Fund HoldingsSUMMER ROAD LLC

Total Portfolio Value
$131.20M
Total Bought
$27.71M
Total Sold
$196.6K
Net Transaction
+$27.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
OCULAR THERAPEUTIX INC(OCUL)13,878,01813,887,468+9,450101,726128,87698.23%+27,150
LINEAGE INC(LINE)4,78115,229+10,4482816690.51%+388
SEACOAST BKG CORP FLA(SBCF)03,050+3,0500840.06%+84
ALPS ETF TR
ALERIAN MLP
01,453+1,4530720.05%+72
VANECK ETF TRUST
JUNIOR GOLD MINE
5,0755,07502833210.24%+38
GREEN BRICK PARTNERS INC(GRBK)3,5503,55002052250.17%+20
ALPHABET INC(GOOG)83083001311490.11%+18
COEUR MNG INC(CDE)4,6734,673028410.03%+12
FERGUSON ENTERPRISES INC(FERG)200200032440.03%+11
SHIFT4 PMTS INC(FOUR)750750063740.06%+10
VANECK ETF TRUST
GOLD MINERS ETF
3,0083,00801301390.11%+9
GLOBAL X FDS
GLOBAL X URANIUM
0306+306080.01%+8
VULCAN MATLS CO(VMC)240240056630.05%+7
CARETRUST REIT INC(CTRE)3,7503,75001071130.09%+6
ISHARES TR020+20020.00%+2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
010+10020.00%+2
DISNEY WALT CO(DIS)124124012130.01%+1
AMAZON COM INC(AMZN)170170037380.03%+1
IAMGOLD CORP(IAG)1,2001,2000770.01%0
SELECT SECTOR SPDR TR
ST STR ENERG ETF
50500550.00%0
SPDR GOLD TR GOLD(GLD)210210057570.04%0
TESLA INC(TSLA)9393023230.02%0
VANECK ETF TRUST
URANI NUCLE ETF
25250220.00%0
EQUINIX INC(EQIX)7878063610.05%-1
ISHARES200-2020-2
INGLES MKTS INC(IMKTA)1,8001,80001151130.09%-2
GLOBAL X
GLOBAL X URANIUM
3060-30680-8
ALTRIA GROUP INC(MO)5500-550320-32
ALPS
ALERIAN MLP
1,4530-1,453760-76
FRESHPET INC(FRPT)9340-934790-79
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