Fund HoldingsSUMMIT SECURITIES GROUP LLC

Total Portfolio Value
$638.61M
Total Bought
$505.06M
Total Sold
$353.71M
Net Transaction
+$151.35M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(Call)
CALL
40,000585,000+545,00023,443327,243+303,800
APPLE INC(Put)0100,000+100,000022,213+22,213
APPLE INC(AAPL)085,900+85,900019,0812.99%+19,081
INVESCO QQQ TR022,538+22,538010,5691.65%+10,569
BEACON ROOFING SUPPLY INC(Put)060,200+60,20007,447+7,447
TESLA INC(TSLA)(Call)022,500+22,50005,831+5,831
JUNIPER NETWORKS INC(Put)80,000232,000+152,0002,9968,396+5,400
QUALCOMM INC(QCOM)(Put)031,100+31,10004,777+4,777
KROGER CO(KR)(Call)065,000+65,00004,400+4,400
TAIWAN SEMICONDUCTOR MFG LTD(Put)10,00035,000+25,0001,9755,810+3,835
ARCELORMITTAL SA LUXEMBOURG(MT)0130,964+130,96403,7780.59%+3,778
BEACON ROOFING SUPPLY INC(Call)030,100+30,10003,723+3,723
INTRA-CELLULAR THERAPIES INC(Put)027,500+27,50003,628+3,628
CVS HEALTH CORP(CVS)(Put)048,300+48,30003,272+3,272
STMICROELECTRONICS N V(STM)0148,385+148,38503,2590.51%+3,259
SELECT SECTOR SPDR TR
ST STR INDL ETF
022,627+22,62702,9660.46%+2,966
APOLLO GLOBAL MGMT INC(APO)(Call)020,000+20,00002,739+2,739
BANCO SANTANDER S.A.(SAN)0389,976+389,97602,6130.41%+2,613
TRANSUNION(TRU)(Call)030,000+30,00002,490+2,490
INTERNATIONAL BUSINESS MACHS(Call)010,000+10,00002,487+2,487
SANOFI(SNY)041,680+41,68002,3120.36%+2,312
DOLLAR TREE INC(DLTR)(Call)030,000+30,00002,252+2,252
JUNIPER NETWORKS INC(Call)075,200+75,20002,721+2,721
UNITED STATES STL CORP NEW(Call)317,700304,700-13,00010,79912,877+2,078
TKO GROUP HOLDINGS INC(TKO)013,065+13,06501,9960.31%+1,996
UNILEVER PLC(UL)030,950+30,95001,8430.29%+1,843
TRIPADVISOR INC(TRIP)(Call)0129,000+129,00001,828+1,828
ALTRIA GROUP INC(MO)154,400160,900+6,5008,0749,6571.51%+1,584
INTUITIVE SURGICAL INC03,013+3,01301,4920.23%+1,492
PHILLIPS 66(PSX)(Call)011,300+11,30001,395+1,395
ASML HOLDING N V
N Y REGISTRY SHS
02,105+2,10501,3950.22%+1,395
QUALCOMM INC(QCOM)(Call)08,000+8,00001,229+1,229
BROOKFIELD ASSET MANAGMT LTD(Call)025,000+25,00001,211+1,211
GOLDEN OCEAN GROUP LTD(Call)0150,000+150,00001,197+1,197
MPLX LP(MPLX)(Put)022,500+22,50001,204+1,204
KONINKLIJKE PHILIPS N V(PHG)046,131+46,13101,1720.18%+1,172
ON SEMICONDUCTOR CORP(ON)(Call)028,600+28,60001,164+1,164
WALGREENS BOOTS ALLIANCE INC(Call)098,700+98,70001,102+1,102
AT&T INC(T)48,00077,569+29,5691,0932,1940.34%+1,101
TAPESTRY INC(TPR)(Put)015,000+15,00001,056+1,056
TELEFONAKTIEBOLAGET LM ERICS(ERIC)0206,859+206,85901,6050.25%+1,605
AUTOLIV INC(ALV)011,634+11,63401,0290.16%+1,029
INVESCO CURRENCYSHARES EURO(FXE)(Put)010,000+10,0000999+999
INTRA-CELLULAR THERAPIES INC(Call)07,500+7,5000989+989
MONEYLION INC011,006+11,00609520.15%+952
MPLX LP(MPLX)022,125+22,12501,1840.19%+1,184
INVESCO QQQ TR(Call)02,000+2,0000938+938
MARVELL TECHNOLOGY INC(MRVL)025,500+25,50001,5700.25%+1,570
FERRARI N V
COM
02,148+2,14809190.14%+919
ARGENX SE(ARGX)01,501+1,50108880.14%+888
PARAMOUNT GLOBAL(Put)077,500+77,5000927+927
ASTRAZENECA PLC(AZN)012,233+12,23308990.14%+899
HUMANA INC(HUM)(Put)03,000+3,0000794+794
VALARIS LTD(VAL)(Call)020,000+20,0000785+785
FORD MTR CO(F)092,603+92,60309290.15%+929
COSTAR GROUP INC(CSGP)013,000+13,00001,0300.16%+1,030
TAPESTRY INC(TPR)010,000+10,00007040.11%+704
PLAINS ALL AMERN PIPELINE L(PAA)042,700+42,70008540.13%+854
FRONTLINE PLC(FRO)046,975+46,97506980.11%+698
NOKIA CORP(NOK)0124,636+124,63606570.10%+657
SELECT SECTOR SPDR TR
ST STR ENERG ETF
06,900+6,90006450.10%+645
YEXT INC(Put)0100,000+100,0000616+616
NEXTNAV INC(NN)(Call)050,000+50,0000609+609
HOPE BANCORP INC(HOPE)057,960+57,96006070.10%+607
ALLIANCEBERNSTEIN HLDG L P(AB)016,700+16,70006400.10%+640
WALGREENS BOOTS ALLIANCE INC098,200+98,20001,0970.17%+1,097
EQUINOR ASA(EQNR)021,961+21,96105810.09%+581
ISHARES INC(Put)015,000+15,0000556+556
GOODYEAR TIRE & RUBR CO(Put)060,000+60,0000554+554
FORWARD AIR CORP(Put)025,000+25,0000502+502
ISHARES TR(Call)10,00015,000+5,0008731,365+492
COREWEAVE INC(CRWV)013,000+13,00004820.08%+482
BRITISH AMERN TOB PLC(BTI)20,50029,150+8,6507451,2060.19%+461
ING GROEP N.V.(ING)022,785+22,78504460.07%+446
WILLSCOT HLDGS CORP(WSC)(Put)016,000+16,0000445+445
VALE S A048,400+48,40004830.08%+483
SPRINGWORKS THERAPEUTICS INC(Call)010,000+10,0000441+441
SPRINGWORKS THERAPEUTICS INC(Put)010,000+10,0000441+441
VODAFONE GROUP PLC NEW(VOD)047,736+47,73604470.07%+447
SCOTTS MIRACLE-GRO CO(SMG)07,950+7,95004360.07%+436
BLACKSTONE INC(BX)03,000+3,00004190.07%+419
TRANSUNION(TRU)05,000+5,00004150.06%+415
PELOTON INTERACTIVE INC(PTON)(Call)063,200+63,2000399+399
FRESENIUS MEDICAL CARE AG(FMS)015,919+15,91903960.06%+396
HERTZ GLOBAL HLDGS INC(Put)0100,000+100,0000394+394
TRUMP MEDIA & TECHNOLOGY GRO(Call)
CALL
020,000+20,0000391+391
CLEVELAND-CLIFFS INC NEW(CLF)047,000+47,00003860.06%+386
BANCO BILBAO VIZCAYA ARGENTA(BBVA)027,994+27,99403810.06%+381
DEUTSCHE BANK A G
NAMEN AKT
015,723+15,72303750.06%+375
ENERGY TRANSFER L P(ET)(Call)020,000+20,0000372+372
NOKIA CORP(NOK)(Put)069,300+69,3000365+365
UBS GROUP AG(UBS)011,901+11,90103650.06%+365
PG&E CORP(PCG)(Call)020,000+20,0000344+344
IAC INC(Call)
CALL
07,400+7,4000340+340
NATIONAL GRID PLC(NGG)05,142+5,14203370.05%+337
BROADCOM INC(AVGO)(Call)02,000+2,0000335+335
BP PLC(BP)010,223+10,22303450.05%+345
UNITED PARCEL SERVICE INC(UPS)02,800+2,80003080.05%+308
NEXTNAV INC(NN)(Put)025,000+25,0000304+304
H & E EQUIPMENT SERVICES INC(Put)03,100+3,1000294+294
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