# EDGAR Filing Document

**Accession Number:** 0000926834
**File Stem:** 0000926834-23-000001
**Filing Date:** 2023-1
**Character Count:** 11513
**Document Hash:** 03a390d6d3084e552b18cd25798b3839
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000926834-23-000001.hdr.sgml**: 20230112

**ACCESSION NUMBER**: 0000926834-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230112

**DATE AS OF CHANGE**: 20230112

**EFFECTIVENESS DATE**: 20230112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AVITY INVESTMENT MANAGEMENT INC.
- **CENTRAL INDEX KEY:** 0000926834
- **IRS NUMBER:** 132651907
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-03587
- **FILM NUMBER:** 23525485

**BUSINESS ADDRESS:**
- **STREET 1:** 80 FIELD POINT ROAD
- **CITY:** GREENWICH
- **STATE:** CT
- **ZIP:** 06830
- **BUSINESS PHONE:** 203-629-2800

**MAIL ADDRESS:**
- **STREET 1:** 80 FIELD POINT ROAD
- **CITY:** GREENWICH
- **STATE:** CT
- **ZIP:** 06830

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GILLESPIE ROBINSON & GRIMM INC
- **DATE OF NAME CHANGE:** 19990324

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** AVITY INVESTMENT MANAGEMENT INC.<br>**Address:** 80 FIELD POINT ROAD<br>GREENWICH, CT 06830

**Form 13F File Number:** 028-03587

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** ANNIE BEGUIRISTAIN<br>**Title:** HEAD TRADER<br>**Phone:** 203-629-2806

**Signature, Place, and Date of Signing:**

ANNIE BEGUIRISTAIN  GREENWICH, CT  01-12-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $978580

