13F Insight
DOSSIER · 13F-HR · Q2 2026

SUMMITRY LLC

$3.0B in tracked AUM across 340 positions as of Q2 2026.

SL
CIK 0001280043 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
340
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SUMMITRY LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
V
VISA INC
$150M436K4.9%02
AMZN
AMAZON COM INC
$141M594K4.7%03
GOOGL
ALPHABET INC
$133M373K4.4%04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$131M275K4.3%05
MA
MASTERCARD INCORPORATED
$112M218K3.7%06
CARR
CARRIER GLOBAL CORPORATION
$100M1.4M3.3%07
A
AGILENT TECHNOLOGIES INC
$89M666K2.9%08
MSFT
MICROSOFT CORP
$83M222K2.7%09
LOW
LOWES COS INC
$81M370K2.7%10
WFC
WELLS FARGO & CO
$72M873K2.4%

Filing history

2026Q2Jun 30
$3.0B▲ 7.2%
340 positionsView →2026Q1Mar 31
$2.8B▲ 18.1%
287 positionsView →2025Q4Dec 31
$2.4B▲ 1.4%
251 positionsView →2025Q3Sep 30
$2.4B▲ 7.2%
222 positionsView →2025Q2Jun 30
$2.2B▲ 11.6%
176 positionsLocked2025Q1Mar 31
$2.0B▼ 3.1%
144 positionsLocked2024Q4Dec 31
$2.0B▼ 2.5%
140 positionsLocked2024Q3Sep 30
$2.1B▲ 8.2%
137 positionsLocked2024Q2Jun 30
$1.9B▲ 1.5%
115 positionsLocked2024Q1Mar 31
$1.9B▲ 10.7%
112 positionsLocked2023Q4Dec 31
$1.7B▲ 13.3%
93 positionsLocked2023Q3Sep 30
$1.5B▼ 3.9%
86 positionsLocked
Showing 12 of 87