AVITY INVESTMENT MANAGEMENT INC. — 13F holdings

AVITY INVESTMENT MANAGEMENT INC. reported 120 holdings worth $1.60B in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. AAPL APPLE INC — $82.6M (5.2%)
2. PANW PALO ALTO NETWORKS INC — $69.0M (4.3%)
3. AMAT APPLIED MATLS INC — $67.6M (4.2%)
4. MSFT MICROSOFT CORP — $66.8M (4.2%)
5. AMZN AMAZON COM INC — $64.8M (4.1%)
6. APH AMPHENOL CORP NEW — $64.3M (4.0%)
7. NVDA NVIDIA CORPORATION — $64.3M (4.0%)
8. JNJ Johnson & Johnson — $61.2M (3.8%)
9. GOOG ALPHABET INC — $59.7M (3.7%)
10. META META PLATFORMS INC — $52.6M (3.3%)