Avity Investment Management Inc.
In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 9, 2026), Avity Investment Management Inc. reported 120 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Palo Alto Networks (PANW, 4.3%) and Applied Materials (AMAT, 4.2%). Compared with Q2 2026, it opened 6 new positions, sold out of 4, added to 37 and reduced 54. The biggest buy was Advanced Micro Devices (AMD, shares +70%) and the biggest sale Oracle (ORCL, shares −88%).
- Most Recent 13F
- Q3 2026
- Location
- GREENWICH, CT
- CIK
- 0000926834
- Portfolio Value
- $1.6B (Q3 2026)
- SEC Filing
- 0001951757-26-001656 ↗ filed Oct 9, 2026
Holdings Value
Holdings 120 stocks · $1.6B
| AAPL Apple Inc. | 5.18% | 248,138 | $82.6M | Reduce -4.7% |
| PANW Palo Alto Networks Inc. | 4.32% | 173,721 | $69.0M | Reduce -10.7% |
| AMAT Applied Materials Inc. | 4.23% | 132,143 | $67.6M | Add +0.8% |
| MSFT Microsoft Corp. | 4.18% | 130,240 | $66.8M | Add +3.1% |
| AMZN Amazon.com Inc. | 4.06% | 260,040 | $64.8M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 4.03% | 762,835 | $64.3M | Reduce -0.8% |
| NVDA Nvidia Corp. | 4.03% | 281,538 | $64.3M | Reduce -4.4% |
| JNJ Johnson & Johnson | 3.83% | 231,063 | $61.2M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 3.74% | 175,082 | $59.7M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 3.30% | 72,549 | $52.6M | Reduce -16.6% |
| TXN Texas Instruments Inc. | 3.23% | 183,858 | $51.5M | Add +4.0% |
| V Visa Inc. Class A | 2.96% | 131,689 | $47.3M | Add +0.2% |
| AMD Advanced Micro Devices | 2.80% | 73,065 | $44.7M | Add +70.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.72% | 328,576 | $43.5M | Add +8.6% |
| TMO Thermo Fisher Scientific Inc. | 2.69% | 63,581 | $42.9M | Add +0.5% |
| MRSH Marsh & McLennan Cos | 2.67% | 249,522 | $42.6M | Add +18.4% |
| ETN Eaton Corp. PLC | 2.65% | 98,622 | $42.4M | Reduce -3.6% |
| RTX RTX Corp. | 2.58% | 222,260 | $41.3M | Reduce -2.9% |
| CVX Chevron Corp. | 2.39% | 186,918 | $38.2M | Add +0.6% |
| BDX Becton Dickinson and Co. | 2.35% | 209,385 | $37.5M | Add +22.8% |
| NEE Nextera Energy Inc. | 2.33% | 491,345 | $37.2M | Reduce -1.8% |
| ODFL Old Dominion Freight Line | 2.01% | 184,419 | $32.1M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 1.96% | 94,614 | $31.3M | Reduce -1.5% |
| ECL Ecolab Inc. | 1.88% | 109,125 | $30.0M | Reduce -7.7% |
| AMGN Amgen Inc. | 1.85% | 69,958 | $29.5M | Reduce -8.2% |
| CL Colgate-Palmolive Co. | 1.84% | 345,092 | $29.4M | Reduce -2.1% |
| NOW ServiceNow Inc. | 1.79% | 212,979 | $28.5M | Add +33.9% |
| MELI MercadoLibre Inc. | 1.50% | 13,822 | $23.9M | Add +11.6% |
| C Citigroup Inc. | 1.21% | 148,799 | $19.3M | Add +16.6% |
| VOO Vanguard S&P 500 ETF | 1.12% | 25,489 | $17.9M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 1.08% | 50,152 | $17.3M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.94% | 103,046 | $15.0M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.91% | 139,269 | $14.5M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.85% | 198,893 | $13.6M | Add +4.2% |
| TFC Truist Financial Corp. | 0.80% | 277,292 | $12.8M | Reduce -4.9% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.73% | 127,510 | $11.7M | Add +15.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.73% | 53,216 | $11.7M | Add +1.8% |
| DCI Donaldson Co. Inc. | 0.68% | 125,498 | $10.9M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 10,814 | $8.2M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 14,905 | $7.4M | Reduce -0.4% |
