Fund HoldingsSUMMIT SECURITIES GROUP LLC

Total Portfolio Value
$516.27M
Total Bought
$377.52M
Total Sold
$67.53M
Net Transaction
+$309.99M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICROSOFT CORP(MSFT)1,550125,000+123,45057446,6289.03%+46,054
STATE STR SPDR S&P 500 ETF T(SPY)11,41762,300+50,8837,42546,5249.01%+39,099
NEXTERA ENERGY INC(NEE)1,342435,283+433,94112538,2057.40%+38,080
AMAZON COM INC(AMZN)48,200200,000+151,80010,03947,6689.23%+37,629
STATE STR SPDR DOW JONES IND(DIA)056,879+56,879029,7135.76%+29,713
INVESCO QQQ TR59,90887,110+27,20234,57864,14812.43%+29,570
ALPHABET INC(GOOG)10050,000+49,9002917,6673.42%+17,638
ELECTRONIC ARTS INC055,000+55,000011,2772.18%+11,277
PROSPERITY BANCSHARES INC(PB)0153,266+153,266011,1932.17%+11,193
BLOOM ENERGY CORP51,10051,698+5986,92415,6493.03%+8,725
ENERGY TRANSFER L P(ET)162,100539,600+377,5003,12910,3172.00%+7,189
SELECT SECTOR SPDR TR
ST STR REAL ETF
0145,498+145,49806,4061.24%+6,406
ISHARES TR062,200+62,20005,3751.04%+5,375
MILLICOM INTL CELLULAR S A
COM STK
049,500+49,50004,4930.87%+4,493
ISHARES TR1,00048,703+47,703804,4120.85%+4,332
HONEYWELL AEROSPACE INC019,315+19,31504,2700.83%+4,270
SPDR INDEX SHS FDS
ST STR EU 50 ETF
060,600+60,60004,1620.81%+4,162
CHAMPION HOMES INC(SKY)041,000+41,00003,6130.70%+3,613
SPDR SERIES TRUST
SP O&G EXPL PRO
022,117+22,11703,4120.66%+3,412
UNITEDHEALTH GROUP INC(UNH)1,2796,300+5,0213462,6180.51%+2,272
APPLE INC(AAPL)50,30051,077+77712,76614,7802.86%+2,014
SELECT SECTOR SPDR TR
ST STR SVC ETF
017,625+17,62501,8880.37%+1,888
ABIVAX SA(ABVX)014,000+14,00001,8660.36%+1,866
HINGE HEALTH INC(HNGE)021,500+21,50001,7850.35%+1,785
ARES MANAGEMENT CORPORATION(ARES)3414,892+14,85841,6580.32%+1,654
APPLIED DIGITAL CORP114,000114,900+9002,7064,2860.83%+1,579
SELECT SECTOR SPDR TR
ST STR FINL ETF
028,500+28,50001,5280.30%+1,528
TC ENERGY CORP(TRP)019,500+19,50001,2930.25%+1,293
VANECK ETF TRUST
SEMICONDUCTR ETF
01,879+1,87901,2320.24%+1,232
CANADIAN PACIFIC KANSAS CITY(CP)014,000+14,00001,2130.23%+1,213
SELECT SECTOR SPDR TR
ST STR DISCR ETF
08,551+8,55101,0030.19%+1,003
CAESARS ENTERTAINMENT INC NE(CZR)032,408+32,40809780.19%+978
SELECT SECTOR SPDR TR
ST STR STAPL ETF
011,026+11,02609160.18%+916
SELECT SECTOR SPDR TR
ST STR UTIL ETF
019,223+19,22308720.17%+872
SPOTIFY TECHNOLOGY S A(SPOT)01,774+1,77408140.16%+814
NEXTNAV INC(NN)045,000+45,00008020.16%+802
CARVANA CO(CVNA)2310,460+10,43776880.13%+681
CITIGROUP INC(C)6,6879,160+2,4737581,2820.25%+524
ENTERPRISE PRODS PARTNERS L(EPD)8,40022,700+14,3003188340.16%+517
ARISTA NETWORKS INC(ANET)1702,936+2,766214990.10%+478
EXELON CORP(EXC)010,000+10,00004660.09%+466
KASPI KZ JSC(KSPI)05,200+5,20004510.09%+451
CORNING INC(GLW)1281,740+1,612174440.09%+427
PARK HOTELS & RESORTS INC(PK)42729,500+29,07344200.08%+416
