Fund Holdings

SUMMIT SECURITIES GROUP LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
DISNEY WALT CO(Call)100133,400+133,30012,40115,274,300+15,261,899
TECK RESOURCES LTD(TECK)(Call)0340,200+340,200014,931,378+14,931,378
AMAZON COM INC(AMZN)060,291+60,291013,238,0954.35%+13,238,095
APPLE INC(AAPL)100,000116,770+16,77020,517,00029,733,1459.76%+9,216,145
SPDR SERIES TRUST10064,664+64,56412,5808,548,5812.81%+8,536,001
SELECT SECTOR SPDR TR061,063+61,06307,228,0272.37%+7,228,027
BROADCOM INC(AVGO)020,686+20,68606,824,5182.24%+6,824,518
BRIGHTHOUSE FINL INC(Call)0123,700+123,70006,565,996+6,565,996
SPDR SERIES TRUST57,614147,514+89,9003,421,6959,337,6363.07%+5,915,941
UNITEDHEALTH GROUP INC(UNH)3,07417,882+14,808958,9966,174,6552.03%+5,215,659
NVIDIA CORPORATION(NVDA)027,875+27,87505,200,9181.71%+5,200,918
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,68221,400+17,718833,9365,976,8061.96%+5,142,870
DISNEY WALT CO(Put)044,900+44,90005,141,050+5,141,050
KELLANOVA(Put)5,60062,000+56,400445,3685,085,240+4,639,872
CLOUDFLARE INC(NET)(Put)7,50028,100+20,6001,468,7256,029,979+4,561,254
APPLOVIN CORP(APP)(Put)06,300+6,30004,526,802+4,526,802
WARNER BROS DISCOVERY INC(Call)0230,000+230,00004,491,900+4,491,900
MICROSOFT CORP(MSFT)08,210+8,21004,252,3701.40%+4,252,370
MARA HOLDINGS INC(MARA)(Call)0230,000+230,00004,199,800+4,199,800
ISHARES TR076,082+76,08204,062,7791.33%+4,062,779
GAMESTOP CORP NEW(GME)(Call)0125,000+125,00003,410,000+3,410,000
SANOFI SA(SNY)30,48796,355+65,8681,472,8274,547,9561.49%+3,075,129
AEGON LTD(AEG)0344,285+344,28502,750,8370.90%+2,750,837
MATTEL INC(Put)30,000180,000+150,000591,6003,029,400+2,437,800
CITIGROUP INC(C)1,25724,774+23,517106,9962,514,5610.83%+2,407,565
INVESCO QQQ TR(Put)04,000+4,00002,401,480+2,401,480
KEURIG DR PEPPER INC(KDP)(Call)093,400+93,40002,382,634+2,382,634
RIO TINTO PLC(RIO)9,34039,775+30,435544,8022,625,5480.86%+2,080,746
WESTERN MIDSTREAM PARTNERS L(WES)052,500+52,50002,062,7250.68%+2,062,725
LOCKHEED MARTIN CORP(LMT)1,5415,254+3,713713,6992,622,8490.86%+1,909,150
ECHOSTAR CORP(ECHO)(Call)025,000+25,00001,909,000+1,909,000
COREWEAVE INC(CRWV)6,20021,300+15,1001,010,9722,914,9050.96%+1,903,933
ELEVRA LITHIUM LTD(ELVR)078,377+78,37701,881,8320.62%+1,881,832
META PLATFORMS INC(META)02,505+2,50501,839,6220.60%+1,839,622
NEXTRACKER INC5,82928,574+22,745316,9232,114,1900.69%+1,797,267
DIAGEO PLC(DEO)28,18948,267+20,0782,842,5794,606,1201.51%+1,763,541
ECHOSTAR CORP(ECHO)79322,000+21,20721,9661,679,9200.55%+1,657,954
ALPHABET INC(GOOG)06,721+6,72101,633,8750.54%+1,633,875
TAIWAN SEMICONDUCTOR MFG LTD(Put)15,00018,000+3,0003,397,3505,027,220+1,629,870
CHEVRON CORP NEW(CVX)1,25611,539+10,283179,8471,791,8910.59%+1,612,044
EQUINOR ASA(EQNR)56,793123,416+66,6231,427,7763,008,8820.99%+1,581,106
L3HARRIS TECHNOLOGIES INC(Call)05,000+5,00001,527,050+1,527,050
DOLLAR TREE INC(DLTR)(Put)016,000+16,00001,509,920+1,509,920
HOLOGIC INC(Call)39,90059,900+20,0002,599,8844,042,651+1,442,767
APTIV PLC(APTV)(Call)016,500+16,50001,422,630+1,422,630
TPG RE FIN TR INC0165,100+165,10001,413,2560.46%+1,413,256
GOLDMAN SACHS GROUP INC(GS)01,743+1,74301,388,0380.46%+1,388,038
ABBVIE INC(ABBV)2,6598,044+5,385493,5641,862,5080.61%+1,368,944
