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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 34 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PH PARKER-HANNIFIN CORP Industrials 29.0 $28K 0.00% NEW $978.10 +2.3%
662 DYN DYNE THERAPEUTICS INC Healthcare 1,268.0 $28K 0.00% NEW $22.21 +17.0%
663 DT DYNATRACE INC Technology 639.0 $28K 0.00% NEW $43.91 +12.0%
664 BZH BEAZER HOMES USA INC Consumer Cyclical 1,000.0 $28K 0.00% NEW $28.05 +18.1%
665 DHR DANAHER CORP DEL Healthcare 146.0 $28K 0.00% NEW $190.48 +13.4%
666 TS TENARIS S A Energy 500.0 $28K 0.00% NEW $55.49 -5.1%
667 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 500.0 $27K 0.00% NEW $54.90 -18.1%
668 PUT MEDICAL PROPERTIES TRUST INC 5,900.0 $27K 0.00% NEW $4.62
669 SEDG SOLAREDGE TECHNOLOGIES INC Energy 462.0 $27K 0.00% NEW $58.44 -47.1%
670 TLRY TILRAY BRANDS INC Healthcare 6,000.0 $27K 0.00% NEW $4.49 +4.0%
671 CALL STRUCTURE THERAPEUTICS INC 500.0 $27K 0.00% NEW $53.67
672 XLE SELECT SECTOR SPDR TR 500.0 $27K 0.00% NEW $53.11 +20.0%
673 UPST UPSTART HLDGS INC Financial Services 743.0 $26K 0.00% NEW $35.43 -18.5%
674 UNIT UNITI GROUP LLC Real Estate 2,287.0 $26K 0.00% NEW $11.47 -12.3%
675 SLG SL GREEN RLTY CORP Real Estate 500.0 $26K 0.00% NEW $51.77 +12.2%
676 CALL GILDAN ACTIVEWEAR INC 500.0 $26K 0.00% NEW $51.60
677 TSAT TELESAT CORP Technology 500.0 $25K 0.00% NEW $50.62 -12.5%
678 PWR QUANTA SVCS INC Industrials 35.0 $25K 0.00% NEW $720.03 -8.0%
679 HWM HOWMET AEROSPACE INC Industrials 93.0 $25K 0.00% NEW $268.86 +1.8%
680 SO SOUTHERN CO Utilities 261.0 $25K 0.00% NEW $95.71 -4.5%
Page 34 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%