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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 5 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CALL CANADIAN NAT RES LTD MED TER 41,200.0 $1.6M 0.16% NEW $39.50
82 XLF SELECT SECTOR SPDR TR 28,500.0 $1.5M 0.15% NEW $53.61 +8.1%
83 CALL KIMBERLY-CLARK CORP 13,800.0 $1.5M 0.14% NEW $109.77
84 CTVA CORTEVA INC Basic Materials 17,655.0 $1.5M 0.14% NEW $84.69 -7.7%
85 CALL ELEVANCE HEALTH INC FORMERLY 3,800.0 $1.5M 0.14% NEW $386.73
86 CALL VALARIS LTD 20,000.0 $1.5M 0.14% NEW $72.60
87 PUT CARVANA CO 21,500.0 $1.4M 0.14% NEW $65.82
88 CALL IMPERIAL OIL LTD 12,500.0 $1.4M 0.13% NEW $112.02
89 CALL SPACE EXPLORATION TECHN CORP 8,000.0 $1.4M 0.13% NEW $170.86
90 CALL ALPHABET INC 3,800.0 $1.4M 0.13% NEW $357.37
91 PUT CANADIAN PACIFIC KANSAS CITY 15,000.0 $1.3M 0.12% NEW $86.65
92 CALL CANADIAN PACIFIC KANSAS CITY 15,000.0 $1.3M 0.12% NEW $86.65
93 TRP TC ENERGY CORP Energy 19,500.0 $1.3M 0.12% NEW $66.29 -3.5%
94 C CITIGROUP INC Financial Services 9,160.0 $1.3M 0.12% NEW $139.96 -1.7%
95 CVX CHEVRON CORPORATION Energy 7,600.0 $1.3M 0.12% NEW $165.76 +24.0%
96 PUT FREEPORT MCMORAN INC 20,000.0 $1.3M 0.12% NEW $62.89
97 CALL SIRIUSXM HOLDINGS INC 42,500.0 $1.3M 0.12% NEW $29.54
98 SMH VANECK ETF TRUST 1,879.0 $1.2M 0.12% NEW $655.89 -13.4%
99 PUT TORONTO DOMINION BK ONT 10,000.0 $1.2M 0.12% NEW $121.43
100 TD CALL TORONTO DOMINION BK ONT Financial Services 10,000.0 $1.2M 0.12% NEW $121.43 +0.2%
Page 5 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%