AVITY INVESTMENT MANAGEMENT INC. Diversified Active

CIK: 0000926834 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 13, 2016

Total Value ($000): $623,583 (100.0% shares, 0.0% debt)

Holdings (66)

JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $29,121 Shares 240,075 Est. Cost $60.51 Unrealized +43.9%
META FACEBOOK INC. 4.4%
Value ($000) $27,691 Shares 242,306 Est. Cost $83.59 Unrealized +36.9%
CVS CVS HEALTH CORP 4.4%
Value ($000) $27,197 Shares 284,073 Est. Cost $43.22 Unrealized +72.4%
DG DOLLAR GENERAL CORP. 4.2%
Value ($000) $26,215 Shares 278,887 Est. Cost $49.48 Unrealized +53.9%
XOM EXXON MOBIL CORPORATION 3.9%
Value ($000) $24,510 Shares 261,470 Est. Cost $53.16 Unrealized +8.8%
PEP PEPSICO 3.9%
Value ($000) $24,447 Shares 230,767 Est. Cost $56.77 Unrealized +35.8%
BDX BECTON DICKINSON 3.9%
Value ($000) $24,148 Shares 142,390 Est. Cost $78.97 Unrealized +75.2%
ECL ECOLAB INC 3.8%
Value ($000) $23,457 Shares 197,779 Est. Cost $98.72 Unrealized +6.3%
APH AMPHENOL 3.4%
Value ($000) $21,354 Shares 372,480 Est. Cost $10.21 Unrealized +28.6%
ETN EATON CORP PLC 3.4%
Value ($000) $21,000 Shares 351,575 Est. Cost $48.67 Unrealized +2.3%
DUNKIN` BRANDS GROUP INC 3.3%
Value ($000) $20,601 Shares 472,292 Est. Cost $45.68 Unrealized
WFC WELLS FARGO COMPANY 3.3%
Value ($000) $20,572 Shares 434,642 Est. Cost $28.17 Unrealized +32.1%
ORCL ORACLE CORPORATION 3.2%
Value ($000) $20,132 Shares 491,864 Est. Cost $28.50 Unrealized +21.4%
ODFL OLD DOMINION FREIGHT LINE 3.2%
Value ($000) $19,939 Shares 330,610 Est. Cost $22.27 Unrealized -7.7%
ACN ACCENTURE LTD - CL A 3.2%
Value ($000) $19,765 Shares 174,468 Est. Cost $64.67 Unrealized +54.4%
ALLERGAN PLC 3.2%
Value ($000) $19,750 Shares 85,465 Est. Cost $294.13 Unrealized
NKE NIKE INC - CL B 3.1%
Value ($000) $19,564 Shares 354,426 Est. Cost $41.60 Unrealized +21.0%
CVX CHEVRON CORP 3.1%
Value ($000) $19,023 Shares 181,461 Est. Cost $61.43 Unrealized +8.7%
MTD METTLER-TOLEDO INTERNATIONAL 3.0%
Value ($000) $18,496 Shares 50,685 Est. Cost $260.31 Unrealized +40.4%
STT STATE STREET CORP 3.0%
Value ($000) $18,463 Shares 342,414 Est. Cost $45.76 Unrealized -1.4%
V VISA INC 2.9%
Value ($000) $18,244 Shares 245,972 Est. Cost $56.14 Unrealized +30.4%
GOOG ALPHABET INC CLASS C 2.8%
Value ($000) $17,293 Shares 24,986 Est. Cost $30.50 Unrealized +16.9%
SCHW SCHWAB (CHARLES) CORP 2.5%
Value ($000) $15,773 Shares 623,180 Est. Cost $23.72 Unrealized +6.1%
SUNTRUST BANKS 2.5%
Value ($000) $15,454 Shares 376,186 Est. Cost $32.64 Unrealized
VMWARE INC. 2.3%
Value ($000) $14,362 Shares 250,999 Est. Cost $82.80 Unrealized
LOW LOWE`S COMPANIES 2.3%
Value ($000) $14,084 Shares 177,893 Est. Cost $38.96 Unrealized +66.3%
GOOGL ALPHABET INC CLASS A 2.2%
Value ($000) $13,449 Shares 19,117 Est. Cost $31.95 Unrealized +14.0%
UNP UNION PACIFIC CORPORATION 2.0%
Value ($000) $12,262 Shares 140,542 Est. Cost $69.35 Unrealized -1.6%
GWW W.W. GRAINGER, INC. 1.3%
Value ($000) $8,337 Shares 36,686 Est. Cost $204.54 Unrealized -4.1%
AAPL APPLE INC. 1.2%
Value ($000) $7,745 Shares 81,018 Est. Cost $16.50 Unrealized +37.1%
JPM JP MORGAN CHASE& CO 0.9%
Value ($000) $5,552 Shares 89,345 Est. Cost $36.90 Unrealized +31.0%
MDLZ MONDELEZ INTERNATIONAL 0.7%
