# EDGAR Filing Document

**Accession Number:** 0000926834
**File Stem:** 0001951757-26-000073
**Filing Date:** 2026-1
**Character Count:** 14183
**Document Hash:** 3c828973a3c9f19a593eb608c341f394
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000073.hdr.sgml**: 20260113

**ACCESSION NUMBER**: 0001951757-26-000073

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260113

**DATE AS OF CHANGE**: 20260113

**EFFECTIVENESS DATE**: 20260113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AVITY INVESTMENT MANAGEMENT INC.
- **CENTRAL INDEX KEY:** 0000926834

**ORGANIZATION NAME:**
- **EIN:** 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:** 26530828

**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:** 12-31-2025

**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:** Christopher Ward<br>**Title:** Chief Compliance Officer<br>**Phone:** 203-629-2800

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

Christopher Ward  Greenwich, CT  01-13-2026<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:** 107

**Form 13F Information Table Value Total:** $1425442648

      (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 |  | 84977806 | 312579 | SH |  | SOLE |  | 306104 | 0 | 6475 |
| ABBVIE INC | COM | 00287Y109 |  | 762243 | 3336 | SH |  | SOLE |  | 3336 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 1852538 | 14786 | SH |  | SOLE |  | 14786 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 21725861 | 80976 | SH |  | SOLE |  | 78430 | 0 | 2546 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 256458 | 997 | SH |  | SOLE |  | 997 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 913716 | 7924 | SH |  | SOLE |  | 7924 | 0 | 0 |
| AES CORP | COM | 00130H105 |  | 1147200 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 49137533 | 191204 | SH |  | SOLE |  | 186135 | 0 | 5069 |
| AMGEN INC | COM | 031162100 |  | 23213153 | 70921 | SH |  | SOLE |  | 68468 | 0 | 2453 |
| AMAZON COM INC | COM | 023135106 |  | 61165516 | 264992 | SH |  | SOLE |  | 258495 | 0 | 6497 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 66381309 | 491204 | SH |  | SOLE |  | 477714 | 0 | 13490 |
| BROADCOM INC | COM | 11135F101 |  | 969080 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 586658 | 2702 | SH |  | SOLE |  | 2395 | 0 | 307 |
| BANK AMERICA CORP | COM | 060505104 |  | 1765500 | 32100 | SH |  | SOLE |  | 32100 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 32868443 | 169364 | SH |  | SOLE |  | 165367 | 0 | 3997 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 20047190 | 39883 | SH |  | SOLE |  | 39541 | 0 | 342 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 20762367 | 217749 | SH |  | SOLE |  | 214094 | 0 | 3655 |
| BLACKSTONE INC | COM | 09260D107 |  | 1808833 | 11735 | SH |  | SOLE |  | 11735 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1040875 | 8920 | SH |  | SOLE |  | 8920 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 4264928 | 80714 | SH |  | SOLE |  | 79599 | 0 | 1115 |
| CATERPILLAR INC | COM | 149123101 |  | 793425 | 1385 | SH |  | SOLE |  | 1385 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 21898180 | 277122 | SH |  | SOLE |  | 273787 | 0 | 3335 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 244052 | 6596 | SH |  | SOLE |  | 6596 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 416510 | 483 | SH |  | SOLE |  | 438 | 0 | 45 |
| COPART INC | COM | 217204106 |  | 736020 | 18800 | SH |  | SOLE |  | 18800 | 0 | 0 |
| CORVUS PHARMACEUTICALS INC | COM | 221015100 |  | 251636 | 32680 | SH |  | SOLE |  | 32080 | 0 | 600 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 281256 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 261531 | 3395 | SH |  | SOLE |  | 3395 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 209268 | 3122 | SH |  | SOLE |  | 3122 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 28876361 | 189465 | SH |  | SOLE |  | 184890 | 0 | 4575 |
| DEERE  CO | COM | 244199105 |  | 221611 | 476 | SH |  | SOLE |  | 476 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 502891 | 3995 | SH |  | SOLE |  | 3795 | 0 | 200 |
| DISNEY WALT CO | COM | 254687106 |  | 708027 | 6223 | SH |  | SOLE |  | 6223 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 398875 | 2043 | SH |  | SOLE |  | 2043 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 36879860 | 140484 | SH |  | SOLE |  | 137189 | 0 | 3295 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 12037457 | 125351 | SH |  | SOLE |  | 122151 | 0 | 3200 |
| EMERSON ELEC CO | COM | 291011104 |  | 875819 | 6599 | SH |  | SOLE |  | 6599 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 21465981 | 67395 | SH |  | SOLE |  | 65537 | 0 | 1858 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R200 |  | 5361248 | 174463 | SH |  | SOLE |  | 169513 | 0 | 4950 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1335310 | 4335 | SH |  | SOLE |  | 4285 | 0 | 50 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 444959 | 5425 | SH |  | SOLE |  | 5425 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 609127 | 932 | SH |  | SOLE |  | 920 | 0 | 12 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 59710873 | 190283 | SH |  | SOLE |  | 184603 | 0 | 5680 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 15656886 | 50022 | SH |  | SOLE |  | 49757 | 0 | 265 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 2539431 | 2889 | SH |  | SOLE |  | 2885 | 0 | 4 |
