Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUMMITRY LLC (CIK 1280043) reported $2.83B across 283 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($179.4M, 6.33%), AMZN ($128.8M, 4.54%), GOOGL ($118.6M, 4.18%), V ($110.2M, 3.89%), LOW ($86.2M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $179.4M | 6.33% | 530,884 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $128.8M | 4.54% | 618,471 | Added |
| 3 | GOOGL | ALPHABET INC | $118.6M | 4.18% | 412,502 | Added |
| 4 | V | VISA INC | $110.2M | 3.89% | 364,521 | Added |
| 5 | LOW | LOWES COS INC | $86.2M | 3.04% | 364,841 | Trimmed |
| 6 | CARR | CARRIER GLOBAL CORPORATION | $79.9M | 2.82% | 1.4M | Added |
| 7 | MSFT | MICROSOFT CORP | $79.4M | 2.80% | 214,462 | Added |
| 8 | ULTA | ULTA BEAUTY INC | $78.1M | 2.76% | 149,403 | Trimmed |
| 9 | A | AGILENT TECHNOLOGIES INC | $76.8M | 2.71% | 673,954 | Added |
| 10 | MA | MASTERCARD INCORPORATED | $75.0M | 2.65% | 150,135 | Added |
| 11 | WFC | WELLS FARGO & CO | $70.4M | 2.48% | 884,083 | Trimmed |
| 12 | SBUX | STARBUCKS CORP | $69.1M | 2.44% | 771,431 | Trimmed |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $68.4M | 2.41% | 139,250 | Trimmed |
| 14 | SCHW | SCHWAB CHARLES CORP | $66.2M | 2.34% | 704,917 | Trimmed |
| 15 | NFLX | NETFLIX INC. | $56.5M | 1.99% | 587,347 | Added |
| 16 | FISV | FISERV INC | $53.0M | 1.87% | 949,916 | Added |
| 17 | META | META PLATFORMS INC | $52.5M | 1.85% | 91,800 | Added |
| 18 | RTO | RENTOKIL INITIAL PLC | $46.1M | 1.63% | 1.5M | Trimmed |
| 19 | AAPL | APPLE INC | $45.6M | 1.61% | 179,522 | Added |
| 20 | IBGA | ISHARES TR | $45.1M | 1.59% | 1.8M | Added |
| 21 | GXO | GXO LOGISTICS INCORPORATED | $44.4M | 1.57% | 856,797 | Trimmed |
| 22 | IBDU | ISHARES TR | $44.3M | 1.56% | 1.9M | Added |
| 23 | ODFL | OLD DOMINION FREIGHT LINE IN | $43.7M | 1.54% | 223,625 | Added |
| 24 | CRM | SALESFORCE INC | $41.7M | 1.47% | 223,478 | Added |
| 25 | ROST | ROSS STORES INC | $39.9M | 1.41% | 184,299 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31