SUMMITRY LLC Diversified Active

CIK: 0001280043 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 10, 2015

Total Value ($000): $863,767 (100.0% shares, 0.0% debt)

Holdings (70)

IGSB ISHARES TR 5.9%
Value ($000) $50,917 Shares 484,322 Est. Cost $105.16 Unrealized
BAC BANK AMER CORP 5.1%
Value ($000) $44,364 Shares 2,847,500 Est. Cost $11.81 Unrealized +13.9%
TIP ISHARES TR 4.6%
Value ($000) $39,327 Shares 355,288 Est. Cost $112.08 Unrealized
BK BANK NEW YORK MELLON CORP 4.4%
Value ($000) $38,004 Shares 970,735 Est. Cost $22.63 Unrealized +41.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.4%
Value ($000) $37,935 Shares 290,916 Est. Cost $115.95 Unrealized +18.2%
MSFT MICROSOFT CORP 4.3%
Value ($000) $37,439 Shares 845,880 Est. Cost $30.43 Unrealized +27.9%
C CITIGROUP INC 4.2%
Value ($000) $35,996 Shares 725,587 Est. Cost $39.47 Unrealized +3.2%
GOOGLE INC 4.1%
Value ($000) $34,994 Shares 54,817 Est. Cost $681.67 Unrealized
AGG ISHARES TR 3.8%
Value ($000) $32,832 Shares 299,616 Est. Cost $107.62 Unrealized
MDLZ MONDELEZ INTL INC 3.7%
Value ($000) $32,195 Shares 768,920 Est. Cost $32.18 Unrealized +5.7%
GENERAL ELECTRIC CO 3.6%
Value ($000) $31,401 Shares 1,245,098 Est. Cost $23.70 Unrealized
FLS FLOWSERVE CORP 3.4%
Value ($000) $29,600 Shares 719,492 Est. Cost $45.74 Unrealized -18.6%
AIG AMERICAN INTL GROUP INC 3.4%
Value ($000) $29,161 Shares 513,216 Est. Cost $36.90 Unrealized +27.9%
QCOM QUALCOMM INC 3.4%
Value ($000) $28,976 Shares 539,296 Est. Cost $48.85 Unrealized -9.7%
GM GENERAL MTRS CO 3.1%
Value ($000) $27,084 Shares 902,197 Est. Cost $24.12 Unrealized +0.2%
AAPL APPLE INC 2.8%
Value ($000) $24,597 Shares 223,002 Est. Cost $17.98 Unrealized +46.2%
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $22,860 Shares 317,760 Est. Cost $56.31 Unrealized +0.0%
LQD ISHARES TR 2.6%
Value ($000) $22,733 Shares 195,823 Est. Cost $114.86 Unrealized
GWW GRAINGER W W INC 2.6%
Value ($000) $22,141 Shares 102,975 Est. Cost $199.88 Unrealized -4.9%
WFC WELLS FARGO & CO NEW 2.4%
Value ($000) $20,370 Shares 396,696 Est. Cost $27.75 Unrealized +48.0%
FISV FISERV INC 2.3%
Value ($000) $20,166 Shares 232,838 Est. Cost $24.63 Unrealized +75.6%
OWENS ILL INC 2.2%
Value ($000) $19,406 Shares 936,582 Est. Cost $26.44 Unrealized
DE DEERE & CO 2.2%
Value ($000) $19,289 Shares 260,658 Est. Cost $71.18 Unrealized +3.1%
BARD C R INC 2.2%
Value ($000) $18,864 Shares 101,248 Est. Cost $147.95 Unrealized
DEO DIAGEO P L C 2.0%
Value ($000) $17,663 Shares 163,862 Est. Cost $118.27 Unrealized
FDX FEDEX CORP 1.8%
Value ($000) $15,267 Shares 106,039 Est. Cost $83.28 Unrealized +63.7%
PYPL PAYPAL HLDGS INC 1.7%
Value ($000) $14,485 Shares 466,644 Est. Cost $35.85 Unrealized 0.0%
KHC KRAFT HEINZ CO 1.6%
Value ($000) $14,181 Shares 200,922 Est. Cost $47.82 Unrealized 0.0%
PEP PEPSICO INC 1.5%
Value ($000) $12,544 Shares 133,027 Est. Cost $56.84 Unrealized +22.3%
EBAY EBAY INC 1.3%
Value ($000) $11,498 Shares 470,447 Est. Cost $20.45 Unrealized +17.0%
TIME WARNER INC 1.1%
Value ($000) $9,697 Shares 141,045 Est. Cost $68.75 Unrealized
GOOGLE INC 1.1%
Value ($000) $9,465 Shares 15,557 Est. Cost $575.27 Unrealized
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $9,188 Shares 103,244 Est. Cost $103.15 Unrealized
HAL HALLIBURTON CO 0.6%
