Fund Holdings — SUMMER ROAD LLC

Total Portfolio Value
$142.03M
Total Bought
$73.43M
Total Sold
$546.1K
Net Transaction
+$72.88M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INGLES MKTS INC(IMKTA)2,500433,678+431,17817138,98327.45%+38,812
DISNEY WALT CO(DIS)4601,842+1,382521780.12%+125
INVESCO DB COMMDY INDX TRCK(DBC)02,720+2,7200790.06%+79
VANECK ETF TRUST
GOLD MINERS ETF
2,8283,178+3502432920.21%+49
SPDR GOLD TR(GLD)225250+25891080.08%+18
ISHARES TR170370+20015320.02%+17
EQUINIX INC(EQIX)7878060760.05%+17
EBAY INC.(EBAY)0100+100090.01%+9
ALPS ETF TR
ALERIAN MLP
1,5191,524+571800.06%+9
SSR MINING IN(SSRM)0250+250070.01%+7
GLOBAL X FDS
GLOBAL X URANIUM
306419+11313200.01%+7
GREEN BRICK PARTNERS INC(GRBK)3,5503,55002222290.16%+6
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0100+100060.00%+6
IAMGOLD CORP(IAG)1,2001,200020230.02%+3
FERGUSON ENTERPRISES INC(FERG)200200045470.03%+2
CARETRUST REIT INC(CTRE)3,7503,75001361370.10%+2
VANGUARD INTL EQUITY INDEX F319320+123240.02%+1
VANECK ETF TRUST
URANI NUCLE ETF
31310440.00%0
SEACOAST BKG CORP FLA(SBCF)3,1073,127+2098950.07%-3
VULCAN MATLS CO(VMC)240240068650.05%-3
ALPHABET INC(GOOG)730752+222282160.15%-12
SHIFT4 PMTS INC(FOUR)750750047330.02%-14
LINEAGE INC(LINE)20,19620,409+2137076690.47%-38
VANECK ETF TRUST
JUNIOR GOLD MINE
4,8000-4,8005460—-546
OCULAR THERAPEUTIX INC(OCUL)11,108,55511,879,825+771,270134,858100,62270.84%-34,236
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SUMMER ROAD LLC — 13F Holdings — Q1 2026 | TickerTrail