Summitry LLC has recently submitted its 13F-HR filing, revealing its investment holdings as of September 30, 2026. The report indicates that the firm manages assets totaling over $3.2 billion. This significant amount underscores Summitry's position in the financial services industry, particularly in asset management.

The filing, which was made public on November 13, 2026, details a diverse portfolio that includes investments in well-known companies across various sectors. The report is a crucial indicator of the firm's investment strategies and market outlook, providing insights into its asset allocation and sector preferences.

Background

Summitry LLC is a financial services firm based in Foster City, California. The company is categorized under the SIC code for other financial services, which reflects its role in the asset management sector. The firm has been active in filing various reports with the SEC, including multiple 13F-HR submissions in recent years.

According to recent filings, Summitry has consistently reported on its holdings, with the latest submission being its 13F-HR filed on November 13, 2026. This filing follows earlier submissions throughout the year, indicating the firm's ongoing commitment to transparency and regulatory compliance.

What the Filing Says

The latest 13F-HR filing reveals that Summitry LLC holds a total of 403 positions, with a reported value of $3,201,588,512. This substantial figure reflects the firm's strategic investments in a variety of sectors, showcasing its ability to navigate the complexities of the financial markets.

The filing is signed by Jennifer Rouse, the Chief Compliance Officer, indicating the firm's adherence to regulatory standards and its commitment to maintaining accurate records of its investment activities.

Impact

This update may have implications for various stakeholders, including clients, investors, and competitors in the asset management industry. Clients may find reassurance in the firm's substantial asset base, while competitors will likely analyze Summitry's investment choices to gauge market trends and strategies.

What's Next

The filing does not specify what happens next for Summitry LLC. However, the firm is expected to continue monitoring its portfolio and making adjustments as necessary in response to market conditions.