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Portfolio (Quarterly) Guide ↗

Summa Corp.

· CIK 0001954929
13F Portfolio $233M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 600.0 $362K 0.15% NEW $603.28 +12.7%
62 PYLD PIMCO ETF TR 13,000.0 $347K 0.15% NEW $26.68 -0.9%
63 V VISA INC Financial Services 963.0 $338K 0.14% NEW $350.71 -8.0%
64 SHOP SHOPIFY INC Technology 2,051.0 $330K 0.14% NEW $160.97 -31.3%
65 VCLT VANGUARD SCOTTSDALE FDS 4,000.0 $303K 0.13% NEW $75.85 -0.8%
66 AXP AMERICAN EXPRESS CO Financial Services 810.0 $300K 0.13% NEW $369.95 -15.3%
67 NOW SERVICENOW INC Technology 1,745.0 $267K 0.12% NEW $153.19 -29.9%
68 VGT VANGUARD WORLD FD 345.0 $260K 0.11% NEW $753.78 -84.2%
69 GINN GOLDMAN SACHS ETF TR 3,350.0 $245K 0.10% NEW $73.10 +8.6%
70 HON HONEYWELL INTL INC Industrials 1,211.0 $236K 0.10% NEW $195.09 +18.5%
71 DE DEERE & CO Industrials 490.0 $228K 0.10% NEW $465.57 +15.1%
72 QTEC FIRST TR EXCHANGE-TRADED FD 962.0 $223K 0.10% NEW $231.74 +35.4%
73 ZTS ZOETIS INC Healthcare 1,739.0 $219K 0.09% NEW $125.82 -36.7%
74 MSCI MSCI INC Financial Services 372.0 $213K 0.09% NEW $573.73 +6.3%
75 VOOG VANGUARD ADMIRAL FDS INC 461.0 $205K 0.09% NEW $444.59 -81.2%
76 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 16,900.0 $203K 0.09% NEW $12.02 -1.5%
77 VTEB VANGUARD MUN BD FDS 4,000.0 $201K 0.09% NEW $50.29 -0.1%
Page 4 of 4  ·  77 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
Technology 84.7%
Financial Services 5.4%
Communication Services 2.9%
Consumer Cyclical 2.7%
Healthcare 1.4%
Consumer Defensive 1.3%
Energy 1.1%
Real Estate 0.3%
Industrials 0.2%