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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SUMMITRY LLC

Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001941040-26-000079

Total Value
$2.40B
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1TAIWAN SEMICONDUCTOR MFG LTD874039100565,581$171.9M7.16%
2ULTA BEAUTY INCULTA202,865$122.7M5.11%
3AMAZON COM INCAMZN504,434$116.4M4.85%
4ALPHABET INCGOOG348,766$109.2M4.55%
5LOWES COS INC548661107367,404$88.6M3.69%
6MASTERCARD INCORPORATEDMA149,425$85.3M3.55%
7AGILENT TECHNOLOGIES INCA623,513$84.8M3.54%
8WELLS FARGO CO NEW949746101906,631$84.5M3.52%
9THERMO FISHER SCIENTIFIC INCTMO140,488$81.4M3.39%
10ROSS STORES INCROST434,127$78.2M3.26%
11MICROSOFT CORPMSFT154,420$74.7M3.11%
12SCHWAB CHARLES CORPSCHW-PJ707,286$70.7M2.94%
13VISA INCV194,792$68.3M2.85%
14STARBUCKS CORPSBUX774,050$65.2M2.72%
15META PLATFORMS INCMETA90,918$60.0M2.50%
16SALESFORCE INCCRM214,663$56.9M2.37%
17CARRIER GLOBAL CORPORATIONCARR990,752$52.4M2.18%
18FISERV INCFISV776,201$52.1M2.17%
19GXO LOGISTICS INCORPORATEDGXO894,593$47.1M1.96%
20ISHARES TR46438G6381,821,802$45.0M1.88%
21RENTOKIL INITIAL PLCRKLIF1,475,957$43.5M1.81%
22ISHARES TR46436E2051,837,008$43.0M1.79%
23ZEBRA TECHNOLOGIES CORPORATIZBRA175,844$42.7M1.78%
24MOODYS CORPMCO80,001$40.9M1.70%
25ISHARES TR46429B747347,762$35.6M1.48%
26ISHARES TR46435U5151,391,684$35.4M1.48%
27ISHARES TR46436E8581,522,715$34.8M1.45%
28OLD DOMINION FREIGHT LINE INODFL218,175$34.2M1.43%
29ISHARES TR46438G6531,262,550$33.3M1.39%
30ISHARES TR46436E4861,549,157$32.8M1.37%
31NETFLIX INCNFLX327,099$30.7M1.28%
32NVIDIA CORPORATIONNVDA155,103$28.9M1.21%
33ISHARES TR46436E1301,022,638$26.7M1.11%
34ISHARES TR46438G422992,283$25.3M1.05%
35APPLE INCAAPL89,797$24.4M1.02%
36ISHARES TR46438G646859,319$22.2M0.92%
37ISHARES TR46434V860410,909$20.7M0.86%
38CATERPILLAR INCCAT22,508$12.9M0.54%
39JOHNSON & JOHNSONJNJ52,957$11.0M0.46%
40ALPHABET INCGOOG32,560$10.2M0.43%
41CISCO SYS INCCSCO123,144$9.5M0.40%
42BROOKFIELD ASSET MANAGMT LTD113004105162,090$8.5M0.35%
43CENCORA INCCOR24,948$8.4M0.35%
44PROCTER AND GAMBLE CO74271810957,338$8.2M0.34%
45EMERSON ELEC COEMR60,494$8.0M0.33%
46US BANCORP DELUSB-PS149,419$8.0M0.33%
47MCDONALDS CORPMCD25,297$7.7M0.32%
48EATON CORP PLCETN22,120$7.0M0.29%
49VERIZON COMMUNICATIONS INCVZ161,751$6.6M0.27%
50AT&T INCT-PC262,016$6.5M0.27%
513M COMMM39,925$6.4M0.27%
52KIMBERLY-CLARK CORPKMB50,674$5.1M0.21%
53BERKSHIRE HATHAWAY INC DELBRK-A9,394$4.7M0.20%
54WELLS FARGO CO NEW9497468042,110$2.6M0.11%
55BROADCOM INCAVGO7,324$2.5M0.11%
56TESLA INCTSLA4,803$2.2M0.09%
57BANK AMERICA CORP0605056821,620$2.0M0.08%
58CHUBB LIMITEDCB6,337$2.0M0.08%
59ISHARES TR46428746520,413$2.0M0.08%
60INVESCO EXCHANGE TRADED FD TIVZ36,015$1.7M0.07%
61SCHWAB STRATEGIC TR80852476348,417$1.5M0.06%
