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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 9 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CALL UNITY SOFTWARE INC 20,000.0 $572K 0.06% NEW $28.58
162 CALL META PLATFORMS INC 1,000.0 $563K 0.05% NEW $563.29
163 PUT SPDR GOLD TR 1,500.0 $553K 0.05% NEW $368.38
164 OKE ONEOK INC NEW Energy 6,317.0 $549K 0.05% NEW $86.94 +10.6%
165 PUT ZIM INTEGRATED SHIPPING SERV 21,100.0 $549K 0.05% NEW $26.00
166 PSKY PARAMOUNT SKYDANCE CORP Communication Services 55,073.0 $543K 0.05% NEW $9.86 +7.3%
167 CALL ISHARES TR 1,800.0 $541K 0.05% NEW $300.45
168 ERO CALL ERO COPPER CORP Basic Materials 20,000.0 $535K 0.05% NEW $26.75 +25.9%
169 PUT INSMED INC 5,000.0 $533K 0.05% NEW $106.62
170 PUT BROOKFIELD CORP 12,500.0 $532K 0.05% NEW $42.59
171 CALL BROOKFIELD CORP 12,500.0 $532K 0.05% NEW $42.59
172 CALL UNITED STS OIL FD LP 5,000.0 $532K 0.05% NEW $106.44
173 PUT COREWEAVE INC 5,300.0 $528K 0.05% NEW $99.54
174 ANET ARISTA NETWORKS INC Technology 2,936.0 $499K 0.05% NEW $169.88 +10.3%
175 CALL SERVICENOW INC 5,000.0 $496K 0.05% NEW $99.28
176 CALL PLUG PWR INC 183,100.0 $496K 0.05% NEW $2.71
177 CALL SEALSQ CORP 155,000.0 $488K 0.05% NEW $3.15
178 EXC EXELON CORP Utilities 10,000.0 $466K 0.04% NEW $46.62 -2.3%
179 EWZ ISHARES INC 13,400.0 $462K 0.04% NEW $34.50 -0.5%
180 CALL SPOTIFY TECHNOLOGY S A 1,000.0 $459K 0.04% NEW $459.13
Page 9 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%