account_balance
Investment manager · 13F filer · SEC CIK 1280043
Summitry LLC
Reported value$3.2Bas of Sep 30, 2026
Positions403 83 new, 20 sold out
Top 10 weight36.7%V alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc.
4.9%
AMZNAmazon.com Inc
4.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.3%Added +10%
GOOGLAlphabet Inc.
3.9%Trimmed −2%
MAMastercard Inc
3.7%
MSFTMicrosoft Corp
3.6%Added +3%
AAgilent Technologies, Inc.
3.4%Trimmed −4%
METAMeta Platforms, Inc.
2.9%Added +22%
TMOThermo Fisher Scientific Inc.
2.7%Trimmed −6%
ZBRAZebra Technologies Corp
2.6%Trimmed −5%
ULTAUlta Beauty, Inc.
2.6%
CARRCarrier Global Corp
2.5%Added +6%
VVisa Inc.
4.9%
AMZNAmazon.com Inc
4.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.3%
GOOGLAlphabet Inc.
3.9%−2%
MAMastercard Inc
3.7%
MSFTMicrosoft Corp
3.6%+3%
AAgilent Technologies, Inc.
3.4%
METAMeta Platforms, Inc.
2.9%
TMOThermo Fisher Scientific Inc.
2.7%
ZBRAZebra Technologies Corp
2.6%
ULTAUlta Beauty, Inc.
2.6%
CARRCarrier Global Corp
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
V Visa Inc. 4.9% HeldAMZN Amazon.com Inc 4.6% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 4.3% Added +10%GOOGL Alphabet Inc. 3.9% Trimmed −2%MA Mastercard Inc 3.7% HeldMSFT Microsoft Corp 3.6% Added +3%A Agilent Technologies, Inc. 3.4% Trimmed −4%META Meta Platforms, Inc. 2.9% Added +22%TMO Thermo Fisher Scientific Inc. 2.7% Trimmed −6%ZBRA Zebra Technologies Corp 2.6% Trimmed −5%ULTA Ulta Beauty, Inc. 2.6% HeldCARR Carrier Global Corp 2.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
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