Summitry LLC Incresed Positions in Q3 2025

Summitry LLC

  • $2.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
55
+ 0.22%
N/A
24.6K $4.56M
KNSL
Kinsale Capital Group, Inc.

Financial Services
148
+ 16.37%
$415.15 - $489.89 $61.4K - $72.5K
1.05K $447K
EQR
Equity Residential

Real Estate
189
+ 6.29%
$62.3 - $68.34 $11.8K - $12.9K
3.19K $206K
KMB
Kimberly Clark Corp

Consumer Defensive
1.67K
+ 3.75%
$121.72 - $136.77 $203K - $228K
46.2K $5.74M
Ishares Tr
10.5K
+ 1.06%
N/A
999K $0
Ishares Tr
49.3K
+ 2.88%
N/A
1.76M $0
Ishares Tr
13.7K
+ 1.12%
N/A
1.23M $0
Labcorp Holdings Inc
184
+ 23.29%
N/A
974 $0
Brookfield Asset Managmt LTD
7.8K
+ 5.4%
N/A
152K $0
Blackrock Inc
65
+ 12.01%
N/A
606 $0
VCEL
Vericel Corp

Healthcare
1.84K
+ 34.56%
$29.84 - $41.74 $54.9K - $76.8K
7.16K $225K
SPGI
S&P Global Inc.

Financial Services
66
+ 7.47%
$484.94 - $564.15 $32K - $37.2K
949 $461K
IBM
International Business Machines Corp

Technology
76
+ 3.28%
$234.77 - $292.47 $17.8K - $22.2K
2.39K $674K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 4.94%
$5364.25 - $5815.92 $21.5K - $23.3K
85 $458K
TGT
Target Corp

Consumer Defensive
5.41K
+ 9.71%
$86.56 - $107.43 $468K - $581K
61.1K $5.48M
FMX
Mexican Economic Development Inc

Consumer Defensive
68
+ 1.43%
$83.67 - $106.19 $5.69K - $7.22K
4.81K $474K
DIS
Walt Disney CO

Communication Services
140
+ 3.65%
$112.25 - $124.0 $15.7K - $17.4K
3.97K $454K
CSCO
Cisco Systems, Inc.

Technology
1.24K
+ 1.04%
$66.2 - $71.79 $82.2K - $89.1K
120K $8.23M
DE
Deere & CO

Industrials
13
+ 1.62%
$457.26 - $524.37 $5.94K - $6.82K
816 $373K
SAP
Sap Se

Technology
168
+ 7.31%
$252.42 - $311.93 $42.4K - $52.4K
2.47K $659K
MELI
Mercadolibre Inc

Consumer Cyclical
4
+ 2.08%
$2292.04 - $2514.05 $9.17K - $10.1K
196 $458K
ALC
Alcon Inc

Healthcare
37
+ 1.06%
$73.24 - $92.22 $2.71K - $3.41K
3.54K $263K
VERX
Vertex, Inc.

Technology
1.26K
+ 14.94%
$23.87 - $36.4 $30K - $45.7K
9.66K $239K
T
At&T Inc.

Communication Services
3.97K
+ 1.63%
$26.94 - $29.62 $107K - $118K
248K $7M
HDB
Hdfc Bank LTD

Financial Services
9.3K
+ 101.84%
$34.14 - $78.94 $317K - $734K
18.4K $629K
V
Visa Inc.

Financial Services
5.8K
+ 3.16%
$332.09 - $358.86 $1.93M - $2.08M
189K $64.6M
MCO
Moodys Corp

Financial Services
1.36K
+ 1.78%
$472.69 - $521.32 $644K - $711K
78.1K $37.2M
ODFL
Old Dominion Freight Line, Inc.

Industrials
10K
+ 5.1%
$138.59 - $171.12 $1.39M - $1.72M
207K $29.1M
NFLX
Netflix Inc

Communication Services
522
+ 1.67%
$1147.87 - $1297.18 $599K - $677K
31.8K $38.1M
CRM
Salesforce, Inc.

Technology
11K
+ 5.61%
$231.66 - $273.65 $2.54M - $3M
207K $49M
CARR
Carrier Global Corp

Industrials
23.4K
+ 2.36%
$58.75 - $80.73 $1.38M - $1.89M
1.01M $60.6M
Activity Summary
Buys All Purchases 186 New Holdings 54 Increased Positions 132 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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