0000926834-22-000004.txt : 20220419 0000926834-22-000004.hdr.sgml : 20220419 20220419110418 ACCESSION NUMBER: 0000926834-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220419 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220419 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: 22833827 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000926834 XXXXXXXX 03-31-2022 03-31-2022 AVITY INVESTMENT MANAGEMENT INC.
80 FIELD POINT ROAD GREENWICH CT 06830
13F HOLDINGS REPORT 028-03587 N
ANNIE BEGUIRISTAIN HEAD TRADER 203-629-2806 ANNE M BEGUIRISTAIN GREENWICH CT 04-19-2022 0 91 1140588 false
INFORMATION TABLE 2 Edgar13F-033122.xml.xml AVITY INVESTMENT MANAGEMENT INC. APPLE INC COM 037833100 69653 398907 SH SOLE 0 390671 0 8236 ABBVIE INC COM 00287Y109 661 4076 SH SOLE 0 4076 0 0 ABBOTT LABORATORIES COM 002824100 21551 182084 SH SOLE 0 180349 0 1735 ACCENTURE PLC COM G1151C101 36848 109266 SH SOLE 0 106313 0 2953 AUTOMATIC DATA PROCESSING COM 053015103 365 1606 SH SOLE 0 1606 0 0 ALLSTATE CORPORATION COM 020002101 274 1979 SH SOLE 0 1979 0 0 AMGEN INC COM 031162100 659 2725 SH SOLE 0 2725 0 0 AMAZON.COM INC COM 023135106 46862 14375 SH SOLE 0 14047 0 328 AMPHENOL CORP COM 032095101 40853 542172 SH SOLE 0 529922 0 12250 BANK OF AMERICA CORP COM 060505104 17981 436214 SH SOLE 0 423684 0 12530 BECTON DICKINSON & CO COM 075887109 40658 152849 SH SOLE 0 149769 0 3080 BLACKROCK INC COM 09247X101 201 263 SH SOLE 0 263 0 0 BRISTOL-MYERS SQUIBB COM 110122108 19505 267083 SH SOLE 0 260613 0 6470 BERKSHIRE HATHAWAY CL B COM 084670702 2183 6187 SH SOLE 0 6187 0 0 CARRIER GLOBAL CORP COM 14448C104 349 7619 SH SOLE 0 7619 0 0 CATERPILLAR INC COM 149123101 464 2082 SH SOLE 0 2082 0 0 CERNER CORP COM 156782104 908 9700 SH SOLE 0 9700 0 0 COSTCO WHOLESALE CORP COM 22160K105 222 385 SH SOLE 0 310 0 75 CISCO SYSTEMS COM 17275R102 355 6373 SH SOLE 0 6373 0 0 CORTEVA INC COM 22052L104 233 4055 SH SOLE 0 3755 0 300 CVS HEALTH CORP COM 126650100 43801 432772 SH SOLE 0 425677 0 7095 CHEVRON CORP COM 166764100 39470 242403 SH SOLE 0 237373 0 5030 DEERE & CO COM 244199105 514 1236 SH SOLE 0 1236 0 0 DOLLAR GENERAL CORP. COM 256677105 36715 164914 SH SOLE 0 161177 0 3737 WALT DISNEY CO COM 254687106 33615 245077 SH SOLE 0 240325 0 4752 ECOLAB INC COM 278865100 29552 167379 SH SOLE 0 164229 0 3150 ISHARES MSCI EAFE INDEX FUND COM 464287465 856 11635 SH SOLE 0 10970 0 665 EMERSON ELEC CO COM 291011104 333 3400 SH SOLE 0 3400 0 0 META PLATFORMS INC. COM 30303M102 28319 127355 SH SOLE 0 124385 0 2970 SPDR INVESTMENT GRADE FLOATING RATE COM 78468R200 1203 39467 SH SOLE 0 39067 0 400 FORTIVE CORP COM 34959J108 25993 426606 SH SOLE 0 416991 0 9615 GENERAL ELECTRIC CO COM 369604301 294 3209 SH SOLE 0 3159 0 50 ALPHABET INC CL C COM 02079K107 41199 14751 SH SOLE 0 14360 0 391 ALPHABET INC CL A COM 02079K305 16708 6007 SH SOLE 0 5915 0 92 W.W. GRAINGER, INC. COM 384802104 516 1000 SH SOLE 0 1000 0 0 HUNINGTON BANCSHARES COM 446150104 146 10000 SH SOLE 0 10000 0 0 HOME DEPOT INC COM 437076102 28429 94975 SH SOLE 0 92672 0 2303 HARTFORD FINANCIAL SERVICES COM 416515104 233 3250 SH SOLE 0 2850 0 400 HONEYWELL INTL INC COM 438516106 404 2076 SH SOLE 0 2076 0 0 INTL BUSINESS MACHS COM 459200101 396 3043 SH SOLE 0 3043 0 0 INTEL CORP COM 458140100 282 5700 SH SOLE 0 5700 