| CARR Carrier Global Corp. | 0.45% | 130,674 | $7.2M | Reduce -32.8% |
| IWF iShares Russell 1000 Growth | 0.43% | 54,757 | $6.9M | Reduce -4.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.39% | 202,638 | $6.2M | Add +6.1% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 24,114 | $5.6M | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 70,232 | $4.2M | Add +3.0% |
| PMBS PIMCO MBS Active ETF | 0.24% | 84,130 | $3.9M | Add +25.0% |
| KO The Coca-Cola Co. | 0.24% | 43,928 | $3.8M | Reduce -0.7% |
| XOM Exxonmobil Holdings Corp. | 0.23% | 22,467 | $3.7M | New |
| ORCL Oracle Corp. | 0.19% | 22,285 | $3.1M | Reduce -87.7% |
| SCHG Schwab US Large-Cap Growth | 0.19% | 85,022 | $3.1M | No change |
| RJF Raymond James Financial Inc. | 0.19% | 19,279 | $3.0M | Reduce -81.4% |
| GWW WW Grainger Inc. | 0.18% | 2,285 | $2.8M | Add +371.1% |
| ADI Analog Devices Inc. | 0.17% | 6,705 | $2.7M | New |
| MRK Merck & Co. Inc. | 0.16% | 18,087 | $2.6M | Reduce -1.7% |
| GS Goldman Sachs Group Inc. | 0.16% | 2,869 | $2.6M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.15% | 9,019 | $2.5M | No change |
| SCHV Schwab US Large-Cap Value | 0.13% | 59,931 | $2.0M | No change |
| PEP Pepsico Inc. | 0.12% | 15,424 | $2.0M | Add +1.3% |
| HD Home Depot Inc. | 0.11% | 6,345 | $1.8M | Reduce -0.8% |
| LOW Lowe's Cos Inc. | 0.11% | 9,213 | $1.7M | No change |
| NTRS Northern Trust Corp. | 0.11% | 10,000 | $1.7M | No change |
| HON Honeywell International Inc. | 0.10% | 7,318 | $1.5M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.10% | 1,895 | $1.5M | Add +60.6% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 4,903 | $1.5M | Add +12.9% |
| BAC Bank of America Corp. | 0.10% | 27,900 | $1.5M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.09% | 1,286 | $1.5M | No change |
| BX Blackstone Inc. | 0.08% | 11,585 | $1.3M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 4,600 | $1.2M | No change |
| ABT Abbott Laboratories | 0.07% | 12,123 | $1.2M | Reduce -7.0% |
| WAT Waters Corp. | 0.07% | 2,658 | $1.2M | Reduce -5.6% |
| NFLX Netflix Inc. | 0.07% | 16,665 | $1.2M | Reduce -67.7% |
| HONA Honeywell Aerospace Inc. | 0.07% | 7,293 | $1.1M | Reduce -0.7% |
| GEV GE Vernova Inc. | 0.06% | 1,084 | $1.0M | Add +14.7% |
| EMR Emerson Electric Co. | 0.06% | 6,599 | $1.0M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 8,823 | $926K | Add +51.5% |
| AEP American Electric Power | 0.06% | 7,529 | $893K | Add +12.0% |
| PM Philip Morris International | 0.06% | 4,656 | $888K | Add +13.2% |
| ABBV Abbvie Inc. | 0.05% | 3,328 | $871K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.05% | 2,432 | $854K | Reduce -7.8% |
| MAR Marriott International Class A | 0.04% | 1,850 | $658K | Reduce -13.9% |
| BA The Boeing Co. | 0.04% | 3,437 | $639K | Add +19.3% |
| ACN Accenture PLC Class A | 0.04% | 3,337 | $612K | No change |
| AES AES Corp. | 0.04% | 40,000 | $596K | Reduce -27.3% |
| SPCX Space Exploration Techn Class A | 0.04% | 3,785 | $571K | New |
| NNI Nelnet Inc. Class A | 0.03% | 4,350 | $535K | Reduce -5.5% |
| CPRT Copart Inc. | 0.03% | 18,800 | $513K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 654 | $501K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.03% | 275 | $498K | Reduce -14.1% |
| CTVA Corteva Inc. | 0.03% | 5,974 | $464K | Add +15.5% |
