Avity Investment Management Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $67.3M, Apple Inc. with a value of $65M, Microsoft Corp with a value of $64.2M, Amphenol Corp with a value of $64.1M, and Amazon Com Inc with a value of $61.4M.
Examining the 13F form we can see an increase of $125M in the current position value, from $1.21B to 1.33B.
Below you can find more details about Avity Investment Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.33 Billion
Technology: $472 Million
Financial Services: $191 Million
Consumer Cyclical: $143 Million
Healthcare: $117 Million
Communication Services: $116 Million
Industrials: $99 Million
Consumer Defensive: $48.7 Million
ETFs: $41.4 Million
Other: $106 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions