§ 13F · FUND PROFILE
SUMMIT SECURITIES GROUP LLC.
AUM · $1.0B (13F)Positions · 1135Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$233M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | — | STATE STR SPDR S&P 500 ETF T | 104K | $77M | 7.4% | +103% |
| 2 | QQQ | INVESCO QQQ TR | 87K | $64M | 6.1% | +45% |
| 3 | MSFT | MICROSOFT CORP | 130K | $48M | 4.6% | +2660% |
| 4 | AMZN | AMAZON COM INC | 200K | $48M | 4.6% | +315% |
| 5 | AMZN | AMAZON COM INC | 200K | $48M | 4.6% | +16567% |
| 6 | MSFT | MICROSOFT CORP | 125K | $47M | 4.5% | +7965% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 62K | $47M | 4.4% | +446% |
| 8 | NEE | NEXTERA ENERGY INC | 435K | $38M | 3.7% | +32335% |
| 9 | DIA | STATE STR SPDR DOW JONES IND | 57K | $30M | 2.8% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 104K | $21M | 2.0% | +1400% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
SUMMIT SECURITIES GROUP LLC is a Other fund managing $1.0 billion in assets. The fund runs a massive portfolio of 1,135 positions.
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