Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AVITY INVESTMENT MANAGEMENT INC. (CIK 926834) reported $1.57B across 118 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($94.8M, 6.04%), AAPL ($75.3M, 4.80%), APH ($67.8M, 4.32%), PANW ($66.4M, 4.23%), GOOG ($63.1M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $94.8M | 6.04% | 131,067 | Trimmed |
| 2 | AAPL | APPLE INC | $75.3M | 4.80% | 260,301 | Trimmed |
| 3 | APH | AMPHENOL CORP | $67.8M | 4.32% | 384,295 | Trimmed |
| 4 | PANW | PALO ALTO NETWORKS INC | $66.4M | 4.23% | 194,590 | Trimmed |
| 5 | GOOG | ALPHABET INC | $63.1M | 4.02% | 178,489 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $62.3M | 3.97% | 261,453 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $59.5M | 3.79% | 234,226 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $58.9M | 3.76% | 294,605 | Added |
| 9 | TXN | TEXAS INSTRS INC | $52.7M | 3.36% | 176,759 | Trimmed |
| 10 | META | META PLATFORMS INC | $49.0M | 3.12% | 86,942 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $47.1M | 3.00% | 126,311 | Trimmed |
| 12 | TJX | TJX COS INC NEW | $45.9M | 2.92% | 302,656 | Added |
| 13 | V | VISA INC | $45.1M | 2.87% | 131,402 | Trimmed |
| 14 | NEE | NEXTERA ENERGY INC | $43.9M | 2.80% | 500,576 | Added |
| 15 | ETN | EATON CORP PLC | $43.6M | 2.78% | 102,330 | Added |
| 16 | RTX | RTX CORPORATION | $43.4M | 2.77% | 228,978 | Trimmed |
| 17 | ODFL | OLD DOMINION FREIGHT LINE IN | $39.3M | 2.51% | 181,630 | Trimmed |
| 18 | MMC | MARSH & MCLENNAN COS INC | $35.1M | 2.24% | 210,658 | Added |
| 19 | ECL | ECOLAB INC | $32.9M | 2.10% | 118,161 | Trimmed |
| 20 | CL | COLGATE PALMOLIVE CO | $32.3M | 2.06% | 352,480 | Added |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $31.7M | 2.02% | 63,263 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $31.4M | 2.00% | 96,055 | Trimmed |
| 23 | CVX | CHEVRON CORPORATION | $30.8M | 1.96% | 185,853 | Added |
| 24 | AMGN | AMGEN INC | $27.6M | 1.76% | 76,186 | Added |
| 25 | ORCL | ORACLE CORP | $26.6M | 1.70% | 181,835 | Added |
Source: SEC Form 13F filings · as of 2026-06-30