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Portfolio (Quarterly) Guide ↗

Summit Asset Management, LLC

· CIK 0001509974
13F Portfolio $780M AUM 183 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 183 New
Page 10 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WEST WESTROCK COFFEE CO Consumer Defensive 10,750.0 $87K 0.01% NEW $8.11 +5.4%
182 STXS STEREOTAXIS INC Healthcare 22,500.0 $39K 0.01% NEW $1.72 -19.8%
183 AMC ENTMT HLDGS INC 14,695.0 $28K 0.00% NEW $1.90
Page 10 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.9%
Financial Services 17.5%
Consumer Cyclical 16.0%
Industrials 15.5%
Consumer Defensive 8.3%
Healthcare 8.1%
Communication Services 4.5%
Energy 3.5%
Utilities 2.1%
Real Estate 0.5%