SUMMITRY LLC

CIK

1280043

City

Foster City

State / Country

Stock

A — Agilent Technologies, Inc.

Top Portfolio Positions

245 positions · $2,447,742,467 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	530,884	$179,412,247	7.33%
AMZN	Amazon Com Inc Consumer Cyclical	618,471	$128,808,955	5.26%
GOOGL	Alphabet Inc. Communication Services	412,502	$118,619,075	4.85%
V	Visa Inc. Financial Services	364,521	$110,172,827	4.50%
LOW	Lowes Companies Inc Consumer Cyclical	364,841	$86,204,631	3.52%
CARR	CARRIER GLOBAL Corp Industrials	1,419,812	$79,949,613	3.27%
MSFT	Microsoft Corp Technology	214,462	$79,387,398	3.24%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	149,403	$78,094,442	3.19%
A	Agilent Technologies, Inc. Healthcare	673,954	$76,817,276	3.14%
MA	Mastercard Inc Financial Services	150,135	$75,016,454	3.06%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$76,817,276	673,954	+8.1%	Shares	Sole	2026-05-22
2025-12-31	$84,841,413	623,513	+0.0%	Shares	Sole	2026-02-09
2025-09-30	$80,022,117	623,468	+2.6%	Shares	Sole	2025-11-07
2025-06-30	$71,731,080	607,839	+2.7%	Shares	Sole	2025-08-08
2025-03-31	$69,221,979	591,742	+23.8%	Shares	Sole	2025-05-13
2024-12-31	$64,217,609	478,023	+3.2%	Shares	Sole	2025-02-12
2024-09-30	$68,771,333	463,169	+1.7%	Shares	Sole	2024-11-07
2024-06-30	$59,024,168	455,328	+1.6%	Shares	Sole	2024-08-09
2024-03-31	$65,191,826	448,023	+3.3%	Shares	Sole	2024-05-06
2023-12-31	$60,291,471	433,658	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$48,536,030	434,055	+1.9%	Shares	Sole	2023-11-06
2023-06-30	$51,200,766	425,786	+66.3%	Shares	Sole	2023-08-08
2023-03-31	$35,426,937	256,086	+4.1%	Shares	Sole	2023-05-12
2022-12-31	$36,805,220	245,942	-3.3%	Shares	Sole	2023-02-10
2022-09-30	$30,907,369	254,277	-2.0%	Shares	Sole	2022-11-09
2022-06-30	$30,810,719	259,415	+16.4%	Shares	Sole	2022-08-09
2022-03-31	$29,482,065	222,792	+1.6%	Shares	Sole	2022-05-09
2021-12-31	$35,018,908	219,348	-0.7%	Shares	Sole	2022-02-10
2021-09-30	$34,802,630	220,927	-2.1%	Shares	Sole	2021-11-12
2021-06-30	$33,370,915	225,769	-1.0%	Shares	Sole	2021-08-13
2021-03-31	$28,991,734	228,030	+1.1%	Shares	Sole	2021-05-12
2020-12-31	$26,738,334	225,659	-0.4%	Shares	Sole	2021-02-05
2020-09-30	$22,870,076	226,571	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$20,080,138	227,228	+1.9%	Shares	Sole	2020-08-07
2020-03-31	$15,975,199	223,055	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.