AVITY INVESTMENT MANAGEMENT INC.
All 13F Filings
- Location
- Greenwich, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,374,595
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 114 | 1,374,595 | 13F-HR | AVITY INVESTMENT MANAGEMENT INC. |
| Q4 2025 | 1/13/2026 | 107 | 1,425,443 | 13F-HR | AVITY INVESTMENT MANAGEMENT INC. |
| Q3 2025 | 11/19/2025 | 108 | 1,424,475 | 13F-HR | AVITY INVESTMENT MANAGEMENT INC. |
| Q2 2025 | 7/8/2025 | 108 | 1,346,293 | 13F-HR | AVITY INVESTMENT MANAGEMENT INC. |
| Q2 2014 | 7/15/2014 | 67 | 583,731 | 13F-HR/A - RESTATEMENT | GILLESPIE ROBINSON & GRIMM INC |
| Q2 2014 | 7/11/2014 | 57 | 467,006 | 13F-HR | GILLESPIE ROBINSON & GRIMM INC |
| Q1 2014 | 4/22/2014 | 55 | 534,103 | 13F-HR | GILLESPIE ROBINSON & GRIMM INC |
| Q4 2013 | 2/5/2014 | 56 | 523,909 | 13F-HR | GILLESPIE ROBINSON & GRIMM INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.31 M | 95.3% | 0 | 65.99 K | -65.99 K |
| ETFs | 64.4 K | 4.7% | 15.37 K | 0 | 15.37 K |
| Other | 0 | 0.0% | 0 | 222 | -222 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
1,374,595
Holdings
114
QoQ value change ($000)
-50,848
(-3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.