Fund HoldingsSUMMER ROAD LLC

Total Portfolio Value
$126.97M
Total Bought
$849.2K
Total Sold
$24.24M
Net Transaction
-$23.40M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
OCULAR THERAPEUTIX INC(OCUL)14,885,63314,398,193-487,440101,818125,26498.66%+23,447
VANECK ETF TRUST
JUNIOR GOLD MINE
05,074+5,07402470.19%+247
ALPHABET INC(GOOG)0830+83001360.11%+136
INGLES MKTS INC(IMKTA)01,770+1,77001320.10%+132
VANECK ETF TRUST
GOLD MINERS ETF
03,002+3,00201180.09%+118
GREEN BRICK PARTNERS INC(GRBK)3,5503,55002032950.23%+91
ALPS
ALERIAN MLP
01,442+1,4420680.05%+68
FERGUSON ENTERPRISES INC(FERG)0200+2000400.03%+40
LINEAGE INC(LINE)0450+4500350.03%+35
SPDR GOLD TR GOLD(GLD)0135+1350310.02%+31
CARETRUST REIT INC(CTRE)3,7503,7500941140.09%+20
NIKE INC(NKE)0200+2000150.01%+15
ETF OPPORTUNITIES TRUST
SMI FULL ETF
0500+5000130.01%+13
HARLEY DAVIDSON INC(HOG)2,0882,088070820.06%+12
EQUINIX INC(EQIX)7878059690.05%+10
ISHARES082+82090.01%+9
GLOBAL X
GLOBAL X URANIUM
0241+241060.00%+6
FRESHPET INC(FRPT)93493401211270.10%+6
SILVERCREST METALS INC2,9172,917024280.02%+4
ALTRIA GROUP INC(MO)550550025280.02%+3
IAMGOLD CORP(IAG)1,2001,2000560.00%+2
VULCAN MATLS CO(VMC)240240060600.05%0
SSR MINING IN(SSRM)2502500110.00%0
SELECT SECTOR SPDR TR
ST STR ENERG ETF
50500540.00%-0
DISNEY WALT CO(DIS)124124012120.01%-1
ISHARES TR200-2020-2
AMAZON COM INC(AMZN)170170033290.02%-4
FORTUNA MNG CORP(FSM)8700-87040-4
B2GOLD CORP(BTG)2,0000-2,00050-5
GLOBAL X FDS
GLOBAL X URANIUM
2410-24170-7
ISHARES TR810-8190-9
EQUITY COMWLTH1,0000-1,000190-19
CLARIVATE PLC(CLVT)3,5000-3,500200-20
SPDR GOLD TR(GLD)1350-135290-29
ALPS ETF TR
ALERIAN MLP
6920-692330-33
FERGUSON PLC NEW2000-200390-39
ADOBE INC(ADBE)760-76420-42
VANECK ETF TRUST
GOLD MINERS ETF
3,0020-3,0021020-102
INGLES MKTS INC(IMKTA)1,7700-1,7701210-121
ALPHABET INC(GOOG)8300-8301510-151
VANECK ETF TRUST
JUNIOR GOLD MINE
5,0740-5,0742140-214
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