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Manager record

Avity Investment Management Inc.

Greenwich, CT · CIK 926834 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.60BReported 13F valueQ3 2026 · as filed
120Holdings listed
+1.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.3B$1.3BQ2 2025108 holdingsQ3 2025: $1.4B$1.4BQ3 2025108 holdingsQ4 2025: $1.4B$1.4BQ4 2025107 holdingsQ1 2026: $1.4B$1.4BQ1 2026114 holdingsQ2 2026: $1.6B$1.6BQ2 2026118 holdingsQ3 2026: $1.6B$1.6BQ3 2026120 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$1.60B · 120 holdings listed · View original SEC filing ↗

Jul 09 2026 13F-HR · period Q2 2026

$1.57B · 118 holdings listed · View original SEC filing ↗

Apr 08 2026 13F-HR · period Q1 2026

$1.37B · 114 holdings listed · View original SEC filing ↗

Jan 13 2026 13F-HR · period Q4 2025

$1.43B · 107 holdings listed · View original SEC filing ↗

Nov 19 2025 13F-HR · period Q3 2025

$1.42B · 108 holdings listed · View original SEC filing ↗

Jul 08 2025 13F-HR · period Q2 2025

$1.35B · 108 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology