SUMMITRY LLC — 13F holdings

SUMMITRY LLC reported 340 holdings worth $3.04B in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

1. V VISA INC — $150M (4.9%)
2. AMZN AMAZON COM INC — $141M (4.7%)
3. GOOGL ALPHABET INC — $133M (4.4%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $131M (4.3%)
5. MA MASTERCARD INCORPORATED — $112M (3.7%)
6. CARR CARRIER GLOBAL CORPORATION — $100M (3.3%)
7. A AGILENT TECHNOLOGIES INC — $88.5M (2.9%)
8. MSFT MICROSOFT CORP — $82.7M (2.7%)
9. LOW LOWES COS INC — $81.5M (2.7%)
10. WFC WELLS FARGO CO NEW — $72.2M (2.4%)