AVITY INVESTMENT MANAGEMENT INC.
•CIK: 926834•Filing: Q4 2025
**AVITY INVESTMENT MANAGEMENT INC.** manages $1.4B across a concentrated portfolio of 107 positions. The firm exhibits significant conviction in mega-cap technology and industrials, evidenced by top holdings including AAPL at $85.0M and APH at $66.4M. Core allocations are heavily weighted toward market leaders such as AMZN ($61.2M), MSFT ($60.6M), and GOOG ($59.7M). This structure suggests a disciplined, large-cap growth mandate targeting established industry leaders.
Total AUM
$1.4B
QoQ Performance
+0.1%
Positions
100
Top 10 Concentration
41.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.0%
APH4.7%
AMZN4.3%
MSFT4.3%
GOOG4.2%
META4.1%
NVDA3.9%
JNJ3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.8%
Technology28.1%
Healthcare7.4%
Financial7.3%
Consumer5.8%
Industrial4.0%
Utilities2.7%
Materials2.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑19 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023