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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 33 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 794.0 $33K 0.00% NEW $41.51 -28.2%
642 BLK BLACKROCK INC Financial Services 34.0 $33K 0.00% NEW $961.56 +20.4%
643 HCKT HACKETT GROUP INC Technology 3,000.0 $32K 0.00% NEW $10.77 -0.1%
644 NNE NANO NUCLEAR ENERGY INC Industrials 1,500.0 $32K 0.00% NEW $21.14 -10.9%
645 AESI ATLAS ENERGY SOLUTIONS INC Energy 1,888.0 $31K 0.00% NEW $16.61 -23.4%
646 ZD ZIFF DAVIS INC Communication Services 598.0 $31K 0.00% NEW $52.37 +5.8%
647 BXC BLUELINX HLDGS INC Industrials 500.0 $31K 0.00% NEW $61.88 +37.2%
648 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 8,665.0 $30K 0.00% NEW $3.48 +15.2%
649 REAL THE REALREAL INC Consumer Cyclical 2,539.0 $30K 0.00% NEW $11.79 -4.6%
650 PUT BENTLEY SYS INC 1,000.0 $30K 0.00% NEW $29.89
651 CALL FLUENCE ENERGY INC 1,500.0 $30K 0.00% NEW $19.88
652 VRT VERTIV HOLDINGS CO Industrials 89.0 $30K 0.00% NEW $334.82 -22.7%
653 COP CONOCOPHILLIPS Energy 282.0 $29K 0.00% NEW $103.96 +30.3%
654 PLD PROLOGIS INC. Real Estate 216.0 $29K 0.00% NEW $135.47 +4.1%
655 IVT INVENTRUST PPTYS CORP Real Estate 821.0 $29K 0.00% NEW $35.40 -6.7%
656 DELL DELL TECHNOLOGIES INC Technology 67.0 $29K 0.00% NEW $431.46 +0.8%
657 COF CAPITAL ONE FINL CORP Financial Services 144.0 $29K 0.00% NEW $200.62 +8.9%
658 LOW LOWES COS INC Consumer Cyclical 130.0 $29K 0.00% NEW $220.49 -1.2%
659 CB CHUBB LIMITED Financial Services 84.0 $29K 0.00% NEW $340.74 +1.1%
660 SPGI S&P GLOBAL INC Financial Services 70.0 $29K 0.00% NEW $407.26 +6.2%
Page 33 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%