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CIK 0000926834 • 6 13F filings • Apr 11, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.0M | 0.2% | 15,198 SH | |
| ABBVIE INC | COM | $750K | 0.1% | 3,579 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $39.0M | 3.2% | 124,930 SH | |
| AES CORP | COM | $1.2M | 0.1% | 100,000 SH | |
| ALPHABET INC | CAP STK CL A | $11.0M | 0.9% | 71,323 SH | |
| ALPHABET INC | CAP STK CL C | $37.7M | 3.0% | 241,480 SH | |
| AMAZON COM INC | COM | $53.7M | 4.3% | 282,387 SH | |
| AMERICAN ELEC PWR CO INC | COM | $554K | 0.0% | 5,074 SH | |
| AMGEN INC | COM | $31.9M | 2.6% | 102,509 SH | |
| AMPHENOL CORP NEW | CL A | $44.7M | 3.6% | 681,352 SH | |
| APPLE INC | COM | $74.6M | 6.0% | 335,827 SH | |
| APPLIED MATLS INC | COM | $30.8M | 2.5% | 212,155 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $305K | 0.0% | 997 SH | |
| BANK AMERICA CORP | COM | $2.4M | 0.2% | 57,225 SH | |
| BECTON DICKINSON & CO | COM | $37.4M | 3.0% | 163,414 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $26.6M | 2.2% | 49,965 SH | |
| BLACKSTONE INC | COM | $1.6M | 0.1% | 11,585 SH | |
| BROADCOM INC | COM | $395K | 0.0% | 2,360 SH | |
| CARRIER GLOBAL CORPORATION | COM | $20.8M | 1.7% | 328,815 SH | |
| CATERPILLAR INC | COM | $470K | 0.0% | 1,425 SH | |
| CHEVRON CORP NEW | COM | $29.5M | 2.4% | 176,181 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $23.4M | 1.9% | 466,399 SH | |
| CISCO SYS INC | COM | $223K | 0.0% | 3,606 SH | |
| COCA COLA CO | COM | $3.3M | 0.3% | 45,666 SH | |
| CONMED CORP | COM | $336K | 0.0% | 5,565 SH | |
| COPART INC | COM | $1.1M | 0.1% | 18,800 SH | |
| CORVUS PHARMACEUTICALS INC | COM | $104K | 0.0% | 32,680 SH | |
| COSTCO WHSL CORP NEW | COM | $469K | 0.0% | 496 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $247K | 0.0% | 700 SH | |
| DEERE & CO | COM | $223K | 0.0% | 476 SH | |
| DELL TECHNOLOGIES INC | CL C | $463K | 0.0% | 5,085 SH | |
| DISNEY WALT CO | COM | $684K | 0.1% | 6,933 SH | |
| DOVER CORP | COM | $368K | 0.0% | 2,093 SH | |
| EATON CORP PLC | SHS | $279K | 0.0% | 1,025 SH | |
| ECOLAB INC | COM | $36.4M | 2.9% | 143,683 SH | |
| ELI LILLY & CO | COM | $1.2M | 0.1% | 1,399 SH | |
| EMERSON ELEC CO | COM | $724K | 0.1% | 6,599 SH | |
| EXXON MOBIL CORP | COM | $2.3M | 0.2% | 19,487 SH | |
| GE AEROSPACE | COM NEW | $868K | 0.1% | 4,335 SH | |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $31.0M | 2.5% | 384,025 SH | |
| GE VERNOVA INC | COM | $286K | 0.0% | 938 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.6M | 0.1% | 2,925 SH | |
| GRAINGER W W INC | COM | $543K | 0.0% | 550 SH | |
| HOME DEPOT INC | COM | $3.1M | 0.2% | 8,352 SH | |
| HONEYWELL INTL INC | COM | $3.2M | 0.3% | 14,939 SH | |
| HUNTINGTON BANCSHARES INC | COM | $150K | 0.0% | 10,000 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $857K | 0.1% | 3,445 SH | |
| ISHARES TR | CORE S&P500 ETF | $492K | 0.0% | 875 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.1M | 0.1% | 13,333 SH | |
| ISHARES TR | RUS 1000 ETF | $1.0M | 0.1% | 3,390 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $5.4M | 0.4% | 14,824 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $250K | 0.0% | 2,695 SH | |
| JOHNSON & JOHNSON | COM | $40.1M | 3.2% | 241,654 SH | |
