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Portfolio (Quarterly) Guide ↗

Summa Corp.

· CIK 0001954929
13F Portfolio $242M AUM 83 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 18 Added 21 Reduced 5 Exited
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ILF ISHARES TR 5,764.0 $205K 0.09% NEW $35.52 -0.9%
82 ISTB ISHARES TR 4,200.0 $204K 0.08% NEW $48.46 -0.3%
83 MSCI MSCI INC Financial Services 372.0 $201K 0.08% $539.01 +12.7%
Page 5 of 5  ·  83 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 81.6%
Financial Services 8.0%
Communication Services 2.7%
Consumer Cyclical 2.5%
Healthcare 1.5%
Energy 1.5%
Consumer Defensive 1.4%
Industrials 0.3%
Real Estate 0.3%
Basic Materials 0.1%