Summitry LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$2.3B
Holdings
263
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Sold 6.1% (565.6k → 530.9k shares)
7.8%
02
$AMZN
AMAZON COM INC
Q1 2026: Increased +22.6% (504.4k → 618.5k shares)
4.5%
03
$GOOGL
ALPHABET INC
Q1 2026: Increased +18.3% (348.8k → 412.5k shares)
4.1%
04
$V
VISA INC
Q1 2026: Increased +87.1% (194.8k → 364.5k shares)
3.9%
05
$LOW
LOWES COS INC
Q1 2026: Sold 0.7% (367.4k → 364.8k shares)
3.8%
06
$CARR
CARRIER GLOBAL CORPORATION
Q1 2026: Increased +43.3% (990.8k → 1.42M shares)
3.5%
07
$ULTA
ULTA BEAUTY INC
Q1 2026: Sold 26.4% (202.9k → 149.4k shares)
3.4%
08
$A
AGILENT TECHNOLOGIES INC
Q1 2026: Increased +8.1% (623.5k → 674.0k shares)
3.4%
09
$MA
MASTERCARD INCORPORATED
Q4 2025: Increased +1.6% (147.1k → 149.4k shares)
3.3%
10
$WFC
WELLS FARGO & CO
Q1 2026: Sold 2.5% (906.6k → 884.1k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.