Avity Investment Management Inc. Reduced Holdings in Q3 2025

Avity Investment Management Inc.

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-21.8K
- 20.55%
$232.56 - $304.78 $5.07M - $6.65M
84.3K $20.8M
AMGN
Amgen Inc

Healthcare
-32.8K
- 30.87%
$271.18 - $309.22 $8.89M - $10.1M
73.4K $20.7M
NOW
Service Now, Inc.

Technology
-1K
- 2.05%
$850.86 - $1044.69 $852K - $1.05M
47.9K $44.1M
V
Visa Inc.

Financial Services
-3.74K
- 2.66%
$332.09 - $358.86 $1.24M - $1.34M
137K $46.7M
META
Meta Platforms, Inc.

Communication Services
-3.37K
- 3.7%
$695.21 - $791.73 $2.34M - $2.67M
87.9K $64.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.8K
- 3.86%
$211.65 - $238.24 $2.29M - $2.57M
269K $59M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-22K
- 75.79%
$38.58 - $58.24 $847K - $1.28M
7.02K $274K
TXN
Texas Instruments Inc

Technology
-3.29K
- 1.67%
N/A
194K $37.8M
HON
Honeywell International Inc

Industrials
-201
- 1.35%
$207.7 - $240.4 $41.7K - $48.3K
14.7K $3.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.99K
- 4.39%
$459.11 - $506.91 $915K - $1.01M
43.4K $21.8M
PM
Philip Morris International Inc.

Consumer Defensive
-100
- 2.33%
$157.77 - $183.27 $15.8K - $18.3K
4.19K $679K
MTD
Mettler Toledo International Inc

Healthcare
-75
- 21.13%
$1166.48 - $1324.06 $87.5K - $99.3K
280 $343K
DIS
Walt Disney CO

Communication Services
-100
- 1.58%
$112.25 - $124.0 $11.2K - $12.4K
6.22K $712K
BAC
Bank Of America Corp

Financial Services
-4.44K
- 11.68%
$44.92 - $52.42 $200K - $233K
33.6K $1.73M
CRWD
Crowd Strike Holdings, Inc.

Technology
-100
- 14.29%
$412.46 - $514.1 $41.2K - $51.4K
600 $294K
SPOT
Spotify Technology S.A.

Communication Services
-5
- 0.64%
$620.01 - $738.53 $3.1K - $3.69K
778 $543K
PEP
Pepsico Inc

Consumer Defensive
-1.5K
- 8.19%
$133.81 - $152.16 $201K - $228K
16.8K $2.36M
ABT
Abbott Laboratories

Healthcare
-165
- 1.16%
$120.51 - $136.62 $19.9K - $22.5K
14.1K $1.89M
DOV
Dover Corp

Industrials
-50
- 2.39%
$165.59 - $190.9 $8.28K - $9.55K
2.04K $340K
LLY
Eli Lilly & CO

Healthcare
-25
- 1.87%
$625.65 - $812.69 $15.6K - $20.3K
1.32K $1M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 1.02%
$915.95 - $994.57 $4.58K - $4.97K
486 $449K
WMT
Walmart Inc.

Consumer Defensive
-550
- 12.2%
$94.4 - $104.27 $51.9K - $57.3K
3.96K $407K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-400
- 6.15%
$75.26 - $80.19 $30.1K - $32.1K
6.1K $486K
WFC
Wells Fargo & Company

Financial Services
-370
- 8.76%
$77.05 - $85.16 $28.5K - $31.5K
3.86K $323K
UNP
Union Pacific Corp

Industrials
-295
- 3.08%
$214.91 - $237.16 $63.4K - $70K
9.29K $2.2M
NNI
Nelnet Inc

Financial Services
-204
- 4.07%
$119.62 - $130.27 $24.4K - $26.6K
4.8K $602K
Ge Healthcare Technologies I
-113K
- 91.63%
N/A
10.3K $0
ECL
Ecolab Inc.

Basic Materials
-2.27K
- 1.57%
$259.39 - $285.47 $590K - $649K
142K $38.9M
UBER
Uber Technologies, Inc

Technology
-7.85K
- 4.49%
$86.91 - $99.57 $682K - $782K
167K $16.4M
DELL
Dell Technologies Inc.

Technology
-225
- 4.91%
$120.96 - $141.77 $27.2K - $31.9K
4.36K $618K
TSLA
Tesla, Inc.

Consumer Cyclical
-50
- 7.92%
$293.94 - $444.72 $14.7K - $22.2K
581 $258K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.04%
$339.37 - $366.46 $339 - $366
2.76K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
-452
- 6.28%
$357.4 - $423.42 $162K - $191K
6.75K $2.73M
CAT
Caterpillar Inc

Industrials
-15
- 1.07%
$390.92 - $477.15 $5.86K - $7.16K
1.39K $660K
ABBV
Abb Vie Inc.

Healthcare
-193
- 5.47%
$184.85 - $231.54 $35.7K - $44.7K
3.34K $772K
AVGO
Broadcom Inc.

Technology
-50
- 1.73%
$264.74 - $369.57 $13.2K - $18.5K
2.85K $938K
AES
Aes Corp

Utilities
-2.5K
- 2.78%
$10.77 - $13.94 $26.9K - $34.9K
87.5K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
-30
- 1.03%
$696.56 - $806.32 $20.9K - $24.2K
2.9K $2.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 0.13%
$617.65 - $666.84 $9.88K - $10.7K
12.1K $8.04M
TFC
Truist Financial Corp

Financial Services
-4.58K
- 1.46%
$42.83 - $47.07 $196K - $215K
309K $14.1M
NEE
Nextera Energy Inc

Utilities
-30.9K
- 6.09%
$69.77 - $77.54 $2.15M - $2.39M
476K $35.9M
RJF
Raymond James Financial Inc

Financial Services
-13.1K
- 8.29%
$154.64 - $176.43 $2.02M - $2.31M
145K $25M
MSFT
Microsoft Corp

Technology
-3.14K
- 2.43%
$491.09 - $535.64 $1.54M - $1.68M
126K $65.3M
ORCL
Oracle Corp

Technology
-6.79K
- 12.52%
$218.96 - $328.33 $1.49M - $2.23M
47.4K $13.3M
JPM
Jpmorgan Chase & CO

Financial Services
-2.02K
- 2.01%
$282.78 - $316.06 $571K - $638K
98.2K $31M
GOOGL
Alphabet Inc.

Communication Services
-3.27K
- 5.93%
$174.36 - $254.72 $570K - $832K
51.9K $12.6M
RTX
Raytheon Technologies Corp

Industrials
-12.6K
- 4.42%
$144.19 - $167.33 $1.82M - $2.11M
273K $45.7M
APH
Amphenol Corp

Technology
-96.5K
- 14.88%
$97.39 - $125.4 $9.4M - $12.1M
552K $68.3M
TJX
Tjx Companies Inc

Consumer Cyclical
-18.6K
- 5.6%
$121.35 - $144.54 $2.26M - $2.69M
314K $45.3M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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