0000926834-22-000002.txt : 20220114
0000926834-22-000002.hdr.sgml : 20220114
20220114110801
ACCESSION NUMBER: 0000926834-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220114
DATE AS OF CHANGE: 20220114
EFFECTIVENESS DATE: 20220114
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: 22530830
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
12-31-2021
12-31-2021
AVITY INVESTMENT MANAGEMENT INC.
80 FIELD POINT ROAD
GREENWICH
CT
06830
13F HOLDINGS REPORT
028-03587
N
ANNIE BEGUIRISTAIN
HEAD TRADER
203-629-2806
ANNIE BEGUIRISTAIN
GREENWICH
CT
01-14-2022
0
95
1283509
false
INFORMATION TABLE
2
Edgar13F-123121.xml.xml
AVITY INVESTMENT MANAGEMENT INC.
APPLE INC
COM
037833100
79167
445834
SH
SOLE
0
436852
0
8982
ABBVIE INC
COM
00287Y109
552
4076
SH
SOLE
0
4076
0
0
ABBOTT LABORATORIES
COM
002824100
25171
178849
SH
SOLE
0
177164
0
1685
ACCENTURE PLC
COM
G1151C101
52825
127428
SH
SOLE
0
124275
0
3153
AUTOMATIC DATA PROCESSING
COM
053015103
481
1949
SH
SOLE
0
1949
0
0
ALLSTATE CORPORATION
COM
020002101
246
2091
SH
SOLE
0
2091
0
0
AMGEN INC
COM
031162100
619
2750
SH
SOLE
0
2750
0
0
AMAZON.COM INC
COM
023135106
48911
14669
SH
SOLE
0
14336
0
333
AMPHENOL CORP
COM
032095101
48059
549502
SH
SOLE
0
536952
0
12550
BANK OF AMERICA CORP
COM
060505104
21370
480328
SH
SOLE
0
467373
0
12955
BECTON DICKINSON & CO
COM
075887109
38138
151656
SH
SOLE
0
148566
0
3090
BLACKROCK INC
COM
09247X101
241
263
SH
SOLE
0
263
0
0
BRISTOL-MYERS SQUIBB
COM
110122108
15620
250528
SH
SOLE
0
244058
0
6470
BERKSHIRE HATHAWAY CL B
COM
084670702
1831
6124
SH
SOLE
0
6124
0
0
CARRIER GLOBAL CORP
COM
14448C104
370
6819
SH
SOLE
0
6819
0
0
CATERPILLAR INC
COM
149123101
458
2215
SH
SOLE
0
2215
0
0
CERNER CORP
COM
156782104
371
4000
SH
SOLE
0
4000
0
0
COSTCO WHOLESALE CORP
COM
22160K105
238
420
SH
SOLE
0
320
0
100
CISCO SYSTEMS
COM
17275R102
406
6405
SH
SOLE
0
6405
0
0
CVS HEALTH CORP
COM
126650100
46924
454867
SH
SOLE
0
447507
0
7360
CHEVRON CORP
COM
166764100
30902
263333
SH
SOLE
0
258028
0
5305
DEERE & CO
COM
244199105
424
1236
SH
SOLE
0
1236
0
0
DOLLAR GENERAL CORP.
COM
256677105
40237
170619
SH
SOLE
0
166792
0
3827
WALT DISNEY CO
COM
254687106
28070
181223
SH
SOLE
0
177901
0
3322
ECOLAB INC
COM
278865100
36435
155315
SH
SOLE
0
152265
0
3050
ISHARES MSCI EAFE INDEX FUND
COM
464287465
908
11535
SH
SOLE
0
10770
0
765
EMERSON ELEC CO
COM
291011104
279
3000
SH
SOLE
0
3000
0
0
EATON CORP PLC
COM
G29183103
251
1455
SH
SOLE
0
1255
0
200
META PLATFORMS INC.
COM
30303M102
44802
133200
SH
SOLE
0
130085
0
3115
SPDR INVESTMENT GRADE FLOATING RATE
COM
78468R200
1207
39467
SH
SOLE
0
39067
0
400
FORTIVE CORP
COM
34959J108
32388
424536
SH
SOLE
0
414721
0
9815
GENERAL ELECTRIC CO
COM
369604301
303
3209
SH
SOLE
0
3159
0
50
ALPHABET INC CL C
COM
02079K107
45646
15775
SH
SOLE
0
15358
0
417
ALPHABET INC CL A
COM
02079K305
19002
6559
SH
SOLE
0
6430
0
129
W.W. GRAINGER, INC.
