§ 13F · FUND PROFILE
AVITY INVESTMENT MANAGEMENT INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 108Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 312K | $79M | 5.8% | ±0% |
| 2 | JNJ | JOHNSON & JOHNSON | 237K | $58M | 4.2% | −4% |
| 3 | AMAT | APPLIED MATLS INC | 168K | $57M | 4.2% | −12% |
| 4 | AMZN | AMAZON COM INC | 263K | $55M | 4.0% | −1% |
| 5 | GOOG | ALPHABET INC | 184K | $53M | 3.8% | −3% |
| 6 | NVDA | NVIDIA CORPORATION | 293K | $51M | 3.7% | −2% |
| 7 | META | META PLATFORMS INC | 88K | $50M | 3.6% | ±0% |
| 8 | APH | AMPHENOL CORP | 395K | $50M | 3.6% | −20% |
| 9 | RTX | RTX CORPORATION | 249K | $48M | 3.5% | −6% |
| 10 | TJX | TJX COS INC NEW | 300K | $48M | 3.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVITY SIGNAL
AC read
AVITY INVESTMENT MANAGEMENT INC. is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed