Summitry LLC Purchases in Q3 2025

Summitry LLC

  • $2.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
New
$26.38 - $27.95 $266K - $282K
10.1K $275K
FITB
Fifth Third Bancorp

Financial Services
5.97K
New
$40.91 - $46.28 $244K - $276K
5.97K $265K
FSV
First Service Corp

Real Estate
1.31K
New
$175.69 - $208.43 $231K - $273K
1.31K $249K
LLY
Eli Lilly & CO

Healthcare
328
+ 74.38%
$625.65 - $812.69 $205K - $267K
769 $586K
DORM
Dorman Products, Inc.

Consumer Cyclical
1.56K
New
$119.13 - $166.34 $186K - $259K
1.56K $242K
URI
United Rentals, Inc.

Industrials
253
New
$774.14 - $975.23 $196K - $247K
253 $241K
TECH
Bio Techne Corp

Healthcare
4.31K
New
$49.87 - $58.78 $215K - $253K
4.31K $239K
UNH
Unitedhealth Group Inc

Healthcare
693
New
$237.77 - $353.61 $165K - $245K
693 $239K
RYAAY
Ryanair Holdings PLC

Industrials
3.91K
New
$55.19 - $66.72 $216K - $261K
3.91K $235K
HD
Home Depot, Inc.

Consumer Cyclical
447
+ 32.99%
$357.4 - $423.42 $160K - $189K
1.8K $730K
MMM
3 M CO

Industrials
768
+ 2.03%
$144.41 - $160.2 $111K - $123K
38.6K $6M
SPYG
Spdr Portfolio

ETFs
2.21K
New
$94.33 - $105.31 $208K - $233K
2.21K $230K
SBAC
Sba Communications Corp

Real Estate
1.19K
New
$191.35 - $239.35 $228K - $286K
1.19K $230K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.97K
New
$43.65 - $46.42 $217K - $231K
4.97K $230K
PLUS
Eplus Inc

Technology
3.21K
New
$62.28 - $76.08 $200K - $245K
3.21K $228K
FAST
Fastenal CO

Industrials
4.63K
New
$42.47 - $50.39 $196K - $233K
4.63K $226K
HII
Huntington Ingalls Industries, Inc.

Industrials
779
New
$246.31 - $287.91 $192K - $224K
779 $224K
DGX
Quest Diagnostics Inc

Healthcare
1.64K
New
N/A
1.64K $224K
L
Loews Corp

Financial Services
2.23K
New
$89.82 - $100.39 $200K - $224K
2.23K $224K
DCI
Donaldson CO Inc

Industrials
2.74K
New
$69.82 - $82.14 $191K - $225K
2.74K $223K
NVS
Novartis Ag

Healthcare
1.73K
New
$113.5 - $129.73 $196K - $224K
1.73K $221K
TY
Tri Continental Corp

Financial Services
6.5K
New
$31.7 - $34.11 $206K - $222K
6.5K $221K
C
Citigroup Inc

Financial Services
2.18K
New
$85.57 - $103.49 $187K - $226K
2.18K $221K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.38K
New
$21.69 - $23.34 $204K - $219K
9.38K $218K
GMAB
Genmab A/S

Healthcare
7.14K
New
$20.3 - $30.67 $145K - $219K
7.14K $218K
AX
Axos Financial, Inc.

Financial Services
2.56K
New
$78.32 - $92.31 $201K - $237K
2.56K $217K
UBER
Uber Technologies, Inc

Technology
2.21K
New
$86.91 - $99.57 $192K - $220K
2.21K $216K
DGII
Digi International Inc

Technology
5.84K
New
$31.14 - $38.11 $182K - $223K
5.84K $213K
AMGN
Amgen Inc

Healthcare
747
New
$271.18 - $309.22 $203K - $231K
747 $210K
MPC
Marathon Petroleum Corp

Energy
1.08K
New
$158.59 - $198.69 $171K - $214K
1.08K $207K
MS
Morgan Stanley

Financial Services
1.31K
New
$139.09 - $161.16 $182K - $210K
1.31K $207K
AAON
Aaon, Inc.

Industrials
1.05K
+ 19.8%
$72.08 - $94.26 $75.8K - $99.1K
6.36K $594K
FDX
Fedex Corp

Industrials
857
New
$217.1 - $243.2 $186K - $208K
857 $202K
IIIV
I3 Verticals, Inc.

Technology
6.21K
New
$27.81 - $32.95 $173K - $205K
6.21K $201K
RGEN
Repligen Corp

Healthcare
1.5K
New
$111.43 - $134.0 $167K - $201K
1.5K $200K
VTRS
Viatris Inc

Healthcare
18.8K
New
$8.74 - $10.69 $164K - $201K
18.8K $185K
AMT
American Tower Corp

Real Estate
1.1K
+ 109.9%
$192.32 - $232.35 $211K - $255K
2.1K $403K
F
Ford Motor CO

Consumer Cyclical
15.1K
New
$10.82 - $12.09 $164K - $183K
15.1K $180K
SO
Southern CO

Utilities
1.69K
+ 27.47%
$90.83 - $96.0 $154K - $163K
7.86K $744K
XOM
Exxon Mobil Corp

Energy
1.4K
+ 36.02%
$105.83 - $117.22 $148K - $164K
5.29K $596K
COST
Costco Wholesale Corp

Consumer Defensive
210
+ 65.63%
$915.95 - $994.57 $192K - $209K
530 $490K
QCOM
Qualcomm Inc

Technology
790
+ 16.74%
$145.84 - $173.55 $115K - $137K
5.51K $916K
ONTO
Onto Innovation Inc.

Technology
544
+ 17.55%
$90.0 - $136.73 $49K - $74.4K
3.64K $470K
ESE
Esco Technologies Inc

Technology
472
+ 18.37%
$185.22 - $217.75 $87.4K - $103K
3.04K $641K
ABT
Abbott Laboratories

Healthcare
1.14K
+ 66.36%
$120.51 - $136.62 $137K - $155K
2.85K $382K
WMT
Walmart Inc.

Consumer Defensive
1.11K
+ 17.16%
$94.4 - $104.27 $105K - $116K
7.58K $780K
MRK
Merck & Co., Inc.

Healthcare
1.32K
+ 40.55%
$77.6 - $87.37 $103K - $116K
4.59K $385K
ASML
Asml Holding Nv

Technology
17
+ 2.61%
$689.63 - $968.09 $11.7K - $16.5K
669 $647K
MRTN
Marten Transport LTD

Industrials
11.6K
New
$10.65 - $13.91 $123K - $161K
11.6K $123K
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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