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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 41 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AME AMETEK INC Industrials 53.0 $13K 0.00% NEW $241.94 -0.3%
802 OCUL OCULAR THERAPEUTIX INC Healthcare 1,305.0 $13K 0.00% NEW $9.82 +17.4%
803 AZO AUTOZONE INC Consumer Cyclical 4.0 $13K 0.00% NEW $3196.00 -3.7%
804 AZTA AZENTA INC Healthcare 500.0 $13K 0.00% NEW $25.52 +37.4%
805 APOS APOLLO GLOBAL MGMT INC Financial Services 107.0 $13K 0.00% NEW $118.31 -78.4%
806 ADNT ADIENT PLC Consumer Cyclical 687.0 $13K 0.00% NEW $18.38 +5.9%
807 LHX L3HARRIS TECHNOLOGIES INC Industrials 43.0 $12K 0.00% NEW $290.58 -5.1%
808 AFL AFLAC INC Financial Services 106.0 $12K 0.00% NEW $117.25 -0.6%
809 HROW HARROW INC Healthcare 290.0 $12K 0.00% NEW $42.47 -2.0%
810 EW EDWARDS LIFESCIENCES CORP Healthcare 134.0 $12K 0.00% NEW $90.46 +2.0%
811 TSSI TSS INC DEL Technology 983.0 $12K 0.00% NEW $12.30 -25.2%
812 FNKO FUNKO INC Consumer Cyclical 2,052.0 $12K 0.00% NEW $5.88 +0.2%
813 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 106.0 $12K 0.00% NEW $112.74 +9.8%
814 FITB FIFTH THIRD BANCORP Financial Services 210.0 $12K 0.00% NEW $56.37 -2.5%
815 PSA PUBLIC STORAGE Real Estate 37.0 $12K 0.00% NEW $318.30 +2.1%
816 PUT PALANTIR TECHNOLOGIES INC 100.0 $12K 0.00% NEW $116.67
817 ABR ARBOR REALTY TRUST INC Real Estate 2,133.0 $12K 0.00% NEW $5.42 -5.6%
818 SIGI SELECTIVE INS GROUP INC Financial Services 115.0 $11K 0.00% NEW $97.01 -7.7%
819 HUM HUMANA INC Healthcare 28.0 $11K 0.00% NEW $397.21 -4.8%
820 ARCC ARES CAPITAL CORP Financial Services 600.0 $11K 0.00% NEW $18.53 +6.9%
Page 41 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%