AVITY INVESTMENT MANAGEMENT INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, AVITY INVESTMENT MANAGEMENT INC. held in its portfolio 107 assets valued at $1,425,442,648 (i.e. $1.43B).
The most valuable assets in the portfolio included: APPLE INC ($84.98M), AMPHENOL CORP NEW ($66.38M), and AMAZON COM INC ($61.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 107 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AVITY INVESTMENT MANAGEMENT INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 312579 | 84977806 | COM |
| AMPHENOL CORP NEW | 491204 | 66381309 | CL A |
| AMAZON COM INC | 264992 | 61165516 | COM |
| MICROSOFT CORP | 125269 | 60582763 | COM |
| ALPHABET INC | 190283 | 59710873 | CAP STK CL C |
| META PLATFORMS INC | 87472 | 57739471 | CL A |
| NVIDIA CORPORATION | 297913 | 55560775 | COM |
| JOHNSON & JOHNSON | 247120 | 51141450 | COM |
| APPLIED MATLS INC | 191204 | 49137533 | COM |
| RTX CORPORATION | 265340 | 48663356 | COM |
| VISA INC | 135545 | 47536995 | COM CL A |
| TJX COS INC NEW | 304219 | 46731102 | COM |
| MARSH & MCLENNAN COS INC | 207754 | 38542522 | COM |
| NEXTERA ENERGY INC | 471455 | 37848371 | COM |
| ECOLAB INC | 140484 | 36879860 | COM |
| SERVICENOW INC | 239631 | 36709073 | COM |
| PALO ALTO NETWORKS INC | 187822 | 34596812 | COM |
| BECTON DICKINSON & CO | 169364 | 32868443 | COM |
| TEXAS INSTRS INC | 184239 | 31963624 | COM |
| JPMORGAN CHASE & CO. | 97943 | 31559193 | COM |
| OLD DOMINION FREIGHT LINE IN | 186889 | 29304195 | COM |
| CHEVRON CORP NEW | 189465 | 28876361 | COM |
| THERMO FISHER SCIENTIFIC INC | 43654 | 25295310 | COM |
| MERCADOLIBRE INC | 12073 | 24318161 | COM |
| RAYMOND JAMES FINL INC | 145042 | 23292295 | COM |
| AMGEN INC | 70921 | 23213153 | COM |
| COLGATE PALMOLIVE CO | 277122 | 21898180 | COM |
| ACCENTURE PLC IRELAND | 80976 | 21725861 | SHS CLASS A |
| EATON CORP PLC | 67395 | 21465981 | SHS |
| BOSTON SCIENTIFIC CORP | 217749 | 20762367 | COM |
| BERKSHIRE HATHAWAY INC DEL | 39883 | 20047190 | CL B NEW |
| PROCTER AND GAMBLE CO | 138936 | 19910918 | COM |
| ALPHABET INC | 50022 | 15656886 | CAP STK CL A |
| VANGUARD INDEX FDS | 24887 | 15607678 | S&P 500 ETF SHS |
| TRUIST FINL CORP | 307501 | 15132124 | COM |
| UBER TECHNOLOGIES INC | 173740 | 14196295 | COM |
| ISHARES TR | 125351 | 12037457 | MSCI EAFE ETF |
| ORACLE CORP | 50841 | 9909409 | COM |
| SPDR S&P 500 ETF TR | 10892 | 7427758 | TR UNIT |
| ISHARES TR | 15424 | 7300179 | RUS 1000 GRW ETF |
| VANGUARD SPECIALIZED FUNDS | 26017 | 5718016 | DIV APP ETF |
| SPDR SERIES TRUST | 174463 | 5361248 | STATE STREET SPD |
| CARRIER GLOBAL CORPORATION | 80714 | 4264928 | COM |
| COCA COLA CO | 44694 | 3124558 | COM |
| HONEYWELL INTL INC | 14688 | 2865482 | COM |
| SCHWAB STRATEGIC TR | 85082 | 2775380 | US LCAP GR ETF |
| GOLDMAN SACHS GROUP INC | 2889 | 2539431 | COM |
