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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 20 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,141.0 $104K 0.01% NEW $91.20 -15.5%
382 KKR KKR & CO INC Financial Services 1,132.0 $104K 0.01% NEW $91.78 +20.4%
383 ATRO ASTRONICS CORP Industrials 1,272.0 $103K 0.01% NEW $81.26 +0.5%
384 JBL JABIL INC Technology 268.0 $103K 0.01% NEW $385.48 -16.3%
385 SG SWEETGREEN INC Consumer Cyclical 11,691.0 $103K 0.01% NEW $8.81 -27.1%
386 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,783.0 $103K 0.01% NEW $57.62 +17.3%
387 DOCU DOCUSIGN INC Technology 2,308.0 $103K 0.01% NEW $44.42 +39.8%
388 FDX FEDEX CORP Industrials 326.0 $102K 0.01% NEW $313.13 +4.9%
389 SHEL SHELL PLC Energy 1,300.0 $101K 0.01% NEW $77.54 +19.6%
390 CARR CARRIER GLOBAL CORPORATION Industrials 1,371.0 $101K 0.01% NEW $73.35 -16.6%
391 MKSI MKS INC. Technology 226.0 $101K 0.01% NEW $444.80 -36.7%
392 ALGN ALIGN TECHNOLOGY INC Healthcare 596.0 $101K 0.01% NEW $168.66 -3.3%
393 RUN SUNRUN INC Energy 7,500.0 $100K 0.01% NEW $13.38 -26.8%
394 BRX BRIXMOR PPTY GROUP INC Real Estate 3,172.0 $100K 0.01% NEW $31.53 -5.7%
395 ONTO ONTO INNOVATION INC Technology 264.0 $100K 0.01% NEW $378.45 -20.9%
396 VIKING HOLDINGS LTD 954.0 $100K 0.01% NEW $104.67
397 EME EMCOR GROUP INC Industrials 120.0 $100K 0.01% NEW $829.88 -2.9%
398 CENCORA INC 351.0 $99K 0.01% NEW $282.98
399 AMD ADVANCED MICRO DEVICES INC Technology 170.0 $99K 0.01% NEW $580.91 -19.7%
400 Q QNITY ELECTRONICS INC Technology 602.0 $98K 0.01% NEW $163.31 -22.8%
Page 20 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%