Dark
Light
System
Institutional Investment Manager
AVITY INVESTMENT MANAGEMENT INC.
AVITY INVESTMENT MANAGEMENT INC. (CIK: 0000926834) incorporated in Connecticut, located at 80 Field Point Road, Greenwich, CT. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Original 13F HR (0000926834-16-000009) filed in 2016.07.13
#
Name
Shares
Value ($)
%
Options
Notes
51 SCHWAB CHARLES CORP 623,180 15,773 2.53% SH
52 SCHWAB INTERNATIONAL EQUITY ETF 10,000 271 0.04% SH
53 SCHWAB U.S. LARGE-CAP VALUE ETF 9,700 434 0.07% SH
54 SCHWAB U.S. MID-CAP ETF 14,915 627 0.10% SH
55 SCHWAB US TIPS ETF 4,400 249 0.04% SH
56 SPDR S&P 500 ETF TR 16,001 3,352 0.54% SH
57 SPDR SER TR 47,045 1,433 0.23% SH
58 STATE STR CORP 342,414 18,463 2.96% SH
59 SUNTRUST BKS INC 376,186 15,454 2.48% SH
60 UNION PAC CORP 140,542 12,262 1.97% SH
61 UNITED TECHNOLOGIES CORP 3,146 323 0.05% SH
62 VANGUARD SPECIALIZED FUNDS 5,925 493 0.08% SH
63 VERIZON COMMUNICATIONS INC 25,014 1,397 0.22% SH
64 VISA INC 245,972 18,244 2.93% SH
65 VMWARE INC 250,999 14,362 2.30% SH
66 WELLS FARGO & CO NEW 434,642 20,572 3.30% SH
Page 2 of 2