§ 13F · FUND PROFILE
Summerhill Capital Management lnc..
AUM · $125M (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC. CL-A | 49K | $18M | 14.1% | −2% |
| 2 | AMD | ADVANCED MICRO DEVICE LTD. | 30K | $17M | 13.9% | −8% |
| 3 | RY | ROYAL BANK CDA | 56K | $11M | 9.2% | −3% |
| 4 | JPM | JPMORGAN CHASE & COMPANY | 31K | $10M | 8.2% | −2% |
| 5 | BIP | BROOKFIELD INFRASTRUCTURE PARTNERS L.P. | 236K | $9M | 6.9% | +2% |
| 6 | AMZN | AMAZON.COM INC | 36K | $8M | 6.8% | −3% |
| 7 | MSFT | MICROSOFT | 22K | $8M | 6.5% | +28% |
| 8 | ETN | EATON CORP PLC | 17K | $7M | 5.8% | +3% |
| 9 | META | META PLATFORMS INC | 9K | $5M | 4.1% | −28% |
| 10 | FSLR | FIRST SOLAR INC. | 21K | $5M | 4.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMERHILL SIGNAL
AC read
Summerhill Capital Management lnc. is a Other fund managing $125 million in assets. The fund runs a focused portfolio of just 18 positions.
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