Fund Holdings — SUMMIT SECURITIES GROUP LLC

Total Portfolio Value
$560.26M
Total Bought
$431.48M
Total Sold
$175.33M
Net Transaction
+$256.16M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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TAIWAN SEMICONDUCTOR MFG LTD(TSM)21,400176,900+155,5005,97753,7589.60%+47,781
VANECK ETF TRUST
GOLD MINERS ETF
0303,901+303,901026,0664.65%+26,066
META PLATFORMS INC(META)2,50540,155+37,6501,84026,5064.73%+24,666
TESLA INC(TSLA)2,76556,612+53,8471,23025,4604.54%+24,230
SPDR DOW JONES INDL AVERAGE(DIA)6,18055,002+48,8222,86626,4324.72%+23,566
AMPLIFY ETF TR0784,700+784,700021,7133.88%+21,713
GLOBAL X FDS
GLOBAL X URANIUM
0498,200+498,200021,2883.80%+21,288
VANECK ETF TRUST
JUNIOR GOLD MINE
0115,400+115,400013,1302.34%+13,130
WALMART INC(WMT)7,189124,255+117,06674113,8432.47%+13,102
MORGAN STANLEY(MS)6,39178,895+72,5041,01614,0062.50%+12,990
CITIGROUP INC(C)24,774100,558+75,7842,51511,7342.09%+9,220
CISCO SYS INC(CSCO)909120,083+119,174629,2501.65%+9,188
PDD HOLDINGS INC(PDD)064,117+64,11707,2701.30%+7,270
BLOOM ENERGY CORP078,100+78,10006,7861.21%+6,786
SELECT SECTOR SPDR TR
ST STR CARE ETF
039,891+39,89106,1751.10%+6,175
ISHARES INC063,100+63,10006,1351.09%+6,135
BANK AMERICA CORP27,351116,277+88,9261,4116,3951.14%+4,984
SELECT SECTOR SPDR TR
ST STR FINL ETF
090,506+90,50604,9570.88%+4,957
VALE S A22,200394,700+372,5002415,1430.92%+4,902
OAKTREE SPECIALTY LENDING CO(OCSL)0380,000+380,00004,8410.86%+4,841
GLOBAL X FDS
GLOBAL X SILVER
055,600+55,60004,6440.83%+4,644
ISHARES TR052,600+52,60004,2410.76%+4,241
PROGRESSIVE CORP(PGR)1,01019,659+18,6492494,4770.80%+4,227
BRISTOL-MYERS SQUIBB CO(BMY)8,60885,424+76,8163884,6080.82%+4,220
NVIDIA CORPORATION(NVDA)27,87547,103+19,2285,2018,7851.57%+3,584
ALPHABET INC(GOOG)6,72115,148+8,4271,6344,7410.85%+3,107
LINDE PLC(LIN)1537,403+7,250733,1570.56%+3,084
ISHARES TR11,50045,800+34,3001,0283,9920.71%+2,964
VANECK ETF TRUST
SEMICONDUCTR ETF
08,000+8,00002,8810.51%+2,881
MERCK & CO INC(MRK)3,92629,801+25,8753303,1370.56%+2,807
APPLIED DIGITAL CORP0114,000+114,00002,7950.50%+2,795
TOWER SEMICONDUCTOR LTD(TSEM)020,428+20,42802,3990.43%+2,399
ISHARES SILVER TR(SLV)036,464+36,46402,3490.42%+2,349
MEDTRONIC PLC(MDT)2,20925,028+22,8192102,4040.43%+2,194
KRANESHARES TRUST063,000+63,00002,1450.38%+2,145
ISHARES INC
MSCI JAPAN ETF
025,000+25,00002,0190.36%+2,019
EBAY INC.(EBAY)78823,591+22,803722,0550.37%+1,983
NEXTPOWER INC28,57447,000+18,4262,1144,0940.73%+1,980
PALANTIR TECHNOLOGIES INC(PLTR)74111,872+11,1311352,1100.38%+1,975
ISHARES TR050,800+50,80001,9450.35%+1,945
SPDR S&P 500 ETF TR(SPY)02,800+2,80001,9090.34%+1,909
ALPHABET INC(GOOG)4,9669,888+4,9221,2093,1030.55%+1,893
BULLISH(BLSH)046,760+46,76001,7710.32%+1,771
F&G ANNUITIES & LIFE INC(FG)056,950+56,95001,7570.31%+1,757
GLOBAL X FDS
GLOBAL X COPPER
024,000+24,00001,7230.31%+1,723
COMERICA INC3,80021,900+18,1002601,9040.34%+1,643
GILEAD SCIENCES INC(GILD)5,90218,432+12,5306552,2620.40%+1,607
