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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 45 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 NDAQ NASDAQ INC Financial Services 104.0 $8K 0.00% NEW $78.82 +22.7%
882 OXY OCCIDENTAL PETE CORP Energy 168.0 $8K 0.00% NEW $48.57 +23.1%
883 WSC WILLSCOT HLDGS CORP Industrials 280.0 $8K 0.00% NEW $28.86 -20.8%
884 CALL PETROLEO BRASILEIRO S A 500.0 $8K 0.00% NEW $16.16
885 MLM MARTIN MARIETTA MATLS INC Basic Materials 14.0 $8K 0.00% NEW $576.71 -9.3%
886 BCS BARCLAYS PLC Financial Services 300.0 $8K 0.00% NEW $26.86 +1.9%
887 PUT RAMACO RES INC 600.0 $8K 0.00% NEW $13.23
888 ACGL ARCH CAP GROUP LTD Financial Services 81.0 $8K 0.00% NEW $97.06 +1.9%
889 BCC BOISE CASCADE CO DEL Basic Materials 100.0 $8K 0.00% NEW $77.63 +3.3%
890 EQT EQT CORP Energy 145.0 $8K 0.00% NEW $53.17 -0.1%
891 CCI CROWN CASTLE INC Real Estate 101.0 $8K 0.00% NEW $75.73 -2.2%
892 COIN COINBASE GLOBAL INC Financial Services 52.0 $8K 0.00% NEW $146.19 +0.0%
893 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 29.0 $8K 0.00% NEW $261.38 +25.4%
894 IQVIA HLDGS INC 39.0 $8K 0.00% NEW $193.23
895 JANX JANUX THERAPEUTICS INC Healthcare 487.0 $7K 0.00% NEW $15.36 +10.4%
896 NTRS NORTHERN TR CORP Financial Services 43.0 $7K 0.00% NEW $173.84 +9.6%
897 GLRE GREENLIGHT CAP RE LTD Financial Services 462.0 $7K 0.00% NEW $16.18 -3.6%
898 MTEK MARIS TECH LTD Technology 7,500.0 $7K 0.00% NEW $0.98 +17.3%
899 BIIB BIOGEN INC Healthcare 34.0 $7K 0.00% NEW $216.06 -1.6%
900 STLD STEEL DYNAMICS INC Basic Materials 32.0 $7K 0.00% NEW $229.47 +8.9%
Page 45 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%