# EDGAR Filing Document

**Accession Number:** 0000926834
**File Stem:** 0001951757-25-000572
**Filing Date:** 2025-7
**Character Count:** 14247
**Document Hash:** 8d4b8ec60ae51d29940523830bea253b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000572.hdr.sgml**: 20250708

**ACCESSION NUMBER**: 0001951757-25-000572

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250708

**DATE AS OF CHANGE**: 20250708

**EFFECTIVENESS DATE**: 20250708

**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:** 251110995

**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:** 06-30-2025

**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  07-08-2025<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:** 108

**Form 13F Information Table Value Total:** $1346292665

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 1938279 | 14251 | SH |  | SOLE |  | 14251 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 655053 | 3529 | SH |  | SOLE |  | 3529 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 31710735 | 106095 | SH |  | SOLE |  | 103384 | 0 | 2711 |
| AES CORP | COM | 00130H105 |  | 946800 | 90000 | SH |  | SOLE |  | 90000 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 35078733 | 197749 | SH |  | SOLE |  | 192124 | 0 | 5625 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9715736 | 55131 | SH |  | SOLE |  | 54866 | 0 | 265 |
| AMAZON COM INC | COM | 023135106 |  | 61361249 | 279690 | SH |  | SOLE |  | 273292 | 0 | 6398 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 531666 | 5124 | SH |  | SOLE |  | 5124 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 29635091 | 106139 | SH |  | SOLE |  | 103493 | 0 | 2646 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 64066926 | 648779 | SH |  | SOLE |  | 631704 | 0 | 17075 |
| APPLE INC | COM | 037833100 |  | 64970218 | 316665 | SH |  | SOLE |  | 310487 | 0 | 6178 |
| APPLIED MATLS INC | COM | 038222105 |  | 40428275 | 220835 | SH |  | SOLE |  | 215673 | 0 | 5162 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 307475 | 997 | SH |  | SOLE |  | 997 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1800242 | 38044 | SH |  | SOLE |  | 38044 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 26021955 | 151071 | SH |  | SOLE |  | 147774 | 0 | 3297 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 22052501 | 45397 | SH |  | SOLE |  | 45019 | 0 | 378 |
| BLACKSTONE INC | COM | 09260D107 |  | 1732884 | 11585 | SH |  | SOLE |  | 11585 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 798007 | 2895 | SH |  | SOLE |  | 2895 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 31154934 | 425672 | SH |  | SOLE |  | 415882 | 0 | 9790 |
| CATERPILLAR INC | COM | 149123101 |  | 543494 | 1400 | SH |  | SOLE |  | 1400 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 27427185 | 191544 | SH |  | SOLE |  | 187279 | 0 | 4265 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 1626946 | 28975 | SH |  | SOLE |  | 26975 | 0 | 2000 |
| CISCO SYS INC | COM | 17275R102 |  | 235558 | 3395 | SH |  | SOLE |  | 3395 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 3182760 | 44986 | SH |  | SOLE |  | 44986 | 0 | 0 |
| CONMED CORP | COM | 207410101 |  | 232537 | 4465 | SH |  | SOLE |  | 4065 | 0 | 400 |
| COPART INC | COM | 217204106 |  | 922516 | 18800 | SH |  | SOLE |  | 18800 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 232683 | 3122 | SH |  | SOLE |  | 3122 | 0 | 0 |
| CORVUS PHARMACEUTICALS INC | COM | 221015100 |  | 130720 | 32680 | SH |  | SOLE |  | 32080 | 0 | 600 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 486061 | 491 | SH |  | SOLE |  | 446 | 0 | 45 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 356517 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 242041 | 476 | SH |  | SOLE |  | 476 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 562121 | 4585 | SH |  | SOLE |  | 4385 | 0 | 200 |
| DISNEY WALT CO | COM | 254687106 |  | 784155 | 6323 | SH |  | SOLE |  | 6323 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 383500 | 2093 | SH |  | SOLE |  | 2093 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 258412 | 6025 | SH |  | SOLE |  | 5225 | 0 | 800 |
| EATON CORP PLC | SHS | G29183103 |  | 13308230 | 37279 | SH |  | SOLE |  | 36754 | 0 | 525 |
| ECOLAB INC | COM | 278865100 |  | 38895820 | 144358 | SH |  | SOLE |  | 141356 | 0 | 3002 |
| ELI LILLY  CO | COM | 532457108 |  | 1044570 | 1340 | SH |  | SOLE |  | 1340 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 879845 | 6599 | SH |  | SOLE |  | 6599 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2073533 | 19235 | SH |  | SOLE |  | 19235 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1115786 | 4335 | SH |  | SOLE |  | 4285 | 0 | 50 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 9113943 | 123045 | SH |  | SOLE |  | 121710 | 0 | 1335 |
| GE VERNOVA INC | COM | 36828A101 |  | 493168 | 932 | SH |  | SOLE |  | 920 | 0 | 12 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 2070169 | 2925 | SH |  | SOLE |  | 2920 | 0 | 5 |
| GRAINGER W W INC | COM | 384802104 |  | 546126 | 525 | SH |  | SOLE |  | 525 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 2638734 | 7197 | SH |  | SOLE |  | 7197 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 3467350 | 14889 | SH |  | SOLE |  | 14889 | 0 | 0 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 167600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1074473 | 3645 | SH |  | SOLE |  | 3645 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 6220739 | 69591 | SH |  | SOLE |  | 68456 | 0 | 1135 |