| EXXON MOBIL CORP | 19635 | 2362876 | COM |
| HOME DEPOT INC | 6745 | 2320979 | COM |
| LOWES COS INC | 9513 | 2294261 | COM |
| VANGUARD INTL EQUITY INDEX F | 42516 | 2285660 | FTSE EMR MKT ETF |
| PEPSICO INC | 15824 | 2271060 | COM |
| UNION PAC CORP | 9289 | 2148731 | COM |
| MERCK & CO INC | 18402 | 1936995 | COM |
| ABBOTT LABS | 14786 | 1852538 | COM |
| BLACKSTONE INC | 11735 | 1808833 | COM |
| SCHWAB STRATEGIC TR | 60036 | 1777659 | US LCAP VA ETF |
| BANK AMERICA CORP | 32100 | 1765500 | COM |
| NETFLIX INC | 16610 | 1557354 | COM |
| ELI LILLY & CO | 1310 | 1407831 | COM |
| NORTHERN TR CORP | 10000 | 1365900 | COM |
| GE AEROSPACE | 4335 | 1335310 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 4145 | 1227790 | COM |
| AES CORP | 80000 | 1147200 | COM |
| CITIGROUP INC | 8920 | 1040875 | COM NEW |
| BROADCOM INC | 2800 | 969080 | COM |
| AMERICAN ELEC PWR CO INC | 7924 | 913716 | COM |
| EMERSON ELEC CO | 6599 | 875819 | COM |
| CATERPILLAR INC | 1385 | 793425 | COM |
| ABBVIE INC | 3336 | 762243 | COM |
| COPART INC | 18800 | 736020 | COM |
| DISNEY WALT CO | 6223 | 708027 | COM |
| PHILIP MORRIS INTL INC | 4162 | 667585 | COM |
| MARRIOTT INTL INC NEW | 2150 | 667016 | CL A |
| NELNET INC | 4804 | 638740 | CL A |
| GE VERNOVA INC | 932 | 609127 | COM |
| BOEING CO | 2702 | 586658 | COM |
| MCDONALDS CORP | 1905 | 582225 | COM |
| WW GRAINGER INC | 515 | 519661 | COM |
| DELL TECHNOLOGIES INC | 3995 | 502891 | CL C |
| MASTERCARD INCORPORATED | 875 | 499520 | CL A |
| VANGUARD INTL EQUITY INDEX F | 5600 | 468216 | FTSE EUROPE ETF |
| SPOTIFY TECHNOLOGY S A | 778 | 451792 | SHS |
| GE HEALTHCARE TECHNOLOGIES I | 5425 | 444959 | COMMON STOCK |
| WALMART INC | 3958 | 440961 | COM |
| COSTCO WHSL CORP NEW | 483 | 416510 | COM |
| ISHARES TR | 1113 | 415639 | RUS 1000 ETF |
| DOVER CORP | 2043 | 398875 | COM |
| METTLER TOLEDO INTERNATIONAL | 280 | 390373 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 645 | 389116 | UTSER1 S&PDCRP |
| WELLS FARGO CO NEW | 4045 | 376994 | COM |
| SCHWAB STRATEGIC TR | 13800 | 331752 | INTL EQTY ETF |
| ISHARES TR | 454 | 310963 | CORE S&P500 ETF |
| SHELL PLC | 3989 | 293112 | SPON ADS |
| CROWDSTRIKE HLDGS INC | 600 | 281256 | CL A |
| CISCO SYS INC | 3395 | 261531 | COM |
| TESLA INC | 581 | 261287 | COM |
| AUTOMATIC DATA PROCESSING IN | 997 | 256458 | COM |
| CORVUS PHARMACEUTICALS INC | 32680 | 251636 | COM |
| CHIPOTLE MEXICAN GRILL INC | 6596 | 244052 | COM |
| SCHWAB CHARLES CORP | 2300 | 229793 | COM |
| STERIS PLC | 876 | 222084 | SHS USD |
| DEERE & CO | 476 | 221611 | COM |
| SAP SE | 910 | 221048 | SPON ADR |
| QXO INC | 11255 | 217109 | COM NEW |
| CORTEVA INC | 3122 | 209268 | COM |
| HUNTINGTON BANCSHARES INC | 10000 | 173500 | COM |
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