Avity Investment Management Inc. Top Holdings and 13F Report (2025) About Avity Investment Management Inc.Investment ActivityAvity Investment Management Inc. has $1.35 billion in total holdings as of June 30, 2025.Avity Investment Management Inc. owns shares of 108 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 7.73% of the portfolio was purchased this quarter.About 7.15% of the portfolio was sold this quarter.This quarter, Avity Investment Management Inc. has purchased 102 new stocks and bought additional shares in 28 stocks.Avity Investment Management Inc. sold shares of 51 stocks and completely divested from 2 stocks this quarter.Largest Holdings Meta Platforms $67,334,563Apple $64,970,218Microsoft $64,245,153Amphenol $64,066,926Amazon.com $61,361,249 Largest New Holdings this Quarter 58733R102 - MercadoLibre $31,766,059 Holding64031N108 - Nelnet $606,569 Holding26142V105 - DraftKings $258,412 Holding22052L104 - Corteva $232,683 Holding98980G102 - Zscaler $227,607 Holding Largest Purchases this Quarter MercadoLibre 12,154 shares (about $31.77M)Procter & Gamble 82,166 shares (about $13.09M)Eaton 36,254 shares (about $12.94M)Palo Alto Networks 49,971 shares (about $10.23M)Carrier Global 96,857 shares (about $7.09M) Largest Sales this Quarter Chipotle Mexican Grill 437,424 shares (about $24.56M)GE HealthCare Technologies 260,980 shares (about $19.33M)Alphabet 43,731 shares (about $7.76M)Visa 17,578 shares (about $6.24M)Accenture 18,835 shares (about $5.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvity Investment Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$67,334,563$1,676,943 ▼-2.4%91,2285.0%Computer and TechnologyAAPLApple$64,970,218$3,931,471 ▼-5.7%316,6654.8%Computer and TechnologyMSFTMicrosoft$64,245,153$1,325,104 ▲2.1%129,1594.8%Computer and TechnologyAPHAmphenol$64,066,926$3,216,584 ▼-4.8%648,7794.8%Computer and TechnologyAMZNAmazon.com$61,361,249$591,695 ▼-1.0%279,6904.6%Retail/WholesaleNOWServiceNow$50,254,607$1,831,010 ▼-3.5%48,8823.7%Computer and TechnologyVVisa$49,919,328$6,241,070 ▼-11.1%140,5983.7%Business ServicesNVDANVIDIA$48,754,924$1,561,415 ▲3.3%308,5953.6%Computer and TechnologyMMCMarsh & McLennan Companies$44,012,451$13,118 ▲0.0%201,3013.3%FinanceRTXRTX$41,696,157$2,526,730 ▼-5.7%285,5513.1%AerospacePGProcter & Gamble$41,342,041$13,090,667 ▲46.3%259,4913.1%Consumer StaplesTXNTexas Instruments$41,050,834$685,769 ▼-1.6%197,7213.0%Computer and TechnologyTJXTJX Companies$41,013,392$1,103,260 ▼-2.6%332,1193.0%Retail/WholesaleAMATApplied Materials$40,428,275$1,589,048 ▲4.1%220,8353.0%Computer and TechnologyECLEcolab$38,895,820$181,872 ▲0.5%144,3582.9%Basic MaterialsJNJJohnson & Johnson$38,853,923$1,941,298 ▲5.3%254,3632.9%MedicalPANWPalo