GITLAB INC(GTLB)(Put)030,000+30,00001,352,400+1,352,400
AGNC INVT CORP(AGNC)4,400139,700+135,30040,4361,367,6630.45%+1,327,227
TECK RESOURCES LTD(TECK)(Put)030,000+30,00001,316,700+1,316,700
IREN LIMITED(Call)40,00040,0000582,8001,877,200+1,294,400
RELX PLC(RELX)40,39873,003+32,6052,195,2273,486,6231.14%+1,291,396
TESLA INC(TSLA)02,765+2,76501,229,6510.40%+1,229,651
ALPHABET INC(GOOG)04,966+4,96601,209,4690.40%+1,209,469
DISNEY WALT CO(DIS)17,81529,719+11,9042,209,2383,402,8261.12%+1,193,588
WP CAREY INC(WPC)017,000+17,00001,148,6900.38%+1,148,690
NVIDIA CORPORATION(NVDA)(Put)06,000+6,00001,119,480+1,119,480
BANK NOVA SCOTIA HALIFAX017,300+17,30001,118,4450.37%+1,118,445
STRATEGY INC(MSTR)(Call)03,400+3,40001,095,514+1,095,514
DELL TECHNOLOGIES INC(DELL)2017,623+7,42224,6431,080,7130.35%+1,056,070
COINBASE GLOBAL INC(COIN)(Call)6003,600+3,000210,2941,214,964+1,004,670
BERKSHIRE HATHAWAY INC DEL1,2343,163+1,929599,4401,590,1670.52%+990,727
EXXON MOBIL CORP3,00111,650+8,649323,5081,313,5380.43%+990,030
ISHARES TR60011,500+10,90052,9501,027,7550.34%+974,805
CIDARA THERAPEUTICS INC(Call)09,900+9,9000948,024+948,024
JPMORGAN CHASE & CO.(JPM)1,5344,363+2,829444,7221,376,2210.45%+931,499
AMGEN INC(AMGN)03,200+3,2000903,0400.30%+903,040
CELSIUS HLDGS INC(CELH)(Call)015,000+15,0000862,350+862,350
ORACLE CORP(ORCL)(Call)03,000+3,0000843,720+843,720
JOHNSON & JOHNSON(JNJ)2,6826,672+3,990409,6761,237,1220.41%+827,446
CORE SCIENTIFIC INC NEW(Call)15,00060,000+45,000256,0501,076,400+820,350
TENARIS S A(TS)61,29086,766+25,4762,292,2463,103,6201.02%+811,374
IAC INC(Call)023,600+23,6000804,052+804,052
FREEPORT-MCMORAN INC(Put)020,000+20,0000784,400+784,400
THE TRADE DESK INC(Call)016,000+16,0000784,160+784,160
ROYAL CARIBBEAN GROUP1682,534+2,36652,608819,9520.27%+767,344
ELI LILLY & CO(LLY)(Call)01,000+1,0000763,000+763,000
DUKE ENERGY CORP NEW(DUK)5236,441+5,91861,714797,0740.26%+735,360
MORGAN STANLEY(MS)2,0316,391+4,360286,0871,015,9130.33%+729,826
MCDONALDS CORP(MCD)1442,532+2,38842,072769,4490.25%+727,377
UNITEDHEALTH GROUP INC(Call)1,0003,000+2,000311,9701,035,900+723,930
ASTRAZENECA PLC(AZN)09,174+9,1740703,8290.23%+703,829
HOLOGIC INC(Put)010,000+10,0000674,900+674,900
GILEAD SCIENCES INC(GILD)05,902+5,9020655,1220.22%+655,122
TAKE-TWO INTERACTIVE SOFTWAR(Put)02,500+2,5000645,900+645,900
STARBUCKS CORP(SBUX)(Put)07,600+7,6000642,960+642,960
ELI LILLY & CO(LLY)5291,370+841412,3711,045,3100.34%+632,939
CORTEVA INC(CTVA)(Call)09,300+9,3000628,959+628,959
CORE SCIENTIFIC INC NEW(Put)035,000+35,0000627,900+627,900
BANK AMERICA CORP16,91227,351+10,439800,2761,411,0380.46%+610,762
GRIFOLS S A(GRFS)061,047+61,0470608,0280.20%+608,028
KIMBELL RTY PARTNERS LP(KRP)044,400+44,4000598,9560.20%+598,956
VISA INC(V)8152,550+1,735289,366870,5190.29%+581,153
COMMSCOPE HLDG CO INC(VISN)(Put)037,200+37,2000575,856+575,856
CVS HEALTH CORP(CVS)8528,388+7,53658,771632,3710.21%+573,600
COMMSCOPE HLDG CO INC(VISN)(Call)036,700+36,7000568,116+568,116
ORACLE CORP(ORCL)(Put)02,000+2,0000562,480+562,480
CANTOR EQUITY PARTNERS INC(Put)025,100+25,1000561,738+561,738
AES CORP(AES)23,37959,928+36,549245,947788,6520.26%+542,705
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