AVITY INVESTMENT MANAGEMENT INC.: 13F holdings
CIK 9268342026Q2
| Positions | 118 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 118 (+4 vs prior quarter) |
|---|
| Reported value | $1.6bn (+14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 131,067 | $94.8m | 6.0% |
| AAPL APPLE INC | 260,301 | $75.3m | 4.8% |
| APH AMPHENOL CORP | 384,295 | $67.8m | 4.3% |
| PANW PALO ALTO NETWORKS INC | 194,590 | $66.4m | 4.2% |
| GOOG ALPHABET INC | 178,489 | $63.1m | 4.0% |
| AMZN AMAZON COM INC | 261,453 | $62.3m | 4.0% |
| JNJ JOHNSON & JOHNSON | 234,226 | $59.5m | 3.8% |
| NVDA NVIDIA CORPORATION | 294,605 | $58.9m | 3.8% |
| TXN TEXAS INSTRS INC | 176,759 | $52.7m | 3.4% |
| META META PLATFORMS INC | 86,942 | $49.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="926834")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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