Fund HoldingsSUMMIT SECURITIES GROUP LLC

Total Portfolio Value
$767.66M
Total Bought
$583.58M
Total Sold
$302.86M
Net Transaction
+$280.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)21,400176,900+155,5005,97753,7587.00%+47,781
VANECK ETF TRUST
GOLD MINERS ETF
0303,901+303,901026,0663.40%+26,066
META PLATFORMS INC(META)2,50540,155+37,6501,84026,5063.45%+24,666
TESLA INC(TSLA)2,76556,612+53,8471,23025,4603.32%+24,230
SPDR DOW JONES INDL AVERAGE(DIA)055,002+55,002026,4323.44%+26,432
WARNER BROS DISCOVERY INC(WBD)(Put)0801,300+801,300023,093+23,093
AMPLIFY ETF TR0784,700+784,700021,7132.83%+21,713
GLOBAL X FDS
GLOBAL X URANIUM
0498,200+498,200021,2882.77%+21,288
WARNER BROS DISCOVERY INC(Call)230,000833,700+603,7004,49224,027+19,535
VANECK ETF TRUST
JUNIOR GOLD MINE
0115,400+115,400013,1301.71%+13,130
WALMART INC(WMT)0124,255+124,255013,8431.80%+13,843
MORGAN STANLEY(MS)6,39178,895+72,5041,01614,0061.82%+12,990
ISHARES SILVER TR(SLV)(Put)0182,900+182,900011,782+11,782
CITIGROUP INC(C)24,774100,558+75,7842,51511,7341.53%+9,220
CISCO SYS INC(CSCO)0120,083+120,08309,2501.20%+9,250
INTEL CORP(INTC)(Call)0221,300+221,30008,166+8,166
PDD HOLDINGS INC(PDD)064,117+64,11707,2700.95%+7,270
BLOOM ENERGY CORP078,100+78,10006,7860.88%+6,786
SELECT SECTOR SPDR TR
ST STR CARE ETF
039,891+39,89106,1750.80%+6,175
ISHARES INC063,100+63,10006,1350.80%+6,135
ALIBABA GROUP HLDG LTD(BABA)(Put)040,000+40,00005,863+5,863
AVANTOR INC(AVTR)(Put)0500,000+500,00005,730+5,730
INTEL CORP(INTC)(Put)0141,600+141,60005,225+5,225
BANK AMERICA CORP27,351116,277+88,9261,4116,3950.83%+4,984
SELECT SECTOR SPDR TR
ST STR FINL ETF
090,506+90,50604,9570.65%+4,957
VALE S A0394,700+394,70005,1430.67%+5,143
OAKTREE SPECIALTY LENDING CO(OCSL)0380,000+380,00004,8410.63%+4,841
GLOBAL X FDS
GLOBAL X SILVER
055,600+55,60004,6440.60%+4,644
ISHARES TR052,600+52,60004,2410.55%+4,241
PROGRESSIVE CORP(PGR)019,659+19,65904,4770.58%+4,477
BRISTOL-MYERS SQUIBB CO(BMY)085,424+85,42404,6080.60%+4,608
ECHOSTAR CORP(ECHO)(Call)25,00055,200+30,2001,9096,000+4,091
VALE S A(Put)0309,000+309,00004,026+4,026
KENVUE INC(KVUE)(Call)0213,000+213,00003,674+3,674
NVIDIA CORPORATION(NVDA)27,87547,103+19,2285,2018,7851.14%+3,584
SELECT SECTOR SPDR TR(Call)
CALL
022,000+22,00003,406+3,406
SIRIUSXM HOLDINGS INC(Call)0170,300+170,30003,405+3,405
ISHARES TR(Put)041,200+41,20003,322+3,322
ALPHABET INC(GOOG)6,72115,148+8,4271,6344,7410.62%+3,107
LINDE PLC(LIN)07,403+7,40303,1570.41%+3,157
ISHARES TR11,50045,800+34,3001,0283,9920.52%+2,964
APOLLO GLOBAL MGMT INC(APO)(Put)020,000+20,00002,895+2,895
VANECK ETF TRUST
SEMICONDUCTR ETF
08,000+8,00002,8810.38%+2,881
ISHARES TR(Put)052,200+52,20002,856+2,856
MERCK & CO INC(MRK)029,801+29,80103,1370.41%+3,137
APPLIED DIGITAL CORP0114,000+114,00002,7950.36%+2,795
SPDR GOLD TR(GLD)(Call)08,500+8,50003,369+3,369
