Long-term investor

Avity Investment Management Inc. @avityinvestmentmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000926834).

Record

  • Tracked since 2023-06-30 (1161 days), 161 trades recorded
  • Returns: week — · month — · 90 days +8.2% · 6 months +6.9% · 1 year +13.3% · all +44.8%
  • Max drawdown -4.7% · Sharpe 0.79 · win rate 32% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMAT · 6.0% · long · since 2023-06-30
  • AAPL · 4.8% · long · since 2023-06-30
  • APH · 4.3% · long · since 2023-06-30
  • PANW · 4.2% · long · since 2025-03-31
  • 02079K107 · 4.0% · long · since 2023-06-30
  • AMZN · 4.0% · long · since 2023-06-30
  • JNJ · 3.8% · long · since 2023-06-30
  • NVDA · 3.8% · long · since 2024-03-31
  • TXN · 3.4% · long · since 2023-06-30
  • META · 3.1% · long · since 2023-06-30
  • MSFT · 3.0% · long · since 2023-06-30
  • TJX · 2.9% · long · since 2023-06-30

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