StockDriftsStockDriftsTop 50 Avity Investment Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.76% | 312.0K | $79.2M | -0.17%(-536) | $31.31(+807.52%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.22% | 237.0K | $57.9M | -4.08%(-10.08K) | $86.44(+160.92%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.17% | 167.7K | $57.3M | -12.29%(-23.50K) | $110.45(+271.95%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.98% | 263.0K | $54.8M | -0.75%(-1.99K) | $88.93(+207.60%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.85% | 184.4K | $52.9M | -3.09%(-5.89K) | $30.15(+1174.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.72% | 293.3K | $51.2M | -1.53%(-4.57K) | $126.86(+54.90%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.64% | 87.5K | $50.1M | +0.07%(+60) | $108.48(+457.68%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 3.63% | 395.3K | $49.9M | -19.52%(-95.89K) | $12.12(+1027.85%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.5% | 249.5K | $48.1M | -5.98%(-15.88K) | $92.16(+87.58%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 3.48% | 299.8K | $47.9M | -1.45%(-4.42K) | $59.49(+160.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.31% |
| Top 20 Holdings Unweighted | +14.60% | +50.50% |
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