COM
384802104
207
400
SH
SOLE
0
400
0
0
HUNINGTON BANCSHARES
COM
446150104
154
10000
SH
SOLE
0
10000
0
0
HOME DEPOT INC
COM
437076102
45525
109695
SH
SOLE
0
107162
0
2533
HARTFORD FINANCIAL SERVICES
COM
416515104
204
2950
SH
SOLE
0
2550
0
400
HONEYWELL INTL INC
COM
438516106
422
2025
SH
SOLE
0
2025
0
0
INTL BUSINESS MACHS
COM
459200101
422
3156
SH
SOLE
0
3156
0
0
INTEL CORP
COM
458140100
288
5600
SH
SOLE
0
5600
0
0
ISHARES CORE S&P 500 ETF
COM
464287200
391
820
SH
SOLE
0
820
0
0
I SHARES S&P 500 GROWTH INDEX
COM
464287309
225
2695
SH
SOLE
0
2695
0
0
ISHARES RUSSELL 1000 INDEX
COM
464287622
1369
5178
SH
SOLE
0
5178
0
0
ISHARES RUSSELL 1000 GROWTH
COM
464287614
5919
19370
SH
SOLE
0
18575
0
795
JOHNSON & JOHNSON
COM
478160104
44916
262558
SH
SOLE
0
257553
0
5005
JP MORGAN CHASE& CO
COM
46625H100
40849
257966
SH
SOLE
0
252751
0
5215
COCA-COLA
COM
191216100
2610
44087
SH
SOLE
0
44087
0
0
LILLY, ELI
COM
532457108
278
1005
SH
SOLE
0
1005
0
0
LOWE`S COMPANIES
COM
548661107
2245
8686
SH
SOLE
0
8311
0
375
MARRIOT INTL INC
COM
571903202
43168
261245
SH
SOLE
0
255570
0
5675
MCDONALDS CORP
COM
580135101
699
2607
SH
SOLE
0
2607
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
226
2600
SH
SOLE
0
2600
0
0
MONDELEZ INTERNATIONAL
COM
609207105
215
3235
SH
SOLE
0
3235
0
0
MIDCAP SPDR TRUST SERIES 1
COM
78467Y107
283
547
SH
SOLE
0
547
0
0
MARSH & MCLENNAN COS
COM
571748102
49746
286193
SH
SOLE
0
279371
0
6822
MERCK & CO INC
COM
58933Y105
1217
15875
SH
SOLE
0
15750
0
125
MICROSOFT CORP
COM
594918104
35986
106999
SH
SOLE
0
105411
0
1588
METTLER-TOLEDO INTL INC
COM
592688105
24868
14652
SH
SOLE
0
14207
0
445
BLACKROCK SHORT MATURITY BOND ETF
COM
46431W507
1943
38900
SH
SOLE
0
37400
0
1500
NEXTERA ENERGY, INC.
COM
65339F101
286
3066
SH
SOLE
0
3066
0
0
NIKE INC
COM
654106103
38828
232963
SH
SOLE
0
227073
0
5890
NESTLE
COM
641069406
526
3750
SH
SOLE
0
3750
0
0
OLD DOMINION FREIGHT LINE INC
COM
679580100
26873
74985
SH
SOLE
0
73759
0
1226
ORACLE CORP
COM
68389X105
5242
60105
SH
SOLE
0
60055
0
50
OTIS WORLDWIDE CORP
COM
68902V107
288
3307
SH
SOLE
0
3307
0
0
PEPSICO INC
COM
713448108
44164
254237
SH
SOLE
0
249642
0
4595
PFIZER INC
COM
717081103
799
13533
SH
SOLE
0
13533
0
0
PROCTER & GAMBLE
COM
742718109
1724
10539
SH
SOLE
0
10139
0
400
PHILIP MORRIS INTERNATIONAL
COM
718172109
745
7843
SH
SOLE
0
7843
0
0
PAYPAL HOLDINGS
COM
70450Y103
34144
181058
SH
SOLE
0
177395
0
3663
QUALCOMM INC
COM
747525103
201
1100
SH
SOLE
0
1100
0
0
ROYAL DUTCH SHELL PLC - ADR A
COM
780259206
211
4856
SH
SOLE
0
4856
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
501
5819
SH
SOLE
0
5819
0
0
SCHWAB US SMALL CAP ETF
COM
808524607
798
7795
SH
SOLE
0
7795
0
0
SCHWAB INTERNATIONAL EQUITY ETF
COM
808524805
268
6900
SH
SOLE
0
6900
0
0
SCHWAB US MID CAP ETF
COM
808524508
532
6620
SH
SOLE
0
6620
0
0
SCHWAB US LARGE CAP VALUE ETF
COM
808524409
807
11020
SH
SOLE
0
11020
0
0
SCHLUMBERGER
COM
806857108
242
8082
SH
SOLE
0
7382
0
700
SPOTIFY TECHNOL
COM
L8681T102
294
1255
SH
SOLE
0
1155
0
100
S & P DEP RCPTS UNIT
COM
78462F103
7150
15053
SH
SOLE
0
14564
0
489
TRUIST FINANCIAL CORP
COM
89832Q109
37608
642322
SH
SOLE
0
625952
0
16370
TARGET CORP
COM
87612E106
515
2224
SH
SOLE
0
1894
0
330
TESLA MOTORS INC.
COM
88160R101
223
211
SH
SOLE
0
206
0
5
TRANE TECHNOLGIES
COM
G8994E103
219
1086
SH
SOLE
0
1086
0
0
TEXAS INSTRUMENTS INC
COM
882508104
37154
197136
SH
SOLE
0
192821
0
4315
UNITED PARCEL SERVICE INC
COM
911312106
253
1180
SH
SOLE
0
980
0
200
VISA INC
COM
92826C839
42799
197494
SH
SOLE
0
193059
0
4435
VANGUARD FTSE ETF DEV MKTS
COM
921943858
250
4900
SH
SOLE
0
4900
0
0
VANGUARD DIVIDEND APPREC. ETF
COM
921908844
733
4270
SH
SOLE
0
4270
0
0
VMWARE INC
COM
928563402
27713
239150
SH
SOLE
0
233955
0
5195
VANGUARD S&P 500 ETF
COM
922908363
1884
4315
SH
SOLE
0
4315
0
0
VANGUARD FTSE EMERGING MARKETS ETF
COM
922042858
257
5187
SH
SOLE
0
5102
0
85
VERIZON COMMUNICATIONS IN
COM
92343V104
690
13273
SH
SOLE
0
13273
0
0
EXXON MOBIL CORP
COM
30231G102
1360
22221
SH
SOLE
0
22221
0
0