AVITY INVESTMENT MANAGEMENT INC. 13F Holdings

CIK 0000926834 · GREENWICH, CT

As of Sep 30, 2025, AVITY INVESTMENT MANAGEMENT INC. reported 108 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology315,569$80.4M5.64%
AMPHENOL CORP-CL AAPHTechnology552,257$68.3M4.80%
MICROSOFT CORPMSFTTechnology126,015$65.3M4.58%
META PLATFORMS INCMETACommunication Services87,856$64.5M4.53%
AMAZON.COM INCAMZNEquity268,891$59.0M4.14%
NVIDIA CORPNVDATechnology301,336$56.2M3.95%
ALPHABET INCGOOGEquity195,568$47.6M3.34%
JOHNSON & JOHNSONJNJHealthcare253,325$47.0M3.30%
VISA INC-CLASS A SHARESVFinancial Services136,856$46.7M3.28%
APPLIED MATERIALS INCAMATTechnology223,211$45.7M3.21%
RTX CORPRTXEquity272,931$45.7M3.21%
TJX COMPANIES INCTJXConsumer Cyclical313,532$45.3M3.18%
SERVICENOW INCNOWTechnology47,881$44.1M3.09%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services205,459$41.4M2.91%
PROCTER & GAMBLE COPGConsumer Defensive260,889$40.1M2.81%
ECOLAB INCECLBasic Materials142,085$38.9M2.73%
PALO ALTO NETWORKS INCPANWTechnology190,120$38.7M2.72%
NEXTERA ENERGY INCNEEUtilities475,660$35.9M2.52%
TEXAS INSTRUMENTS INCTXNTechnology194,427$35.7M2.51%
JPMORGAN CHASE & COJPMFinancial Services98,192$31.0M2.17%
CHEVRON CORPCHVEnergy192,092$29.8M2.09%
BECTON DICKINSON & COBDXHealthcare158,178$29.6M2.08%
MERCADOLIBRE INCMELIConsumer Cyclical12,660$29.6M2.08%
CARRIER GLOBAL CORPCARRBasic Materials443,914$26.5M1.86%
EATON CORP PLCETNIndustrials67,873$25.4M1.78%