SEC Form 13F

AVITY INVESTMENT MANAGEMENT INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$1,568,262,926
Positions118

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLIED MATLS INCAMATCOM$94,761,488131,067
APPLE INCAAPLCOM$75,320,781260,301
AMPHENOL CORPAPHCL A$67,758,894384,295
PALO ALTO NETWORKS INCPANWCOM$66,359,082194,590
ALPHABET INCGOOGCAP STK CL C$63,065,595178,489
AMAZON COM INCAMZNCOM$62,314,773261,453
JOHNSON & JOHNSONJNJCOM$59,486,335234,226
NVIDIA CORPORATIONNVDACOM$58,947,514294,605
TEXAS INSTRS INCTXNCOM$52,686,555176,759
META PLATFORMS INCMETACL A$48,973,62686,942

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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