Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q3 2026 13F · SEC CIK 926834

Avity Investment Management Inc.

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.6B
Reported positions
120
Top holdings a year, 3 yrs
+19.9%
Assets under management
$2.0B

Avity Investment Management Inc. is a wealth manager that reported 120 positions worth $1.6B in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Apple Inc (AAPL, 5.2%), Palo Alto Networks Inc (PANW, 4.3%), Applied Matls Inc (AMAT, 4.2%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 20.4% for the S&P 500.

Avity Investment Management Inc. holdings largest 50 of 120 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Avity Investment Management Inc. 13F holdings
Stock% of 13F valueShare changeReported value
AAPLApple Inc5.2%-4.7%$82.6M
PANWPalo Alto Networks Inc4.3%-10.7%$69.0M
AMATApplied Matls Inc4.2%+0.8%$67.6M
MSFTMicrosoft Corp4.2%+3.1%$66.8M
AMZNAmazon Com Inc4.1%-0.5%$64.8M
APHAmphenol Corp4.0%+98.5%$64.3M
NVDANvidia Corporation4.0%-4.4%$64.3M
JNJJohnson & Johnson3.8%-1.4%$61.2M
GOOGAlphabet Inc3.7%-1.9%$59.7M
METAMeta Platforms Inc3.3%-16.6%$52.6M
TXNTexas Instrs Inc3.2%+4.0%$51.5M
VVisa Inc3.0%+0.2%$47.3M
AMDAdvanced Micro Devices Inc2.8%+70.2%$44.7M
TJXTjx Cos Inc New2.7%+8.6%$43.5M
TMOThermo Fisher Scientific Inc2.7%+0.5%$42.9M
MRSHMarsh & Mclennan Cos2.7%+18.4%$42.6M
ETNEaton Corp PLC2.7%-3.6%$42.4M
RTXRtx Corporation2.6%-2.9%$41.3M
CVXChevron Corporation2.4%+0.6%$38.2M
BDXBecton Dickinson & Co2.3%+22.8%$37.5M
NEENextera Energy Inc2.3%-1.8%$37.2M
ODFLOld Dominion Freight Line in2.0%+1.5%$32.1M
JPMJpmorgan Chase & Co2.0%-1.5%$31.3M
ECLEcolab Inc1.9%-7.6%$30.0M
AMGNAmgen Inc1.8%-8.2%$29.5M
CLColgate Palmolive Co1.8%-2.1%$29.4M
NOWServicenow Inc1.8%+33.9%$28.5M
MELIMercadolibre Inc1.5%+11.6%$23.9M
CCitigroup Inc1.2%+16.6%$19.3M
VOOVanguard Index Fds1.1%+2.4%$17.9M
GOOGLAlphabet Inc1.1%+0.5%$17.3M
PGProcter & Gamble Co0.9%+0.6%$15.0M
EFAIshares Tr0.9%-0.4%$14.5M
UBERUber Technologies Inc0.9%+4.2%$13.6M
TFCTruist Finl Corp0.8%-4.9%$12.8M
BJBjs Whsl Club Hldgs Inc Com0.7%+15.9%$11.7M
IBMInternational Business Machs0.7%+1.8%$11.7M
DCIDonaldson Inc0.7%—$10.9M
SPYState Str Spdr S&p 500 ETF T0.5%-2.1%$8.2M
BRK-BBerkshire Hathaway Inc Del0.5%-0.4%$7.4M
CARRCarrier Global Corporation0.4%-32.8%$7.2M
IWFIshares Tr0.4%-4.9%$6.9M
FLRNSpdr Series Trust0.4%+6.1%$6.2M
VIGVanguard Specialized Funds0.4%-1.2%$5.6M
VWOVanguard Intl Equity Index F0.3%+3.0%$4.2M
PMBSPimco ETF Tr0.2%+25.0%$3.9M
KOCoca Cola Co0.2%-0.7%$3.8M
XOMExxonmobil Holdings Corp0.2%—$3.7M
ORCLOracle Corp0.2%-87.7%$3.1M
SCHGSchwab Strategic Tr0.2%—$3.1M

What Avity Investment Management Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+25.3% /yr
S&P 500 +20.1%
3 years
+19.9% /yr
S&P 500 +20.4%
5 years
+9.7% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$1.6B120
Q2 2026$1.6B118
Q1 2026$1.4B114
Q4 2025$1.4B107
Q3 2025$1.4B108
Q2 2025$1.3B108
Q1 2025$1.2B102
Q4 2024$1.3B107
Q3 2024$1.3B110
Q2 2024$1.2B107
Q1 2024$1.2B111
Q4 2023$1.1B109

Questions about Avity Investment Management Inc.'s portfolio

What stocks does Avity Investment Management Inc. own?

Avity Investment Management Inc.'s latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 120 positions worth $1.6B. The largest are Apple Inc (AAPL) at 5.2%, Palo Alto Networks Inc (PANW) at 4.3%, Applied Matls Inc (AMAT) at 4.2%, Microsoft Corp (MSFT) at 4.2% and Amazon Com Inc (AMZN) at 4.1%.

What did Avity Investment Management Inc. buy last quarter?

In Q3 2026, Avity Investment Management Inc. added Amphenol Corp (APH) (+98.5% shares), Advanced Micro Devices Inc (AMD) (+70.2% shares) and Servicenow Inc (NOW) (+33.9% shares), compared with its Q2 2026 filing.

What did Avity Investment Management Inc. sell last quarter?

In Q3 2026, Avity Investment Management Inc. cut from its top 50 Raymond James Finl Inc (RJF), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Goldman Sachs Group Inc (GS), Oracle Corp (ORCL) (-87.7% shares), Carrier Global Corporation (CARR) (-32.8% shares) and Meta Platforms Inc (META) (-16.6% shares), compared with its Q2 2026 filing.

How has Avity Investment Management Inc.'s portfolio performed?

A portfolio copying Avity Investment Management Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.3% against +20.1%. Over 5 years: +9.7% a year against +11.6%.

When is Avity Investment Management Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Avity Investment Management Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Avity Investment Management Inc. manage?

Avity Investment Management Inc. reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.