Value ($000) $5,537 Shares 156,635 Est. Cost $32.17 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $5,084 Shares 73,707 Est. Cost $58.68 Unrealized +0.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,539 Shares 20,704 Est. Cost $53.89 Unrealized -8.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,362 Shares 13,805 Est. Cost $57.20 Unrealized +18.5%
KO COCA COLA CO 0.1%
Value ($000) $1,087 Shares 27,084 Est. Cost $27.19 Unrealized +6.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,016 Shares 8,793 Est. Cost $63.62 Unrealized +42.2%
CHUBB CORP 0.1%
Value ($000) $994 Shares 8,105 Est. Cost $84.70 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $861 Shares 9,220 Est. Cost $63.01 Unrealized +15.0%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $704 Shares 3,149 Est. Cost $108.03 Unrealized +45.4%
UNP UNION PAC CORP 0.1%
Value ($000) $619 Shares 7,002 Est. Cost $65.92 Unrealized +9.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $618 Shares 7,838 Est. Cost $69.71 Unrealized -22.8%
T AT&T INC 0.1%
Value ($000) $615 Shares 18,877 Est. Cost $11.77 Unrealized +4.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $605 Shares 23,040 Est. Cost $16.00 Unrealized +22.3%
LOW LOWES COS INC 0.1%
Value ($000) $572 Shares 8,300 Est. Cost $32.30 Unrealized +76.3%
SO SOUTHERN CO 0.1%
Value ($000) $565 Shares 12,650 Est. Cost $26.74 Unrealized +5.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $532 Shares 2,895 Est. Cost $85.02 Unrealized +27.9%
INTC INTEL CORP 0.1%
Value ($000) $531 Shares 17,618 Est. Cost $19.64 Unrealized +15.2%
SYY SYSCO CORP 0.1%
Value ($000) $498 Shares 12,780 Est. Cost $25.52 Unrealized +13.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $472 Shares 5,636 Est. Cost $45.27 Unrealized +55.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $445 Shares 3,070 Est. Cost $112.63 Unrealized -15.3%
EOG EOG RES INC 0.1%
Value ($000) $437 Shares 6,000 Est. Cost $61.31 Unrealized -6.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $411 Shares 7,282 Est. Cost $39.56 Unrealized
U.S. BANCORP PFD. SER. G 0.0%
Value ($000) $397 Shares 15,092 Est. Cost $27.04 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $363 Shares 8,344 Est. Cost $27.14 Unrealized -0.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $359 Shares 7,530 Est. Cost $28.44 Unrealized +19.9%
EXELON CORP 0.0%
Value ($000) $334 Shares 7,650 Est. Cost $43.66 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $263 Shares 2,569 Est. Cost $67.09 Unrealized +48.7%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $256 Shares 6,805 Est. Cost $72.52 Unrealized
MMM 3M CO 0.0%
Value ($000) $253 Shares 1,784 Est. Cost $61.55 Unrealized +42.2%
MEDTRONIC INC 0.0%
Value ($000) $241 Shares 3,600 Est. Cost $66.94 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $235 Shares 3,515 Est. Cost $43.44 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $233 Shares 2,135 Est. Cost $77.39 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $225 Shares 5,085 Est. Cost $41.14 Unrealized -9.3%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $221 Shares 3,730 Est. Cost $29.08 Unrealized +53.1%
UNILEVER N V 0.0%
Value ($000) $221 Shares 5,500 Est. Cost $39.30 Unrealized
CHINA MOBILE LIMITED 0.0%
Value ($000) $213 Shares 3,575 Est. Cost $58.74 Unrealized
BOH BANK HAWAII CORP 0.0%
Value ($000) $210 Shares 3,300 Est. Cost $40.08 Unrealized +11.4%