StockDriftsStockDriftsTop 50 Avity Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 6.04% | 131.1K | $94.8M | -21.85%(-36.64K) | $110.45(+383.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.8% | 260.3K | $75.3M | -16.58%(-51.74K) | $31.31(+879.34%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 4.32% | 384.3K | $67.8M | -2.79%(-11.02K) | $12.12(+1308.97%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 4.23% | 194.6K | $66.4M | -7.97%(-16.85K) | $179.84(+110.73%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.02% | 178.5K | $63.1M | -3.20%(-5.91K) | $30.15(+1062.48%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.97% | 261.5K | $62.3M | -0.59%(-1.55K) | $88.93(+209.18%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.79% | 234.2K | $59.5M | -1.19%(-2.82K) | $86.44(+203.85%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.76% | 294.6K | $58.9M | +0.43%(+1.26K) | $127.10(+73.46%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 3.36% | 176.8K | $52.7M | -9.18%(-17.87K) | $150.76(+88.84%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.12% | 86.9K | $49.0M | -0.67%(-590) | $108.48(+450.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.91% | +68.14% | +9.97% | +60.83% |
| Top 20 Holdings Unweighted | +18.84% | +67.85% | +10.08% | +61.66% |
Avity Investment Management INC reports $1.57B in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (6.0%), AAPL (4.8%) and APH (4.3%). The top 20 holdings account for 67.46% of reported assets. Its disclosed equity book has returned +68.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avity Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 926834). View Avity Investment Management INC’s 13F filings on SEC