account_balance
Investment manager · 13F filer · SEC CIK 926834
Avity Investment Management Inc.
Reported value$1.6Bas of Sep 30, 2026
Positions120 5 new, 3 sold out
Top 10 weight40.9%AAPL alone is 5%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.2%Trimmed −5%
PANWPalo Alto Networks Inc
4.3%Trimmed −11%
AMATApplied Materials Inc
4.2%
MSFTMicrosoft Corp
4.2%Added +3%
AMZNAmazon.com Inc
4.1%
APHAmphenol Corp
4.0%
NVDANVIDIA Corp
4.0%Trimmed −4%
JNJJohnson & Johnson
3.8%
GOOGAlphabet Inc.
3.7%
METAMeta Platforms, Inc.
3.3%Trimmed −17%
TXNTexas Instruments Inc
3.2%Added +4%
VVisa Inc.
3.0%
AAPLApple Inc.
5.2%−5%
PANWPalo Alto Networks Inc
4.3%
AMATApplied Materials Inc
4.2%
MSFTMicrosoft Corp
4.2%+3%
AMZNAmazon.com Inc
4.1%
APHAmphenol Corp
4.0%
NVDANVIDIA Corp
4.0%
JNJJohnson & Johnson
3.8%
GOOGAlphabet Inc.
3.7%
METAMeta Platforms, Inc.
3.3%
TXNTexas Instruments Inc
3.2%
VVisa Inc.
3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.2% Trimmed −5%PANW Palo Alto Networks Inc 4.3% Trimmed −11%AMAT Applied Materials Inc 4.2% HeldMSFT Microsoft Corp 4.2% Added +3%AMZN Amazon.com Inc 4.1% HeldAPH Amphenol Corp 4.0% HeldNVDA NVIDIA Corp 4.0% Trimmed −4%JNJ Johnson & Johnson 3.8% HeldGOOG Alphabet Inc. 3.7% HeldMETA Meta Platforms, Inc. 3.3% Trimmed −17%TXN Texas Instruments Inc 3.2% Added +4%V Visa Inc. 3.0% Held
What changed
Biggest moves since Jun 30, 2026
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