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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 32 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 UNP UNION PAC CORP Industrials 138.0 $38K 0.00% NEW $272.00 +13.3%
622 PUT CRACKER BARREL OLD CTRY STOR 700.0 $37K 0.00% NEW $53.30
623 WELL WELLTOWER INC Real Estate 164.0 $37K 0.00% NEW $226.97 +5.4%
624 HLIO HELIOS TECHNOLOGIES INC Industrials 415.0 $37K 0.00% NEW $89.25 -14.6%
625 DE DEERE & CO Industrials 58.0 $37K 0.00% NEW $634.33 +2.1%
626 ABT ABBOTT LABORATORIES Healthcare 404.0 $37K 0.00% NEW $90.74 +28.5%
627 KEP KOREA ELEC PWR CORP Utilities 3,000.0 $36K 0.00% NEW $12.10 -6.9%
628 AMR ALPHA METALLURGICAL RESOUR I Energy 220.0 $36K 0.00% NEW $164.94 +27.3%
629 ALKT ALKAMI TECHNOLOGY INC Technology 2,000.0 $36K 0.00% NEW $18.12 +12.5%
630 WK WORKIVA INC Technology 735.0 $36K 0.00% NEW $48.51 +54.3%
631 PUT ALPHABET INC 100.0 $35K 0.00% NEW $353.33
632 BGC BGC GROUP INC Financial Services 3,300.0 $35K 0.00% NEW $10.69 +10.9%
633 SCHW SCHWAB CHARLES CORP Financial Services 379.0 $35K 0.00% NEW $92.27 +21.7%
634 FSK FS KKR CAP CORP Financial Services 3,300.0 $35K 0.00% NEW $10.50 +13.4%
635 UBER UBER TECHNOLOGIES INC Technology 472.0 $34K 0.00% NEW $72.16 +9.2%
636 S CALL SENTINELONE INC Technology 2,000.0 $34K 0.00% NEW $16.97 +24.9%
637 PLTK PLAYTIKA HLDG CORP Technology 9,114.0 $34K 0.00% NEW $3.72 -36.3%
638 MICROCHIP TECHNOLOGY INC. 440.0 $34K 0.00% NEW $76.71
639 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1,883.0 $34K 0.00% NEW $17.92 -27.6%
640 BTI BRITISH AMERN TOB PLC Consumer Defensive 536.0 $33K 0.00% NEW $61.76 -9.0%
Page 32 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 35.4%
Technology 23.4%
Consumer Cyclical 12.3%
Utilities 9.5%
Industrials 5.0%
Communication Services 4.4%
Energy 4.2%
Healthcare 2.6%
Basic Materials 1.6%
Real Estate 1.2%