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 $1.37B across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($79.2M, 5.76%), JNJ ($57.9M, 4.22%), AMAT ($57.3M, 4.17%), AMZN ($54.8M, 3.98%), GOOG ($52.9M, 3.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $79.2M | 5.76% | 312,043 | Trimmed |
| 2 | JNJ | JOHNSON & JOHNSON | $57.9M | 4.22% | 237,043 | Trimmed |
| 3 | AMAT | APPLIED MATLS INC | $57.3M | 4.17% | 167,709 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $54.8M | 3.98% | 263,003 | Trimmed |
| 5 | GOOG | ALPHABET INC | $52.9M | 3.85% | 184,397 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $51.2M | 3.72% | 293,346 | Trimmed |
| 7 | META | META PLATFORMS INC | $50.1M | 3.64% | 87,532 | Added |
| 8 | APH | AMPHENOL CORP | $49.9M | 3.63% | 395,315 | Trimmed |
| 9 | RTX | RTX CORPORATION | $48.1M | 3.50% | 249,464 | Trimmed |
| 10 | TJX | TJX COS INC NEW | $47.9M | 3.48% | 299,804 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $46.8M | 3.40% | 126,373 | Added |
| 12 | NEE | NEXTERA ENERGY INC | $44.0M | 3.20% | 473,728 | Added |
| 13 | V | VISA INC | $39.8M | 2.89% | 131,636 | Trimmed |
| 14 | CVX | CHEVRON CORPORATION | $38.4M | 2.79% | 185,443 | Trimmed |
| 15 | TXN | TEXAS INSTRS INC | $37.8M | 2.75% | 194,628 | Added |
| 16 | ODFL | OLD DOMINION FREIGHT LINE IN | $36.1M | 2.63% | 184,900 | Trimmed |
| 17 | ECL | ECOLAB INC | $36.0M | 2.62% | 135,409 | Trimmed |
| 18 | MMC | MARSH & MCLENNAN COS INC | $35.8M | 2.60% | 206,191 | Trimmed |
| 19 | PANW | PALO ALTO NETWORKS INC | $33.9M | 2.47% | 211,436 | Added |
| 20 | BDX | BECTON DICKINSON & CO | $29.7M | 2.16% | 188,677 | Added |
| 21 | CL | COLGATE PALMOLIVE CO | $29.6M | 2.15% | 346,737 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $28.6M | 2.08% | 97,100 | Trimmed |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $27.9M | 2.03% | 56,726 | Added |
| 24 | ETN | EATON CORP PLC | $27.6M | 2.01% | 77,165 | Added |
| 25 | AMGN | AMGEN INC | $25.5M | 1.85% | 72,379 | Added |
Source: SEC Form 13F filings · as of 2026-03-31