AVITY INVESTMENT MANAGEMENT INC.
AVITY INVESTMENT MANAGEMENT INC. reported 118 positions worth $1.57B as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AMAT (6.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $94.8M | 6.04% | 131,067 | — | — | |
| ▸ 2 | AAPL | SH | $75.3M | 4.80% | 260,301 | — | — | |
| ▸ 3 | APH | SH | $67.8M | 4.32% | 384,295 | — | — | |
| ▸ 4 | PANW | SH | $66.4M | 4.23% | 194,590 | — | — | |
| ▸ 5 | GOOG | SH | $63.1M | 4.02% | 178,489 | — | — | |
| ▸ 6 | AMZN | SH | $62.3M | 3.97% | 261,453 | — | — | |
| ▸ 7 | JNJ | SH | $59.5M | 3.79% | 234,226 | — | — | |
| ▸ 8 | NVDA | SH | $58.9M | 3.76% | 294,605 | — | — | |
| ▸ 9 | TXN | SH | $52.7M | 3.36% | 176,759 | — | — | |
| ▸ 10 | META | SH | $49.0M | 3.12% | 86,942 | — | — |
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Frequently Asked Questions
What stocks does AVITY INVESTMENT MANAGEMENT INC. hold as of Q2 2026?
AVITY INVESTMENT MANAGEMENT INC. reported 118 positions worth $1.57B in its Q2 2026 13F filing. Largest positions: AMAT (6.0%), AAPL (4.8%), APH (4.3%), PANW (4.2%) and GOOG (4.0%).
What did AVITY INVESTMENT MANAGEMENT INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AVITY INVESTMENT MANAGEMENT INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.