Summitry
$3.0B 13F equity value
378 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Summitry covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| V | VISA INC | 435,853 | $150M | 4.9% |
| AMZN | AMAZON COM INC | 593,631 | $141M | 4.7% |
| GOOGL | ALPHABET INC | 373,263 | $133M | 4.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 274,507 | $131M | 4.3% |
| MA | MASTERCARD INCORPORATED | 217,969 | $112M | 3.7% |
| CARR | CARRIER GLOBAL CORPORATION | 1,366,130 | $100M | 3.3% |
| A | AGILENT TECHNOLOGIES INC | 666,332 | $89M | 2.9% |
| MSFT | MICROSOFT CORP | 221,816 | $83M | 2.7% |
| LOW | LOWES COS INC | 369,601 | $81M | 2.7% |
| WFC | WELLS FARGO & CO | 873,433 | $72M | 2.4% |
Track Summitry's 13F portfolio: $3.0B in reported holdings, 378 positions. Top holdings and quarterly changes on SentiSense.
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