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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 16 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CALL REVOLUTION MEDICINES INC 900.0 $169K 0.02% NEW $187.28
302 VNOM VIPER ENERGY INC Energy 3,947.0 $167K 0.02% NEW $42.40 +6.2%
303 M MACYS INC Consumer Cyclical 7,100.0 $167K 0.02% NEW $23.55 -4.2%
304 INSW INTERNATIONAL SEAWAYS INC Energy 2,168.0 $166K 0.02% NEW $76.59 +29.7%
305 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 4,397.0 $166K 0.02% NEW $37.76 +14.0%
306 HP HELMERICH & PAYNE INC Energy 5,028.0 $165K 0.02% NEW $32.74 +34.7%
307 MO ALTRIA GROUP INC Consumer Defensive 2,287.0 $165K 0.02% NEW $71.95 -7.0%
308 CALL COEUR MNG INC 10,000.0 $163K 0.02% NEW $16.32
309 DHT DHT HOLDINGS INC Energy 9,815.0 $162K 0.02% NEW $16.53 +19.8%
310 TDS TELEPHONE & DATA SYS INC Communication Services 4,340.0 $161K 0.01% NEW $37.01 -6.2%
311 MRVL MARVELL TECHNOLOGY INC Technology 529.0 $158K 0.01% NEW $297.89 -15.7%
312 CALL HYLIION HOLDINGS CORP 30,000.0 $156K 0.01% NEW $5.21
313 DAL DELTA AIR LINES INC Industrials 1,652.0 $155K 0.01% NEW $93.66 -13.4%
314 ELAN ELANCO ANIMAL HEALTH INC Healthcare 6,119.0 $151K 0.01% NEW $24.61 -4.2%
315 CALL OMNICOM GROUP INC 2,000.0 $146K 0.01% NEW $72.83
316 ED CONSOLIDATED EDISON INC Utilities 1,313.0 $145K 0.01% NEW $110.63 -2.1%
317 RNG RINGCENTRAL INC Technology 3,720.0 $145K 0.01% NEW $38.98 +68.1%
318 PCG PG&E CORP Utilities 8,592.0 $145K 0.01% NEW $16.82 +6.8%
319 CMS CMS ENERGY CORP Utilities 1,848.0 $141K 0.01% NEW $76.50 -8.7%
320 PUT ZSCALER INC 1,000.0 $141K 0.01% NEW $141.15
Page 16 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%