cap ETF Add +51.4% 0.02% +0.01
STLA Stellantis NV New 0.01% +0.01
CNMD Conmed Corp. Add +31.0% 0.02% +0.00
IVV iShares Core S&P 500 ETF Add +2.3% 0.04% +0.00
SCHW Schwab (charles) Corp. Add +9.1% 0.02% +0.00
IBM Intl Business Machines Corp. Add +5.5% 0.08% −0.00
NFLX Netflix Inc. Add +0.1% 0.14% −0.03
PANW Palo Alto Networks Inc. Add +4.6% 2.72% −0.04
PG The Procter & Gamble Co. Add +0.5% 2.81% −0.26
MELI MercadoLibre Inc. Add +4.2% 2.08% −0.28
MRSH Marsh & McLennan Cos Add +2.1% 2.91% −0.36
CARR Carrier Global Corp. Add +4.3% 1.86% −0.45

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