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SUMMITRY LLC

Q2 2026 13F filing

Updated 51 days ago

340 disclosed positions worth $3B

Portfolio value
$3B
Total holdings
340
New positions
109
Closed positions
33
Increased
158
Decreased
67
Turnover
41.8%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

V
1.V

VISA INC

+48.7%
Value
$149.5M
Shares
435.9K
% Port
4.92%
A

AMAZON COM INC

+19.2%
Value
$141.5M
Shares
593.6K
% Port
4.65%
G

ALPHABET INC

+14.3%
Value
$133.4M
Shares
373.3K
% Port
4.39%
T

TAIWAN SEMICONDUCTOR MANUFAC

-48.3%
Value
$131.1M
Shares
274.5K
% Port
4.31%
M
5.MA

MASTERCARD INCORPORATED

+45.2%
Value
$111.9M
Shares
218.0K
% Port
3.68%
C

CARRIER GLOBAL CORPORATION

-4.1%
Value
$100.2M
Shares
1.37M
% Port
3.30%
A
7.A

AGILENT TECHNOLOGIES INC

-1.1%
Value
$88.5M
Shares
666.3K
% Port
2.91%
M

MICROSOFT CORP

+42.6%
Value
$82.7M
Shares
221.8K
% Port
2.72%
L
9.LOW

LOWES COS INC

+1.0%
Value
$81.5M
Shares
369.6K
% Port
2.68%
W

WELLS FARGO & CO

-1.4%
Value
$72.2M
Shares
873.4K
% Port
2.37%
U
11.ULTA

ULTA BEAUTY INC

+1.0%
Value
$68.1M
Shares
150.9K
% Port
2.24%
T
12.TMO

THERMO FISHER SCIENTIFIC INC

-2.4%
Value
$68M
Shares
135.7K
% Port
2.24%
S
13.SBUX

STARBUCKS CORP

-14.4%
Value
$67.6M
Shares
661.8K
% Port
2.22%
S

SCHWAB CHARLES CORP

-0.1%
Value
$65.2M
Shares
707.0K
% Port
2.15%
Z
15.ZBRA

ZEBRA TECHNOLOGIES CORPORATI

+24.8%
Value
$62.4M
Shares
237.2K
% Port
2.05%
M
16.META

META PLATFORMS INC

+15.9%
Value
$60M
Shares
106.5K
% Port
1.97%
A
17.AAPL

APPLE INC

+142.2%
Value
$59.3M
Shares
205.0K
% Port
1.95%
?
18.N/A

GXO LOGISTICS INCORPORATED

+34.1%
Value
$58.2M
Shares
1.15M
% Port
1.92%
?
19.N/A

ISHARES TR

+8.4%
Value
$46.8M
Shares
2.02M
% Port
1.54%
F
20.FISV

FISERV INC

-0.1%
Value
$46.5M
Shares
947.9K
% Port
1.53%
?
21.N/A

ISHARES TR

+1.8%
Value
$46M
Shares
1.88M
% Port
1.51%
N
22.NFLX

NETFLIX INC.

-0.4%
Value
$41.7M
Shares
584.3K
% Port
1.37%
R

RENTOKIL INITIAL PLC

-3.2%
Value
$40.7M
Shares
1.42M
% Port
1.34%
O
24.ODFL

OLD DOMINION FREIGHT LINE IN

-18.6%
Value
$39.4M
Shares
182.0K
% Port
1.30%
R
25.ROST

ROSS STORES INC

-1.0%
Value
$38.8M
Shares
182.5K
% Port
1.28%
E
26.ETHA

ISHARES TR

+6.9%
Value
$38.1M
Shares
1.51M
% Port
1.25%
U
27.UBER

UBER TECHNOLOGIES INC

+13620.5%
Value
$37.5M
Shares
519.6K
% Port
1.23%
M
28.MCO

MOODYS CORP

-0.1%
Value
$36.2M
Shares
80.0K
% Port
1.19%
G
29.GLW

CORNING INC

Value
$36.1M
Shares
141.3K
% Port
1.19%
?
30.N/A

ISHARES TR

+0.8%
Value
$35.6M
Shares
1.55M
% Port
1.17%
C
31.CRM

SALESFORCE INC

-0.2%
Value
$34.9M
Shares
222.9K
% Port
1.15%
?
32.N/A

ISHARES TR

+6.0%
Value
$34.6M
Shares
1.66M
% Port
1.14%
E
33.EMR

EMERSON ELEC CO

+300.8%
Value
$34.4M
Shares
240.4K
% Port
1.13%
?
34.N/A

ISHARES TR

+1.1%
Value
$33.6M
Shares
1.29M
% Port
1.11%
B

BERKSHIRE HATHAWAY INC DEL

+519.4%
Value
$30M
Shares
60.0K
% Port
0.99%
N
36.NVDA

NVIDIA CORPORATION

-2.6%
Value
$30M
Shares
149.9K
% Port
0.99%
H
37.HD

HOME DEPOT INC

+2175.0%
Value
$29.3M
Shares
83.0K
% Port
0.96%
T
38.TXN

TEXAS INSTRS INC

Value
$28.3M
Shares
95.0K
% Port
0.93%
J

JPMORGAN CHASE & CO

+1924.6%
Value
$27.8M
Shares
84.8K
% Port
0.91%
E
40.ETHA

ISHARES TR

-19.9%
Value
$27.4M
Shares
268.6K
% Port
0.90%
A
41.AMGN

AMGEN INC

+9086.9%
Value
$27.2M
Shares
75.1K
% Port
0.89%
?
42.N/A

ISHARES TR

+0.8%
Value
$26.8M
Shares
1.04M
% Port
0.88%
E

ENBRIDGE INC

Value
$26.8M
Shares
493.9K
% Port
0.88%
C
44.CNI

CANADIAN NATL RY CO

+6950.2%
Value
$26.2M
Shares
219.7K
% Port
0.86%
A
45.APD

AIR PRODUCTS AND CHEMICALS I

Value
$25.9M
Shares
88.4K
% Port
0.85%
?
46.N/A

ISHARES TR

+1.2%
Value
$25.6M
Shares
1.02M
% Port
0.84%
N

NEXTERA ENERGY INC

+4672.6%
Value
$25.5M
Shares
290.0K
% Port
0.84%
T
48.TEL

TE CONNECTIVITY PLC

Value
$24.1M
Shares
119.8K
% Port
0.79%
M
49.MDT

MEDTRONIC PLC

Value
$22.9M
Shares
293.2K
% Port
0.75%
B
50.BSTZ

BLACKROCK INC

+4334.3%
Value
$22.6M
Shares
23.5K
% Port
0.74%