SUMMITRY LLC Diversified Active

CIK: 0001280043 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 30, 2013

Total Value ($000): $637,484 (100.0% shares, 0.0% debt)

Holdings (65)

IGSB ISHARES TR 5.1%
Value ($000) $32,757 Shares 311,884 Est. Cost $105.03 Unrealized
TIP ISHARES TR 4.5%
Value ($000) $28,694 Shares 256,171 Est. Cost $112.01 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 4.0%
Value ($000) $25,624 Shares 228,951 Est. Cost $110.02 Unrealized 0.0%
CSCO CISCO SYS INC 4.0%
Value ($000) $25,259 Shares 1,037,967 Est. Cost $15.24 Unrealized 0.0%
MSFT MICROSOFT CORP 3.9%
Value ($000) $24,916 Shares 721,267 Est. Cost $26.70 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 3.8%
Value ($000) $24,438 Shares 871,238 Est. Cost $21.22 Unrealized 0.0%
GENERAL ELECTRIC CO 3.6%
Value ($000) $22,971 Shares 990,560 Est. Cost $23.19 Unrealized
MEDTRONIC INC 3.4%
Value ($000) $21,727 Shares 422,130 Est. Cost $51.47 Unrealized
AGG ISHARES TR 3.2%
Value ($000) $20,689 Shares 192,981 Est. Cost $107.21 Unrealized
GOOGLE INC 3.1%
Value ($000) $19,807 Shares 22,499 Est. Cost $880.35 Unrealized
GM GENERAL MTRS CO 2.9%
Value ($000) $18,755 Shares 563,036 Est. Cost $23.62 Unrealized 0.0%
CITIGROUP INC 2.9%
Value ($000) $18,640 Shares 388,578 Est. Cost $47.97 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $18,312 Shares 213,278 Est. Cost $59.66 Unrealized 0.0%
INTC INTEL CORP 2.7%
Value ($000) $17,524 Shares 723,251 Est. Cost $17.18 Unrealized 0.0%
XOM EXXON MOBIL CORP 2.7%
Value ($000) $17,395 Shares 192,533 Est. Cost $53.69 Unrealized 0.0%
CVX CHEVRON CORP NEW 2.7%
Value ($000) $17,155 Shares 144,967 Est. Cost $71.30 Unrealized 0.0%
PEP PEPSICO INC 2.7%
Value ($000) $17,065 Shares 208,647 Est. Cost $56.00 Unrealized 0.0%
FISV FISERV INC 2.7%
Value ($000) $16,979 Shares 194,250 Est. Cost $21.93 Unrealized 0.0%
PAYX PAYCHEX INC 2.6%
Value ($000) $16,655 Shares 456,178 Est. Cost $25.02 Unrealized 0.0%
LQD ISHARES TR 2.5%
Value ($000) $15,752 Shares 138,601 Est. Cost $113.65 Unrealized
WFC WELLS FARGO & CO NEW 2.5%
Value ($000) $15,648 Shares 379,163 Est. Cost $27.36 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 2.4%
Value ($000) $15,536 Shares 396,331 Est. Cost $39.20 Unrealized
USB US BANCORP DEL 2.3%
Value ($000) $14,482 Shares 400,602 Est. Cost $22.41 Unrealized 0.0%
CHINA MOBILE LIMITED 2.2%
Value ($000) $14,182 Shares 273,945 Est. Cost $51.77 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $12,906 Shares 32,548 Est. Cost $13.16 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 1.9%
Value ($000) $12,116 Shares 271,042 Est. Cost $32.51 Unrealized 0.0%
BDX BECTON DICKINSON & CO 1.9%
Value ($000) $12,038 Shares 121,810 Est. Cost $78.11 Unrealized 0.0%
COP CONOCOPHILLIPS 1.8%
Value ($000) $11,757 Shares 194,327 Est. Cost $39.96 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION 1.8%
Value ($000) $11,447 Shares 890,153 Est. Cost $10.03 Unrealized 0.0%
LOW LOWES COS INC 1.8%
Value ($000) $11,273 Shares 275,616 Est. Cost $32.16 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 1.8%
Value ($000) $11,199 Shares 215,857 Est. Cost $37.00 Unrealized 0.0%
PH PARKER HANNIFIN CORP 1.7%
Value ($000) $10,597 Shares 111,077 Est. Cost $75.97 Unrealized 0.0%
FDX FEDEX CORP 1.6%
Value ($000) $10,461 Shares 106,113 Est. Cost $81.95 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 1.6%
Value ($000) $9,953 Shares 115,088 Est. Cost $55.38 Unrealized 0.0%
DEO DIAGEO P L C 1.4%
Value ($000) $8,826 Shares 76,783 Est. Cost $114.95 Unrealized
NATIONAL OILWELL VARCO INC 1.3%
Value ($000) $8,214 Shares 119,221 Est. Cost $68.90 Unrealized
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $7,785 Shares 83,766 Est. Cost $92.94 Unrealized
BEN FRANKLIN RES INC 1.2%
Value ($000) $7,375 Shares 54,220 Est. Cost $30.23 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $838 Shares 10,889 Est. Cost $55.00 Unrealized 0.0%
CHUBB CORP 0.1%
Value ($000) $775 Shares 9,150 Est. Cost $84.70 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $634 Shares 14,375 Est. Cost $26.74 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $598 Shares 3,875 Est. Cost $57.06 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $589 Shares 7,600 Est. Cost $56.05 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $529 Shares 2,769 Est. Cost $118.94 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $525 Shares 13,084 Est. Cost $27.85 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $477 Shares 3,000 Est. Cost $105.05 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $457 Shares 2,895 Est. Cost $88.80 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $423 Shares 11,955 Est. Cost $11.40 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value ($000) $395 Shares 3,000 Est. Cost $46.52 Unrealized 0.0%
HANESBRANDS INC 0.1%
Value ($000) $352 Shares 6,836 Est. Cost $51.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $329 Shares 6,531 Est. Cost $27.04 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $324 Shares 7,772 Est. Cost $41.69 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $321 Shares 9,410 Est. Cost $24.40 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $294 Shares 4,100 Est. Cost $52.90 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $293 Shares 5,375 Est. Cost $40.02 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $292 Shares 4,700 Est. Cost $62.13 Unrealized
UNILEVER N V 0.0%
Value ($000) $282 Shares 7,175 Est. Cost $39.30 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $255 Shares 10,400 Est. Cost $24.52 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $251 Shares 3,618 Est. Cost $49.18 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $238 Shares 4,836 Est. Cost $42.21 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $237 Shares 5,300 Est. Cost $28.67 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $223 Shares 7,215 Est. Cost $15.41 Unrealized 0.0%
WMT WAL-MART STORES INC 0.0%
Value ($000) $220 Shares 2,950 Est. Cost $19.98 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $212 Shares 1,940 Est. Cost $61.26 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $212 Shares 2,600 Est. Cost $14.15 Unrealized 0.0%