Alto Networks$37,181,246$10,226,065 ▲37.9%181,6912.8%Computer and TechnologyNEENextEra Energy$35,162,240$594,582 ▲1.7%506,5152.6%UtilitiesGOOGAlphabet$35,078,733$7,757,450 ▼-18.1%197,7492.6%Computer and TechnologyMELIMercadoLibre$31,766,059$31,766,059 ▲New Holding12,1542.4%Retail/WholesaleACNAccenture$31,710,735$5,629,593 ▼-15.1%106,0952.4%Computer and TechnologyCARRCarrier Global$31,154,934$7,088,964 ▲29.5%425,6722.3%ConstructionAMGNAmgen$29,635,091$1,013,533 ▲3.5%106,1392.2%MedicalJPMJPMorgan Chase & Co.$29,051,881$2,090,251 ▼-6.7%100,2102.2%FinanceCVXChevron$27,427,185$2,199,828 ▲8.7%191,5442.0%EnergyBDXBecton, Dickinson and Company$26,021,955$2,126,080 ▼-7.6%151,0711.9%MedicalRJFRaymond James Financial$24,187,369$1,507,627 ▲6.6%157,7061.8%FinanceBRK.BBerkshire Hathaway$22,052,501$2,218,997 ▼-9.1%45,3971.6%FinanceUBERUber Technologies$16,325,168$944,476 ▲6.1%174,9751.2%Computer and TechnologyTMOThermo Fisher Scientific$15,896,059$3,064,872 ▼-16.2%39,2051.2%MedicalTFCTruist Financial$13,473,969$1,045,302 ▲8.4%313,4211.0%FinanceETNEaton$13,308,230$12,942,315 ▲3,537.0%37,2791.0%IndustrialsORCLOracle$11,848,860$6,408,039 ▲117.8%54,1960.9%Computer and TechnologyVOOVanguard S&P 500 ETF$9,934,417$315,261 ▲3.3%17,4890.7%ETFGOOGLAlphabet$9,715,736$2,853,516 ▼-22.7%55,1310.7%Computer and TechnologyGEHCGE HealthCare Technologies$9,113,943$19,330,788 ▼-68.0%123,0450.7%MedicalSPYSPDR S&P 500 ETF Trust$7,468,691$20,389 ▼-0.3%12,0880.6%FinanceEFAiShares MSCI EAFE ETF$6,220,739$5,028,902 ▲421.9%69,5910.5%FinanceIWFiShares Russell 1000 Growth ETF$6,182,309$111,665 ▼-1.8%14,5610.5%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$4,389,051$658,467 ▲17.7%142,3630.3%ETFHONHoneywell International$3,467,350$11,644 ▼-0.3%14,8890.3%Multi-Sector ConglomeratesKOCocaCola$3,182,760$48,110 ▼-1.5%44,9860.2%Consumer StaplesODFLOld Dominion Freight Line$3,133,039$11,361 ▼-0.4%19,3040.2%TransportationHDHome Depot$2,638,734$423,473 ▼-13.8%7,1970.2%Retail/WholesalePEPPepsiCo$2,419,501$177,594 ▼-6.8%18,3240.2%Consumer StaplesNFLXNetflix$2,222,956$2,678 ▲0.1%1,6600.2%Consumer DiscretionaryUNPUnion Pacific$2,205,0870.0%9,5840.2%TransportationLOWLowe's Companies$2,110,7470.0%9,5130.2%Retail/WholesaleXOMExxon Mobil$2,073,533$27,166 ▼-1.3%19,2350.2%EnergyGSThe Goldman Sachs Group$2,070,1690.0%2,9250.2%FinanceABTAbbott Laboratories$1,938,279$128,802 ▼-6.2%14,2510.1%MedicalBACBank of America$1,800,242$907,645 ▼-33.5%38,0440.1%FinanceBXBlackstone$1,732,8840.0%11,5850.1%FinanceVIGVanguard Dividend Appreciation ETF$1,719,637$56,284 ▲3.4%8,4020.1%ETFCMGChipotle Mexican Grill$1,626,946$24,561,354 ▼-93.8%28,9750.1%Retail/WholesaleMRKMerck & Co., Inc.