Stock Taper 
SUMMITRY LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MACOM Technology Solutions Holdings, Inc. | MTSI | 1.64K | $624.57K |
 AstraZeneca PLC | AZN | 1.6K | $303.2K |
 Johnson Controls International plc | JCI | 1.56K | $228.66K |
 Bank of America Corporation | BAC-PL | 1.55K | $1.95M |
 Quest Diagnostics Incorporated | DGX | 1.53K | $324.28K |
 Semtech Corporation | SMTC | 1.53K | $247.31K |
 Ubiquiti Inc. | UI | 1.49K | $795.71K |
 Costco Wholesale Corporation | COST | 1.48K | $1.38M |
 WD-40 Company | WDFC | 1.43K | $347.62K |
 Credicorp Ltd. | BAP | 1.43K | $555.4K |
 Corpay, Inc. | CPAY | 1.38K | $459.25K |
 Palo Alto Networks, Inc. | PANW | 1.37K | $467.54K |
 Philip Morris International Inc. | PM | 1.34K | $242.24K |
 FactSet Research Systems Inc. | FDS | 1.33K | $305.32K |
 Kinsale Capital Group, Inc. | KNSL | 1.3K | $429.12K |
 Danaher Corporation | DHR | 1.29K | $246.01K |
 D.R. Horton, Inc. | DHI | 1.29K | $209.79K |
 Adobe Inc. | ADBE | 1.25K | $257.3K |
 RTX Corporation | RTX | 1.24K | $234.7K |
 Intuit Inc. | INTU | 1.18K | $308.5K |