Stock Taper 
SUMMITRY LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 713 | $1.42M |
 Analog Devices, Inc. | ADI | 720 | $285.96K |
 Axon Enterprise, Inc. | AXON | 722 | $404.76K |
 American Express Company | AXP | 739 | $249.97K |
 Western Digital Corporation | WDC | 791 | $505.23K |
 Huntington Ingalls Industries, Inc. | HII | 821 | $229.79K |
 Everest Group, Ltd. | EG | 827 | $295.43K |
 Expedia Group, Inc. | EXPE | 832 | $212.89K |
 AMETEK, Inc. | AME | 893 | $216.05K |
 Tyler Technologies, Inc. | TYL | 928 | $271.4K |
 The PNC Financial Services Group, Inc. | PNC | 928 | $228.49K |
 Applied Materials, Inc. | AMAT | 984 | $711.73K |
 Take-Two Interactive Software, Inc. | TTWO | 984 | $245.98K |
 L3Harris Technologies, Inc. | LHX | 1K | $291.46K |
 Simon Property Group, Inc. | SPG | 1K | $224.54K |
 Marathon Petroleum Corporation | MPC | 1.01K | $258.74K |
 Constellation Energy Corporation | CEG | 1.02K | $253.34K |
 The Progressive Corporation | PGR | 1.02K | $222.82K |
 The Boeing Company | BA | 1.03K | $222.1K |
 Howmet Aerospace Inc. | HWM | 1.05K | $281.5K |