AI

AVITY INVESTMENT MANAGEMENT INC.

13F
AVITY INVESTMENT MANAGEMENT INC.
Last update 2024-10-10 110 Stocks (4 new)
Value $1.28 Bil Turnover 6 %
Countries:
Top Holdings: AAPL(6.18%)META(4.39%)AMZN(4.22%)MSFT(4.21%)NOW(3.70%)
Portfolio Report
Summary Stock Picks Current Portfolio
AVITY INVESTMENT MANAGEMENT IN... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
340,499
79336.340
-1.74%
6.180
-0.10%
0.000
+6.90%
+16.50%
3377630.649
Hardware
META 		Meta Platforms Inc
98,572
56426.620
-3.10%
4.390
-0.13%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
AMZN 		Amazon.com Inc
290,971
54216.680
-0.47%
4.220
-0.02%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
MSFT 		Microsoft Corp
125,777
54121.980
-0.76%
4.210
-0.03%
0.000
+4.32%
+10.02%
3059156.044
Software
NOW 		ServiceNow Inc
53,072
47467.070
-3.34%
3.700
-0.12%
0.030
+24.29%
+37.45%
200342.060
Software
TMO 		Thermo Fisher Scientific Inc
75,921
46962.450
+1.60%
3.660
+0.06%
0.020
-6.17%
+5.86%
214502.324
Medical Diagnostics & Research
V 		Visa Inc
166,888
45885.860
-1.46%
3.570
-0.05%
0.010
+14.60%
+13.30%
569477.114
Credit Services
PEP 		PepsiCo Inc
267,844
45546.870
+1.45%
3.550
+0.05%
0.020
-2.82%
+1.13%
230288.358
Beverages - Non-Alcoholic
APH 		Amphenol Corp
689,487
44926.970
-6.05%
3.500
-0.24%
0.060
+19.70%
+41.52%
84043.276
Hardware
MMC 		Marsh & McLennan Companies Inc
199,753
44562.900
-0.47%
3.470
-0.02%
0.040
+2.81%
+18.64%
108807.975
Insurance

AVITY INVESTMENT MANAGEMENT INC.'s Historical Top Holdings Breakdowns

AVITY INVESTMENT MANAGEMENT INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRWD 		CrowdStrike Holdings Inc2024-09-30Reduce
-4.17%
●
217.89 ($284.07) 392.15
$307.58
8.28%
Reduce -99.4%
810
-135,024
NEE 		NextEra Energy Inc2024-09-30Add
+2.64%
●
69.9 ($78.04) 84.97
$78.65
0.78%
Add 379.14%
507,267
401,397
GEHC 		GE HealthCare Technologies Inc2024-09-30Add
+1.23%
●
76.26 ($83.94) 93.85
$88.17
5.04%
Add 90.27%
354,842
168,345
NKE 		Nike Inc2024-09-30Reduce
-0.85%
●
71.09 ($78.43) 89.44
$77.98
-0.57%
Reduce -63.76%
79,518
-139,885
CARR 		Carrier Global Corp2024-09-30Add
+0.74%
●
61.9 ($69.63) 80.88
$73.90
6.13%
Add 95.37%
240,799
117,545
UBER 		Uber Technologies Inc2024-09-30Add
+0.32%
●
58.48 ($70.4) 77.44
$74.15
5.33%
Add 12.89%
475,534
54,314
AMAT 		Applied Materials Inc2024-09-30Reduce
-0.24%
●
174.75 ($205.11) 254.97
$186.48
-9.08%
Reduce -6.08%
194,834
-12,604
APH 		Amphenol Corp2024-09-30Reduce
-0.24%
●
58.39 ($64.83) 70.41
$69.71
7.53%
Reduce -6.05%
689,487
-44,368
ABT 		Abbott Laboratories2024-09-30Reduce
-0.18%
●
100.07 ($109.68) 118.13
$117.73
7.34%
Reduce -54.87%
17,523
-21,301
AMGN 		Amgen Inc2024-09-30Reduce
-0.17%
●
309.38 ($327.11) 337.38
$319.29
-2.39%
Reduce -5.64%
110,631
-6,609

AVITY INVESTMENT MANAGEMENT INC. Total Holding History ($B)

To

AVITY INVESTMENT MANAGEMENT INC.'s Asset Allocation

To

AVITY INVESTMENT MANAGEMENT INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AVITY INVESTMENT MANAGEMENT INC.'s Hypothetical Growth since 2024-09-30

AVITY INVESTMENT MANAGEMENT INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

AVITY INVESTMENT MANAGEMENT INC.'s Holdings Heat Map

Size field:

AVITY INVESTMENT MANAGEMENT INC.'s Holdings Bubble Chart

AVITY INVESTMENT MANAGEMENT INC. News

  • 1

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