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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 36 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PUT OPENDOOR TECHNOLOGIES INC 4,700.0 $22K 0.00% NEW $4.62
702 HUBG HUB GROUP INC Industrials 493.0 $22K 0.00% NEW $43.79 -8.5%
703 BDN BRANDYWINE RLTY TR Real Estate 6,750.0 $21K 0.00% NEW $3.17 -4.4%
704 PAYO PAYONEER GLOBAL INC Technology 3,000.0 $21K 0.00% NEW $7.12 -0.4%
705 VTRS VIATRIS INC Healthcare 1,343.0 $21K 0.00% NEW $15.88 +1.5%
706 ALNT ALLIENT INC Technology 207.0 $21K 0.00% NEW $102.93 -3.4%
707 GD GENERAL DYNAMICS CORP Industrials 60.0 $21K 0.00% NEW $354.23 +9.0%
708 TNK TEEKAY TANKERS LTD Energy 327.0 $21K 0.00% NEW $64.87 +40.5%
709 ULCC FRONTIER GROUP HLDGS INC Industrials 2,674.0 $21K 0.00% NEW $7.91 -27.2%
710 WMB WILLIAMS COS INC Energy 284.0 $21K 0.00% NEW $74.34 -3.6%
711 FCX FREEPORT MCMORAN INC Basic Materials 333.0 $21K 0.00% NEW $62.89 +13.2%
712 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 1,500.0 $21K 0.00% NEW $13.94 -6.5%
713 CALL ANAVEX LIFE SCIENCES CORP 1,000.0 $21K 0.00% NEW $20.89
714 BLDP BALLARD PWR SYS INC NEW Industrials 5,330.0 $21K 0.00% NEW $3.89 -39.1%
715 CALL INSEEGO CORP 2,000.0 $21K 0.00% NEW $10.33
716 BX BLACKSTONE INC Financial Services 172.0 $20K 0.00% NEW $117.67 +20.1%
717 STAA STAAR SURGICAL CO Healthcare 702.0 $20K 0.00% NEW $28.69 -19.6%
718 TAL TAL ED GROUP Consumer Defensive 2,084.0 $20K 0.00% NEW $9.57 +19.9%
719 RAMACO RES INC 1,500.0 $20K 0.00% NEW $13.23
720 PLPC PREFORMED LINE PRODS CO Industrials 48.0 $20K 0.00% NEW $410.56 +2.6%
Page 36 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%