| ISHARES TR | CORE S ETF | 464287200 |  | 545771 | 879 | SH |  | SOLE |  | 879 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 296720 | 2695 | SH |  | SOLE |  | 2695 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 938571 | 2764 | SH |  | SOLE |  | 2764 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 6182309 | 14561 | SH |  | SOLE |  | 13916 | 0 | 645 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 38853923 | 254363 | SH |  | SOLE |  | 249273 | 0 | 5090 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 29051881 | 100210 | SH |  | SOLE |  | 96718 | 0 | 3492 |
| LOWES COS INC | COM | 548661107 |  | 2110747 | 9513 | SH |  | SOLE |  | 9313 | 0 | 200 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 587402 | 2150 | SH |  | SOLE |  | 2150 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 44012451 | 201301 | SH |  | SOLE |  | 196406 | 0 | 4895 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 491698 | 875 | SH |  | SOLE |  | 875 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 556584 | 1905 | SH |  | SOLE |  | 1905 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 31766059 | 12154 | SH |  | SOLE |  | 11856 | 0 | 298 |
| MERCK  CO INC | COM | 58933Y105 |  | 1456702 | 18402 | SH |  | SOLE |  | 18277 | 0 | 125 |
| META PLATFORMS INC | CL A | 30303M102 |  | 67334563 | 91228 | SH |  | SOLE |  | 89023 | 0 | 2205 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 417026 | 355 | SH |  | SOLE |  | 355 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 64245153 | 129159 | SH |  | SOLE |  | 126523 | 0 | 2636 |
| NELNET INC | CL A | 64031N108 |  | 606569 | 5008 | SH |  | SOLE |  | 5008 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 2222956 | 1660 | SH |  | SOLE |  | 1660 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 35162240 | 506515 | SH |  | SOLE |  | 493818 | 0 | 12697 |
| NORTHERN TR CORP | COM | 665859104 |  | 1267900 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 48754924 | 308595 | SH |  | SOLE |  | 300373 | 0 | 8222 |
| OKTA INC | CL A | 679295105 |  | 542337 | 5425 | SH |  | SOLE |  | 5225 | 0 | 200 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 3133039 | 19304 | SH |  | SOLE |  | 18830 | 0 | 474 |
| ORACLE CORP | COM | 68389X105 |  | 11848860 | 54196 | SH |  | SOLE |  | 53646 | 0 | 550 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 37181246 | 181691 | SH |  | SOLE |  | 177148 | 0 | 4543 |
| PEPSICO INC | COM | 713448108 |  | 2419501 | 18324 | SH |  | SOLE |  | 18324 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 781702 | 4292 | SH |  | SOLE |  | 4292 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 41342041 | 259491 | SH |  | SOLE |  | 253821 | 0 | 5670 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 264954 | 1475 | SH |  | SOLE |  | 1275 | 0 | 200 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 24187369 | 157706 | SH |  | SOLE |  | 153384 | 0 | 4322 |
| RTX CORPORATION | COM | 75513E101 |  | 41696157 | 285551 | SH |  | SOLE |  | 277918 | 0 | 7633 |
| SAP SE | SPON ADR | 803054204 |  | 290416 | 955 | SH |  | SOLE |  | 855 | 0 | 100 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 200728 | 2200 | SH |  | SOLE |  | 1900 | 0 | 300 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 210623 | 8325 | SH |  | SOLE |  | 8325 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 304980 | 13800 | SH |  | SOLE |  | 13800 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1438801 | 49257 | SH |  | SOLE |  | 49257 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 1144867 | 41376 | SH |  | SOLE |  | 41376 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 50254607 | 48882 | SH |  | SOLE |  | 47836 | 0 | 1046 |
| SHELL PLC | SPON ADS | 780259305 |  | 280865 | 3989 | SH |  | SOLE |  | 3989 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 7468691 | 12088 | SH |  | SOLE |  | 11608 | 0 | 480 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 365380 | 645 | SH |  | SOLE |  | 645 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG INVT | 78468R200 |  | 4389051 | 142363 | SH |  | SOLE |  | 137813 | 0 | 4550 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 600827 | 783 | SH |  | SOLE |  | 773 | 0 | 10 |
| STERIS PLC | SHS USD | G8473T100 |  | 210433 | 876 | SH |  | SOLE |  | 876 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 200443 | 631 | SH |  | SOLE |  | 616 | 0 | 15 |
| TEXAS INSTRS INC | COM | 882508104 |  | 41050834 | 197721 | SH |  | SOLE |  | 193114 | 0 | 4607 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 15896059 | 39205 | SH |  | SOLE |  | 37819 | 0 | 1386 |
| TJX COS INC NEW | COM | 872540109 |  | 41013392 | 332119 | SH |  | SOLE |  | 324012 | 0 | 8107 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 13473969 | 313421 | SH |  | SOLE |  | 310111 | 0 | 3310 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 16325168 | 174975 | SH |  | SOLE |  | 171625 | 0 | 3350 |
| UNION PAC CORP | COM | 907818108 |  | 2205087 | 9584 | SH |  | SOLE |  | 9584 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 9934417 | 17489 | SH |  | SOLE |  | 17474 | 0 | 15 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 503750 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1719637 | 8402 | SH |  | SOLE |  | 8287 | 0 | 115 |
| VISA INC | COM CL A | 92826C839 |  | 49919328 | 140598 | SH |  | SOLE |  | 137184 | 0 | 3414 |
| WALMART INC | COM | 931142103 |  | 440792 | 4508 | SH |  | SOLE |  | 4508 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 338507 | 4225 | SH |  | SOLE |  | 4025 | 0 | 200 |
| ZSCALER INC | COM | 98980G102 |  | 227607 | 725 | SH |  | SOLE |  | 525 | 0 | 200 |

---