MARVELL TECHNOLOGY INC(MRVL)(Put)092,000+92,00007,818+7,818
KENVUE INC(KVUE)(Put)0150,000+150,00002,588+2,588
ISHARES INC(Put)079,800+79,80002,535+2,535
TOWER SEMICONDUCTOR LTD(TSEM)020,428+20,42802,3990.31%+2,399
ISHARES SILVER TR(SLV)036,464+36,46402,3490.31%+2,349
MEDTRONIC PLC(MDT)025,028+25,02802,4040.31%+2,404
KRANESHARES TRUST063,000+63,00002,1450.28%+2,145
ISHARES INC
MSCI JAPAN ETF
025,000+25,00002,0190.26%+2,019
EBAY INC.(EBAY)023,591+23,59102,0550.27%+2,055
NEXTPOWER INC28,57447,000+18,4262,1144,0940.53%+1,980
PALANTIR TECHNOLOGIES INC(PLTR)011,872+11,87202,1100.27%+2,110
ISHARES TR050,800+50,80001,9450.25%+1,945
SPDR S&P 500 ETF TR(SPY)02,800+2,80001,9090.25%+1,909
ALPHABET INC(GOOG)4,9669,888+4,9221,2093,1030.40%+1,893
IREN LIMITED(Put)
PUT
050,000+50,00001,889+1,889
TALEN ENERGY CORP(TLN)(Call)05,000+5,00001,874+1,874
AVIDITY BIOSCIENCES INC(Put)025,000+25,00001,803+1,803
BULLISH(BLSH)(Put)047,000+47,00001,780+1,780
BULLISH(BLSH)046,760+46,76001,7710.23%+1,771
F&G ANNUITIES & LIFE INC(FG)056,950+56,95001,7570.23%+1,757
GLOBAL X FDS
GLOBAL X COPPER
024,000+24,00001,7230.22%+1,723
COMERICA INC021,900+21,90001,9040.25%+1,904
GRINDR INC(GRND)(Call)0119,000+119,00001,611+1,611
GILEAD SCIENCES INC(GILD)5,90218,432+12,5306552,2620.29%+1,607
MICROSOFT CORP(MSFT)8,21012,052+3,8424,2525,8290.76%+1,576
KRANESHARES TRUST(Put)045,000+45,00001,532+1,532
BARRICK MNG CORP(B)033,400+33,40001,4550.19%+1,455
GLOBAL X FDS(Put)
PUT
033,400+33,40001,427+1,427
CONSTELLATION ENERGY CORP(CEG)(Call)04,000+4,00001,413+1,413
NEXTPOWER INC(Put)015,700+15,70001,368+1,368
PHILIP MORRIS INTL INC(PM)010,911+10,91101,7500.23%+1,750
KIMBERLY-CLARK CORP(Call)012,500+12,50001,261+1,261
GLOBAL X FDS(Put)
PUT
016,900+16,90001,213+1,213
PDD HOLDINGS INC(PDD)(Call)010,000+10,00001,134+1,134
VENTAS INC(VTR)015,197+15,19701,1760.15%+1,176
CIPHER MINING INC(Call)
CALL
075,000+75,00001,107+1,107
SELECT SECTOR SPDR TR
ST STR REAL ETF
026,370+26,37001,0640.14%+1,064
BRITISH AMERN TOB PLC(BTI)021,300+21,30001,2060.16%+1,206
TRUIST FINL CORP(TFC)023,817+23,81701,1720.15%+1,172
DELTA AIR LINES INC DEL(DAL)(Put)015,000+15,00001,041+1,041
NETFLIX INC(NFLX)012,745+12,74501,1950.16%+1,195
COSTCO WHSL CORP NEW(COST)01,334+1,33401,1500.15%+1,150
ADVANCED MICRO DEVICES INC(AMD)04,897+4,89701,0490.14%+1,049
ISHARES TR09,900+9,90009510.12%+951
ISHARES TR
MSCI CHINA ETF
015,500+15,50009310.12%+931
ALBEMARLE CORP(ALB)06,676+6,67609440.12%+944
MCEWEN INC.(MUX)(Call)050,000+50,0000926+926
MICRON TECHNOLOGY INC(MU)03,380+3,38009650.13%+965
CVS HEALTH CORP(CVS)8,38818,886+10,4986321,4990.20%+866
MARVELL TECHNOLOGY INC(MRVL)(Call)010,000+10,0000850+850
VERMILION ENERGY INC(VET)098,700+98,70008230.11%+823
STAAR SURGICAL CO(STAA)(Put)035,300+35,3000815+815
DRDGOLD LIMITED(Call)
CALL
025,000+25,0000775+775
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