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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 15 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CALL MOBILEYE GLOBAL INC 20,000.0 $194K 0.02% NEW $9.68
282 F FORD MTR CO Consumer Cyclical 13,917.0 $193K 0.02% NEW $13.90 +1.9%
283 FEDEX FGHT HLDG CO INC 1,280.0 $193K 0.02% NEW $151.00
284 LOGI LOGITECH INTL S A Technology 2,000.0 $188K 0.02% NEW $94.04 +6.9%
285 DUK DUKE ENERGY CORP NEW Utilities 1,481.0 $187K 0.02% NEW $126.58 -2.7%
286 CALL QORVO INC 2,000.0 $187K 0.02% NEW $93.27
287 ALGM ALLEGRO MICROSYSTEMS INC Technology 2,633.0 $183K 0.02% NEW $69.62 -44.0%
288 SMR NUSCALE PWR CORP Utilities 18,117.0 $182K 0.02% NEW $10.03 -8.8%
289 AMAT APPLIED MATLS INC Technology 248.0 $179K 0.02% NEW $723.00 -31.8%
290 VNO VORNADO RLTY TR Real Estate 4,554.0 $179K 0.02% NEW $39.30 -2.3%
291 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 558.0 $177K 0.02% NEW $317.53 -5.0%
292 PRI PRIMERICA INC Financial Services 620.0 $176K 0.02% NEW $284.20 +6.7%
293 PUT COINBASE GLOBAL INC 1,200.0 $175K 0.02% NEW $146.19
294 BAYTEX ENERGY CORP 43,793.0 $175K 0.02% NEW $4.00
295 KMI KINDER MORGAN INC DEL Energy 5,459.0 $175K 0.02% NEW $31.97 -0.5%
296 PUT ADVANCED MICRO DEVICES INC 300.0 $174K 0.02% NEW $580.91
297 CALL CATALYST PHARMACEUTICALS INC 5,500.0 $173K 0.02% NEW $31.43
298 GEV GE VERNOVA INC Utilities 146.0 $172K 0.02% NEW $1174.86 -16.0%
299 BLFS BIOLIFE SOLUTIONS INC Healthcare 6,000.0 $169K 0.02% NEW $28.24 +28.2%
300 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 445.0 $169K 0.02% NEW $380.37 -28.1%
Page 15 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%