Institutions / Summit Securities Group LLC
Summit Securities Group LLC
CIK 1531593 · Institution · as of Dec 31, 2025
Portfolio value
$560.26M
Positions
850
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 850 →
| Company | Value | % of portfolio |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co LtdTSM | $53.76M | 9.6% |
| Meta Platforms Inc | $26.51M | 4.7% |
| SPDR Dow Jones Indl Average | $26.43M | 4.7% |
| VanEck ETF Trust | $26.07M | 4.7% |
| Tesla Inc | $25.46M | 4.5% |
| Amplify ETF Tr | $21.71M | 3.9% |
| Global X Fds | $21.29M | 3.8% |
| Morgan Stanley | $14.01M | 2.5% |
| Walmart Inc. | $13.84M | 2.5% |
| VanEck ETF Trust | $13.13M | 2.3% |
| Citigroup Inc | $11.73M | 2.1% |
| Cisco Systems, Inc. | $9.25M | 1.7% |
| NVIDIA Corp | $8.78M | 1.6% |
| PDD Holdings Inc.PDD | $7.27M | 1.3% |
| Apple Inc. | $7.26M | 1.3% |
| Bloom Energy Corp | $6.79M | 1.2% |
| Bank of America Corp /De | $6.40M | 1.1% |
| Select Sector SPDR Tr | $6.18M | 1.1% |
| iShares Inc | $6.13M | 1.1% |
| Microsoft Corp | $5.83M | 1.0% |
| Unitedhealth Group Inc | $5.48M | 1.0% |
| Broadcom Inc. | $5.37M | 1.0% |
| Vale S.A.VALE | $5.14M | 0.9% |
| Select Sector SPDR Tr | $4.96M | 0.9% |
| Oaktree Specialty Lending CorpOCSL | $4.84M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.