Avity Investment Management Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Avity Investment Management Inc. reported 107 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Amphenol Class A (APH, 4.7%) and Amazon.com (AMZN, 4.3%). Compared with Q3 2025, it opened 3 new positions, sold out of 4, added to 17 and reduced 51. The biggest buy was a new position in Colgate-Palmolive (CL) and the biggest sale Carrier Global (CARR, shares −82%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0000926834
Portfolio Value
$1.4B (Q4 2025)
SEC Filing
0001951757-26-000073 ↗ filed Jan 13, 2026

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 Q3 2025 Q4 2025: $1.4B $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 107 stocks · $1.4B
AAPL Apple Inc. 5.96% 312,579 $85.0M Reduce -0.9%
APH Amphenol Corp. Class A 4.66% 491,204 $66.4M Reduce -11.1%
AMZN Amazon.com Inc. 4.29% 264,992 $61.2M Reduce -1.4%
MSFT Microsoft Corp. 4.25% 125,269 $60.6M Reduce -0.6%
GOOG Alphabet Inc. Class C 4.19% 190,283 $59.7M Reduce -2.7%
META Meta Platforms Inc. Class A 4.05% 87,472 $57.7M Reduce -0.4%
NVDA Nvidia Corp. 3.90% 297,913 $55.6M Reduce -1.1%
JNJ Johnson & Johnson 3.59% 247,120 $51.1M Reduce -2.5%
AMAT Applied Materials Inc. 3.45% 191,204 $49.1M Reduce -14.3%
RTX RTX Corp. 3.41% 265,340 $48.7M Reduce -2.8%
V Visa Inc. Class A 3.33% 135,545 $47.5M Reduce -1.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.28% 304,219 $46.7M Reduce -3.0%
MRSH Marsh & McLennan Cos 2.70% 207,754 $38.5M Add +1.1%
NEE Nextera Energy Inc. 2.66% 471,455 $37.8M Reduce -0.9%
ECL Ecolab Inc. 2.59% 140,484 $36.9M Reduce -1.1%
NOW ServiceNow Inc. 2.58% 239,631 $36.7M No change
PANW Palo Alto Networks Inc. 2.43% 187,822 $34.6M Reduce -1.2%
BDX Becton Dickinson and Co. 2.31% 169,364 $32.9M Add +7.1%
TXN Texas Instruments Inc. 2.24% 184,239 $32.0M Reduce -5.2%
JPM JPMorgan Chase & Co. 2.21% 97,943 $31.6M Reduce -0.3%
ODFL Old Dominion Freight Line 2.06% 186,889 $29.3M Add +163.4%
CVX Chevron Corp. 2.03% 189,465 $28.9M Reduce -1.4%
TMO Thermo Fisher Scientific Inc. 1.77% 43,654 $25.3M Add +1.7%
MELI MercadoLibre Inc. 1.71% 12,073 $24.3M Reduce -4.6%
RJF Raymond James Financial Inc. 1.63% 145,042 $23.3M Add +0.3%
AMGN Amgen Inc. 1.63% 70,921 $23.2M Reduce -3.3%
CL Colgate-Palmolive Co. 1.54% 277,122 $21.9M New
ACN Accenture PLC Class A 1.52% 80,976 $21.7M Reduce -3.9%
ETN Eaton Corp. PLC 1.51% 67,395 $21.5M Reduce -0.7%
BSX Boston Scientific Corp. 1.46% 217,749 $20.8M Add +34.0%
BRK.B Berkshire Hathaway Inc. Class B 1.41% 39,883 $20.0M Reduce -8.1%
PG The Procter & Gamble Co. 1.40% 138,936 $19.9M Reduce -46.8%
GOOGL Alphabet Inc. Class A 1.10% 50,022 $15.7M Reduce -3.5%
VOO Vanguard S&P 500 ETF 1.09% 24,887 $15.6M Reduce -1.6%
TFC Truist Financial Corp. 1.06% 307,501 $15.1M Reduce -0.4%
UBER Uber Technologies Inc. 1.00% 173,740 $14.2M Add +4.0%
EFA iShares MSCI Eafe ETF 0.84% 125,351 $12.0M Add +11.1%
ORCL Oracle Corp. 0.70% 50,841 $9.9M Add +7.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.52% 10,892 $7.4M Reduce -9.8%
IWF iShares Russell 1000 Growth 0.51% 15,424 $7.3M Reduce -6.0%
VIG Vanguard Dividend Apprec ETF 0.40% 26,017 $5.7M Reduce -1.0%
