AVITY INVESTMENT MANAGEMENT INC.

**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.

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