Avity Investment Management Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm's Chief Compliance Officer, Christopher Ward, as the authorized representative.
The report details a total of 120 equity securities held by the firm. The top position in the portfolio is NVIDIA Corporation, for which Avity holds 281,538 shares. The second-largest holding is Taiwan Semiconductor Manufacturing Company Sponsored ADS, with 525 shares. Other notable positions include Microsoft Corporation with 130,240 shares, Apple Inc. with 248,138 shares, and Amazon.com Inc. with 260,040 shares.
The filing also includes a significant allocation to exchange-traded funds (ETFs). The top ETF holding is the Vanguard Index Funds S&P 500 ETF Shares, with 25,489 shares. Other ETFs listed include the iShares Core S&P 500 ETF, the SPDR Series Trust S&P 500 ETF, and the Schwab Strategic Trust US Large Cap Growth ETF.
The portfolio is diversified across various sectors, including technology, healthcare, finance, and consumer goods. Major holdings in the healthcare sector include Johnson & Johnson, Merck & Co., and Eli Lilly & Co. Financial sector positions include JPMorgan Chase & Co., Visa Inc., and Mastercard Incorporated.
