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Summitry, LLC
Colin Higgins · Investment Advisor · Value
Summitry, LLC is a Foster City, California-based independent investment advisory firm that specializes in providing personalized wealth management and financial planning services. Originally founded in 2003 as the Golub Group, the firm rebranded to Summitry in 2020 to better reflect its commitment to helping clients navigate the unique financial complexities of the San Francisco Bay Area. The institution serves a diverse clientele, including high-net-worth individuals, families, foundations, and endowments, managing over $2.8 billion in assets. Summitry distinguishes itself through its local expertise and a boutique culture that combines sophisticated institutional research with a high-touch, client-centric approach. Recently acquired by Aspen Standard Group in 2024, the firm continues to operate under its established identity, offering a comprehensive suite of services ranging from retirement and estate planning to tax optimization and customized equity strategies tailored to the specific needs of California residents.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.5% |
| YTD return | +6.8% |
| Sharpe ratio | 3.03 |
| Win rate | 58% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://summitry.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| V | Visa Inc. Class A | 9.0% | +7.7% |
| AMZN | Amazon.com Inc | 8.5% | +13.3% |
| GOOGL | Alphabet Inc Class A | 7.6% | +30.4% |
| MA | Mastercard Inc | 7.1% | +1.3% |
| TSM | Taiwan Semiconductor Manufacturing | 6.3% | +47.2% |
| MSFT | Microsoft Corporation | 6.2% | +4.8% |
| A | Agilent Technologies Inc | 5.5% | +20.2% |
| ZBRA | Zebra Technologies Corporation | 4.6% | +44.0% |
| TMO | Thermo Fisher Scientific Inc | 4.5% | +24.7% |
| CARR | Carrier Global Corp | 4.3% | -11.8% |
| ULTA | Ulta Beauty Inc | 4.3% | +2.0% |
| SCHW | Charles Schwab Corp | 4.2% | +15.3% |
| LOW | Lowe's Companies Inc | 4.2% | -22.9% |
| WFC | Wells Fargo & Company | 4.1% | +7.1% |
| SBUX | Starbucks Corporation | 3.9% | +10.1% |
| AAPL | Apple Inc | 3.6% | +8.2% |
| META | Meta Platforms Inc. | 3.3% | +9.9% |
| CRM | Salesforce.com Inc | 3.2% | -9.0% |
| GXO | GXO Logistics Inc | 2.9% | -15.8% |
| FISV | Fiserv, Inc. Common Stock | 2.7% | -39.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | V | 8.7% → 9.0% |
| Aug 31, 2026 | BUY | AMZN | 8.6% → 8.5% |
| Aug 31, 2026 | SELL | ZBRA | 4.9% → 4.6% |
| Aug 31, 2026 | BUY | GOOGL | 7.7% → 7.6% |
| Aug 31, 2026 | BUY | MA | 6.8% → 7.1% |
Investment Style Analysis
Summitry, LLC is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Credit Services and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Summitry, LLC made a significant move by reducing the position in V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Summitry’s investment philosophy is centered on an active, intrinsic value approach that prioritizes long-term growth and capital preservation. The firm focuses on identifying high-quality businesses with durable competitive advantages, shareholder-aligned management teams, and strong long-term prospects. Rather than following macro trends or passive indexing, the investment team conducts rigorous bottom-up research to invest in companies trading at a significant discount to their calculated intrinsic value. This disciplined process aims to generate superior total returns across market cycles while maintaining a vigilant focus on managing downside risk. By combining core equity strategies with diversified fixed-income solutions and selective alternative investments, Summitry seeks to build resilient portfolios that align with each client’s specific financial goals and risk tolerance.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Summitry, LLC.
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Frequently asked questions
How is the simulated portfolio for Summitry, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Summitry, LLC's largest holding?
As of the latest filing, Summitry, LLC's top position is Visa Inc. Class A (V), representing 9.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Summitry, LLC's historical performance and risk profile?
Our simulation indicates a total return of +11.5% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 3.03, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Summitry, LLC primarily invest in?
Summitry, LLC has a strong preference for the Credit Services sector, which makes up 16.1% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Summitry, LLC's portfolio concentrated or diversified?
Summitry, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Summitry, LLC performed in 2026?
Our AI-simulated model portfolio for Summitry, LLC tracks a Year-to-Date (YTD) return of +6.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Colin Higgins manage Summitry, LLC directly?
Yes, Colin Higgins serves as the key portfolio manager for Summitry, LLC, overseeing the investment strategy and final capital allocation decisions.