Golub Group is now Summitry, LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$61.12M10.12145,338-27.46%-$23.14M3.27
CarMax, Inc.
KMX
$65.3M0.48749,594+4.91%+$3.06M3.5
Zebra Technologies Corporation
ZBRA
$61.1M0.39202,689+8.38%+$4.72M3.27
Ulta Beauty, Inc.
ULTA
$85.13M0.34162,815+1.05%+$886,804.154.56
Agilent Technologies, Inc.
A
$65.19M0.15448,023+3.31%+$2.09M3.49
Ross Stores, Inc.
ROST
$49.65M0.1338,305+1.7%+$828,459.252.66
Fiserv, Inc.
FI
$87.47M0.09547,284+1.89%+$1.62M4.69
Carrier Global Corporation
CARR
$36.57M0.07629,059New+$36.57M1.96
Moody's Corporation
MCO
$49.24M0.07125,293+1.44%+$701,168.162.64
The Charles Schwab Corporation
SCHW
$69.76M0.05964,341+3.12%+$2.11M3.74
Lowe's Companies, Inc.
LOW
$69.99M0.05274,774+3.3%+$2.23M3.75
Starbucks Corporation
SBUX
$32.02M0.03350,410+5.65%+$1.71M1.72
Medtronic plc
MDT
$33.04M0.03379,136+4.36%+$1.38M1.77
Brookfield Asset Management Inc.
BAM
$5.3M0.03126,233-3.17%-$173,542.610.28
Wells Fargo & Company
WFC
$52.75M0.03910,146+1.21%+$630,025.402.83
The Walt Disney Company
DIS
$50.51M0.02412,813-31.59%-$23.33M2.71
Salesforce, Inc.
CRM
$55.86M0.02185,470-6.5%-$3.88M2.99
Netflix, Inc.
NFLX
$41.13M0.0267,722-2.62%-$1.11M2.2
Cencora
COR
$7.47M0.0230,749-9.29%-$764,932.570.4
Mastercard Incorporated
MA
$67.32M0.02139,799+1.56%+$1.03M3.61
Visa Inc.
V
$84.99M0.02304,541+1.64%+$1.37M4.55
Taiwan Semiconductor Manufacturing Company Limited
TSM
$100.62M0.01739,576+<0.01%+$7,618.815.39
Sysco Corporation
SYY
$5.19M0.0163,880-2.67%-$142,388.890.28
Emerson Electric Co.
EMR
$6.83M0.0160,240-5.02%-$361,015.870.37
Kimberly-Clark Corporation
KMB
$4.35M0.0133,625+0.36%+$15,522.000.23
Target Corporation
TGT
$7.04M0.0139,748-2.2%-$158,425.760.38
3M Company
MMM
$4.66M0.0143,925+6.99%+$304,420.920.25
U.S. Bancorp
USB
$5.02M0.01112,212-3.18%-$164,719.520.27
Meta Platforms, Inc.
META
$77.5M0.01159,596-10.32%-$8.91M4.15
Eaton Corporation plc
ETN
$7.31M0.0123,374-27.95%-$2.84M0.39
Caterpillar Inc.
CAT
$6.56M<0.0117,903-11.29%-$834,727.630.35
Lockheed Martin Corporation
LMT
$4.4M<0.019,668-2.19%-$98,251.940.24
Alphabet Inc.
GOOGL
$81.25M<0.01538,313+2.6%+$2.06M4.35
Amazon.com, Inc.
AMZN
$79.79M<0.01442,326-6.26%-$5.33M4.28
AT&T Inc.
T
$3.89M<0.01221,264-0.06%-$2,323.200.21
Microsoft Corporation
MSFT
$58.82M<0.01139,804+0.44%+$255,376.183.15
Cisco Systems, Inc.
CSCO
$4.31M<0.0186,371-1.52%-$66,480.130.23
McDonald's Corporation
MCD
$4.67M<0.0116,572-3.12%-$150,561.320.25
Verizon Communications Inc.
VZ
$4.22M<0.01100,654+2.81%+$115,473.920.23
Johnson & Johnson
JNJ
$4.68M<0.0129,561-0.03%-$1,581.910.25
The Procter & Gamble Company
PG
$5.34M<0.0132,940-3.17%-$174,743.250.29
iShares Trust iShares iBonds De
IBDY
$22.98M<0.01901,814New+$22.98M1.23
iShares Treasury Floating Rate Bond ETF
TFLO
$23.79M<0.01469,228-21.02%-$6.33M1.27
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$32.45M<0.011.31M+3.78%+$1.18M1.74
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$21.79M<0.011.06M+2.67%+$566,077.421.17
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$23.86M<0.011.11M-24.29%-$7.66M1.28
iShares 0-5 Year TIPS Bond ETF
STIP
$36.28M<0.01364,891+8.15%+$2.74M1.94
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$21.52M<0.01943,116+2.85%+$596,720.231.15
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$21.2M<0.01888,820+3.57%+$730,787.951.14
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$23.85M<0.01951,960-17.72%-$5.13M1.28