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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 13 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CTRE CARETRUST REIT INC Real Estate 6,554.0 $264K 0.03% NEW $40.35 -2.6%
242 BCPC BALCHEM CORP Basic Materials 1,500.0 $253K 0.02% NEW $168.95 +4.8%
243 SYK STRYKER CORPORATION Healthcare 796.0 $251K 0.02% NEW $314.84 +5.3%
244 CALL PALANTIR TECHNOLOGIES INC 2,100.0 $245K 0.02% NEW $116.67
245 LLY ELI LILLY & CO Healthcare 203.0 $243K 0.02% NEW $1199.43 +2.3%
246 ATHM AUTOHOME INC Communication Services 12,712.0 $242K 0.02% NEW $19.03 +15.4%
247 DIS DISNEY WALT CO Communication Services 2,500.0 $241K 0.02% NEW $96.25 +8.0%
248 FRO FRONTLINE PLC Energy 6,900.0 $240K 0.02% NEW $34.79 +25.0%
249 PUT MGM RESORTS INTERNATIONAL 5,000.0 $239K 0.02% NEW $47.81
250 USAC USA COMPRESSION PARTNERS LP Energy 9,000.0 $238K 0.02% NEW $26.39 +1.1%
251 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,000.0 $237K 0.02% NEW $33.88 +8.0%
252 PUMP PROPETRO HLDG CORP Energy 16,523.0 $237K 0.02% NEW $14.34 -13.7%
253 RIG TRANSOCEAN LTD Energy 48,000.0 $235K 0.02% NEW $4.89 +19.0%
254 PM PHILIP MORRIS INTL INC Consumer Defensive 1,261.0 $228K 0.02% NEW $180.91 +3.7%
255 CALL SANDISK CORP 100.0 $227K 0.02% NEW $2273.73
256 PUT FIRST MAJESTIC SILVER CORP 13,400.0 $227K 0.02% NEW $16.96
257 SILJ AMPLIFY ETF TR 8,700.0 $226K 0.02% NEW $25.92 +10.6%
258 PUT INTEL CORP 1,600.0 $223K 0.02% NEW $139.63
259 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,700.0 $222K 0.02% NEW $82.40 -6.0%
260 EIX EDISON INTL Utilities 2,986.0 $222K 0.02% NEW $74.45 -1.0%
Page 13 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%