SEC Form 13F

SUMMITRY LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$3,039,959,359
Positions340

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VISA INCVCOM CL A$149,536,798435,853
AMAZON COM INCAMZNCOM$141,486,013593,631
ALPHABET INCGOOGLCAP STK CL A$133,393,114373,263
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$131,096,470274,507
MASTERCARD INCORPORATEDMACL A$111,949,127217,969
CARRIER GLOBAL CORPORATIONCARRCOM$100,205,6391,366,130
AGILENT TECHNOLOGIES INCACOM$88,508,881666,332
MICROSOFT CORPMSFTCOM$82,741,639221,816
LOWES COS INCLOWCOM$81,493,258369,601
WELLS FARGO & COWFCCOM$72,180,521873,433

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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