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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 31 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PUT BUILDERS FIRSTSOURCE INC 500.0 $45K 0.00% NEW $89.48
602 IPGP IPG PHOTONICS CORP Technology 376.0 $44K 0.00% NEW $117.32 -36.6%
603 RRR RED ROCK RESORTS INC Consumer Cyclical 673.0 $44K 0.00% NEW $65.06 -6.1%
604 EQIX EQUINIX INC Real Estate 42.0 $44K 0.00% NEW $1042.38 +3.9%
605 CALL CLEANSPARK INC 3,000.0 $44K 0.00% NEW $14.55
606 TMO THERMO FISHER SCIENTIFIC INC Healthcare 86.0 $43K 0.00% NEW $501.36 +25.2%
607 GNTX GENTEX CORP Consumer Cyclical 1,690.0 $43K 0.00% NEW $25.27 -6.6%
608 CVLT COMMVAULT SYS INC Technology 300.0 $43K 0.00% NEW $141.73 -7.1%
609 GNK GENCO SHIPPING & TRADING LTD Industrials 1,700.0 $42K 0.00% NEW $24.78 +5.3%
610 PUT ORGANON & CO 3,100.0 $42K 0.00% NEW $13.54
611 XMTR XOMETRY INC Industrials 426.0 $41K 0.00% NEW $96.52 -13.9%
612 PUT ECHOSTAR CORP 400.0 $41K 0.00% NEW $101.50
613 LWLG LIGHTWAVE LOGIC INC Basic Materials 4,270.0 $40K 0.00% NEW $9.46 -35.5%
614 TJX TJX COS INC NEW Consumer Cyclical 266.0 $40K 0.00% NEW $151.50 -7.2%
615 RCAT RED CAT HLDGS INC Technology 3,780.0 $40K 0.00% NEW $10.65 -10.5%
616 TARS TARSUS PHARMACEUTICALS INC Healthcare 634.0 $40K 0.00% NEW $62.94 +13.6%
617 STNG SCORPIO TANKERS INC Energy 574.0 $40K 0.00% NEW $69.26 +13.2%
618 PUT ELEVANCE HEALTH INC FORMERLY 100.0 $39K 0.00% NEW $386.73
619 ETN EATON CORP PLC Industrials 90.0 $38K 0.00% NEW $426.12 -2.5%
620 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 8,608.0 $38K 0.00% NEW $4.40 +0.9%
Page 31 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%