| HBAN Huntington Bancshares Inc. | 0.03% | 30,389 | $464K | Add +203.9% |
| MA Mastercard Inc. Class A | 0.03% | 840 | $463K | Reduce -4.0% |
| MDT Medtronic PLC | 0.03% | 5,200 | $449K | New |
| COST Costco Wholesale Corp. | 0.03% | 474 | $432K | No change |
| CSCO Cisco Systems Inc. | 0.03% | 3,995 | $430K | Add +17.7% |
| MDY State Street SPDR S&P Midcap | 0.03% | 621 | $408K | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.03% | 979 | $407K | No change |
| CRVS Corvus Pharmaceuticals Inc. | 0.03% | 34,800 | $401K | Reduce -6.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.02% | 1,727 | $394K | Reduce -16.0% |
| DOV Dover Corp. | 0.02% | 2,043 | $382K | No change |
| VGK Vanguard Ftse Europe ETF | 0.02% | 4,400 | $382K | Reduce -18.5% |
Portfolio Sells Q2 2026 → Q3 2026
| ORCL Oracle Corp. | Reduce -87.7% | 0.19% | −1.51 |
| RJF Raymond James Financial Inc. | Reduce -81.4% | 0.19% | −0.81 |
| NEE Nextera Energy Inc. | Reduce -1.8% | 2.33% | −0.47 |
| CARR Carrier Global Corp. | Reduce -32.8% | 0.45% | −0.46 |
| APH Amphenol Corp. Class A | Reduce -0.8% | 4.03% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 3.74% | −0.28 |
| ECL Ecolab Inc. | Reduce -7.7% | 1.88% | −0.22 |
| CL Colgate-Palmolive Co. | Reduce -2.1% | 1.84% | −0.22 |
| RTX RTX Corp. | Reduce -2.9% | 2.58% | −0.19 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.17 |
| NFLX Netflix Inc. | Reduce -67.7% | 0.07% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -3.6% | 2.65% | −0.13 |
| TFC Truist Financial Corp. | Reduce -4.9% | 0.80% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 1.96% | −0.04 |
| HONA Honeywell Aerospace Inc. | Reduce -0.7% | 0.07% | −0.03 |
| AZN Astrazeneca PLC | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -0.8% | 0.11% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -4.9% | 0.43% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -0.1% | 0.16% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 0.91% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 0.35% | −0.02 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.02 |
| AES AES Corp. | Reduce -27.3% | 0.04% | −0.01 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.46% | −0.01 |
| CRVS Corvus Pharmaceuticals Inc. | Reduce -6.3% | 0.03% | −0.01 |
| AVGO Broadcom Inc. | Reduce -7.8% | 0.05% | −0.01 |
| BAC Bank of America Corp. | Reduce -3.5% | 0.10% | −0.01 |
| MAR Marriott International Class A | Reduce -13.9% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 0.52% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -14.1% | 0.03% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.10% | −0.01 |
| QXO Qxo Inc. | Reduce -7.1% | 0.01% | −0.01 |
| D Dominion Energy Inc. | Reduce -22.9% | 0.01% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Reduce -18.5% | 0.02% | −0.01 |
| NNI Nelnet Inc. Class A | Reduce -5.5% | 0.03% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -16.0% | 0.02% | −0.01 |
| WMT Walmart Inc. | Reduce -13.2% | 0.02% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.02% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -2.4% | 0.03% | −0.00 |
| DELL Dell Technologies -C | Reduce -27.1% | 0.02% | −0.00 |
| STLA Stellantis NV | Reduce -3.7% | 0.00% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -3.5% | 0.01% | −0.00 |
| SPOT Spotify Technology SA | Reduce -10.4% | 0.02% | −0.00 |
