Summitry LLC Incresed Positions in Q2 2025

Summitry LLC

  • $2.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MFC
Manulife Financial Corp

Financial Services
3.59K
+ 19.79%
$26.93 - $32.44 $96.7K - $116K
21.7K $694K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
665
+ 28.12%
$103.49 - $133.44 $68.8K - $88.7K
3.03K $399K
IBM
International Business Machines Corp

Technology
63
+ 2.8%
$221.03 - $294.78 $13.9K - $18.6K
2.31K $682K
FMX
Mexican Economic Development Inc

Consumer Defensive
974
+ 25.82%
$92.5 - $107.84 $90.1K - $105K
4.75K $488K
MCD
Mcdonalds Corp

Consumer Cyclical
1.81K
+ 8.96%
$285.55 - $321.23 $516K - $580K
22K $6.42M
HLN
Haleon PLC

Healthcare
11K
+ 24.48%
$9.27 - $11.41 $102K - $125K
55.8K $578K
DSGX
Descartes Systems Group Inc

Technology
1.03K
+ 29.9%
$94.15 - $116.93 $96.5K - $120K
4.45K $452K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.53%
$4164.15 - $5789.24 $8.33K - $11.6K
81 $468K
ROLL
Rbc Bearings Inc

Industrials
417
+ 31.21%
N/A
1.75K $431K
HQY
Healthequity, Inc.

Healthcare
611
+ 26.88%
$76.77 - $113.06 $46.9K - $69.1K
2.88K $302K
EXLS
Exl Service Holdings, Inc.

Technology
2.99K
+ 28.73%
$41.85 - $48.48 $125K - $145K
13.4K $585K
NOVT
Novanta Inc

Technology
597
+ 27.58%
N/A
2.76K $435K
SHEL
Shell PLC

Energy
1.68K
+ 19.14%
$59.75 - $73.05 $100K - $123K
10.4K $735K
CWST
Casella Waste Systems Inc

Industrials
693
+ 27.76%
$103.78 - $120.37 $71.9K - $83.4K
3.19K $367K
AAON
Aaon, Inc.

Industrials
1.26K
+ 31.15%
$71.78 - $106.87 $90.5K - $135K
5.31K $391K
BCPC
Balchem Corp

Basic Materials
518
+ 27.61%
$150.5 - $170.45 $78K - $88.3K
2.39K $381K
CERT
Certara, Inc.

Healthcare
3.88K
+ 29.46%
$9.05 - $14.47 $35.1K - $56.2K
17.1K $199K
SYY
Sysco Corp

Consumer Defensive
807
+ 9.27%
$68.0 - $75.91 $54.9K - $61.3K
9.52K $720K
CAG
Conagra Brands Inc.

Consumer Defensive
6.03K
+ 64.47%
$20.4 - $26.78 $123K - $161K
15.4K $314K
EXPO
Exponent Inc

Industrials
1.13K
+ 29.66%
$72.88 - $81.75 $82.2K - $92.2K
4.93K $368K
SITE
Site One Landscape Supply, Inc.

Industrials
489
+ 28.48%
$104.79 - $127.3 $51.2K - $62.2K
2.21K $266K
BHP
Bhp Group LTD

Basic Materials
1.14K
+ 25.11%
$40.22 - $50.88 $45.7K - $57.8K
5.66K $272K
RIO
Rio Tinto PLC

Basic Materials
963
+ 24.63%
$52.32 - $62.75 $50.4K - $60.4K
4.87K $284K
DE
Deere & CO

Industrials
36
+ 4.69%
$412.99 - $531.48 $14.9K - $19.1K
803 $408K
TREX
Trex CO Inc

Industrials
1K
+ 27.64%
$50.52 - $61.77 $50.6K - $61.9K
4.63K $251K
GWW
W.W. Grainger, Inc.

Industrials
26
+ 10.4%
$919.93 - $1101.66 $23.9K - $28.6K
276 $287K
GMED
Globus Medical Inc

Healthcare
1.67K
+ 40.35%
$55.82 - $75.5 $93.4K - $126K
5.82K $343K
ALC
Alcon Inc

Healthcare
641
+ 22.42%
$82.88 - $98.3 $53.1K - $63K
3.5K $308K
QCOM
Qualcomm Inc

Technology
70
+ 1.51%
$124.66 - $159.48 $8.73K - $11.2K
4.72K $751K
CVX
Chevron Corp

Energy
694
+ 23.06%
$133.73 - $168.51 $92.8K - $117K
3.7K $530K
SPGI
S&P Global Inc.

Financial Services
18
+ 2.08%
$438.31 - $527.29 $7.89K - $9.49K
883 $465K
HD
Home Depot, Inc.

Consumer Cyclical
66
+ 5.12%
$335.24 - $380.78 $22.1K - $25.1K
1.36K $496K
ONTO
Onto Innovation Inc.

Technology
696
+ 28.95%
$88.5 - $133.37 $61.6K - $92.8K
3.1K $312K
NEE
Nextera Energy Inc

Utilities
192
+ 3.96%
$64.11 - $75.0 $12.3K - $14.4K
5.04K $349K
LLY
Eli Lilly & CO

Healthcare
31
+ 7.56%
$713.71 - $898.95 $22.1K - $27.9K
441 $343K
KO
Coca Cola CO

Consumer Defensive
149
+ 1.93%
$68.37 - $73.9 $10.2K - $11K
7.87K $556K
TXN
Texas Instruments Inc

Technology
20
+ 1.65%
N/A
1.23K $239K
ESS
Essex Property Trust, Inc.

Real Estate
9
+ 0.56%
N/A
1.62K $440K
SO
Southern CO

Utilities
14
+ 0.23%
$84.91 - $92.56 $1.19K - $1.3K
6.16K $566K
Ishares Tr
32.8K
+ 3.43%
N/A
988K $0
Ishares Tr
42.9K
+ 3.64%
N/A
1.22M $0
Ishares Tr
313K
+ 22.33%
N/A
1.71M $0
Blackrock Inc
14
+ 2.66%
N/A
541 $0
Linde PLC
93
+ 11.19%
N/A
924 $0
Brookfield Asset Managmt LTD
9.72K
+ 7.21%
N/A
145K $0
MDT
Medtronic PLC

Healthcare
33
+ 1.45%
$80.68 - $88.86 $2.66K - $2.93K
2.31K $201K
UNP
Union Pacific Corp

Industrials
131
+ 2.17%
$208.27 - $238.46 $27.3K - $31.2K
6.16K $1.42M
VZ
Verizon Communications Inc

Communication Services
6.35K
+ 4.67%
$41.67 - $45.62 $265K - $290K
142K $6.16M
EQR
Equity Residential

Real Estate
4
+ 0.13%
$61.82 - $71.72 $247 - $287
3K $202K
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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