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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 42 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TECH BIO-TECHNE CORP Healthcare 157.0 $11K 0.00% NEW $70.65 +2.6%
822 MLKN MILLERKNOLL INC Consumer Cyclical 540.0 $11K 0.00% NEW $20.46 +13.5%
823 PAGAYA TECHNOLOGIES LTD 602.0 $11K 0.00% NEW $18.25
824 STT STATE STR CORP Financial Services 64.0 $11K 0.00% NEW $169.59 +9.6%
825 HLMN HILLMAN SOLUTIONS CORP Industrials 1,277.0 $11K 0.00% NEW $8.44 +1.1%
826 BCE BCE INC Communication Services 500.0 $11K 0.00% NEW $21.51 +10.2%
827 KSS KOHLS CORP Consumer Cyclical 600.0 $11K 0.00% NEW $17.72 +6.3%
828 MET METLIFE INC Financial Services 125.0 $11K 0.00% NEW $84.61 +12.4%
829 SGML SIGMA LITHIUM CORPORATION Basic Materials 833.0 $11K 0.00% NEW $12.65 -13.5%
830 KBR KBR INC Industrials 300.0 $10K 0.00% NEW $34.53 +10.0%
831 VIVOPOWER PLC 2,000.0 $10K 0.00% NEW $5.17
832 SWBI SMITH & WESSON BRANDS INC Industrials 683.0 $10K 0.00% NEW $15.04 -6.1%
833 RGP RESOURCES CONNECTION INC Industrials 2,410.0 $10K 0.00% NEW $4.25 +4.0%
834 YUM YUM BRANDS INC Consumer Cyclical 64.0 $10K 0.00% NEW $159.86 -8.7%
835 UAL UNITED AIRLS HLDGS INC Industrials 75.0 $10K 0.00% NEW $135.99 -14.9%
836 GCT GIGACLOUD TECHNOLOGY INC Technology 322.0 $10K 0.00% NEW $31.60 +64.8%
837 PSIX POWER SOLUTIONS INTL INC Industrials 260.0 $10K 0.00% NEW $38.89 -4.1%
838 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 297.0 $10K 0.00% NEW $34.00 +1.9%
839 VTR VENTAS INC Real Estate 113.0 $10K 0.00% NEW $88.80 +3.4%
840 SABR SABRE CORP Consumer Cyclical 4,800.0 $10K 0.00% NEW $2.09 +1.0%
Page 42 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%