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Avity Investment Management Inc. Q2 2023 vs. Q3 2023: An Analysis of 13F Holdings Changes

Ava Hoppe | 19 October, 2023


Avity Investment Management Inc. recently filed their 13F form for Q2 2023 and Q3 2023, which provides a snapshot of their investment holdings during those quarters. In this article, we will analyze the changes in Avity's holdings, looking at the stocks that they bought and sold, as well as the overall changes in their portfolio. This analysis aims to provide insights into Avity's investment strategy and the market trends that influenced their decision-making.

Avity Investment Management Inc.'s Q2 2023 vs. Q3 2023 Holdings Changes:

Avity Investment Management Inc. made several notable changes in their investment portfolio between Q2 2023 and Q3 2023. Let's dive into some of the key findings:

1. Decreased Holdings:

Avity reduced their holdings in several companies, including Apple Inc. (AAPL), Becton Dickinson & Co (BDX), Visa Inc. (V), and Johnson & Johnson (JNJ). The decrease in holdings ranged from -1.7% to -13.4%.

2. Increased Holdings:

On the other hand, Avity increased their holdings in some companies during this period. CrowdStrike Holdings (CRWD) saw the most significant increase, with a staggering 40.1% growth in Avity's holdings. Other companies that experienced an increase in Avity's holdings include Applied Materials Inc. (AMAT), Nike Inc. (NKE), and Amgen Inc. (AMGN).

3. New Holdings:

Avity also added new stocks to their portfolio during this period. Meta Platforms Inc. (META) and Carrier Global Corp (CARR) are notable examples of companies that Avity started investing in during Q3 2023.

4. Significant Sell-Offs:

Avity completely sold off their holdings in Thermo Fisher Scientific (TMO) and Vanguard S&P 500 ETF (VOO). These sell-offs indicate a shift in Avity's investment strategy or a reevaluation of these companies' potential growth.

5. Diverse Holdings:

Avity Investment Management Inc. maintains a diverse portfolio, spread across various sectors and industries. Companies such as Marsh & McLennan Cos (MMC), Microsoft Corp (MSFT), and Alphabet Inc. CL C (GOOG) continue to be part of Avity's holdings, highlighting their faith in a mix of tech, finance, and other sectors.

Implications and Interpretation:

Avity Investment Management Inc.'s Q2 2023 vs. Q3 2023 13F holdings comparison provides valuable insights into their investment strategy and the ever-evolving market trends they consider. By reducing holdings in certain companies and adding new stocks to their portfolio, Avity demonstrates their active approach to managing their investments. While the sell-offs indicate a change in Avity's perception of certain companies, it is essential to remember that investment decisions are influenced by numerous factors, including market conditions and individual company performance.


The Q2 2023 vs. Q3 2023 13F holdings comparison of Avity Investment Management Inc. reveals some interesting changes in their investment portfolio. Avity's decision to decrease holdings in some companies and increase in others reflects their agility in responding to market fluctuations and their dedication to continuously optimize their investment strategy. As an investor, it is crucial to keep an eye on such changes, as they offer valuable insights into the market and the decisions made by seasoned investment management firms like Avity Investment Management Inc.

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