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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 21 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AGNC AGNC INVT CORP Real Estate 9,000.0 $98K 0.01% NEW $10.90 +1.7%
402 WAB WABTEC Industrials 363.0 $98K 0.01% NEW $269.60 +8.4%
403 MMM 3M CO Industrials 604.0 $98K 0.01% NEW $161.91 +11.6%
404 AM ANTERO MIDSTREAM CORP Energy 4,293.0 $98K 0.01% NEW $22.75 -1.5%
405 CALL NUSCALE PWR CORP 9,700.0 $97K 0.01% NEW $10.03
406 CALL SAMSARA INC 3,000.0 $97K 0.01% NEW $32.43
407 AMKR AMKOR TECHNOLOGY INC Technology 1,126.0 $97K 0.01% NEW $86.23 -41.0%
408 ONON ON HLDG AG Consumer Cyclical 2,741.0 $97K 0.01% NEW $35.42 -11.7%
409 LSCC LATTICE SEMICONDUCTOR CORP Technology 633.0 $97K 0.01% NEW $152.96 -23.1%
410 VST VISTRA CORP Utilities 610.0 $97K 0.01% NEW $158.63 -10.0%
411 MA MASTERCARD INCORPORATED Financial Services 188.0 $97K 0.01% NEW $513.60 +11.7%
412 NTNX NUTANIX INC Technology 1,881.0 $96K 0.01% NEW $50.96 +28.4%
413 KLIC KULICKE & SOFFA INDS INC Technology 703.0 $94K 0.01% NEW $133.76 -35.5%
414 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,061.0 $94K 0.01% NEW $88.60 -35.3%
415 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,077.0 $94K 0.01% NEW $87.04 +4.0%
416 CAT CATERPILLAR INC Industrials 88.0 $94K 0.01% NEW $1064.90 -23.4%
417 TPL TEXAS PACIFIC LAND CORPORATI Energy 214.0 $94K 0.01% NEW $437.64 -14.7%
418 FSLY FASTLY INC Technology 5,100.0 $94K 0.01% NEW $18.36 +28.9%
419 ECG EVERUS CONSTR GROUP Industrials 563.0 $93K 0.01% NEW $165.95 -21.9%
420 NUE NUCOR CORP Basic Materials 419.0 $93K 0.01% NEW $222.75 +11.7%
Page 21 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%