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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 14 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PUT PENNYMAC MTG INVT TR 19,700.0 $222K 0.02% NEW $11.28
262 CALL COREWEAVE INC 2,200.0 $219K 0.02% NEW $99.54
263 BAX BAXTER INTL INC Healthcare 10,238.0 $218K 0.02% NEW $21.32 +23.4%
264 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 4,554.0 $218K 0.02% NEW $47.81 -10.3%
265 CUBE CUBESMART Real Estate 5,424.0 $216K 0.02% NEW $39.77 +3.8%
266 KRG KITE REALTY GROUP TRUST Real Estate 7,600.0 $216K 0.02% NEW $28.38 -7.2%
267 SKT TANGER INC Real Estate 5,464.0 $216K 0.02% NEW $39.47 -2.8%
268 DY DYCOM INDS INC Industrials 426.0 $215K 0.02% NEW $505.59 -20.5%
269 BERKSHIRE HATHAWAY INC DEL 425.0 $213K 0.02% NEW $500.39
270 ALK ALASKA AIR GROUP INC Industrials 4,045.0 $211K 0.02% NEW $52.20 -22.8%
271 MCO MOODYS CORP Financial Services 466.0 $211K 0.02% NEW $452.92 +10.7%
272 CMCSA COMCAST CORP NEW Communication Services 8,400.0 $206K 0.02% NEW $24.55 +7.1%
273 PGR PROGRESSIVE CORP Financial Services 936.0 $204K 0.02% NEW $218.45 +1.3%
274 MU MICRON TECHNOLOGY INC Technology 177.0 $204K 0.02% NEW $1154.29 -17.2%
275 MTB M & T BK CORP Financial Services 856.0 $204K 0.02% NEW $238.01 +2.4%
276 PUT TEMPUS AI INC 3,500.0 $203K 0.02% NEW $57.93
277 CNH INDL N V 17,444.0 $196K 0.02% NEW $11.23
278 CALL INTEL CORP 1,400.0 $195K 0.02% NEW $139.63
279 IWM ISHARES TR 650.0 $195K 0.02% NEW $300.45 -0.5%
280 ANNALY CAPITAL MANAGEMENT IN 8,700.0 $195K 0.02% NEW $22.36
Page 14 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%