SUMMITRY LLC - Portfolio overview

SUMMITRY LLC has 318 reported holdings in this dataset, with the latest filing dated 2026-05-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. TSM - TAIWAN SEMICONDUCTOR MANUFAC, 6.04%
2. AMZN - AMAZON COM INC, 4.34%
3. GOOGL - ALPHABET INC, 3.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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