| JPMORGAN CHASE & CO. | COM | $26.4M | 2.1% | 107,420 SH | |
| LOWES COS INC | COM | $2.2M | 0.2% | 9,513 SH | |
| MARRIOTT INTL INC NEW | CL A | $512K | 0.0% | 2,150 SH | |
| MARSH & MCLENNAN COS INC | COM | $49.1M | 4.0% | 201,241 SH | |
| MASTERCARD INCORPORATED | CL A | $534K | 0.0% | 975 SH | |
| MCDONALDS CORP | COM | $595K | 0.0% | 1,905 SH | |
| MERCK & CO INC | COM | $1.7M | 0.1% | 18,402 SH | |
| META PLATFORMS INC | CL A | $53.9M | 4.4% | 93,500 SH | |
| METTLER TOLEDO INTERNATIONAL | COM | $438K | 0.0% | 371 SH | |
| MICROSOFT CORP | COM | $47.5M | 3.8% | 126,495 SH | |
| NETFLIX INC | COM | $1.5M | 0.1% | 1,658 SH | |
| NEXTERA ENERGY INC | COM | $35.3M | 2.9% | 497,950 SH | |
| NIKE INC | CL B | $1.6M | 0.1% | 25,701 SH | |
| NORTHERN TR CORP | COM | $987K | 0.1% | 10,000 SH | |
| NVIDIA CORPORATION | COM | $32.4M | 2.6% | 298,712 SH | |
| OKTA INC | CL A | $213K | 0.0% | 2,025 SH | |
| OLD DOMINION FREIGHT LINE IN | COM | $3.2M | 0.3% | 19,374 SH | |
| ORACLE CORP | COM | $3.5M | 0.3% | 24,886 SH | |
| PALO ALTO NETWORKS INC | COM | $22.5M | 1.8% | 131,720 SH | |
| PEPSICO INC | COM | $2.9M | 0.2% | 19,669 SH | |
| PFIZER INC | COM | $218K | 0.0% | 8,622 SH | |
| PHILIP MORRIS INTL INC | COM | $681K | 0.1% | 4,292 SH | |
| PROCTER AND GAMBLE CO | COM | $30.2M | 2.4% | 177,325 SH | |
| QUEST DIAGNOSTICS INC | COM | $283K | 0.0% | 1,675 SH | |
| RAYMOND JAMES FINL INC | COM | $20.5M | 1.7% | 147,876 SH | |
| RTX CORPORATION | COM | $40.1M | 3.2% | 302,855 SH | |
| SAP SE | SPON ADR | $287K | 0.0% | 1,070 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $273K | 0.0% | 13,800 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.2M | 0.1% | 49,492 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.1M | 0.1% | 41,390 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $203K | 0.0% | 8,660 SH | |
| SERVICENOW INC | COM | $40.3M | 3.3% | 50,663 SH | |
| SHELL PLC | SPON ADS | $292K | 0.0% | 3,989 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $6.8M | 0.5% | 12,121 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $299K | 0.0% | 560 SH | |
| SPDR SER TR | BLOOMBERG INVT | $3.7M | 0.3% | 121,005 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $452K | 0.0% | 822 SH | |
| TEXAS INSTRS INC | COM | $36.1M | 2.9% | 201,024 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $23.3M | 1.9% | 46,764 SH | |
| TJX COS INC NEW | COM | $41.5M | 3.4% | 341,053 SH | |
| TRUIST FINL CORP | COM | $11.9M | 1.0% | 289,106 SH | |
| UBER TECHNOLOGIES INC | COM | $12.0M | 1.0% | 164,852 SH | |
| UNION PAC CORP | COM | $2.3M | 0.2% | 9,584 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.7M | 0.7% | 16,934 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $667K | 0.1% | 9,500 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.6M | 0.1% | 8,127 SH | |
| VISA INC | COM CL A | $55.4M | 4.5% | 158,176 SH | |
| WALMART INC | COM | $405K | 0.0% | 4,608 SH | |
| WELLS FARGO CO NEW | COM | $343K | 0.0% | 4,775 SH |
| Q3 2025 |
| 13F-HR |
| 0001951757-25-001451 |
| $1.42B |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000933 | $1.57B | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000572 | $1.35B | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000543 | $1.37B | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000291 | $1.24B | View |