SUMMITRY LLC
Top Portfolio Positions
244 positions ·
$2,101,549,955 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
530,724 | $179,358,175 | 8.53% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
498,049 | $103,728,665 | 4.94% |
| GOOGL |
Alphabet Inc.
Communication Services
|
326,512 | $93,891,790 | 4.47% |
| V |
Visa Inc.
Financial Services
|
293,135 | $88,597,122 | 4.22% |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
366,021 | $86,483,441 | 4.12% |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
1,424,038 | $80,187,579 | 3.82% |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
149,349 | $78,066,215 | 3.71% |
| A |
Agilent Technologies, Inc.
Healthcare
|
673,842 | $76,804,511 | 3.65% |
| MA |
Mastercard Inc
Financial Services
|
150,109 | $75,003,462 | 3.57% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
886,188 | $70,549,426 | 3.36% |
Holdings in QCOM
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,264 | 2,914 | Shares | Sole | 2026-05-11 | |
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