Stock Taper

SUMMITRY LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Huntington Ingalls Industries, Inc.HII821$229.79K
Western Digital CorporationWDC791$505.23K
American Express CompanyAXP739$249.97K
Axon Enterprise, Inc.AXON722$404.76K
Analog Devices, Inc.ADI720$285.96K
ASML Holding N.V.ASML713$1.42M
Quanta Services, Inc.PWR712$512.67K
Dell Technologies Inc.DELL678$292.51K
Elevance Health Inc.ELV661$255.63K
Linde plcLIN617$320.01K
Synopsys, Inc.SNPS595$265.41K
Intuitive Surgical, Inc.ISRG579$230.26K
Rockwell Automation, Inc.ROK536$265.36K
Seagate Technology Holdings plcSTX503$485.39K
S&P Global Inc.SPGI498$202.82K
Lockheed Martin CorporationLMT422$215.11K
The Goldman Sachs Group, Inc.GS416$420.5K
CrowdStrike Holdings, Inc.CRWD383$292.28K
W.W. Grainger, Inc.GWW348$473.42K
GE Vernova Inc.GEV337$395.93K