$1,456,7020.0%18,4020.1%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$1,438,801$6,864 ▼-0.5%49,2570.1%ETFNTRSNorthern Trust$1,267,9000.0%10,0000.1%FinanceSCHVSchwab U.S. Large-Cap Value ETF$1,144,867$387 ▼0.0%41,3760.1%ETFGEGE Aerospace$1,115,7860.0%4,3350.1%AerospaceIBMInternational Business Machines$1,074,473$58,956 ▲5.8%3,6450.1%Computer and TechnologyLLYEli Lilly and Company$1,044,570$45,992 ▼-4.2%1,3400.1%MedicalAESAES$946,800$105,200 ▼-10.0%90,0000.1%UtilitiesIWBiShares Russell 1000 ETF$938,571$212,571 ▼-18.5%2,7640.1%ETFCPRTCopart$922,5160.0%18,8000.1%Business ServicesEMREmerson Electric$879,8450.0%6,5990.1%IndustrialsAVGOBroadcom$798,007$147,473 ▲22.7%2,8950.1%Computer and TechnologyDISWalt Disney$784,155$75,650 ▼-8.8%6,3230.1%Consumer DiscretionaryPMPhilip Morris International$781,7020.0%4,2920.1%Consumer StaplesABBVAbbVie$655,053$9,281 ▼-1.4%3,5290.0%MedicalNNINelnet$606,569$606,569 ▲New Holding5,0080.0%FinanceSPOTSpotify Technology$600,827$29,926 ▼-4.7%7830.0%Computer and TechnologyMARMarriott International$587,4020.0%2,1500.0%Consumer DiscretionaryDELLDell Technologies$562,121$61,300 ▼-9.8%4,5850.0%Computer and TechnologyMCDMcDonald's$556,5840.0%1,9050.0%Retail/WholesaleGWWW.W. Grainger$546,126$26,006 ▼-4.5%5250.0%IndustrialsIVViShares Core S&P 500 ETF$545,771$2,484 ▲0.5%8790.0%ETFCATCaterpillar$543,494$9,705 ▼-1.8%1,4000.0%IndustrialsOKTAOkta$542,337$339,898 ▲167.9%5,4250.0%Computer and TechnologyAEPAmerican Electric Power$531,666$5,188 ▲1.0%5,1240.0%UtilitiesVGKVanguard FTSE Europe ETF$503,750$232,500 ▼-31.6%6,5000.0%ETFGE VERNOVA INC$493,168$3,175 ▼-0.6%9320.0%COMMAMastercard$491,698$56,194 ▼-10.3%8750.0%Business ServicesCOSTCostco Wholesale$486,061$4,950 ▼-1.0%4910.0%Retail/WholesaleWMTWalmart$440,792$9,778 ▼-2.2%4,5080.0%Retail/WholesaleMTDMettler-Toledo International$417,026$18,796 ▼-4.3%3550.0%MedicalDOVDover$383,5000.0%2,0930.0%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$365,380$48,151 ▲15.2%6450.0%ETFCRWDCrowdStrike$356,5170.0%7000.0%Computer and TechnologyWFCWells Fargo & Company$338,507$44,066 ▼-11.5%4,2250.0%FinanceADPAutomatic Data Processing$307,4750.0%9970.0%Computer and TechnologySCHFSchwab International Equity ETF$304,9800.0%13,8000.0%ETFIVWiShares S&P 500 Growth ETF$296,7200.0%2,6950.0%ETFSAPSAP$290,416$34,972 ▼-10.7%9550.0%Computer and TechnologySHELShell$280,8650.0%3,9890.0%EnergyDGXQuest Diagnostics$264,954$35,926 ▼-11.9%1,4750.0%MedicalDKNGDraftKings$258,412$258,412 ▲New Holding6,0250.0%Consumer DiscretionaryDEDeere & Company$242,0410.0%4760.0%IndustrialsCSCOCisco Systems$235,558$14,640 ▼-5.9%3,3950.0%Computer and TechnologyCTVACorteva$232,683$232,683 ▲New Holding3,1220.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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