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Portfolio (Quarterly) Guide ↗

SUMMIT SECURITIES GROUP LLC

· CIK 0001531593
13F Portfolio $1.0B AUM 1,135 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1135 New
Page 12 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 6,900.0 $311K 0.03% NEW $45.11 +23.5%
222 AEE AMEREN CORP Utilities 2,747.0 $311K 0.03% NEW $113.04 -3.0%
223 GTES GATES INDL CORP PLC Industrials 11,044.0 $309K 0.03% NEW $27.97 -3.0%
224 ABBV ABBVIE INC Healthcare 1,210.0 $304K 0.03% NEW $251.64 +2.9%
225 SIRI SIRIUSXM HOLDINGS INC Communication Services 10,241.0 $303K 0.03% NEW $29.54 -3.1%
226 CNNE CANNAE HLDGS INC Consumer Cyclical 21,000.0 $302K 0.03% NEW $14.40 +4.1%
227 KRC KILROY REALTY CORP Real Estate 7,954.0 $298K 0.03% NEW $37.47 -3.5%
228 CALL NUVALENT INC 2,400.0 $296K 0.03% NEW $123.50
229 CALL ORACLE CORP 2,000.0 $293K 0.03% NEW $146.55
230 RIO RIO TINTO PLC Basic Materials 3,059.0 $290K 0.03% NEW $94.93 +1.9%
231 BEN FRANKLIN RESOURCES INC Financial Services 8,574.0 $285K 0.03% NEW $33.27 +2.2%
232 CNP CENTERPOINT ENERGY INC Utilities 6,412.0 $282K 0.03% NEW $44.04 -7.9%
233 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,177.0 $280K 0.03% NEW $128.55 -1.9%
234 SBLK STAR BULK CARRIERS CORP. Industrials 11,200.0 $280K 0.03% NEW $24.97 +20.7%
235 CALL NEBIUS GROUP N.V. 1,000.0 $276K 0.03% NEW $276.17
236 PUT FASTLY INC 15,000.0 $275K 0.03% NEW $18.36
237 NTST NETSTREIT CORP Real Estate 12,803.0 $271K 0.03% NEW $21.13 -2.8%
238 AMLP ALPS ETF TR 5,200.0 $270K 0.03% NEW $51.85 +6.7%
239 TM TOYOTA MOTOR CORP Consumer Cyclical 1,600.0 $269K 0.03% NEW $168.42 +11.8%
240 CALL NOKIA CORP 20,000.0 $266K 0.03% NEW $13.28
Page 12 of 57  ·  1,135 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
Financial Services 34.0%
Technology 22.5%
Consumer Cyclical 11.8%
Utilities 9.1%
Communication Services 7.9%
Industrials 4.8%
Energy 4.2%
Healthcare 2.5%
Basic Materials 1.6%
Real Estate 1.1%