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 49247 | 379025 | SH |  | SOLE | 0 | 371269 | 0 | 7756 |
| ABBVIE INC | COM | 00287Y109 |  | 796 | 4926 | SH |  | SOLE | 0 | 4926 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 31861 | 290204 | SH |  | SOLE | 0 | 284992 | 0 | 5212 |
| ACCENTURE PLC | COM | G1151C101 |  | 28882 | 108237 | SH |  | SOLE | 0 | 105418 | 0 | 2819 |
| AUTOMATIC DATA PROCESSING | COM | 053015103 |  | 312 | 1306 | SH |  | SOLE | 0 | 1306 | 0 | 0 |
| ALLSTATE CORPORATION | COM | 020002101 |  | 241 | 1779 | SH |  | SOLE | 0 | 1779 | 0 | 0 |
| APPLIED MATERIALS INC | COM | 038222105 |  | 13516 | 138792 | SH |  | SOLE | 0 | 135857 | 0 | 2935 |
| AMGEN INC | COM | 031162100 |  | 30775 | 117174 | SH |  | SOLE | 0 | 115049 | 0 | 2125 |
| AMAZON.COM INC | COM | 023135106 |  | 26376 | 313997 | SH |  | SOLE | 0 | 307187 | 0 | 6810 |
| AMPHENOL CORP | COM | 032095101 |  | 40024 | 525664 | SH |  | SOLE | 0 | 513851 | 0 | 11813 |
| BANK OF AMERICA CORP | COM | 060505104 |  | 4717 | 142436 | SH |  | SOLE | 0 | 142436 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 39580 | 155643 | SH |  | SOLE | 0 | 152527 | 0 | 3116 |
| BRISTOL-MYERS SQUIBB | COM | 110122108 |  | 5215 | 72487 | SH |  | SOLE | 0 | 71762 | 0 | 725 |
| BERKSHIRE HATHAWAY CL B | COM | 084670702 |  | 12684 | 41061 | SH |  | SOLE | 0 | 40786 | 0 | 275 |
| CARRIER GLOBAL CORP | COM | 14448C104 |  | 304 | 7369 | SH |  | SOLE | 0 | 7369 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 411 | 1715 | SH |  | SOLE | 0 | 1715 | 0 | 0 |
| CROWDSTRIKE HOL | COM | 22788C105 |  | 4358 | 41391 | SH |  | SOLE | 0 | 39596 | 0 | 1795 |
| CISCO SYSTEMS | COM | 17275R102 |  | 306 | 6432 | SH |  | SOLE | 0 | 6432 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 37272 | 399958 | SH |  | SOLE | 0 | 393325 | 0 | 6633 |
| CHEVRON CORP | COM | 166764100 |  | 37913 | 211226 | SH |  | SOLE | 0 | 206573 | 0 | 4653 |
| DEERE  CO | COM | 244199105 |  | 487 | 1136 | SH |  | SOLE | 0 | 1136 | 0 | 0 |
| DOLLAR GENERAL CORP. | COM | 256677105 |  | 37031 | 150381 | SH |  | SOLE | 0 | 147022 | 0 | 3359 |
| WALT DISNEY CO | COM | 254687106 |  | 523 | 6017 | SH |  | SOLE | 0 | 6017 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 25717 | 176678 | SH |  | SOLE | 0 | 173803 | 0 | 2875 |
| ISHARES MSCI EAFE INDEX FUND | COM | 464287465 |  | 805 | 12265 | SH |  | SOLE | 0 | 11700 | 0 | 565 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 268 | 522 | SH |  | SOLE | 0 | 522 | 0 | 0 |
| SPDR INVESTMENT GRADE FLOATING RATE | COM | 78468R200 |  | 922 | 30347 | SH |  | SOLE | 0 | 29947 | 0 | 400 |
| FORTIVE CORP | COM | 34959J108 |  | 15229 | 237033 | SH |  | SOLE | 0 | 229708 | 0 | 7325 |
| GENERAL ELECTRIC CO | COM | 369604301 |  | 217 | 2591 | SH |  | SOLE | 0 | 2541 | 0 | 50 |
| ALPHABET INC CL C | COM | 02079K107 |  | 26469 | 298309 | SH |  | SOLE | 0 | 290489 | 0 | 7820 |
| ALPHABET INC CL A | COM | 02079K305 |  | 10923 | 123807 | SH |  | SOLE | 0 | 121972 | 0 | 1835 |
| W.W. GRAINGER INC. | COM | 384802104 |  | 501 | 900 | SH |  | SOLE | 0 | 900 | 0 | 0 |
| HUNINGTON BANCSHARES | COM | 446150104 |  | 141 | 10000 | SH |  | SOLE | 0 | 10000 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 17122 | 54206 | SH |  | SOLE | 0 | 52198 | 0 | 2008 |
| HARTFORD FINANCIAL SERVICES | COM | 416515104 |  | 231 | 3050 | SH |  | SOLE | 0 | 2650 | 0 | 400 |
| HONEYWELL INTL INC | COM | 438516106 |  | 445 | 2078 | SH |  | SOLE | 0 | 2078 | 0 | 0 |
| INTL BUSINESS MACHS | COM | 459200101 |  | 372 | 2643 | SH |  | SOLE | 0 | 2643 | 0 | 0 |
| ISHARES CORE S 500 ETF | COM | 464287200 |  | 315 | 820 | SH |  | SOLE | 0 | 820 | 0 | 0 |
| ISHARES RUSSELL 1000 INDEX | COM | 464287622 |  | 977 | 4640 | SH |  | SOLE | 0 | 4640 | 0 | 0 |
| ISHARES RUSSELL 1000 GROWTH | COM | 464287614 |  | 3907 | 18235 | SH |  | SOLE | 0 | 17420 | 0 | 815 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 44967 | 254553 | SH |  | SOLE | 0 | 249673 | 0 | 4880 |