62UNION PAC CORPUNP6,435$1.5M0.06%
63JPMORGAN CHASE & CO.VYLD4,248$1.4M0.06%
64HOME DEPOT INCHD3,710$1.3M0.05%
65VANGUARD INDEX FDS9229087693,256$1.1M0.05%
66DOLLAR GEN CORP NEW2566771058,200$1.1M0.05%
67SCHWAB STRATEGIC TR80852480544,049$1.1M0.04%
68ISHARES TR4642872001,488$1.0M0.04%
69VANGUARD INDEX FDS9229083631,609$1.0M0.04%
70CENTENE CORP DELCNC23,672$974,1030.04%
71ABBVIE INCABBV4,206$961,0860.04%
72ASML HOLDING N VASMLF897$959,7880.04%
73RBC BEARINGS INCRBC2,069$927,8020.04%
74WALMART INCWMT8,299$924,6290.04%
75ELI LILLY & COLLY839$901,7140.04%
76QUALCOMM INCQCOM5,142$879,5330.04%
77CONSTRUCTION PARTNERS INCROAD7,938$861,6700.04%
78SHELL PLCRYDAF11,508$845,6410.04%
79BIOGEN INCBIIB4,794$843,6970.04%
80BANK AMERICA CORP06050510415,299$841,4230.04%
81EXLSERVICE HOLDINGS INCEXLS18,982$805,5970.03%
82SCHWAB STRATEGIC TR80852473021,606$779,1130.03%
83BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.03%
84INTERNATIONAL BUSINESS MACHSINTR2,517$745,5610.03%
85HDFC BANK LTDHDB20,353$743,6870.03%
86EXXON MOBIL CORPXOM6,065$729,8640.03%
87HENRY JACK & ASSOC INC4262811013,944$719,7020.03%
88ESCO TECHNOLOGIES INCESE3,640$711,2700.03%
89GLOBUS MED INCGMED7,994$697,9570.03%
90COCA COLA COKO9,893$691,6200.03%
91TEXAS ROADHOUSE INCTXRH4,064$674,5900.03%
92SOUTHERN COSOMN7,597$662,4590.03%
93SYSCO CORPSYY8,937$658,5680.03%
94BLACKROCK INCBLK610$652,9230.03%
95GENERAL MLS INC37033410414,014$651,6510.03%
96MANULIFE FINL CORP56501R10617,881$648,7410.03%
97FOMENTO ECONOMICO MEXICANO S3444191066,398$646,6960.03%
98ORACLE CORPORCL-PD3,305$644,1780.03%
99AFLAC INCAFL5,799$639,4560.03%
100ISHARES TR4642871765,805$638,0280.03%
101MOLSON COORS BEVERAGE COTAP-A13,656$637,4630.03%
102PEPSICO INCPEP4,271$612,9740.03%
103SPDR INDEX SHS FDS78463X50912,671$593,1300.02%
104BANCO BILBAO VIZCAYA ARGENTABBVXF25,106$585,2130.02%
105INTUITINTU879$582,2680.02%
106AAON INCAAON7,635$582,1700.02%
107M & T BK CORP55261F1042,878$579,8600.02%
108CONSOLIDATED EDISON INCED5,783$574,3680.02%
109BALCHEM CORPBCPC3,715$569,7840.02%
110CASELLA WASTE SYS INCCWST5,802$568,2480.02%
111DESCARTES SYS GROUP INC2499061086,353$556,9040.02%
112CHEVRON CORP NEWCVX3,640$554,7610.02%
113S&P GLOBAL INCSPGI1,052$549,7650.02%
114PFIZER INCPFE22,045$548,9120.02%
115ONTO INNOVATION INCONTO3,424$540,5130.02%
116MERCK & CO INCMRK5,061$532,7210.02%
117SONY GROUP CORPSNEJF20,318$520,1390.02%
118RIO TINTO PLCRTNTF6,479$518,4960.02%
119VIATRIS INCVTRS41,422$515,7040.02%
120HALEON PLCHLNCF50,815$513,7370.02%
121HORMEL FOODS CORPHRL21,632$512,6790.02%
122BOOKING HOLDINGS INCBKNG95$508,7570.02%
123EOG RES INCEOG4,759$499,7430.02%
124ENTERPRISE PRODS PARTNERS L29379210715,490$496,6100.02%
125KINSALE CAP GROUP INC49714P1081,263$494,0180.02%
126EXPONENT INCEXPO7,081$491,8570.02%