| ABT Abbott Laboratories | Reduce -7.0% | 0.07% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -1.9% | 0.02% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -4.0% | 0.03% | +0.00 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.05% | +0.00 |
| WAT Waters Corp. | Reduce -5.6% | 0.07% | +0.01 |
| KO The Coca-Cola Co. | Reduce -0.7% | 0.24% | +0.01 |
Portfolio Buys Q2 2026 → Q3 2026
| AMD Advanced Micro Devices | Add +70.2% | 2.80% | +1.21 |
| MSFT Microsoft Corp. | Add +3.1% | 4.18% | +1.18 |
| NOW ServiceNow Inc. | Add +33.9% | 1.79% | +0.78 |
| BDX Becton Dickinson and Co. | Add +22.8% | 2.35% | +0.70 |
| DCI Donaldson Co. Inc. | New | 0.68% | +0.68 |
| TMO Thermo Fisher Scientific Inc. | Add +0.5% | 2.69% | +0.67 |
| MRSH Marsh & McLennan Cos | Add +18.4% | 2.67% | +0.43 |
| CVX Chevron Corp. | Add +0.6% | 2.39% | +0.43 |
| XOM Exxonmobil Holdings Corp. | New | 0.23% | +0.23 |
| ADI Analog Devices Inc. | New | 0.17% | +0.17 |
| MELI MercadoLibre Inc. | Add +11.6% | 1.50% | +0.16 |
| GWW WW Grainger Inc. | Add +371.1% | 0.18% | +0.14 |
| BJ Bj's Wholesale Club Holdings | Add +15.9% | 0.73% | +0.12 |
| V Visa Inc. Class A | Add +0.2% | 2.96% | +0.09 |
| C Citigroup Inc. | Add +16.6% | 1.21% | +0.07 |
| SPCX Space Exploration Techn Class A | New | 0.04% | +0.04 |
| PMBS PIMCO MBS Active ETF | Add +25.0% | 0.24% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 1.12% | +0.03 |
| MDT Medtronic PLC | New | 0.03% | +0.03 |
| DIS The Walt Disney Co. | Add +51.5% | 0.06% | +0.02 |
| SBUX Starbucks Corp. | New | 0.02% | +0.02 |
| HBAN Huntington Bancshares Inc. | Add +203.9% | 0.03% | +0.02 |
| CAT Caterpillar Inc. | Add +60.6% | 0.10% | +0.02 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +6.1% | 0.39% | +0.02 |
| PM Philip Morris International | Add +13.2% | 0.06% | +0.01 |
| ADP Automatic Data Processing | Add +14.3% | 0.02% | +0.00 |
| ULTA Ulta Beauty Inc. | Add +5.4% | 0.02% | +0.00 |
| CSCO Cisco Systems Inc. | Add +17.7% | 0.03% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +3.0% | 0.26% | +0.00 |
| CTVA Corteva Inc. | Add +15.5% | 0.03% | +0.00 |
| BA The Boeing Co. | Add +19.3% | 0.04% | +0.00 |
| AEP American Electric Power | Add +12.0% | 0.06% | −0.00 |
| GEV GE Vernova Inc. | Add +14.7% | 0.06% | −0.01 |
| GE General Electric | Add +12.9% | 0.10% | −0.01 |
| PEP Pepsico Inc. | Add +1.3% | 0.12% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.6% | 0.94% | −0.02 |
| UBER Uber Technologies Inc. | Add +4.2% | 0.85% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 1.08% | −0.06 |
| TXN Texas Instruments Inc. | Add +4.0% | 3.23% | −0.13 |
| TJX TJX Companies Inc. | Add +8.6% | 2.72% | −0.20 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.73% | −0.20 |
| ODFL Old Dominion Freight Line | Add +1.5% | 2.01% | −0.50 |
| AMAT Applied Materials Inc. | Add +0.8% | 4.23% | −1.81 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 120 | $1.6B | AAPL, PANW, AMAT, MSFT, AMZN |
| Q2 2026 | 118 | $1.6B | AMAT, AAPL, APH, PANW, GOOG |
| Q1 2026 | 114 | $1.4B | AAPL, JNJ, AMAT, AMZN, GOOG |
| Q4 2025 | 107 | $1.4B | AAPL, APH, AMZN, MSFT, GOOG |
| Q3 2025 | 108 | $1.4B | AAPL, APH, MSFT, META, AMZN |
| Q2 2025 | 108 | $1.3B | META, AAPL, MSFT, APH, AMZN |
| Q1 2025 | 102 | $1.2B | AAPL, V, META, AMZN, MRSH |
| Q4 2024 | 107 | $1.3B | AAPL, AMZN, META, NOW, MSFT |
| Q3 2024 | 110 | $1.3B | AAPL, META, AMZN, MSFT, NOW |
| Q2 2024 | 107 | $1.2B | AAPL, MSFT, AMZN, CRWD, META |
| Q1 2024 | 111 | $1.2B | AAPL, AMZN, APH, MSFT, META |