Summitry LLC Purchases in Q2 2025

Summitry LLC

  • $2.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
139K
New
$390.26 - $489.06 $54.1M - $67.7M
139K $56.2M
RTO
Rentokil Initial PLC

Industrials
1.15M
New
$19.89 - $24.42 $22.8M - $28M
1.15M $27.5M
MSFT
Microsoft Corp

Technology
3.75K
+ 2.51%
$354.56 - $497.45 $1.33M - $1.87M
153K $76.2M
NVDA
Nvidia Corp

Technology
87.2K
+ 135.54%
$94.31 - $157.99 $8.22M - $13.8M
151K $23.9M
AMZN
Amazon Com Inc

Consumer Cyclical
5.84K
+ 1.19%
$167.32 - $223.3 $976K - $1.3M
494K $108M
CARR
Carrier Global Corp

Industrials
17.6K
+ 1.81%
$55.55 - $75.83 $977K - $1.33M
991K $72.5M
TFLO
Ishares Treasury Floating Rate

ETFs
194K
+ 39.5%
$50.47 - $50.66 $9.8M - $9.83M
685K $34.7M
GXO
Gxo Logistics, Inc.

Industrials
23.7K
+ 2.74%
$31.53 - $49.1 $748K - $1.17M
891K $43.4M
WFC
Wells Fargo & Company

Financial Services
7.23K
+ 0.81%
$60.98 - $80.12 $441K - $579K
901K $72.2M
ZBRA
Zebra Technologies Corp

Technology
13.2K
+ 8.93%
$213.54 - $309.26 $2.83M - $4.1M
162K $49.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
224K
+ 14.77%
$22.7 - $23.33 $5.08M - $5.22M
1.74M $40.5M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
200K
+ 23.39%
$24.31 - $25.29 $4.85M - $5.05M
1.05M $26.6M
MCO
Moodys Corp

Financial Services
1.53K
+ 2.03%
$396.7 - $501.59 $607K - $768K
76.8K $38.5M
MA
Mastercard Inc

Financial Services
1.11K
+ 0.77%
$479.92 - $590.74 $533K - $656K
145K $81.6M
CRM
Salesforce, Inc.

Technology
6.25K
+ 3.3%
$236.26 - $291.15 $1.48M - $1.82M
196K $53.4M
A
Agilent Technologies, Inc.

Healthcare
16.1K
+ 2.72%
$99.29 - $120.52 $1.6M - $1.94M
608K $71.7M
CSCO
Cisco Systems, Inc.

Technology
20.7K
+ 21.09%
$53.19 - $69.38 $1.1M - $1.44M
119K $8.26M
ETN
Eaton Corp PLC

Industrials
1.03K
+ 5.22%
$246.52 - $356.99 $255K - $369K
20.8K $7.44M
CAT
Caterpillar Inc

Industrials
2.03K
+ 10.63%
$273.94 - $388.21 $557K - $790K
21.2K $8.21M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
60.2K
+ 4.72%
$24.94 - $25.42 $1.5M - $1.53M
1.34M $33.9M
EMR
Emerson Electric CO

Industrials
2.8K
+ 5.17%
$94.15 - $133.33 $264K - $373K
56.9K $7.59M
GOOG
Alphabet Inc.

Communication Services
7K
+ 38.74%
$146.58 - $180.01 $1.03M - $1.26M
25.1K $4.45M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
54.2K
+ 3.76%
$20.23 - $21.04 $1.1M - $1.14M
1.5M $31.5M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
56.1K
+ 4.01%
$22.81 - $22.97 $1.28M - $1.29M
1.46M $33.4M
LMT
Lockheed Martin Corp

Industrials
1.4K
+ 12.21%
$430.82 - $486.45 $604K - $682K
12.9K $5.97M
USB
Us Bancorp \De\

Financial Services
8.55K
+ 6.95%
$36.4 - $45.76 $311K - $391K
132K $5.95M
INTU
Intuit Inc

Technology
905
New
$544.07 - $787.63 $492K - $713K
905 $712K
TGT
Target Corp

Consumer Defensive
9.35K
+ 20.18%
$88.76 - $105.77 $830K - $989K
55.7K $5.49M
ODFL
Old Dominion Freight Line, Inc.

Industrials
7.7K
+ 4.07%
$146.74 - $176.07 $1.13M - $1.36M
197K $32M
DG
Dollar General Corp

Consumer Defensive
4.55K
New
$86.02 - $114.95 $391K - $523K
4.55K $520K
ROST
Ross Stores, Inc.

Consumer Cyclical
4.72K
+ 1.11%
$126.62 - $154.26 $597K - $728K
429K $54.7M
AVGO
Broadcom Inc.

Technology
356
+ 10.02%
$146.29 - $275.65 $52.1K - $98.1K
3.91K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
5.88K
+ 14.34%
$157.66 - $172.39 $927K - $1.01M
46.9K $7.46M
MO
Altria Group, Inc.

Consumer Defensive
7.37K
New
$55.56 - $60.91 $410K - $449K
7.37K $432K
HRL
Hormel Foods Corp

Consumer Defensive
14K
New
$29.11 - $31.44 $407K - $439K
14K $422K
CL
Colgate Palmolive CO

Consumer Defensive
4.61K
New
$87.57 - $96.0 $404K - $443K
4.61K $419K
MMM
3 M CO

Industrials
1.38K
+ 3.78%
$126.09 - $154.15 $174K - $212K
37.9K $5.77M
BMY
Bristol Myers Squibb CO

Healthcare
7.89K
New
$44.12 - $59.6 $348K - $470K
7.89K $365K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.89K
New
$50.36 - $50.68 $347K - $349K
6.89K $349K
IVV
Ishares Core S&P 500 ETF

ETFs
418
+ 28.17%
$498.8 - $620.9 $208K - $260K
1.9K $1.18M
BIIB
Biogen Inc.

Healthcare
2.65K
New
$113.38 - $135.49 $301K - $359K
2.65K $332K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.9K
New
N/A
12.9K $305K
VERX
Vertex, Inc.

Technology
8.41K
New
$33.45 - $41.87 $281K - $352K
8.41K $297K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.2K
New
$23.96 - $24.27 $292K - $296K
12.2K $296K
GIS
General Mills Inc

Consumer Defensive
5.38K
New
$50.37 - $60.97 $271K - $328K
5.38K $278K
CPB
Campbell Soup CO

Consumer Defensive
9.01K
New
$30.65 - $39.9 $276K - $359K
9.01K $276K
ORCL
Oracle Corp

Technology
157
+ 5.26%
$122.82 - $218.63 $19.3K - $34.3K
3.14K $687K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.01K
New
$63.54 - $68.5 $255K - $274K
4.01K $270K
AGYS
Agilysys Inc

Technology
2.34K
New
$65.76 - $118.19 $154K - $277K
2.34K $268K
Activity Summary
Buys All Purchases 143 New Holdings 37 Increased Positions 106 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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