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Christopher Ward

Avity Investment Management Inc.

Assets Managed
$1.568B
Holdings
118
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
14.09%(2Q avg: 5.27%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Avity Investment Management Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Avity Investment Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.568B in assets, with a quarterly growth rate of 14.09% and a 2-quarter average growth rate of 5.27%. The portfolio is managed by Christopher Ward, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMAT
Applied Materials Inc
Recent Activity
Decreased -21.84%
6.05%
$94.761M
131,067 shares@ $723.01 avg price
AAPL
Apple Inc
Recent Activity
Decreased -16.58%
4.81%
$75.321M
260,301 shares@ $289.37 avg price
APH
Amphenol Corp-cl A
Recent Activity
Decreased -2.78%
4.33%
$67.759M
384,295 shares@ $176.32 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Decreased -7.96%
4.24%
$66.359M
194,590 shares@ $341.03 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.2%
4.03%
$63.066M
178,489 shares@ $353.34 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.58%
3.98%
$62.315M
261,453 shares@ $238.35 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.18%
3.8%
$59.486M
234,226 shares@ $253.97 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.43%
3.76%
$58.948M
294,605 shares@ $200.09 avg price
TXN
Texas Instruments Inc
Recent Activity
Decreased -9.18%
3.36%
$52.687M
176,759 shares@ $298.07 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.67%
3.13%
$48.974M
86,942 shares@ $563.3 avg price

1-10 of 118