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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 27 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PUT ISHARES BITCOIN TRUST ETF 2,000.0 $67K 0.01% NEW $33.29
522 BP BP PLC Energy 1,800.0 $67K 0.01% NEW $36.95 +22.5%
523 CALL RAMBUS INC DEL 500.0 $66K 0.01% NEW $132.74
524 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 3,136.0 $66K 0.01% NEW $21.11 -18.8%
525 QRVO QORVO INC Technology 707.0 $66K 0.01% NEW $93.27 +3.5%
526 HL HECLA MINING COMPANY Basic Materials 4,266.0 $66K 0.01% NEW $15.43 +32.9%
527 CALL CARVANA CO 1,000.0 $66K 0.01% NEW $65.82
528 CBSH COMMERCE BANCSHARES INC Financial Services 1,139.0 $66K 0.01% NEW $57.75 +2.0%
529 GPC GENUINE PARTS CO Consumer Cyclical 553.0 $65K 0.01% NEW $117.98 +13.2%
530 MANH MANHATTAN ASSOCIATES INC Technology 468.0 $65K 0.01% NEW $139.25 +49.9%
531 ENOV ENOVIS CORPORATION Industrials 3,147.0 $65K 0.01% NEW $20.70 +25.9%
532 TE T1 ENERGY INC Industrials 6,837.0 $65K 0.01% NEW $9.48 -53.4%
533 EL LAUDER ESTEE COS INC Consumer Defensive 817.0 $65K 0.01% NEW $78.95 +23.7%
534 AVTR AVANTOR INC Healthcare 6,467.0 $64K 0.01% NEW $9.90 +44.7%
535 AKR ACADIA RLTY TR Real Estate 3,060.0 $64K 0.01% NEW $20.91 +0.7%
536 AGCO AGCO CORP Industrials 534.0 $64K 0.01% NEW $119.70 -12.9%
537 GNRC GENERAC HLDGS INC Industrials 218.0 $64K 0.01% NEW $292.81 -28.8%
538 MTZ MASTEC INC Industrials 153.0 $64K 0.01% NEW $416.06 -34.2%
539 GL GLOBE LIFE INC Financial Services 353.0 $63K 0.01% NEW $178.68 -4.1%
540 PSX PHILLIPS 66 Energy 373.0 $63K 0.01% NEW $169.05 +43.0%
Page 27 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%