Stock Taper

SUMMITRY LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Texas Roadhouse, Inc.TXRH4.26K$823.46K
Bright Horizons Family Solutions Inc.BFAM4.25K$301.03K
Block, Inc.XYZ4.24K$321.94K
Ball CorporationBALL4.18K$260.71K
NICE Ltd.NICE4.16K$378.12K
Biogen Inc.BIIB4.14K$893.84K
Robinhood Markets, Inc.HOOD4.13K$414.36K
Skyworks Solutions, Inc.SWKS3.98K$269.84K
Masco CorporationMAS3.93K$319.7K
ePlus inc.PLUS3.84K$319.43K
ER EQUITY RESIDENTIALEQR3.83K$259.9K
Balchem CorpBCPC3.81K$643.32K
Brown & Brown, Inc.BRO3.8K$244.03K
American International Group, Inc.AIG3.73K$277.77K
Colgate-Palmolive CompanyCL3.72K$340.87K
LeMaitre Vascular, Inc.LMAT3.7K$354.81K
Micron Technology, Inc.MU3.64K$4.2M
Donaldson Company, Inc.DCI3.62K$325.34K
QUALCOMM IncorporatedQCOM3.52K$650.88K
Arista Networks, Inc.ANET3.47K$589.99K