Fund HoldingsSUMMER ROAD LLC

Total Portfolio Value
$137.72M
Total Bought
$523.2K
Total Sold
$12.33M
Net Transaction
-$11.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANECK ETF TRUST
JUNIOR GOLD MINE
4,8004,80002035460.40%+343
INGLES MKTS INC(IMKTA)02,500+2,50001710.12%+171
VANECK ETF TRUST
GOLD MINERS ETF
2,8232,828+51382430.18%+105
SEACOAST BKG CORP FLA(SBCF)03,107+3,1070980.07%+98
ALPHABET INC(GOOG)73073001812280.17%+48
SHIFT4 PMTS INC(FOUR)0750+7500470.03%+47
DISNEY WALT CO(DIS)60460+4007520.04%+45
ALPS ETF TR
ALERIAN MLP
1,5131,519+648710.05%+24
VANGUARD INTL EQUITY INDEX F0319+3190230.02%+23
SPDR GOLD TR GOLD(GLD)225225083890.06%+7
CARETRUST REIT INC(CTRE)3,7503,75001301360.10%+6
IAMGOLD CORP(IAG)1,2001,200016200.01%+4
ISHARES TR170170015150.01%-0
VANECK ETF TRUST
URANI NUCLE ETF
3031+1440.00%-1
EQUINIX INC(EQIX)7878061600.04%-1
GLOBAL X FDS
GLOBAL X URANIUM
306306016130.01%-2
VULCAN MATLS CO(VMC)240240074680.05%-5
LINEAGE INC(LINE)18,52920,196+1,6677167070.51%-9
GREEN BRICK PARTNERS INC(GRBK)3,5503,55002622220.16%-40
FERGUSON ENTERPRISES INC(FERG)400200-20090450.03%-45
COEUR MNG INC(CDE)4,6730-4,673880-88
OCULAR THERAPEUTIX INC(OCUL)12,579,65711,108,555-1,471,102147,051134,85897.92%-12,193
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