EdgeMarket › What Summit Securities Group Llc reported owning
What Summit Securities Group Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
809.9MPositions
1,015Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST, SERIES 1 | 34.6M | 4.3% | 59.9K | 713.44 | +26.1% |
| NVDA NVIDIA CORP | 21.9M | 2.7% | 125.6K | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 15.6M | 1.9% | 50.3K | 368.45 | +26.5% |
| AAPL Apple Inc. | 12.8M | 1.6% | 50.3K | 309.35 | +36.9% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 12.4M | 1.5% | 51.3K | 235.68 | -2.8% |
| AMZN AMAZON COM INC | 10.0M | 1.2% | 48.2K | 258.63 | +15.6% |
| SPY SPDR S&P 500 ETF TRUST | 7.4M | 0.9% | 11.4K | 765.72 | +20.0% |
| BE Bloom Energy Corp | 6.9M | 0.9% | 51.1K | 201.45 | +352.6% |
| B BARRICK MINING CORP | 4.1M | 0.5% | 101.4K | 47.60 | +91.6% |
| ET Energy Transfer LP | 3.1M | 0.4% | 162.1K | 21.19 | +22.3% |
| APLD Applied Digital Corp. | 2.7M | 0.3% | 114.0K | 27.21 | +73.1% |
| WIX Wix.com Ltd. | 1.8M | 0.2% | 20.0K | 82.07 | -35.3% |
| VALE Vale S.A. | 1.8M | 0.2% | 112.9K | 14.59 | +50.1% |
| CTVA Corteva, Inc. | 1.7M | 0.2% | 20.1K | 81.79 | +12.1% |
| UNP UNION PACIFIC CORP | 1.6M | 0.2% | 6.6K | 308.05 | +36.5% |
| KRE State Street SPDR S&P Regional Banking ETF | 1.6M | 0.2% | 23.9K | 74.86 | +20.7% |
| UPS UNITED PARCEL SERVICE INC | 1.4M | 0.2% | 14.5K | 102.01 | +17.3% |
| ECHO EchoStar CORP | 1.4M | 0.2% | 11.6K | 86.81 | +214.0% |
| CVX CHEVRON CORP | 1.3M | 0.2% | 6.3K | 205.27 | +34.0% |
| AU AngloGold Ashanti PLC | 1.2M | 0.2% | 12.5K | 121.22 | +125.7% |
| unmapped CUSIP 880881107 | 1.2M | 0.1% | 23.0K | — | — |
| NKE NIKE, Inc. | 1.2M | 0.1% | 22.2K | 40.76 | -46.6% |
| PFE PFIZER INC | 1.2M | 0.1% | 41.3K | 28.07 | +10.6% |
| PAGP PLAINS GP HOLDINGS LP | 1.1M | 0.1% | 47.1K | 26.84 | +42.3% |
| GDXJ VanEck Junior Gold Miners ETF | 1.0M | 0.1% | 8.7K | 132.59 | +80.9% |
| GS GOLDMAN SACHS GROUP INC | 997.4K | 0.1% | 1.2K | 1,039.28 | +44.2% |
| MRK Merck & Co., Inc. | 990.9K | 0.1% | 8.2K | 152.55 | +80.2% |
| AES AES CORP | 979.5K | 0.1% | 69.5K | 14.77 | +11.9% |
| TGT TARGET CORP | 978.6K | 0.1% | 8.1K | 165.44 | +67.6% |
| ABBV AbbVie Inc. | 976.5K | 0.1% | 4.5K | 264.96 | +26.7% |
| WDS WOODSIDE ENERGY GROUP LTD | 967.1K | 0.1% | 40.5K | 24.33 | +44.5% |
| IREN IREN Ltd | 952.1K | 0.1% | 27.8K | 41.88 | +111.9% |
| TTE TotalEnergies SE | 855.2K | 0.1% | 9.4K | 89.89 | +42.5% |
| CAT CATERPILLAR INC | 855.1K | 0.1% | 1.2K | 827.90 | +96.8% |
| CRWV CoreWeave, Inc. | 836.7K | 0.1% | 10.8K | 87.85 | -4.0% |
| RIO RIO TINTO PLC | 830.3K | 0.1% | 8.9K | 105.30 | +73.7% |
| ZIM ZIM Integrated Shipping Services Ltd. | 772.1K | 0.1% | 29.3K | 28.25 | +84.3% |
| C CITIGROUP INC | 758.4K | 0.1% | 6.7K | 131.65 | +41.3% |
| MRVL Marvell Technology, Inc. | 738.0K | 0.1% | 7.5K | 237.04 | +232.8% |
| BSX BOSTON SCIENTIFIC CORP | 736.9K | 0.1% | 11.7K | 50.37 | -52.5% |
| unmapped CUSIP 185123106 | 733.1K | 0.1% | 31.0K | — | — |
| WFC WELLS FARGO & COMPANY/MN | 733.0K | 0.1% | 9.2K | 83.84 | +7.3% |
| AGNC AGNC Investment Corp. | 728.2K | 0.1% | 72.6K | 10.89 | +12.2% |
| NLY ANNALY CAPITAL MANAGEMENT INC | 717.0K | 0.1% | 33.9K | 23.16 | +10.8% |
| GFI GOLD FIELDS LTD | 694.6K | 0.1% | 15.3K | 47.81 | +60.0% |
| XOM ExxonMobil Holdings Corp | 693.4K | 0.1% | 4.1K | 165.11 | +52.1% |
| TSLA Tesla, Inc. | 653.9K | 0.1% | 1.8K | 362.86 | +12.0% |
| SQM CHEMICAL & MINING CO OF CHILE INC | 629.2K | 0.1% | 7.8K | 81.96 | +84.8% |
| EWZ iShares MSCI Brazil ETF | 610.4K | 0.1% | 15.9K | 35.06 | +26.6% |
| CME CME GROUP INC. | 608.1K | 0.1% | 2.1K | 274.98 | +0.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →