§ 13F · FUND PROFILE
SUMMITPOINT CAPITAL MANAGEMENT.
AUM · $93M (13F)Positions · 39Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$970K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 455K | $15M | — | +21% |
| 2 | IEI | ISHARES TR | 68K | $8M | — | +50% |
| 3 | ACWX | ISHARES TR | 79K | $6M | — | −12% |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | 74K | $6M | — | +21% |
| 5 | SCHM | SCHWAB STRATEGIC TR | 153K | $6M | — | −2% |
| 6 | TOTL | SSGA ACTIVE ETF TR | 126K | $5M | — | +10% |
| 7 | SMLF | ISHARES TR | 52K | $5M | — | +70% |
| 8 | JAAA | JANUS DETROIT STR TR | 80K | $4M | — | +26% |
| 9 | VOO | VANGUARD INDEX FDS | 6K | $4M | — | +13% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 130K | $4M | — | −27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMITPOINT SIGNAL
AC read
SUMMITPOINT CAPITAL MANAGEMENT is a institutional fund managing $93 million in assets. The fund runs a portfolio of 39 positions.
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