| JP MORGAN CHASE CO | COM | 46625H100 |  | 14958 | 111544 | SH |  | SOLE | 0 | 107394 | 0 | 4150 |
| COCA-COLA | COM | 191216100 |  | 3096 | 48664 | SH |  | SOLE | 0 | 48664 | 0 | 0 |
| LILLY ELI | COM | 532457108 |  | 376 | 1028 | SH |  | SOLE | 0 | 1028 | 0 | 0 |
| LOWE`S COMPANIES | COM | 548661107 |  | 1811 | 9090 | SH |  | SOLE | 0 | 8715 | 0 | 375 |
| MARRIOT INTL INC | COM | 571903202 |  | 2783 | 18691 | SH |  | SOLE | 0 | 18691 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 572 | 2171 | SH |  | SOLE | 0 | 2171 | 0 | 0 |
| MIDCAP SPDR TRUST SERIES 1 | COM | 78467Y107 |  | 242 | 547 | SH |  | SOLE | 0 | 547 | 0 | 0 |
| META PLATFORMS INC. | COM | 30303M102 |  | 20001 | 166205 | SH |  | SOLE | 0 | 162800 | 0 | 3405 |
| MARSH  MCLENNAN COS | COM | 571748102 |  | 38882 | 234966 | SH |  | SOLE | 0 | 229776 | 0 | 5190 |
| MERCK  CO INC | COM | 58933Y105 |  | 1775 | 16000 | SH |  | SOLE | 0 | 15875 | 0 | 125 |
| MICROSOFT CORP | COM | 594918104 |  | 27518 | 114744 | SH |  | SOLE | 0 | 112292 | 0 | 2452 |
| METTLER-TOLEDO INTL INC | COM | 592688105 |  | 9521 | 6587 | SH |  | SOLE | 0 | 6307 | 0 | 280 |
| NIKE INC | COM | 654106103 |  | 23174 | 198052 | SH |  | SOLE | 0 | 192402 | 0 | 5650 |
| SERVICENOW | COM | 81762P102 |  | 13269 | 34175 | SH |  | SOLE | 0 | 33437 | 0 | 738 |
| OLD DOMINION FREIGHT LINE INC | COM | 679580100 |  | 3101 | 10929 | SH |  | SOLE | 0 | 10517 | 0 | 412 |
| ORACLE CORP | COM | 68389X105 |  | 4615 | 56460 | SH |  | SOLE | 0 | 56410 | 0 | 50 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 261 | 3332 | SH |  | SOLE | 0 | 3332 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 42362 | 234483 | SH |  | SOLE | 0 | 230153 | 0 | 4330 |
| PFIZER INC | COM | 717081103 |  | 570 | 11128 | SH |  | SOLE | 0 | 11128 | 0 | 0 |
| PROCTER  GAMBLE | COM | 742718109 |  | 1593 | 10508 | SH |  | SOLE | 0 | 10108 | 0 | 400 |
| PHILIP MORRIS INTERNATIONAL | COM | 718172109 |  | 538 | 5320 | SH |  | SOLE | 0 | 5320 | 0 | 0 |
| PAYPAL HOLDINGS | COM | 70450Y103 |  | 18084 | 253912 | SH |  | SOLE | 0 | 249173 | 0 | 4739 |
| QUALCOMM INC | COM | 747525103 |  | 274 | 2492 | SH |  | SOLE | 0 | 2492 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 38774 | 384206 | SH |  | SOLE | 0 | 376695 | 0 | 7511 |
| SCHWAB US SMALL CAP ETF | COM | 808524607 |  | 599 | 14790 | SH |  | SOLE | 0 | 14790 | 0 | 0 |
| SCHWAB INTL EQUITY ETF | COM | 808524805 |  | 222 | 6900 | SH |  | SOLE | 0 | 6900 | 0 | 0 |
| SCHWAB US MID CAP ETF | COM | 808524508 |  | 423 | 6445 | SH |  | SOLE | 0 | 6445 | 0 | 0 |
| SCHWAB US LARGE CAP VALUE ETF | COM | 808524409 |  | 1058 | 16020 | SH |  | SOLE | 0 | 16020 | 0 | 0 |
| SCHLUMBERGER | COM | 806857108 |  | 742 | 13882 | SH |  | SOLE | 0 | 12682 | 0 | 1200 |
| SPOTIFY TECHNOL | COM | L8681T102 |  | 288 | 3645 | SH |  | SOLE | 0 | 3390 | 0 | 255 |
| SPDR S 500 ETF | COM | 78462F103 |  | 6036 | 15782 | SH |  | SOLE | 0 | 15237 | 0 | 545 |
| TRUIST FINANCIAL CORP | COM | 89832Q109 |  | 29095 | 676149 | SH |  | SOLE | 0 | 659985 | 0 | 16164 |
| TARGET CORP | COM | 87612E106 |  | 307 | 2063 | SH |  | SOLE | 0 | 1733 | 0 | 330 |
| TJX COMPANIES INC | COM | 872540109 |  | 34079 | 428125 | SH |  | SOLE | 0 | 419443 | 0 | 8682 |
| TEXAS INSTRUMENTS INC | COM | 882508104 |  | 25025 | 151463 | SH |  | SOLE | 0 | 147976 | 0 | 3487 |
| VISA INC | COM | 92826C839 |  | 40166 | 193331 | SH |  | SOLE | 0 | 189041 | 0 | 4290 |
| VANGUARD DIVIDEND APPREC. ETF | COM | 921908844 |  | 911 | 6000 | SH |  | SOLE | 0 | 6000 | 0 | 0 |
| VMWARE INC | COM | 928563402 |  | 14643 | 119281 | SH |  | SOLE | 0 | 116781 | 0 | 2500 |
| VANGUARD S 500 ETF | COM | 922908363 |  | 1516 | 4315 | SH |  | SOLE | 0 | 4315 | 0 | 0 |
| VERIZON COMMUNICATIONS IN | COM | 92343V104 |  | 203 | 5148 | SH |  | SOLE | 0 | 5148 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2756 | 24989 | SH |  | SOLE | 0 | 24989 | 0 | 0 |

---