Stock Taper

SUMMITRY LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A1$748.85K
Comfort Systems USA, Inc.FIX149$295.31K
Sandisk CorporationSNDK165$375.17K
MercadoLibre, Inc.MELI213$361.55K
United Rentals, Inc.URI222$251.5K
Parker-Hannifin CorporationPH258$252.35K
GE Vernova Inc.GEV337$395.93K
W.W. Grainger, Inc.GWW348$473.42K
CrowdStrike Holdings, Inc.CRWD383$292.28K
The Goldman Sachs Group, Inc.GS416$420.5K
Lockheed Martin CorporationLMT422$215.11K
S&P Global Inc.SPGI498$202.82K
Seagate Technology Holdings plcSTX503$485.39K
Rockwell Automation, Inc.ROK536$265.36K
Intuitive Surgical, Inc.ISRG579$230.26K
Synopsys, Inc.SNPS595$265.41K
Linde plcLIN617$320.01K
Elevance Health Inc.ELV661$255.63K
Dell Technologies Inc.DELL678$292.51K
Quanta Services, Inc.PWR712$512.67K