0 0 ISHARES CORE S&P 500 ETF COM 464287200 372 820 SH SOLE 0 820 0 0 I SHARES S&P 500 GROWTH INDEX COM 464287309 206 2695 SH SOLE 0 2695 0 0 ISHARES RUSSELL 1000 INDEX COM 464287622 1160 4640 SH SOLE 0 4640 0 0 ISHARES RUSSELL 1000 GROWTH COM 464287614 5189 18690 SH SOLE 0 17885 0 805 JOHNSON & JOHNSON COM 478160104 46854 264368 SH SOLE 0 259388 0 4980 JP MORGAN CHASE& CO COM 46625H100 35835 262873 SH SOLE 0 257658 0 5215 COCA-COLA COM 191216100 3088 49813 SH SOLE 0 49813 0 0 LILLY, ELI COM 532457108 288 1005 SH SOLE 0 1005 0 0 LOWE`S COMPANIES COM 548661107 2047 10125 SH SOLE 0 9750 0 375 MARRIOT INTL INC COM 571903202 26360 149985 SH SOLE 0 146410 0 3575 MCDONALDS CORP COM 580135101 645 2607 SH SOLE 0 2607 0 0 MONDELEZ INTERNATIONAL COM 609207105 205 3272 SH SOLE 0 3272 0 0 MIDCAP SPDR TRUST SERIES 1 COM 78467Y107 268 547 SH SOLE 0 547 0 0 MARSH & MCLENNAN COS COM 571748102 47014 275873 SH SOLE 0 269336 0 6537 MERCK & CO INC COM 58933Y105 1281 15615 SH SOLE 0 15490 0 125 MICROSOFT CORP COM 594918104 29097 94376 SH SOLE 0 92898 0 1478 METTLER-TOLEDO INTL INC COM 592688105 9399 6845 SH SOLE 0 6550 0 295 BLACKROCK SHORT MATURITY BOND ETF COM 46431W507 1730 34900 SH SOLE 0 33400 0 1500 NEXTERA ENERGY, INC. COM 65339F101 285 3370 SH SOLE 0 3370 0 0 NIKE INC COM 654106103 31153 231518 SH SOLE 0 225753 0 5765 NESTLE COM 641069406 504 3875 SH SOLE 0 3875 0 0 OLD DOMINION FREIGHT LINE INC COM 679580100 4116 13781 SH SOLE 0 13369 0 412 ORACLE CORP COM 68389X105 4753 57446 SH SOLE 0 57396 0 50 OTIS WORLDWIDE CORP COM 68902V107 266 3457 SH SOLE 0 3457 0 0 PEPSICO INC COM 713448108 41299 246736 SH SOLE 0 242291 0 4445 PFIZER INC COM 717081103 724 13984 SH SOLE 0 13984 0 0 PROCTER & GAMBLE COM 742718109 1629 10664 SH SOLE 0 10264 0 400 PHILIP MORRIS INTERNATIONAL COM 718172109 688 7320 SH SOLE 0 7320 0 0 PAYPAL HOLDINGS COM 70450Y103 22428 193929 SH SOLE 0 190036 0 3893 RAYTHEON TECHNOLOGIES CORP COM 75513E101 36450 367923 SH SOLE 0 360473 0 7450 SCHWAB US SMALL CAP ETF COM 808524607 653 13790 SH SOLE 0 13790 0 0 SCHWAB INTERNATIONAL EQUITY ETF COM 808524805 253 6900 SH SOLE 0 6900 0 0 SCHWAB US MID CAP ETF COM 808524508 502 6620 SH SOLE 0 6620 0 0 SCHWAB US LARGE CAP VALUE ETF COM 808524409 1144 16020 SH SOLE 0 16020 0 0 SHELL PLC FUN SPONSORED ADR COM 780259305 251 4576 SH SOLE 0 4576 0 0 SCHLUMBERGER COM 806857108 646 15632 SH SOLE 0 14132 0 1500 SPOTIFY TECHNOL COM L8681T102 3785 25063 SH SOLE 0 24768 0 295 S & P DEP RCPTS UNIT COM 78462F103 6739 14922 SH SOLE 0 14433 0 489 TRUIST FINANCIAL CORP COM 89832Q109 36251 639355 SH SOLE 0 623356 0 15999 TARGET CORP COM 87612E106 461 2174 SH SOLE 0 1844 0 330 TESLA MOTORS INC. COM 88160R101 227 211 SH SOLE 0 206 0 5 TEXAS INSTRUMENTS INC COM 882508104 26431 144053 SH SOLE 0 140783 0 3270 UNITED PARCEL SERVICE INC COM 911312106 243 1131 SH SOLE 0 981 0 150 VISA INC COM 92826C839 43982 198321 SH SOLE 0 193981 0 4340 VANGUARD FTSE ETF DEV MKTS COM 921943858 235 4900 SH SOLE 0 4900 0 0 VANGUARD DIVIDEND APPREC. ETF COM 921908844 809 4990 SH SOLE 0 4990 0 0 VMWARE INC COM 928563402 28488 250180 SH SOLE 0 245060 0 5120 VANGUARD S&P 500 ETF COM 922908363 1791 4315 SH SOLE 0 4315 0 0 VERIZON COMMUNICATIONS IN COM 92343V104 712 13973 SH SOLE 0 13973 0 0 EXXON MOBIL CORP COM 30231G102 1885 22821 SH SOLE 0 22821 0 0