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Summitry LLC’s Loar Holdings LOAR Stock Holding History

Summitry LLC’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Buy
+4,426
New +$282K 0.01% 213

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM

Summitry LLC's LOAR Position: Q2 2026 in Review

Summitry LLC opened a new position in Loar Holdings (LOAR) in Q2 2026: 4,426 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings.

34 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Summitry LLC held 4,426 shares of Loar Holdings worth $357K as of Q2 2026.
  • Loar Holdings was a new Summitry LLC position in Q2 2026.
  • Loar Holdings made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #213 holding.
  • 34 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.