Avity Investment Management Inc. holds a diversified book of 118 stocks worth $1.6B as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/926834/holdings"
Use Arkolith to show AVITY INVESTMENT MANAGEMENT INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc COM | $94.8M | 131.1K | 6.0% | ▼−22% Reduced · −37K sh | |
| 2 | Apple Inc COM | $75.3M | 260.3K | 4.8% | ▼−17% Reduced · −52K sh | |
| 3 | Amphenol Corp CL A | $67.8M | 384.3K | 4.3% | ▼−2.8% Reduced · −11K sh | |
| 4 | Palo Alto Networks Inc COM | $66.4M | 194.6K | 4.2% | ▼−8.0% Reduced · −17K sh | |
| 5 | Alphabet Inc CAP STK CL C | $63.1M | 178.5K | 4.0% | ▼−3.2% Reduced · −6K sh | |
| 6 | Amazon Com Inc COM | $62.3M | 261.5K | 4.0% | ▼−0.6% Reduced · −2K sh | |
| 7 | Johnson & Johnson COM | $59.5M | 234.2K | 3.8% | ▼−1.2% Reduced · −3K sh | |
| 8 | Nvidia Corporation COM | $58.9M | 294.6K | 3.8% | ▲+0.4% Added · +1K sh | |
| 9 | Texas Instrs Inc COM | $52.7M | 176.8K | 3.4% | ▼−9.2% Reduced · −18K sh | |
| 10 | Meta Platforms Inc CL A | $49.0M | 86.9K | 3.1% | ▼−0.7% Reduced · −590 sh | |
| 11 | Microsoft Corp COM | $47.1M | 126.3K | 3.0% | ▼~0% Reduced · −62 sh | |
| 12 | TJX Cos Inc New COM | $45.9M | 302.7K | 2.9% | ▲+0.9% Added · +3K sh | |
| 13 | Visa Inc COM CL A | $45.1M | 131.4K | 2.9% | ▼−0.2% Reduced · −234 sh | |
| 14 | NextEra Energy Inc COM | $43.9M | 500.6K | 2.8% | ▲+5.7% Added · +27K sh | |
| 15 | Eaton Corp PLC SHS | $43.6M | 102.3K | 2.8% | ▲+33% Added · +25K sh | |
| 16 | RTX Corporation COM | $43.4M | 229.0K | 2.8% | ▼−8.2% Reduced · −20K sh | |
| 17 | Old Dominion Freight Line In COM | $39.3M | 181.6K | 2.5% | ▼−1.8% Reduced · −3K sh | |
| 18 | Marsh & McLennan Cos Inc COM | $35.1M | 210.7K | 2.2% | ▲+2.2% Added · +4K sh | |
| 19 | Ecolab Inc COM | $32.9M | 118.2K | 2.1% | ▼−13% Reduced · −17K sh | |
| 20 | Colgate Palmolive Co COM | $32.3M | 352.5K | 2.1% | ▲+1.6% Added · +6K sh | |
| 21 | Thermo Fisher Scientific Inc COM | $31.7M | 63.3K | 2.0% | ▲+12% Added · +7K sh | |
| 22 | JPMorgan Chase & Co COM | $31.4M | 96.1K | 2.0% | ▼−1.1% Reduced · −1K sh | |
| 23 | Chevron Corporation COM | $30.8M | 185.9K | 2.0% | ▲+0.2% Added · +410 sh | |
| 24 | Amgen Inc COM | $27.6M | 76.2K | 1.8% | ▲+5.3% Added · +4K sh | |
| 25 | Oracle Corp COM | $26.6M | 181.8K | 1.7% | ▲+232% Added · +127K sh | |
| 26 | Becton Dickinson & Co COM | $25.8M | 170.5K | 1.6% | ▼−9.7% Reduced · −18K sh | |
| 27 | Advanced Micro Devices Inc COM | $24.9M | 42.9K | 1.6% | ▲New New position | |
| 28 | Mercadolibre Inc COM | $21.0M | 12.4K | 1.3% | ▲+31% Added · +3K sh | |
| 29 | Citigroup Inc COM NEW | $17.9M | 127.7K | 1.1% | ▲+11% Added · +13K sh | |
| 30 | Alphabet Inc CAP STK CL A | $17.8M | 49.9K | 1.1% | ▲+0.3% Added · +154 sh | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $17.1M | 24.9K | 1.1% | ▼−0.1% Reduced · −23 sh | |
| 32 | Servicenow Inc COM | $15.8M | 159.1K | 1.0% | ▼−9.1% Reduced · −16K sh | |
| 33 | Raymond James Finl Inc COM | $15.8M | 103.7K | 1.0% | ▼−4.1% Reduced · −4K sh | |
| 34 | Procter & Gamble Co COM | $15.0M | 102.5K | 1.0% | ▼−0.3% Reduced · −365 sh | |
| 35 | International Business Machs COM | $14.7M | 52.3K | 0.9% | ▲+11% Added · +5K sh | |
| 36 | Truist Finl Corp COM | $14.5M | 291.7K | 0.9% | ▼−2.4% Reduced · −7K sh | |
| 37 | Ishares TR MSCI EAFE ETF | $14.5M | 139.9K | 0.9% | ▼−1.4% Reduced · −2K sh | |
| 38 | Carrier Global Corporation COM | $14.3M | 194.5K | 0.9% | ▲+34% Added · +49K sh | |
| 39 | Uber Technologies Inc COM | $13.8M | 190.8K | 0.9% | ▲+3.1% Added · +6K sh | |
| 40 | BJS WHSL Club Hldgs Inc COM | $9.6M | 110.0K | 0.6% | ▲+34% Added · +28K sh | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $8.3M | 11.0K | 0.5% | ▲+1.7% Added · +189 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $7.5M | 15.0K | 0.5% | ▼−18% Reduced · −3K sh | |
| 43 | Ishares TR RUS 1000 GRW ETF | $7.1M | 57.6K | 0.5% | ▲+281% Added · +42K sh | |
| 44 | SPDR Series Trust ST STR RATE ETF | $5.9M | 191.0K | 0.4% | ▲+1.9% Added · +3K sh | |
| 45 | Vanguard Specialized Funds DIV APP ETF | $5.8M | 24.4K | 0.4% | ▼−0.2% Reduced · −40 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.1M | 68.2K | 0.3% | ▲+7.7% Added · +5K sh | |
| 47 | Netflix Inc. COM | $3.7M | 51.5K | 0.2% | ▲+212% Added · +35K sh | |
| 48 | Coca Cola Co COM | $3.6M | 44.2K | 0.2% | ▼−0.8% Reduced · −366 sh | |
| 49 | Pimco ETF TR MTG BKD SECS ACT | $3.3M | 67.3K | 0.2% | ▲+101% Added · +34K sh | |
| 50 | Goldman Sachs Group Inc COM | $2.9M | 2.9K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 118 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 114 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 107 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 19, 2025 | 108 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 108 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 102 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 107 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 110 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.