FLRN SS SPDR BB Ig Float RT ETF 0.38% 174,463 $5.4M Add +9.5%
CARR Carrier Global Corp. 0.30% 80,714 $4.3M Reduce -81.8%
KO The Coca-Cola Co. 0.22% 44,694 $3.1M Reduce -0.3%
HON Honeywell International Inc. 0.20% 14,688 $2.9M No change
SCHG Schwab US Large-Cap Growth 0.19% 85,082 $2.8M Reduce -1.7%
GS Goldman Sachs Group Inc. 0.18% 2,889 $2.5M Reduce -0.2%
XOM Exxon Mobil Corp. 0.17% 19,635 $2.4M Add +2.1%
HD Home Depot Inc. 0.16% 6,745 $2.3M No change
LOW Lowe's Cos Inc. 0.16% 9,513 $2.3M No change
VWO Vanguard Ftse Emerging Marke 0.16% 42,516 $2.3M Add +39.6%
PEP Pepsico Inc. 0.16% 15,824 $2.3M Reduce -5.9%
UNP Union Pacific Corp. 0.15% 9,289 $2.1M No change
MRK Merck & Co. Inc. 0.14% 18,402 $1.9M No change
ABT Abbott Laboratories 0.13% 14,786 $1.9M Add +5.0%
BX Blackstone Inc. 0.13% 11,735 $1.8M Add +1.3%
SCHV Schwab US Large-Cap Value 0.12% 60,036 $1.8M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 32,100 $1.8M Reduce -4.5%
NFLX Netflix Inc. 0.11% 16,610 $1.6M No change
LLY Eli Lilly & Co. 0.10% 1,310 $1.4M Reduce -0.4%
NTRS Northern Trust Corp. 0.10% 10,000 $1.4M No change
GE General Electric filed as GE AEROSPACE 0.09% 4,335 $1.3M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 4,145 $1.2M Add +7.8%
AES AES Corp. 0.08% 80,000 $1.1M Reduce -8.6%
C Citigroup Inc. 0.07% 8,920 $1.0M New
AVGO Broadcom Inc. 0.07% 2,800 $969K Reduce -1.6%
AEP American Electric Power 0.06% 7,924 $914K Add +8.9%
EMR Emerson Electric Co. 0.06% 6,599 $876K No change
CAT Caterpillar Inc. 0.06% 1,385 $793K No change
ABBV Abbvie Inc. 0.05% 3,336 $762K No change
CPRT Copart Inc. 0.05% 18,800 $736K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 6,223 $708K No change
PM Philip Morris International 0.05% 4,162 $668K Reduce -0.7%
MAR Marriott International Class A 0.05% 2,150 $667K No change
NNI Nelnet Inc. Class A 0.04% 4,804 $639K No change
GEV GE Vernova Inc. 0.04% 932 $609K No change
BA The Boeing Co. 0.04% 2,702 $587K New
MCD McDonald's Corp. 0.04% 1,905 $582K No change
GWW WW Grainger Inc. 0.04% 515 $520K Reduce -1.9%
DELL Dell Technologies -C 0.04% 3,995 $503K Reduce -8.4%
MA Mastercard Inc. Class A 0.04% 875 $500K No change
VGK Vanguard Ftse Europe ETF 0.03% 5,600 $468K Reduce -8.2%
SPOT Spotify Technology SA 0.03% 778 $452K No change
GEHC GE Healthcare Technology 0.03% 5,425 $445K Reduce -47.3%
WMT Walmart Inc. 0.03% 3,958 $441K No change
COST Costco Wholesale Corp. 0.03% 483 $417K Reduce -0.6%
IWB iShares Russell 1000 ETF 0.03% 1,113 $416K Reduce -59.7%
DOV Dover Corp. 0.03% 2,043 $399K No change
MTD Mettler-Toledo International 0.03% 280 $390K No change
MDY State Street SPDR S&P Midcap 0.03% 645 $389K No change
WFC Wells Fargo & Co. 0.03% 4,045 $377K Add +4.9%
SCHF Schwab Intl Equity ETF 0.02% 13,800 $332K No change
IVV iShares Core S&P 500 ETF 0.02% 454 $311K Reduce -49.5%
SHEL Shell PLC-ADR 0.02% 3,989 $293K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 600 $281K No change
CSCO Cisco Systems Inc. 0.02% 3,395 $262K No change
TSLA Tesla Inc. 0.02% 581 $261K No change
ADP Automatic Data Processing 0.02% 997 $256K No change
CRVS Corvus Pharmaceuticals Inc. 0.02% 32,680 $252K No change
CMG Chipotle Mexican Grill Inc. 0.02% 6,596 $244K Reduce -6.0%