| WW GRAINGER INC | COM | 384802104 |  | 519661 | 515 | SH |  | SOLE |  | 515 | 0 | 0 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 173500 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 2320979 | 6745 | SH |  | SOLE |  | 6745 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 2865482 | 14688 | SH |  | SOLE |  | 14688 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1227790 | 4145 | SH |  | SOLE |  | 4145 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 310963 | 454 | SH |  | SOLE |  | 454 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 415639 | 1113 | SH |  | SOLE |  | 1113 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 7300179 | 15424 | SH |  | SOLE |  | 14909 | 0 | 515 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 51141450 | 247120 | SH |  | SOLE |  | 241935 | 0 | 5185 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 31559193 | 97943 | SH |  | SOLE |  | 94276 | 0 | 3667 |
| COCA COLA CO | COM | 191216100 |  | 3124558 | 44694 | SH |  | SOLE |  | 44694 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1407831 | 1310 | SH |  | SOLE |  | 1310 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 2294261 | 9513 | SH |  | SOLE |  | 9313 | 0 | 200 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 499520 | 875 | SH |  | SOLE |  | 875 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 667016 | 2150 | SH |  | SOLE |  | 2150 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 582225 | 1905 | SH |  | SOLE |  | 1905 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 389116 | 645 | SH |  | SOLE |  | 645 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 24318161 | 12073 | SH |  | SOLE |  | 11725 | 0 | 348 |
| META PLATFORMS INC | CL A | 30303M102 |  | 57739471 | 87472 | SH |  | SOLE |  | 85233 | 0 | 2239 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 38542522 | 207754 | SH |  | SOLE |  | 202109 | 0 | 5645 |
| MERCK  CO INC | COM | 58933Y105 |  | 1936995 | 18402 | SH |  | SOLE |  | 18277 | 0 | 125 |
| MICROSOFT CORP | COM | 594918104 |  | 60582763 | 125269 | SH |  | SOLE |  | 122427 | 0 | 2842 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 390373 | 280 | SH |  | SOLE |  | 280 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 37848371 | 471455 | SH |  | SOLE |  | 458983 | 0 | 12472 |
| NETFLIX INC | COM | 64110L106 |  | 1557354 | 16610 | SH |  | SOLE |  | 16610 | 0 | 0 |
| NELNET INC | CL A | 64031N108 |  | 638740 | 4804 | SH |  | SOLE |  | 4804 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 36709073 | 239631 | SH |  | SOLE |  | 233790 | 0 | 5841 |
| NORTHERN TR CORP | COM | 665859104 |  | 1365900 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 55560775 | 297913 | SH |  | SOLE |  | 289406 | 0 | 8507 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 29304195 | 186889 | SH |  | SOLE |  | 181940 | 0 | 4949 |
| ORACLE CORP | COM | 68389X105 |  | 9909409 | 50841 | SH |  | SOLE |  | 50434 | 0 | 407 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 34596812 | 187822 | SH |  | SOLE |  | 182752 | 0 | 5070 |
| PEPSICO INC | COM | 713448108 |  | 2271060 | 15824 | SH |  | SOLE |  | 15824 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 19910918 | 138936 | SH |  | SOLE |  | 134206 | 0 | 4730 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 667585 | 4162 | SH |  | SOLE |  | 4162 | 0 | 0 |
| QXO INC | COM NEW | 82846H405 |  | 217109 | 11255 | SH |  | SOLE |  | 10480 | 0 | 775 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 23292295 | 145042 | SH |  | SOLE |  | 140530 | 0 | 4512 |
| RTX CORPORATION | COM | 75513E101 |  | 48663356 | 265340 | SH |  | SOLE |  | 257583 | 0 | 7757 |
| SAP SE | SPON ADR | 803054204 |  | 221048 | 910 | SH |  | SOLE |  | 760 | 0 | 150 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 331752 | 13800 | SH |  | SOLE |  | 13800 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2775380 | 85082 | SH |  | SOLE |  | 85082 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 1777659 | 60036 | SH |  | SOLE |  | 60036 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 229793 | 2300 | SH |  | SOLE |  | 2000 | 0 | 300 |
| SHELL PLC | SPON ADS | 780259305 |  | 293112 | 3989 | SH |  | SOLE |  | 3989 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 451792 | 778 | SH |  | SOLE |  | 768 | 0 | 10 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 7427758 | 10892 | SH |  | SOLE |  | 10422 | 0 | 470 |
| STERIS PLC | SHS USD | G8473T100 |  | 222084 | 876 | SH |  | SOLE |  | 876 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 15132124 | 307501 | SH |  | SOLE |  | 304161 | 0 | 3340 |
| TJX COS INC NEW | COM | 872540109 |  | 46731102 | 304219 | SH |  | SOLE |  | 296047 | 0 | 8172 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 25295310 | 43654 | SH |  | SOLE |  | 42143 | 0 | 1511 |
| TESLA INC | COM | 88160R101 |  | 261287 | 581 | SH |  | SOLE |  | 566 | 0 | 15 |
| TEXAS INSTRS INC | COM | 882508104 |  | 31963624 | 184239 | SH |  | SOLE |  | 179444 | 0 | 4795 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 14196295 | 173740 | SH |  | SOLE |  | 170425 | 0 | 3315 |
| UNION PAC CORP | COM | 907818108 |  | 2148731 | 9289 | SH |  | SOLE |  | 9289 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 47536995 | 135545 | SH |  | SOLE |  | 131846 | 0 | 3699 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 468216 | 5600 | SH |  | SOLE |  | 5600 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 5718016 | 26017 | SH |  | SOLE |  | 25917 | 0 | 100 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 15607678 | 24887 | SH |  | SOLE |  | 24872 | 0 | 15 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2285660 | 42516 | SH |  | SOLE |  | 40131 | 0 | 2385 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 376994 | 4045 | SH |  | SOLE |  | 3845 | 0 | 200 |
| WALMART INC | COM | 931142103 |  | 440961 | 3958 | SH |  | SOLE |  | 3958 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2362876 | 19635 | SH |  | SOLE |  | 19635 | 0 | 0 |

---