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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 7 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CALL PARAMOUNT SKYDANCE CORP 102,000.0 $1.0M 0.10% NEW $9.86
122 CALL LUCID GROUP INC 150,100.0 $1.0M 0.10% NEW $6.69
123 XLY SELECT SECTOR SPDR TR 8,551.0 $1.0M 0.10% NEW $117.28 -0.8%
124 CALL BROADCOM INC 2,600.0 $982K 0.09% NEW $377.75
125 CALL CIPHER DIGITAL INC 40,000.0 $980K 0.09% NEW $24.50
126 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 32,408.0 $978K 0.09% NEW $30.18 -1.8%
127 CALL APPLE INC 3,300.0 $955K 0.09% NEW $289.36
128 PUT INNOVATIVE INDL PPTYS INC 15,300.0 $948K 0.09% NEW $61.98
129 PUT DELTA AIR LINES INC 10,000.0 $937K 0.09% NEW $93.66
130 XLP SELECT SECTOR SPDR TR 11,026.0 $916K 0.09% NEW $83.07 +3.0%
131 CALL CARLISLE COS INC 2,500.0 $907K 0.09% NEW $362.75
132 CALL UBER TECHNOLOGIES INC 12,500.0 $902K 0.09% NEW $72.16
133 PUT CHEVRON CORPORATION 5,400.0 $895K 0.09% NEW $165.76
134 CALL MARVELL TECHNOLOGY INC 3,000.0 $894K 0.09% NEW $297.89
135 PUT HYPERLIQUID STRATEGIES INC 112,000.0 $881K 0.08% NEW $7.87
136 CALL HYPERLIQUID STRATEGIES INC 112,000.0 $881K 0.08% NEW $7.87
137 XLU SELECT SECTOR SPDR TR 19,223.0 $872K 0.08% NEW $45.34 -2.9%
138 CALL QXO INC 50,000.0 $864K 0.08% NEW $17.28
139 GDXJ VANECK ETF TRUST 8,700.0 $855K 0.08% NEW $98.25 +17.5%
140 CALL CALLAWAY GOLF CO 45,000.0 $846K 0.08% NEW $18.79
Page 7 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%