Avity Investment Management Inc. has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.21 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $60.1M, Amazon Com Inc with a value of $55.4M, Amphenol Corp with a value of $53.6M, Microsoft Corp with a value of $52.1M, and Meta Platforms, Inc. with a value of $51.7M.

Examining the 13F form we can see an increase of $91.9M in the current position value, from $1.12B to 1.21B.

Below you can find more details about Avity Investment Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
Technology: $384 Million
Healthcare: $201 Million
Financial Services: $174 Million
Consumer Cyclical: $134 Million
Communication Services: $108 Million
Consumer Defensive: $55.2 Million
Industrials: $53 Million
Energy: $37.3 Million
Other: $60.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 111
  • Current Value $1.21 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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