ORACLE CORP(ORCL)2793,110+2,831414560.09%+415
ONEOK INC NEW(OKE)1,5036,317+4,8141365490.11%+413
CABOT CORP(CBT)04,500+4,50004090.08%+409
AVALONBAY CMNTYS INC232,174+2,15144100.08%+406
INSMED INC(INSM)03,800+3,80004050.08%+405
SILA REALTY TRUST INC013,165+13,16504000.08%+400
DIEBOLD NIXDORF INC(DBD)04,687+4,68703980.08%+398
ESAB CORPORATION(ESAB)03,884+3,88403830.07%+383
SIMON PPTY GROUP INC NEW(SPG)531,681+1,628103760.07%+366
CIRCLE INTERNET GROUP INC(CRCL)4006,383+5,983384000.08%+362
PARAMOUNT SKYDANCE CORP(PSKY)20,55155,073+34,5221855430.11%+358
CALIFORNIA WTR SVC GROUP(CWT)07,134+7,13403470.07%+347
QXO INC(QXO)019,927+19,92703440.07%+344
BROOKFIELD CORP(BN)08,000+8,00003410.07%+341
NOKIA CORP(NOK)025,500+25,50003390.07%+339
WESTERN MIDSTREAM PARTNERS L(WES)07,500+7,50003280.06%+328
GATES INDL CORP PLC
ORD SHS
011,044+11,04403090.06%+309
AMEREN CORP(AEE)452,747+2,70253110.06%+306
SIRIUSXM HOLDINGS INC(SIRI)010,241+10,24103030.06%+303
MORGAN STANLEY(MS)1981,590+1,392333320.06%+300
KILROY REALTY CORP(KRC)07,954+7,95402980.06%+298
FRANKLIN RESOURCES INC(BEN)518,574+8,52312850.06%+284
RYMAN HOSPITALITY PPTYS INC(RHP)02,177+2,17702800.05%+280
CENTERPOINT ENERGY INC(CNP)1076,412+6,30552820.05%+278
NETSTREIT CORP(NTST)012,803+12,80302710.05%+271
ALPS ETF TR
ALERIAN MLP
05,200+5,20002700.05%+270
CARETRUST REIT INC(CTRE)06,554+6,55402640.05%+264
AUTOHOME INC(ATHM)012,712+12,71202420.05%+242
COREWEAVE INC(CRWV)10,80010,80008371,0750.21%+238
USA COMPRESSION PARTNERS LP(USAC)09,000+9,00002380.05%+238
PROPETRO HLDG CORP(PUMP)016,523+16,52302370.05%+237
TRANSOCEAN LTD(RIG)048,000+48,00002350.05%+235
STRYKER CORPORATION(SYK)57796+739192510.05%+232
ANHEUSER BUSCH INBEV SA NV(BUD)02,700+2,70002220.04%+222
EDISON INTL(EIX)632,986+2,92352220.04%+218
MGM RESORTS INTERNATIONAL(MGM)324,554+4,52212180.04%+217
CUBESMART(CUBE)05,424+5,42402160.04%+216
KITE REALTY GROUP TRUST(KRG)07,600+7,60002160.04%+216
TANGER INC(SKT)05,464+5,46402160.04%+216
DYCOM INDS INC(DY)0426+42602150.04%+215
ALASKA AIR GROUP INC04,045+4,04502110.04%+211
COMCAST CORP NEW(CCZ)08,400+8,40002060.04%+206
IREN LIMITED
ORDINARY SHARES
27,77525,200-2,5759521,1520.22%+200
MOODYS CORP(MCO)26466+440112110.04%+200
CNH INDL N V
SHS
017,444+17,44401960.04%+196
ISHARES TR0650+65001950.04%+195
FEDEX FGHT HLDG CO INC01,280+1,28001930.04%+193
LOGITECH INTL S A
SHS
02,000+2,00001880.04%+188
PHILIP MORRIS INTL INC(PM)2561,261+1,005422280.04%+186
ALLEGRO MICROSYSTEMS INC(ALGM)02,633+2,63301830.04%+183
APPLIED MATLS INC0248+24801790.03%+179
VORNADO RLTY TR(VNO)04,554+4,55401790.03%+179
PRIMERICA INC(PRI)0620+62001760.03%+176
BAYTEX ENERGY CORP(BTE)043,793+43,79301750.03%+175
FRONTLINE PLC(FRO)1,9006,900+5,000662400.05%+174
BIOLIFE SOLUTIONS INC(BLFS)06,000+6,00001690.03%+169
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