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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 37 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SKYWARD SPECIALTY INS GROUP 333.0 $19K 0.00% NEW $58.35
722 OABI OMNIAB INC Healthcare 7,882.0 $19K 0.00% NEW $2.46 +74.8%
723 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 50.0 $19K 0.00% NEW $386.72 +2.5%
724 WM WASTE MGMT INC DEL Industrials 86.0 $19K 0.00% NEW $222.88 +0.9%
725 MRSH MARSH & MCLENNAN COS INC Financial Services 112.0 $19K 0.00% NEW $166.67 +14.1%
726 BBY BEST BUY INC Consumer Cyclical 246.0 $19K 0.00% NEW $75.88 +13.0%
727 EMR EMERSON ELEC CO Industrials 130.0 $19K 0.00% NEW $143.15 +8.1%
728 CME CME GROUP INC Financial Services 84.0 $19K 0.00% NEW $220.83 +22.7%
729 WOLF WOLFSPEED INC Technology 382.0 $18K 0.00% NEW $48.25 -45.4%
730 NRDS NERDWALLET INC Financial Services 1,989.0 $18K 0.00% NEW $9.25 +8.2%
731 HOOD ROBINHOOD MKTS INC Financial Services 183.0 $18K 0.00% NEW $100.28 -5.2%
732 CEVA CEVA INC Technology 389.0 $18K 0.00% NEW $47.16 -40.4%
733 CALL VERSANT MEDIA GROUP INC 500.0 $18K 0.00% NEW $36.01
734 VLO VALERO ENERGY CORP Energy 69.0 $18K 0.00% NEW $260.43 +31.1%
735 ASGN EVERFORTH INC Technology 1,000.0 $18K 0.00% NEW $17.87 +7.8%
736 NFLX NETFLIX INC. Communication Services 250.0 $18K 0.00% NEW $71.40 +12.2%
737 SEZL SEZZLE INC Financial Services 104.0 $18K 0.00% NEW $171.63 -31.6%
738 NOVT NOVANTA INC Technology 110.0 $18K 0.00% NEW $162.24 -10.3%
739 COHR COHERENT CORP Technology 45.0 $18K 0.00% NEW $394.47 -26.5%
740 ACN ACCENTURE PLC IRELAND Technology 142.0 $18K 0.00% NEW $124.44 +45.7%
Page 37 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%