Show all 107 holdings

Portfolio Sells Q3 2025 → Q4 2025
CARR Carrier Global Corp. Reduce -81.8% 0.30% −1.56
PG The Procter & Gamble Co. Reduce -46.8% 1.40% −1.42
META Meta Platforms Inc. Class A Reduce -0.4% 4.05% −0.48
MELI MercadoLibre Inc. Reduce -4.6% 1.71% −0.37
MSFT Microsoft Corp. Reduce -0.6% 4.25% −0.33
PANW Palo Alto Networks Inc. Reduce -1.2% 2.43% −0.29
ETN Eaton Corp. PLC Reduce -0.7% 1.51% −0.28
TXN Texas Instruments Inc. Reduce -5.2% 2.24% −0.27
ECL Ecolab Inc. Reduce -1.1% 2.59% −0.14
APH Amphenol Corp. Class A Reduce -11.1% 4.66% −0.14
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.1% 1.41% −0.13
CVX Chevron Corp. Reduce -1.4% 2.03% −0.07
NVDA Nvidia Corp. Reduce -1.1% 3.90% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -9.8% 0.52% −0.04
IWB iShares Russell 1000 ETF Reduce -59.7% 0.03% −0.04
OKTA Okta Inc. Sold out 0.00% −0.03
IWF iShares Russell 1000 Growth Reduce -6.0% 0.51% −0.03
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.02
GEHC GE Healthcare Technology Reduce -47.3% 0.03% −0.02
IVV iShares Core S&P 500 ETF Reduce -49.5% 0.02% −0.02
CNMD Conmed Corp. Sold out 0.00% −0.02
STLA Stellantis NV Sold out 0.00% −0.01
DELL Dell Technologies -C Reduce -8.4% 0.04% −0.01
PEP Pepsico Inc. Reduce -5.9% 0.16% −0.01
COST Costco Wholesale Corp. Reduce -0.6% 0.03% −0.00
SAP Sap SE-Sponsored ADR Reduce -4.7% 0.02% −0.00
CMG Chipotle Mexican Grill Inc. Reduce -6.0% 0.02% −0.00
VGK Vanguard Ftse Europe ETF Reduce -8.2% 0.03% −0.00
QXO Qxo Inc. Reduce -7.8% 0.02% −0.00
PM Philip Morris International Reduce -0.7% 0.05% −0.00
AES AES Corp. Reduce -8.6% 0.08% −0.00
SCHW Schwab (charles) Corp. Reduce -4.2% 0.02% 0.00
SCHG Schwab US Large-Cap Growth Reduce -1.7% 0.19% +0.00
GWW WW Grainger Inc. Reduce -1.9% 0.04% +0.00
AVGO Broadcom Inc. Reduce -1.6% 0.07% +0.00
BAC Bank of America Corp. Reduce -4.5% 0.12% +0.00
VIG Vanguard Dividend Apprec ETF Reduce -1.0% 0.40% +0.00
VOO Vanguard S&P 500 ETF Reduce -1.6% 1.09% +0.01
KO The Coca-Cola Co. Reduce -0.3% 0.22% +0.01
GS Goldman Sachs Group Inc. Reduce -0.2% 0.18% +0.02
LLY Eli Lilly & Co. Reduce -0.4% 0.10% +0.03
JPM JPMorgan Chase & Co. Reduce -0.3% 2.21% +0.04
V Visa Inc. Class A Reduce -1.0% 3.33% +0.06
ACN Accenture PLC Class A Reduce -3.9% 1.52% +0.07
TFC Truist Financial Corp. Reduce -0.4% 1.06% +0.07
TJX TJX Companies Inc. Reduce -3.0% 3.28% +0.10
NEE Nextera Energy Inc. Reduce -0.9% 2.66% +0.13
AMZN Amazon.com Inc. Reduce -1.4% 4.29% +0.15
AMGN Amgen Inc. Reduce -3.3% 1.63% +0.17
RTX RTX Corp. Reduce -2.8% 3.41% +0.21

Portfolio Buys Q3 2025 → Q4 2025
CL Colgate-Palmolive Co. New 1.54% +1.54
ODFL Old Dominion Freight Line Add +163.4% 2.06% +1.35
BSX Boston Scientific Corp. Add +34.0% 1.46% +0.34
TMO Thermo Fisher Scientific Inc. Add +1.7% 1.77% +0.31
BDX Becton Dickinson and Co. Add +7.1% 2.31% +0.23
EFA iShares MSCI Eafe ETF Add +11.1% 0.84% +0.11
C Citigroup Inc. New 0.07% +0.07
VWO Vanguard Ftse Emerging Marke Add +39.6% 0.16% +0.04
BA The Boeing Co. New 0.04% +0.04
FLRN SS SPDR BB Ig Float RT ETF Add +9.5% 0.38% +0.03
XOM Exxon Mobil Corp. Add +2.1% 0.17% +0.01
IBM Intl Business Machines Corp. Add +7.8% 0.09% +0.01
AEP American Electric Power Add +8.9% 0.06% +0.01
WFC Wells Fargo & Co. Add +4.9% 0.03% +0.00
ABT Abbott Laboratories Add +5.0% 0.13% −0.00
BX Blackstone Inc. Add +1.3% 0.13% −0.01
RJF Raymond James Financial Inc. Add +0.3% 1.63% −0.12
UBER Uber Technologies Inc. Add +4.0% 1.00% −0.15
MRSH Marsh & McLennan Cos Add +1.1% 2.70% −0.20
ORCL Oracle Corp. Add +7.2% 0.70% −0.24

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