AI
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AVITY INVESTMENT MANAGEMENT INC.13F | |
| AVITY INVESTMENT MANAGEMENT INC. | |
| Last update 2025-07-08 | 108 Stocks (8 new) |
| Value $1.35 Bil | Turnover 8 % |
AVITY INVESTMENT MANAGEMENT IN... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 91,228 | 67,334.6 | -2.43% | 5.000 | -0.11% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
AAPL | Apple Inc | 316,665 | 64,970.2 | -5.71% | 4.830 | -0.34% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 129,159 | 64,245.2 | +2.11% | 4.770 | +0.10% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
APH | Amphenol Corp | 648,779 | 64,066.9 | -4.78% | 4.760 | -0.17% | 0.050 | +59.12% | +49.45% | 125,000.0 | Hardware | |
AMZN | Amazon.com Inc | 279,690 | 61,361.3 | -0.96% | 4.560 | -0.04% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
NOW | ServiceNow Inc | 48,882 | 50,254.6 | -3.52% | 3.730 | -0.11% | 0.020 | +24.77% | -9.12% | 199,570.2 | Software | |
V | Visa Inc | 140,598 | 49,919.3 | -11.11% | 3.710 | -0.50% | 0.010 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
NVDA | NVIDIA Corp | 308,595 | 48,754.9 | +3.31% | 3.620 | +0.12% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MMC | Marsh & McLennan Companies Inc | 201,301 | 44,012.4 | +0.03% | 3.270 | 0% | 0.040 | -3.54% | +0.65% | 104,362.0 | Insurance | |
RTX | RTX Corp | 285,551 | 41,696.2 | -5.71% | 3.100 | -0.19% | 0.020 | +18.14% | +32.25% | 202,397.0 | Aerospace & Defense |
AVITY INVESTMENT MANAGEMENT INC.'s Historical Top Holdings Breakdowns
AVITY INVESTMENT MANAGEMENT INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MELI | MercadoLibre Inc | 2025-06-30 | New Buy New Buy | +2.36% | 1794.73 ($2329.26) 2613.63 | $2,413.57 | 3.62% | New holding | 12,154 | 12,154 | |
CMG | Chipotle Mexican Grill Inc | 2025-06-30 | Reduce Reduce | -1.77% | 45.98 ($50.86) 56.15 | $53.93 | 6.04% | Reduce -93.79% | 28,975 | -437,424 | |
GEHC | GE HealthCare Technologies Inc | 2025-06-30 | Reduce Reduce | -1.70% | 58.75 ($69.79) 80.71 | $75.96 | 8.84% | Reduce -67.96% | 123,045 | -260,980 | |
PG | Procter & Gamble Co | 2025-06-30 | Add Add | +0.97% | 157.66 ($163.33) 172.39 | $155.10 | -5.04% | Add 46.34% | 259,491 | 82,166 | |
ETN | Eaton Corp PLC | 2025-06-30 | Add Add | +0.96% | 246.52 ($307.39) 356.99 | $378.62 | 23.17% | Add 3536.98% | 37,279 | 36,254 | |
PANW | Palo Alto Networks Inc | 2025-06-30 | Add Add | +0.76% | 152.44 ($185.46) 204.64 | $195.78 | 5.56% | Add 37.94% | 181,691 | 49,971 | |
GOOG | Alphabet Inc | 2025-06-30 | Reduce Reduce | -0.55% | 146.58 ($165.11) 180.01 | $185.94 | 12.62% | Reduce -18.11% | 197,749 | -43,731 | |
CARR | Carrier Global Corp | 2025-06-30 | Add Add | +0.53% | 55.55 ($67.78) 75.83 | $76.63 | 13.06% | Add 29.46% | 425,672 | 96,857 | |
V | Visa Inc | 2025-06-30 | Reduce Reduce | -0.50% | 308.27 ($348.58) 373.31 | $349.05 | 0.13% | Reduce -11.11% | 140,598 | -17,578 | |
ORCL | Oracle Corp | 2025-06-30 | Add Add | +0.48% | 122.82 ($161.13) 218.63 | $245.45 | 52.33% | Add 117.78% | 54,196 | 29,310 |
AVITY INVESTMENT MANAGEMENT INC. Total Holding History ($B)
AVITY INVESTMENT MANAGEMENT INC.'s Asset Allocation
AVITY INVESTMENT MANAGEMENT INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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AVITY INVESTMENT MANAGEMENT INC.'s Hypothetical Growth since 2025-06-30
AVITY INVESTMENT MANAGEMENT INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AVITY INVESTMENT MANAGEMENT INC.'s Holdings Heat Map
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AVITY INVESTMENT MANAGEMENT INC.'s Holdings Bubble Chart
AVITY INVESTMENT MANAGEMENT INC. News
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