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Disclosed positions
AVITY INVESTMENT MANAGEMENT INC.: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- APPLIED MATLS INC
- Ticker
- AMAT
- Class
- COM
- Reported value
- $94,761,488
- Reported amount
- 131,067
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-000933Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLIED MATLS INC | AMAT | COM | $94,761,488 | 131,067 | SH | None |
| APPLE INC | AAPL | COM | $75,320,781 | 260,301 | SH | None |
| AMPHENOL CORP | APH | CL A | $67,758,894 | 384,295 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $66,359,082 | 194,590 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $63,065,595 | 178,489 | SH | None |
| AMAZON COM INC | AMZN | COM | $62,314,773 | 261,453 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $59,486,335 | 234,226 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $58,947,514 | 294,605 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $52,686,555 | 176,759 | SH | None |
| META PLATFORMS INC | META | CL A | $48,973,626 | 86,942 | SH | None |
| MICROSOFT CORP | MSFT | COM | $47,116,660 | 126,311 | SH | None |
| TJX COS INC NEW | TJX | COM | $45,852,405 | 302,656 | SH | None |
| VISA INC | V | COM CL A | $45,082,720 | 131,402 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $43,935,516 | 500,576 | SH | None |
| EATON CORP PLC | ETN | SHS | $43,604,860 | 102,330 | SH | None |
| RTX CORPORATION | RTX | COM | $43,443,996 | 228,978 | SH | None |
| OLD DOMINION FREIGHT LINE IN | ODFL | COM | $39,341,058 | 181,630 | SH | None |
| MARSH & MCLENNAN COS INC | MRSH | COM | $35,110,369 | 210,658 | SH | None |
| ECOLAB INC | ECL | COM | $32,920,836 | 118,161 | SH | None |
| COLGATE PALMOLIVE CO | CL | COM | $32,315,366 | 352,480 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $31,717,538 | 63,263 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $31,441,683 | 96,055 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $30,806,993 | 185,853 | SH | None |
| AMGEN INC | AMGN | COM | $27,588,474 | 76,186 | SH | None |
| ORACLE CORP | ORCL | COM | $26,647,912 | 181,835 | SH | None |
| BECTON DICKINSON & CO | BDX | COM | $25,796,295 | 170,464 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $24,942,533 | 42,937 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $21,027,267 | 12,388 | SH | None |
| CITIGROUP INC | C | COM NEW | $17,866,314 | 127,653 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $17,827,402 | 49,885 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $17,091,267 | 24,885 | SH | None |
| SERVICENOW INC | NOW | COM | $15,795,746 | 159,103 | SH | None |
| RAYMOND JAMES FINL INC | RJF | COM | $15,772,808 | 103,748 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $15,027,081 | 102,476 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $14,699,128 | 52,271 | SH | None |
| TRUIST FINL CORP | TFC | COM | $14,532,345 | 291,697 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $14,529,488 | 139,868 | SH | None |
| CARRIER GLOBAL CORPORATION | CARR | COM | $14,265,401 | 194,484 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $13,771,014 | 190,840 | SH | None |
| BJS WHSL CLUB HLDGS INC | BJ | COM | $9,597,689 | 110,040 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $8,250,794 | 11,049 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $7,485,834 | 14,960 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $7,146,604 | 57,555 | SH | None |
| SPDR SERIES TRUST | FLRN | ST STR RATE ETF | $5,893,522 | 191,038 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $5,772,818 | 24,397 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $4,068,948 | 68,168 | SH | None |
| NETFLIX INC. | NFLX | COM | $3,680,242 | 51,544 | SH | None |
| COCA COLA CO | KO | COM | $3,594,410 | 44,228 | SH | None |
| PIMCO ETF TR | PMBS | MTG BKD SECS ACT | $3,322,286 | 67,280 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $2,904,655 | 2,872 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.