AVITY INVESTMENT MANAGEMENT INC. Diversified Active

CIK: 0000926834 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 10, 2013

Total Value ($000): $482,998 (100.0% shares, 0.0% debt)

Holdings (57)

JNJ JOHNSON & JOHNSON 4.4%
Value ($000) $21,247 Shares 245,096 Est. Cost $59.66 Unrealized +6.5%
GOOGLE INC 4.3%
Value ($000) $20,801 Shares 23,748 Est. Cost $880.36 Unrealized
CVS CVS/CAREMARK CORP 4.3%
Value ($000) $20,547 Shares 362,056 Est. Cost $41.44 Unrealized +3.2%
DG DOLLAR GENERAL CORP. 4.1%
Value ($000) $19,800 Shares 350,683 Est. Cost $45.09 Unrealized +6.0%
PEP PEPSICO 4.1%
Value ($000) $19,717 Shares 248,012 Est. Cost $56.00 Unrealized +1.4%
WFC WELLS FARGO COMPANY 4.0%
Value ($000) $19,123 Shares 462,807 Est. Cost $27.36 Unrealized +10.3%
BDX BECTON DICKINSON 4.0%
Value ($000) $19,093 Shares 190,895 Est. Cost $78.11 Unrealized +3.2%
XOM EXXON MOBIL CORPORATION 3.9%
Value ($000) $18,777 Shares 218,232 Est. Cost $53.70 Unrealized +0.9%
AAPL APPLE INC. 3.8%
Value ($000) $18,557 Shares 38,923 Est. Cost $13.16 Unrealized +8.5%
PRAXAIR INC 3.8%
Value ($000) $18,372 Shares 152,830 Est. Cost $115.16 Unrealized
STT STATE STREET CORP 3.7%
Value ($000) $17,919 Shares 272,530 Est. Cost $44.60 Unrealized +10.4%
ORCL ORACLE CORPORATION 3.7%
Value ($000) $17,763 Shares 535,506 Est. Cost $27.58 Unrealized -1.9%
HAL HALLIBURTON CO HLDG 3.6%
Value ($000) $17,444 Shares 362,290 Est. Cost $33.21 Unrealized +12.4%
NKE NIKE INC - CL B 3.6%
Value ($000) $17,348 Shares 238,817 Est. Cost $26.53 Unrealized +5.3%
DCI DONALDSON COMPANY INC. 3.6%
Value ($000) $17,182 Shares 450,603 Est. Cost $29.49 Unrealized +2.3%
ALLERGAN INC. 3.4%
Value ($000) $16,345 Shares 180,713 Est. Cost $84.48 Unrealized
EMC CORP 3.3%
Value ($000) $15,846 Shares 619,940 Est. Cost $23.62 Unrealized
SUNTRUST BANKS 3.2%
Value ($000) $15,500 Shares 478,085 Est. Cost $31.57 Unrealized
V VISA INC 3.2%
Value ($000) $15,486 Shares 81,036 Est. Cost $40.30 Unrealized +5.0%
APACHE CORP 3.1%
Value ($000) $15,180 Shares 178,294 Est. Cost $83.83 Unrealized
ETN EATON CORP PLC 3.0%
Value ($000) $14,677 Shares 213,210 Est. Cost $47.36 Unrealized +5.5%
APH AMPHENOL 2.8%
Value ($000) $13,483 Shares 174,245 Est. Cost $8.52 Unrealized +2.0%
ACN ACCENTURE LTD - CL A 2.6%
Value ($000) $12,628 Shares 171,484 Est. Cost $63.29 Unrealized -5.9%
QCOM QUALCOMM INC 2.4%
Value ($000) $11,604 Shares 172,365 Est. Cost $45.21 Unrealized +3.0%
JPM JP MORGAN CHASE& CO 2.4%
Value ($000) $11,521 Shares 222,881 Est. Cost $36.24 Unrealized +6.3%
LOW LOWE`S COMPANIES 2.3%
Value ($000) $11,285 Shares 237,030 Est. Cost $32.49 Unrealized +12.1%
KO COCA-COLA 2.3%
Value ($000) $11,100 Shares 293,042 Est. Cost $27.85 Unrealized -3.9%
UNP UNION PACIFIC CORPORATION 1.9%
