Avity Investment Management Inc. Portfolio Holdings

Avity Investment Management Inc.

  • $1.57 Billion
  • Q4 2025

Avity Investment Management Inc. has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.57 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $200M, Apple Inc. with a value of $83.6M, Amphenol Corp with a value of $65.7M, Microsoft Corp with a value of $63.6M, and Amazon Com Inc with a value of $62.2M.

Examining the 13F form we can see an increase of $143M in the current position value, from $1.42B to 1.57B.

Below you can find more details about Avity Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.57 Billion
Technology: $637 Million
Financial Services: $178 Million
Healthcare: $160 Million
Consumer Cyclical: $138 Million
Communication Services: $124 Million
Industrials: $109 Million
ETFs: $60.6 Million
Consumer Defensive: $49.1 Million
Other: $111 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$200 Million 12.78% of portfolio
239,631
Q4 2025 Added 400.47%
$4.3T
$83.6 Million 5.34% of portfolio
312,579
Q4 2025 Reduced 0.95%
$79.6B
$65.7 Million 4.19% of portfolio
491,204
Q4 2025 Reduced 11.06%
$3.78T
$63.6 Million 4.06% of portfolio
125,269
Q4 2025 Reduced 0.59%
$2.39T
$62.2 Million 3.97% of portfolio
264,992
Q4 2025 Reduced 1.45%
$465B
$55.6 Million 3.55% of portfolio
297,913
Q4 2025 Reduced 1.14%
$1.74T
$54.3 Million 3.47% of portfolio
190,283
Q4 2025 Reduced 2.7%
$1.37T
$53.3 Million 3.4% of portfolio
87,472
Q4 2025 Reduced 0.44%
$522B
$49.3 Million 3.15% of portfolio
247,120
Q4 2025 Reduced 2.45%
$258B
$46.6 Million 2.97% of portfolio
265,340
Q4 2025 Reduced 2.78%
$170B
$44.4 Million 2.84% of portfolio
304,219
Q4 2025 Reduced 2.97%
$533B
$44.2 Million 2.82% of portfolio
135,545
Q4 2025 Reduced 0.96%
$197B
$43.7 Million 2.79% of portfolio
191,204
Q4 2025 Reduced 14.34%
$168B
$40.4 Million 2.58% of portfolio
471,455
Q4 2025 Reduced 0.88%
$61.4B
$38.6 Million 2.46% of portfolio
187,822
Q4 2025 Reduced 1.21%
$89.7B
$37.6 Million 2.4% of portfolio
207,754
Q4 2025 Added 1.12%
$177B
$35.9 Million 2.29% of portfolio
184,239
Q4 2025 Reduced 5.24%
$54.5B
$32.3 Million 2.06% of portfolio
169,364
Q4 2025 Added 7.07%
$881B
$29.4 Million 1.88% of portfolio
97,943
Q4 2025 Reduced 0.25%
$303B
$29.3 Million 1.87% of portfolio
189,465
Q4 2025 Reduced 1.37%
$103B
$24.7 Million 1.58% of portfolio
12,073
Q4 2025 Reduced 4.64%
$14.8B
$24.7 Million 1.58% of portfolio
186,889
Q4 2025 Added 163.38%
$222B
$24.8 Million 1.58% of portfolio
43,654
Q4 2025 Added 1.68%
$183B
$24.2 Million 1.55% of portfolio
70,921
Q4 2025 Reduced 3.34%
$140B
$23.7 Million 1.52% of portfolio
67,395
Q4 2025 Reduced 0.7%
$34.1B
$23 Million 1.47% of portfolio
145,042
Q4 2025 Added 0.29%
$147B
$22.4 Million 1.43% of portfolio
217,749
Q4 2025 Added 33.98%
$65.7B
$21.8 Million 1.39% of portfolio
277,122
Q4 2025 New
$662B
$20.3 Million 1.3% of portfolio
39,883
Q4 2025 Reduced 8.11%
$346B
$20.3 Million 1.29% of portfolio
138,936
Q4 2025 Reduced 46.75%
$152B
$19.5 Million 1.25% of portfolio
80,976
Q4 2025 Reduced 3.93%
$181B
$15.9 Million 1.02% of portfolio
173,740
Q4 2025 Added 3.96%
$0
$15.4 Million 0.98% of portfolio
24,887
Q4 2025 Reduced 1.62%
$1.65T
$13.8 Million 0.88% of portfolio
50,022
Q4 2025 Reduced 3.55%
$59.5B
$13.8 Million 0.88% of portfolio
307,501
Q4 2025 Reduced 0.44%
$0
$11.9 Million 0.76% of portfolio
125,351
Q4 2025 Added 11.12%
$593B
$11.2 Million 0.71% of portfolio
50,841
Q4 2025 Added 7.23%
$0
$7.26 Million 0.46% of portfolio
15,424
Q4 2025 Reduced 5.99%
$0
$7.25 Million 0.46% of portfolio
10,892
Q4 2025 Reduced 9.77%
$0
$5.38 Million 0.34% of portfolio
174,463
Q4 2025 Added 9.54%
$0
$4.74 Million 0.3% of portfolio
26,017
Q4 2025 Reduced 0.97%
$45.2B
$4.37 Million 0.28% of portfolio
80,714
Q4 2025 Reduced 81.82%
$306B
$3.16 Million 0.2% of portfolio
44,694
Q4 2025 Reduced 0.33%
$0
$2.74 Million 0.18% of portfolio
85,082
Q4 2025 Reduced 1.73%
$132B
$2.88 Million 0.18% of portfolio
14,688
Q3 2025 Reduced 1.35%
$204B
$2.34 Million 0.15% of portfolio
15,824
Q4 2025 Reduced 5.94%
$490B
$2.31 Million 0.15% of portfolio
19,635
Q4 2025 Added 2.08%
$0
$2.33 Million 0.15% of portfolio
42,516
Q4 2025 Added 39.64%
$367B
$2.41 Million 0.15% of portfolio
6,745
Q3 2025 Reduced 6.28%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $1.57 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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