Fund HoldingsSUMMIT SECURITIES GROUP LLC

Total Portfolio Value
$519.62M
Total Bought
$356.75M
Total Sold
$482.09M
Net Transaction
-$125.33M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AZEK CO INC0703,976+703,976038,2617.36%+38,261
MCDONALDS CORP(MCD)(Put)074,300+74,300021,708+21,708
INVESCO QQQ TR22,53853,883+31,34510,56929,7245.72%+19,155
MCDONALDS CORP(MCD)(Call)057,800+57,800016,887+16,887
COREWEAVE INC(CRWV)(Call)093,100+93,100015,181+15,181
CLOUDFLARE INC(NET)(Call)070,700+70,700013,845+13,845
AMEDISYS INC(Put)0100,000+100,00009,839+9,839
ADVANCED MICRO DEVICES INC(AMD)050,000+50,00007,0951.37%+7,095
SPRINGWORKS THERAPEUTICS INC(Call)10,000156,900+146,9004417,373+6,931
NOVO-NORDISK A S(NVO)097,762+97,76206,7481.30%+6,748
BP PLC(BP)10,223235,010+224,7873457,0341.35%+6,688
TELEFONAKTIEBOLAGET LM ERICS(ERIC)206,859924,788+717,9291,6057,8421.51%+6,237
ISHARES TR060,300+60,30004,8630.94%+4,863
COREWEAVE INC(CRWV)(Put)028,100+28,10004,582+4,582
ANHEUSER BUSCH INBEV SA/NV(BUD)061,721+61,72104,2410.82%+4,241
ROCKET COS INC(RKT)0276,513+276,51303,9210.75%+3,921
WALGREENS BOOTS ALLIANCE INC(Call)98,700434,600+335,9001,1024,989+3,887
SPDR SERIES TRUST
ST STR SP REGBNK
057,614+57,61403,4220.66%+3,422
CHURCH & DWIGHT CO INC(CHD)(Put)035,000+35,00003,364+3,364
GENMAB A/S(GMAB)0152,832+152,83203,1580.61%+3,158
PARAMOUNT GLOBAL(Call)0244,400+244,40003,153+3,153
WALGREENS BOOTS ALLIANCE INC(Put)0279,100+279,10003,204+3,204
DIAGEO PLC(DEO)028,189+28,18902,8430.55%+2,843
HOLOGIC INC(Call)039,900+39,90002,600+2,600
MITSUBISHI UFJ FINL GROUP IN(MUFG)0186,392+186,39202,5570.49%+2,557
NUSCALE PWR CORP(Call)
CALL
0100,000+100,00003,956+3,956
XPENG INC(XPEV)0132,608+132,60802,3710.46%+2,371
TENARIS S A(TS)061,290+61,29002,2920.44%+2,292
DISNEY WALT CO(DIS)017,815+17,81502,2090.43%+2,209
TAPESTRY INC(TPR)10,00032,640+22,6407042,8660.55%+2,162
META PLATFORMS INC(META)(Call)02,900+2,90002,140+2,140
KROGER CO(KR)(Call)65,00090,000+25,0004,4006,456+2,056
ALLSTATE CORP(Put)010,000+10,00002,013+2,013
RELX PLC(RELX)040,398+40,39802,1950.42%+2,195
SAP SE(SAP)06,419+6,41901,9520.38%+1,952
BANK AMERICA CORP(Put)040,000+40,00001,893+1,893
PENN ENTERTAINMENT INC(PENN)(Put)0105,000+105,00001,876+1,876
SELECT SECTOR SPDR TR
ST STR FINL ETF
035,300+35,30001,8490.36%+1,849
ISHARES INC067,200+67,20001,9390.37%+1,939
CARVANA CO(CVNA)(Call)05,400+5,40001,820+1,820
VODAFONE GROUP PLC NEW(VOD)47,736206,128+158,3924472,1970.42%+1,750
JD.COM INC(JD)053,226+53,22601,7370.33%+1,737
INVESCO CURRENCYSHARES EURO(FXE)(Put)10,00025,000+15,0009992,720+1,721
PENN ENTERTAINMENT INC(PENN)(Call)090,000+90,00001,608+1,608
FORTINET INC(Call)014,900+14,90001,575+1,575
SMITH & NEPHEW PLC(SNN)051,235+51,23501,5690.30%+1,569
CARVANA CO(CVNA)(Put)04,500+4,50001,516+1,516
PALANTIR TECHNOLOGIES INC(PLTR)(Put)011,000+11,00001,500+1,500
CLOUDFLARE INC(NET)(Put)07,500+7,50001,469+1,469
APPLE INC(AAPL)85,900100,000+14,10019,08120,5173.95%+1,436
META PLATFORMS INC(META)(Put)01,900+1,90001,402+1,402
SPOTIFY TECHNOLOGY S A(Put)
PUT
01,800+1,80001,381+1,381
CHURCH & DWIGHT CO INC(CHD)014,166+14,16601,3610.26%+1,361
AMAZON COM INC(Put)05,500+5,50001,207+1,207
PROSHARES TR
BITCOIN ETF
0107,300+107,30002,3080.44%+2,308
AMCOR PLC(AMCR)0141,543+141,54301,3010.25%+1,301
GLOBAL NET LEASE INC(GNL)(Call)0150,000+150,00001,133+1,133
KONINKLIJKE PHILIPS N V(PHG)46,13196,050+49,9191,1722,3030.44%+1,132
SPDR GOLD TR(GLD)(Call)06,500+6,50001,981+1,981
VANECK ETF TRUST
JUNIOR GOLD MINE
016,400+16,40001,1080.21%+1,108
UBER TECHNOLOGIES INC(UBER)(Call)027,400+27,40002,556+2,556
RALLIANT CORP(RAL)022,561+22,56101,0940.21%+1,094
TELEPHONE & DATA SYS INC(TDS)(Put)030,000+30,00001,067+1,067
MARVELL TECHNOLOGY INC(MRVL)(Put)067,000+67,00005,186+5,186
TAPESTRY INC(TPR)(Call)012,000+12,00001,054+1,054
LUCID GROUP INC(Put)0490,000+490,00001,034+1,034
INVESCO EXCH TRADED FD TR II(Call)
CALL
030,000+30,00001,028+1,028
ECHOSTAR CORP(ECHO)(Put)035,600+35,6000986+986
HERTZ GLOBAL HLDGS INC(Put)100,000200,000+100,0003941,366+972
UNITEDHEALTH GROUP INC(UNH)03,074+3,07409590.18%+959
UNITED PARCEL SERVICE INC(UPS)2,80012,014+9,2143081,2130.23%+905
JUNIPER NETWORKS INC(Put)232,000232,900+9008,3969,300+904
EQUINOR ASA(EQNR)21,96156,793+34,8325811,4280.27%+847
ALCON AG(ALC)09,579+9,57908460.16%+846
MICRON TECHNOLOGY INC(MU)06,765+6,76508340.16%+834
ISHARES SILVER TR(SLV)(Call)030,000+30,0000984+984
BANK AMERICA CORP016,912+16,91208000.15%+800
EQUINIX INC(EQIX)(Call)01,000+1,0000795+795
SPDR SERIES TRUST
ST STR SP RETAIL
09,600+9,60007400.14%+740
ISHARES TR(Put)020,000+20,0000735+735
LOCKHEED MARTIN CORP(LMT)01,541+1,54107140.14%+714
HILTON WORLDWIDE HLDGS INC(HLT)02,662+2,66207090.14%+709
HERTZ GLOBAL HLDGS INC(Call)0100,000+100,0000683+683
HOME DEPOT INC(HD)01,732+1,73206350.12%+635
BEST BUY INC(BBY)09,429+9,42906330.12%+633
BEST BUY INC(Put)09,300+9,3000624+624
ARES CAPITAL CORP(ARCC)(Put)028,300+28,3000621+621
FOOT LOCKER INC(Call)025,000+25,0000613+613
BERKSHIRE HATHAWAY INC DEL01,234+1,23405990.12%+599
MATTEL INC(MAT)(Put)030,000+30,0000592+592
SHELL PLC(SHEL)08,374+8,37405900.11%+590
STARWOOD PPTY TR INC(STWD)030,700+30,70006160.12%+616
MILLROSE PPTYS INC(Call)020,000+20,0000570+570
MILLROSE PPTYS INC(Put)020,000+20,0000570+570
TELEPHONE & DATA SYS INC(TDS)015,026+15,02605350.10%+535
COREWEAVE INC(CRWV)13,0006,200-6,8004821,0110.19%+529
WALMART INC(WMT)05,139+5,13905020.10%+502
ORACLE CORP(ORCL)02,283+2,28304990.10%+499
MPLX LP(MPLX)(Put)22,50033,000+10,5001,2041,700+496
BILIBILI INC023,185+23,18504970.10%+497
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