Long-term investor
Summitry LLC @summitryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001280043).
Record
- Tracked since 2025-06-30 (446 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year +7.9% · all +7.9%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- V · 4.9% · long · since 2025-06-30
- AMZN · 4.7% · long · since 2025-06-30
- GOOGL · 4.4% · long · since 2025-06-30
- TSM · 4.3% · long · since 2025-06-30
- MA · 3.7% · long · since 2025-06-30
- CARR · 3.3% · long · since 2025-06-30
- A · 2.9% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- LOW · 2.7% · long · since 2025-06-30
- WFC · 2.4% · long · since 2025-06-30
- ULTA · 2.2% · long · since 2025-06-30
- TMO · 2.2% · long · since 2025-06-30