AVITY INVESTMENT MANAGEMENT INC.

Est. AUM

$1.37B

13F long equity, this entity only

Positions

114

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$79.2M	312043	5.76%	SOLE
2	JOHNSON & JOHNSON	COM	$57.9M	237043	4.22%	SOLE
3	APPLIED MATLS INC	COM	$57.3M	167709	4.17%	SOLE
4	AMAZON COM INC	COM	$54.8M	263003	3.98%	SOLE
5	ALPHABET INC	CAP STK CL C	$52.9M	184397	3.85%	SOLE
6	NVIDIA CORPORATION	COM	$51.2M	293346	3.72%	SOLE
7	META PLATFORMS INC	CL A	$50.1M	87532	3.64%	SOLE
8	AMPHENOL CORP	CL A	$49.9M	395315	3.63%	SOLE
9	RTX CORPORATION	COM	$48.1M	249464	3.50%	SOLE
10	TJX COS INC NEW	COM	$47.9M	299804	3.48%	SOLE
11	MICROSOFT CORP	COM	$46.8M	126373	3.40%	SOLE
12	NEXTERA ENERGY INC	COM	$44.0M	473728	3.20%	SOLE
13	VISA INC	COM CL A	$39.8M	131636	2.89%	SOLE
14	CHEVRON CORPORATION	COM	$38.4M	185443	2.79%	SOLE
15	TEXAS INSTRS INC	COM	$37.8M	194628	2.75%	SOLE
16	OLD DOMINION FREIGHT LINE IN	COM	$36.1M	184900	2.63%	SOLE
17	ECOLAB INC	COM	$36.0M	135409	2.62%	SOLE
18	MARSH & MCLENNAN COS INC	COM	$35.8M	206191	2.60%	SOLE
19	PALO ALTO NETWORKS INC	COM	$33.9M	211436	2.47%	SOLE
20	BECTON DICKINSON & CO	COM	$29.7M	188677	2.16%	SOLE
21	COLGATE PALMOLIVE CO	COM	$29.6M	346737	2.15%	SOLE
22	JPMORGAN CHASE & CO	COM	$28.6M	97100	2.08%	SOLE
23	THERMO FISHER SCIENTIFIC INC	COM	$27.9M	56726	2.03%	SOLE
24	EATON CORP PLC	SHS	$27.6M	77165	2.01%	SOLE
25	AMGEN INC	COM	$25.5M	72379	1.85%	SOLE
26	SERVICENOW INC	COM	$18.3M	175090	1.33%	SOLE
27	MERCADOLIBRE INC	COM	$16.3M	9421	1.19%	SOLE
28	ACCENTURE PLC IRELAND	SHS CLASS A	$15.7M	79292	1.14%	SOLE
29	RAYMOND JAMES FINL INC	COM	$15.7M	108160	1.14%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.9M	24908	1.08%	SOLE
31	PROCTER & GAMBLE CO	COM	$14.9M	102841	1.08%	SOLE
32	ALPHABET INC	CAP STK CL A	$14.3M	49731	1.04%	SOLE
33	ISHARES TR	MSCI EAFE ETF	$13.8M	141875	1.00%	SOLE
34	TRUIST FINL CORP	COM	$13.7M	298797	1.00%	SOLE
35	UBER TECHNOLOGIES INC	COM	$13.3M	185140	0.97%	SOLE
36	CITIGROUP INC	COM NEW	$13.0M	115063	0.95%	SOLE
37	INTERNATIONAL BUSINESS MACHS	COM	$11.5M	47254	0.83%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.8M	18308	0.64%	SOLE
39	CARRIER GLOBAL CORPORATION	COM	$8.2M	145224	0.59%	SOLE
40	BJS WHSL CLUB HLDGS INC	COM	$8.1M	82342	0.59%	SOLE
41	ORACLE CORP	COM	$8.1M	54798	0.59%	SOLE
42	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.1M	10860	0.51%	SOLE
43	BOSTON SCIENTIFIC CORP	COM	$7.0M	111381	0.51%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$6.4M	15124	0.47%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	187563	0.42%	SOLE
46	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.3M	24437	0.38%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.4M	63291	0.25%	SOLE
48	WATERS CORP	COM	$3.4M	11441	0.25%	SOLE
49	COCA COLA CO	COM	$3.4M	44594	0.25%	SOLE
50	HONEYWELL INTL INC	COM	$3.3M	14688	0.24%	SOLE

1–50 of 114

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.