Summitry

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
144
Total Value
1978544158
Accession Number
0001085146-25-003029
Form Type
13F-HR
Manager Name
Summitry
Data Enrichment
90% identified
129 identified15 unidentified

Holdings

144 positions
Manager:
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464287200
Shares:1.5K
Value:$833.8K
Tesla, Inc.
Shares:3.0K
Value:$788.1K
AbbVie Inc.
Shares:3.6K
Value:$753.0K
QUALCOMM INC/DE
Shares:4.7K
Value:$714.3K
JPMORGAN CHASE & CO
Shares:2.8K
Value:$696.4K
KELLANOVA
Shares:8.3K
Value:$688.1K
SYSCO CORP
Shares:8.7K
Value:$653.5K
464287176
Shares:5.8K
Value:$644.9K
Shell plc
Shares:8.8K
Value:$642.5K
Walt Disney Co
Shares:6.2K
Value:$611.8K
Broadcom Inc.
Shares:3.6K
Value:$594.9K
SOUTHERN CO
Shares:6.2K
Value:$565.5K
MANULIFE FINANCIAL CORP
Shares:18.1K
Value:$565.2K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:2.3K
Value:$559.8K
COCA COLA CO
Shares:7.7K
Value:$552.6K
PEPSICO INC
Shares:3.6K
Value:$535.9K
EOG RESOURCES INC
Shares:4.0K
Value:$515.7K
Shares:1.9K
Value:$504.9K
CHEVRON CORP
Shares:3.0K
Value:$503.3K
Walmart Inc.
Shares:5.7K
Value:$499.1K