Value ($000) $4,598 Shares 101,033 Est. Cost $28.39 Unrealized +22.7%
PRU PRUDENTIAL FINANCIAL INC. 0.6%
Value ($000) $3,815 Shares 53,475 Est. Cost $52.61 Unrealized -6.9%
SPY STANDARD & POORS DEP RCPTS UNIT 0.5%
Value ($000) $3,352 Shares 16,001 Est. Cost $199.02 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.4%
Value ($000) $2,787 Shares 27,768 Est. Cost $92.06 Unrealized
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,241 Shares 71,184 Est. Cost $23.72 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $1,882 Shares 22,226 Est. Cost $55.54 Unrealized +14.0%
ANADARKO PETROLEUM 0.3%
Value ($000) $1,761 Shares 33,070 Est. Cost $81.45 Unrealized
CAG CONAGRA FOODS INC 0.2%
Value ($000) $1,455 Shares 30,434 Est. Cost $17.69 Unrealized +43.3%
FLRN SPDR INVESTMENT GRADE FLOATING RATE 0.2%
Value ($000) $1,433 Shares 47,045 Est. Cost $30.57 Unrealized
VZ VERIZON COMMUNICATIONS IN 0.2%
Value ($000) $1,397 Shares 25,014 Est. Cost $27.22 Unrealized +15.6%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $893 Shares 6,171 Est. Cost $117.49 Unrealized +21.7%
IWB ISHARES RUSSELL 1000 INDEX 0.1%
Value ($000) $861 Shares 7,368 Est. Cost $110.10 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $814 Shares 8,005 Est. Cost $51.52 Unrealized +19.2%
MSFT MICROSOFT CORP 0.1%
Value ($000) $729 Shares 14,242 Est. Cost $43.20 Unrealized +6.4%
MRK MERCK 0.1%
Value ($000) $654 Shares 11,350 Est. Cost $32.18 Unrealized +22.7%
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $627 Shares 14,915 Est. Cost $32.96 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $537 Shares 9,613 Est. Cost $59.11 Unrealized
VIG VANGUARD DIVIDEND APPREC. ETF 0.1%
Value ($000) $493 Shares 5,925 Est. Cost $77.97 Unrealized
ABBV ABBVIE INC. 0.1%
Value ($000) $482 Shares 7,786 Est. Cost $29.96 Unrealized +36.7%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $451 Shares 33,951 Est. Cost $10.52 Unrealized +7.8%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $434 Shares 9,700 Est. Cost $42.78 Unrealized
IBM INTL BUSINESS MACHS 0.1%
Value ($000) $406 Shares 2,673 Est. Cost $118.94 Unrealized -20.0%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $377 Shares 5,121 Est. Cost $50.50 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $366 Shares 10,402 Est. Cost $21.05 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $344 Shares 8,763 Est. Cost $30.14 Unrealized +10.7%
T AT&T INC 0.1%
Value ($000) $329 Shares 7,612 Est. Cost $15.11 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $323 Shares 3,146 Est. Cost $102.67 Unrealized
OII OCEANEERING INTL INC 0.0%
Value ($000) $293 Shares 9,825 Est. Cost $57.26 Unrealized -43.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $271 Shares 10,000 Est. Cost $33.00 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $249 Shares 4,400 Est. Cost $55.71 Unrealized
CYPRESS SEMICONDUCTOR 0.0%
Value ($000) $246 Shares 23,273 Est. Cost $9.48 Unrealized
NWL NEWELL BRANDS INC. 0.0%
Value ($000) $237 Shares 4,875 Est. Cost $31.35 Unrealized 0.0%
ROYAL DUTCH SHELL PLC - ADR A 0.0%
Value ($000) $235 Shares 4,250 Est. Cost $51.76 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $211 Shares 3,065 Est. Cost $33.21 Unrealized 0.0%
CHAPEAU INC. 0.0%
Value ($000) $0 Shares 12,500 Est. Cost Unrealized