Value ($000) $9,194 Shares 59,189 Est. Cost $60.12 Unrealized 0.0%
MTD METTLER-TOLEDO INTERNATIONAL 0.8%
Value ($000) $3,635 Shares 15,140 Est. Cost $213.68 Unrealized +5.5%
DUNKIN` BRANDS GROUP INC 0.7%
Value ($000) $3,544 Shares 78,311 Est. Cost $42.82 Unrealized
PG PROCTER & GAMBLE 0.5%
Value ($000) $2,329 Shares 30,805 Est. Cost $55.00 Unrealized +2.2%
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,052 Shares 85,897 Est. Cost $23.19 Unrealized
L-3 COMMUNICATIONS HOLDINGS 0.3%
Value ($000) $1,592 Shares 16,850 Est. Cost $85.73 Unrealized
OII OCEANEERING INTL INC 0.3%
Value ($000) $1,240 Shares 15,265 Est. Cost $69.83 Unrealized +15.1%
ANADARKO PETROLEUM 0.2%
Value ($000) $1,181 Shares 12,700 Est. Cost $85.91 Unrealized
IBM INTL BUSINESS MACHS 0.2%
Value ($000) $1,000 Shares 5,401 Est. Cost $118.94 Unrealized -6.2%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $943 Shares 31,071 Est. Cost $17.69 Unrealized +0.4%
PM PHILIP MORRIS INTERNATIONAL 0.2%
Value ($000) $942 Shares 10,875 Est. Cost $49.85 Unrealized -5.0%
CVX CHEVRON CORP 0.1%
Value ($000) $711 Shares 5,850 Est. Cost $71.30 Unrealized +2.5%
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $673 Shares 19,440 Est. Cost $32.96 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $671 Shares 5,912 Est. Cost $110.02 Unrealized +4.9%
MRK MERCK 0.1%
Value ($000) $617 Shares 12,969 Est. Cost $30.02 Unrealized +3.2%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $514 Shares 37,270 Est. Cost $10.03 Unrealized +12.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $455 Shares 7,040 Est. Cost $40.02 Unrealized +9.5%
INTC INTEL CORP. 0.1%
Value ($000) $433 Shares 18,900 Est. Cost $17.18 Unrealized -1.6%
ABBV ABBVIE INC. 0.1%
Value ($000) $389 Shares 8,700 Est. Cost $26.55 Unrealized +2.3%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $368 Shares 5,770 Est. Cost $57.46 Unrealized
ZILLOW INC. 0.1%
Value ($000) $363 Shares 4,300 Est. Cost $56.33 Unrealized
TECO ENERGY INC 0.1%
Value ($000) $342 Shares 20,700 Est. Cost $17.19 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $307 Shares 9,235 Est. Cost $28.78 Unrealized -3.7%
SPH SUBURBAN PROPANE PARTNERS LP 0.1%
Value ($000) $257 Shares 5,500 Est. Cost $46.36 Unrealized
T AT&T INC 0.0%
Value ($000) $233 Shares 6,879 Est. Cost $11.38 Unrealized -3.7%
DUPONT E.I.DE NEMOURS & CO 0.0%
Value ($000) $228 Shares 3,900 Est. Cost $52.53 Unrealized
ROYAL DUTCH SHELL PLC - ADR A 0.0%
Value ($000) $210 Shares 3,200 Est. Cost $63.75 Unrealized
RHHBY ROCHE HOLDINGS LTD SPON ADR 0.0%
Value ($000) $206 Shares 3,050 Est. Cost $67.54 Unrealized
SWISHER HYGIENE INC 0.0%
Value ($000) $21 Shares 35,000 Est. Cost $0.86 Unrealized
DELCATH SYSYTEMS INC. 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.40 Unrealized