127NEXTERA ENERGY INCNEE-PW5,854$469,9600.02%
128ESSEX PPTY TR INC2971781051,773$463,9590.02%
129OLLIES BARGAIN OUTLET HLDGS6811161094,221$462,6640.02%
130DISNEY WALT CO2546871064,056$461,4360.02%
131VANGUARD INDEX FDS9229087511,754$452,4450.02%
132NOVANTA INCNOVTU3,755$446,8080.02%
133FIFTH THIRD BANCORPFITBM9,377$438,9380.02%
134NICE LTDNCSYF3,866$437,0130.02%
135MERCADOLIBRE INCMELI215$433,0660.02%
136BRIGHT HORIZONS FAM SOL IN D1091941004,213$427,1990.02%
137DEERE & CODE895$416,6860.02%
138GE AEROSPACE3696043011,352$416,3190.02%
139COSTCO WHSL CORP NEW22160K105476$410,2590.02%
140AGILYSYS INCAGYS3,362$399,5410.02%
141DELTA AIR LINES INC DELDAL5,740$398,3560.02%
142PULTE GROUP INC7458671013,362$394,2290.02%
143SPX TECHNOLOGIES INCSPXC1,959$391,9180.02%
144CONAGRA BRANDS INCCAG22,635$391,8120.02%
145CORPAY INCCPAY1,270$382,1820.02%
146CREDICORP LTDBAP1,331$382,0970.02%
147NETEASE INCNETTF2,772$381,4510.02%
148SITEONE LANDSCAPE SUPPLY INCSITE3,025$376,7940.02%
149SCHWAB STRATEGIC TR80852420113,806$371,5200.02%
150HEALTHEQUITY INCHQY3,963$363,0510.02%
151BRISTOL-MYERS SQUIBB COCELG-RI6,620$357,0830.01%
152HUNTINGTON INGALLS INDS INC4464131061,049$356,7340.01%
153PALANTIR TECHNOLOGIES INCPLTR1,996$354,7890.01%
154VANGUARD CALIF TAX FREE FDS9220216053,527$353,6180.01%
155THE CAMPBELLS COMPANYCPB12,684$353,5040.01%
156CITIZENS FINL GROUP INCCIA6,036$352,5630.01%
157GOLDMAN SACHS GROUP INCGSCE400$351,3980.01%
158APOLLO GLOBAL MGMT INC03769M1062,413$349,3060.01%
159HUNTINGTON BANCSHARES INCHBANP20,053$347,9200.01%
160LENNAR CORPLEN-B3,368$346,2310.01%
161ADOBE INCADBE980$342,9910.01%
162QUEST DIAGNOSTICS INCDGX1,974$342,5490.01%
163AMERICAN INTL GROUP INC0268747843,998$342,0290.01%
164PARKER-HANNIFIN CORPPH383$336,6420.01%
165ABBOTT LABSABLZF2,656$332,7710.01%
166TYLER TECHNOLOGIES INCTYL733$332,7460.01%
167EPLUS INCPLUS3,793$332,6820.01%
168VENTAS INCVTR4,280$331,1870.01%
169GENMAB A/SGNMSF10,603$326,5730.01%
170RYANAIR HOLDINGS PLCRYAOF4,472$322,8320.01%
171ALCON AGALC4,063$320,2390.01%
172BLACKBAUD INCBLKB4,905$310,5850.01%
173MICRON TECHNOLOGY INCMU1,066$304,2680.01%
174AUTOMATIC DATA PROCESSING INADP1,180$303,5320.01%
175HERSHEY COHSY1,665$302,9970.01%
176BIO-TECHNE CORPTECH5,134$301,9180.01%
177VERICEL CORPVCEL8,370$301,4040.01%
178DONALDSON INCDCI3,385$300,0920.01%
179LOEWS CORPL2,836$298,6600.01%
180QUANTA SVCS INC74762E102707$298,3970.01%
181DIGI INTL INC2537981026,886$298,0950.01%
182LEMAITRE VASCULAR INCLMAT3,643$295,4570.01%
183HUNT J B TRANS SVCS INC4456581071,516$294,6200.01%
184AMERICAN TOWER CORP NEW03027X1001,661$291,6220.01%
185REVVITY INCRVTY3,005$290,7340.01%
186ISHARES TR46435UAA911,950$290,1460.01%
187FIRSTSERVICE CORP NEWFSV1,843$286,6740.01%
188REPLIGEN CORPRGEN1,741$285,2810.01%
189WILLIS TOWERS WATSON PLC LTDWTW865$284,2390.01%
