Avity Investment Management
$1.6B 13F equity value
124 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Avity Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 131,067 | $95M | 6.0% |
| AAPL | APPLE INC | 260,301 | $75M | 4.8% |
| APH | AMPHENOL CORP | 384,295 | $68M | 4.3% |
| PANW | PALO ALTO NETWORKS INC | 194,590 | $66M | 4.2% |
| GOOG | ALPHABET INC | 178,489 | $63M | 4.0% |
| AMZN | AMAZON COM INC | 261,453 | $62M | 4.0% |
| JNJ | JOHNSON & JOHNSON | 234,226 | $59M | 3.8% |
| NVDA | NVIDIA CORPORATION | 294,605 | $59M | 3.8% |
| TXN | TEXAS INSTRS INC | 176,759 | $53M | 3.4% |
| META | META PLATFORMS INC | 86,942 | $49M | 3.1% |
Track Avity Investment Management's 13F portfolio: $1.6B in reported holdings, 124 positions. Top holdings and quarterly changes on SentiSense.
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