MICROSOFT CORP(MSFT)8,21012,052+3,8424,2525,8291.04%+1,576
BARRICK MNG CORP(B)80033,400+32,600261,4550.26%+1,428
PHILIP MORRIS INTL INC(PM)2,68410,911+8,2274351,7500.31%+1,315
VENTAS INC(VTR)78315,197+14,414551,1760.21%+1,121
SELECT SECTOR SPDR TR
ST STR REAL ETF
026,370+26,37001,0640.19%+1,064
BRITISH AMERN TOB PLC(BTI)2,80021,300+18,5001491,2060.22%+1,057
TRUIST FINL CORP(TFC)2,62423,817+21,1931201,1720.21%+1,052
NETFLIX INC(NFLX)13812,745+12,6071651,1950.21%+1,030
COSTCO WHSL CORP NEW(COST)1441,334+1,1901331,1500.21%+1,017
ADVANCED MICRO DEVICES INC(AMD)5294,897+4,368861,0490.19%+963
ISHARES TR09,900+9,90009510.17%+951
ISHARES TR
MSCI CHINA ETF
015,500+15,50009310.17%+931
ALBEMARLE CORP(ALB)2046,676+6,472179440.17%+928
MICRON TECHNOLOGY INC(MU)3633,380+3,017619650.17%+904
CVS HEALTH CORP(CVS)8,38818,886+10,4986321,4990.27%+866
VERMILION ENERGY INC(VET)098,700+98,70008230.15%+823
ANNALY CAPITAL MANAGEMENT IN18,80050,100+31,3003801,1200.20%+740
OLD REP INTL CORP(ORI)015,800+15,80007210.13%+721
KIMBERLY-CLARK CORP(KMB)5737,794+7,221717860.14%+715
MPLX LP(MPLX)22,50034,300+11,8001,1241,8310.33%+707
GLOBAL X FDS07,400+7,40006760.12%+676
TORONTO DOMINION BK ONT(TD)1,8008,700+6,9001448200.15%+676
ISHARES TR
MSCI UK ETF NEW
014,900+14,90006550.12%+655
HILTON WORLDWIDE HLDGS INC(HLT)2,9054,846+1,9417541,3920.25%+638
MARVELL TECHNOLOGY INC(MRVL)8,50015,813+7,3137151,3440.24%+629
NUCOR CORP(NUE)3964,141+3,745546750.12%+622
GRINDR INC(GRND)4,88250,000+45,118736770.12%+604
GITLAB INC(GTLB)11,00029,032+18,0324961,0900.19%+594
LAM RESEARCH CORP(LRCX)4113,779+3,368556470.12%+592
APPLOVIN CORP(APP)36871+835265870.10%+561
APPLIED MATLS INC2702,397+2,127556160.11%+561
INTUITIVE SURGICAL INC1161,067+951526040.11%+552
WARNER BROS DISCOVERY INC(WBD)80718,455+17,648165320.09%+516
US BANCORP DEL(USB)2,68412,033+9,3491306420.11%+512
NEXTERA ENERGY INC(NEE)4,94910,993+6,0443748830.16%+509
DIREXION SHS ETF TR
DLY 20 YR TRESUR
013,500+13,50005040.09%+504
INTUIT(INTU)91839+748625560.10%+494
QUALCOMM INC(QCOM)5513,421+2,870925850.10%+493
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,1663,648+1,4825111,0050.18%+493
T-MOBILE US INC(TMUS)02,419+2,41904910.09%+491
INTEL CORP(INTC)1,42513,922+12,497485140.09%+466
BOOKING HOLDINGS INC(BKNG)1198+87595250.09%+465
CORE SCIENTIFIC INC NEW(CORZ)35,00075,000+40,0006281,0920.19%+464
GENERAL MTRS CO(GM)1,6426,785+5,1431005520.10%+452
AMERICAN EXPRESS CO(AXP)5561,700+1,1441856290.11%+444
MACYS INC(M)2,40021,700+19,300434780.09%+435
KLA CORP(KLAC)43396+353464810.09%+435
IREN LIMITED
ORDINARY SHARES
011,500+11,50004340.08%+434
SPROTT FDS TR
URANI MINER ETF
07,800+7,80004280.08%+428
STEEL DYNAMICS INC(STLD)2392,704+2,465334580.08%+425
TEXAS INSTRS INC(TXN)2962,733+2,437544740.08%+420
NUTRIEN LTD(NTR)06,800+6,80004200.07%+420
DOMINION ENERGY INC(D)2,9719,868+6,8971825780.10%+396
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SUMMIT SECURITIES GROUP LLC — 13F Holdings — Q4 2025 | TickerTrail