190AMGEN INCAMGN868$283,9920.01%
191SLB LIMITEDSLB7,396$283,8590.01%
192MACOM TECH SOLUTIONS HLDGS I55405Y1001,649$282,4410.01%
193KRAFT HEINZ COKHC11,579$280,7910.01%
194ISHARES TR46435GAA011,568$280,3050.01%
195P T TELEKOMUNIKASI INDONESIA71568410613,262$279,1740.01%
196FEDEX CORPFDX965$278,7500.01%
197MORGAN STANLEYMS-PQ1,567$278,1900.01%
198CITIGROUP INCC-PR2,382$277,9560.01%
199NOVARTIS AGNVSEF2,009$276,9810.01%
200SCHWAB STRATEGIC TR80852477110,142$275,9640.01%
201TEXAS INSTRS INC8825081041,565$271,5260.01%
202ALARM COM HLDGS INCALRM5,270$268,8760.01%
203UNITEDHEALTH GROUP INCUNH813$268,3800.01%
204SOUTHWEST AIRLS CO8447411086,483$267,9430.01%
205MEDTRONIC PLCMDT2,707$260,0350.01%
206AXOS FINANCIAL INCAX3,015$259,7730.01%
207AMERICAN WTR WKS CO INC NEW0304201031,980$258,3900.01%
208ADVANCED MICRO DEVICES INCAMD1,204$257,8490.01%
209BROWN FORMAN CORPBF-B9,777$254,7890.01%
210MATCH GROUP INC NEWMTCH7,822$252,5730.01%
211VANGUARD INSTL INDEX FD9220408523,303$249,2610.01%
212SCHWAB STRATEGIC TR8085247555,494$248,3840.01%
213WW GRAINGER INC384802104240$242,1720.01%
214LAM RESEARCH CORPLRCX1,405$240,5080.01%
215SYNOPSYS INCSNPS508$238,6180.01%
216DAYFORCE INC15677J1083,419$236,4590.01%
217TJX COS INC NEW8725401091,539$236,3980.01%
218LINDE PLCLIN554$236,0790.01%
219SCHWAB STRATEGIC TR8085248885,177$235,7090.01%
220UNIVERSAL HLTH SVCS INC9139031001,075$234,3720.01%
221INTUITIVE SURGICAL INCISRG412$233,3410.01%
222SELECT SECTOR SPDR TR81369Y7041,503$233,1460.01%
223VALVOLINE INCVVV7,942$230,7950.01%
224DIAGEO PLCDGEAF2,675$230,7730.01%
225VERTEX INCVERX11,412$227,8980.01%
226EQUITY RESIDENTIALEQR3,613$227,7640.01%
227GILEAD SCIENCES INCGILD1,848$226,8240.01%
228DORMAN PRODS INC2582781001,837$226,3010.01%
229LABCORP HOLDINGS INCLH887$222,5310.01%
230AMERICAN EXPRESS COAXP596$220,4910.01%
231PNC FINL SVCS GROUP INC6934751051,028$214,5750.01%
232PIMCO DYNAMIC INCOME FD72201Y10112,000$212,5200.01%
233BANK NEW YORK MELLON CORP0640581001,817$210,9360.01%
234REGIONS FINANCIAL CORP NEWRF-PF7,777$210,7570.01%
235DUKE ENERGY CORP NEWDUKB1,797$210,6270.01%
236WD 40 COWDFC1,070$210,5920.01%
237GE VERNOVA INCGEV321$209,7960.01%
238BERKLEY W R CORPWRB-PH2,955$207,2050.01%
239CERTARA INCCERT23,240$204,7450.01%
240AMEREN CORPAEE2,045$204,2140.01%
241TARGET CORPTGT2,087$203,9810.01%
242ACCENTURE PLC IRELANDACN760$203,9080.01%
243SYNCHRONY FINANCIALSYF-PB2,440$203,5700.01%
244FIDELITY NATL INFORMATION SV31620M1063,043$202,2380.01%
245DTE ENERGY CODTK1,567$202,1120.01%
246BALL CORPBALL3,798$201,1810.01%
247FORD MTR CO34537086014,110$185,1240.01%
248AMCOR PLCAMCCF18,247$152,1800.01%
249XAI OCTAGN FLT RAT & ALT INM98400T10625,000$120,0000.01%
250ABRDN GLOBAL PREMIER PPTYS F00302L10817,000$65,2800.00%
251DENISON MINES CORPDNN10,000$26,6000.00%