Summit Securities Group LLC

13F filer · CIK 0001531593

Reported Aug 3, 2026

Net buyer this quarter

13F portfolio value$1.05BU.S. long equity reported on 13F

Positions883343 new · 270 closed

Net flow last quarter+$245MBuys minus sells

Top 10 positions weight32.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 2026883 positions
QQQInvesco QQQ Trust, Series 1	$64.1M	6.14%	Not reported	+45.4%	Q2 2018
AMZNAmazon Com Inc	$47.7M	4.56%	0.00%	+314.9%	Q4 2014
MSFTMicrosoft Corp	$46.6M	4.46%	0.00%	+7964.5%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$46.5M	4.45%	Not reported	+445.7%	Q2 2013
NEENextera Energy Inc	$38.2M	3.65%	0.02%	+32335.4%	Q4 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$29.7M	2.84%	Not reported	Not reported	Q2 2014
NVDANvidia Corp	$20.2M	1.93%	0.00%	-19.6%	Q4 2013
GOOGAlphabet Inc.	$17.7M	1.69%	Not reported	+49900.0%	Q1 2017
BEBloom Energy Corp	$15.6M	1.50%	0.02%	+1.2%	Q4 2022
AAPLApple Inc.	$14.8M	1.41%	0.00%	+1.5%	Q2 2013
EAElectronic Arts Inc.	$11.3M	1.08%	Not reported	Not reported	Q2 2014
PBProsperity Bancshares Inc	$11.2M	1.07%	0.15%	Not reported	Q2 2023
ETEnergy Transfer LP	$10.3M	0.99%	0.02%	+232.9%	Q2 2013
AVGOBroadcom Inc.	$9.53M	0.91%	0.00%	-49.8%	Q2 2016
TIGOMillicom International Cellular SA	$4.49M	0.43%	0.03%	Not reported	Q2 2024
APLDApplied Digital Corp.	$4.29M	0.41%	0.04%	+0.8%	Q2 2025
HONAHoneywell Aerospace Inc.	$4.27M	0.41%	Not reported	New	Q2 2026
SKYChampion Homes, Inc.	$3.61M	0.35%	0.07%	Not reported	Q1 2023
UNHUnitedhealth Group Inc	$2.62M	0.25%	0.00%	+392.6%	Q3 2013
ABVXAbivax S.A.	$1.87M	0.18%	0.02%	New	Q2 2026
BBarrick Mining Corp	$1.8M	0.17%	0.00%	-51.6%	Q3 2025
HNGEHinge Health, Inc.	$1.78M	0.17%	0.13%	New	Q2 2026
ARESAres Management Corp	$1.66M	0.16%	0.00%	+43700.0%	Q4 2014
CTVACorteva, Inc.	$1.5M	0.14%	0.00%	-12.2%	Q1 2022
TRPTC Energy Corp	$1.29M	0.12%	Not reported	Not reported	Q1 2022
CCitigroup Inc	$1.28M	0.12%	0.00%	+37.0%	Q3 2014
CVXChevron Corp	$1.26M	0.12%	0.00%	+19.7%	Q2 2013
SMHMarket Vectors ETF Trust	$1.23M	0.12%	Not reported	Not reported	Q1 2022
CPCanadian Pacific Kansas City Ltd	$1.21M	0.12%	0.00%	Not reported	Q4 2013
IRENIREN Ltd	$1.15M	0.11%	0.01%	-9.3%	Q4 2024
VALEVale S.A.	$1.13M	0.11%	0.00%	-33.2%	Q2 2013
AESAes Corp	$1.12M	0.11%	0.01%	+10.1%	Q2 2015
PAGPPlains GP Holdings LP	$1.08M	0.10%	0.02%	-5.1%	Q3 2014
CRWVCoreWeave, Inc.	$1.08M	0.10%	Not reported	Not reported	Q1 2025
ECHOEchoStar CORP	$1.02M	0.10%	0.02%	-13.5%	Q4 2023
CZRCaesars Entertainment, Inc.	$978K	0.09%	0.02%	Not reported	Q4 2013
EPDEnterprise Products Partners L.P.	$834K	0.08%	0.00%	+170.2%	Q3 2013
SPOTSpotify Technology S.A.	$814K	0.08%	0.00%	Not reported	Q2 2023
NNNextnav Inc.	$802K	0.08%	0.03%	Not reported	Q1 2025
CVNACarvana Co.	$688K	0.07%	Not reported	+8995.7%	Q2 2024
TGTTarget Corp	$628K	0.06%	0.00%	-40.5%	Q3 2013
AUAngloGold Ashanti PLC	$625K	0.06%	0.00%	-38.1%	Q1 2025
PFEPfizer Inc	$604K	0.06%	0.00%	-39.3%	Q2 2013
OKEOneok Inc	$549K	0.05%	0.00%	+320.3%	Q1 2014
PSKYParamount Skydance Corp	$543K	0.05%	0.01%	+168.0%	Q3 2025
ANETArista Networks, Inc.	$499K	0.05%	0.00%	+1627.1%	Q1 2022
EXCExelon Corp	$466K	0.04%	0.00%	Not reported	Q2 2013
ORCLOracle Corp	$456K	0.04%	0.00%	+1014.7%	Q2 2013
KSPIJoint Stock Co Kaspi.kz	$451K	0.04%	0.00%	Not reported	Q1 2025
GLWCorning Inc	$444K	0.04%	0.00%	+1259.4%	Q2 2013

Q1 2026Reported Apr 30, 2026809 positions
QQQInvesco QQQ Trust, Series 1	$34.6M	4.27%	Not reported	+5990700.0%	Q2 2018
NVDANvidia Corp	$21.9M	2.70%	0.00%	+166.6%	Q4 2013
AVGOBroadcom Inc.	$15.6M	1.92%	0.00%	+224.1%	Q2 2016
AAPLApple Inc.	$12.8M	1.58%	0.00%	+88.3%	Q2 2013
IBMInternational Business Machines Corp	$12.4M	1.53%	0.01%	+6310.5%	Q2 2013
AMZNAmazon Com Inc	$10M	1.24%	0.00%	+184.3%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$7.42M	0.92%	Not reported	+307.8%	Q2 2013
BEBloom Energy Corp	$6.92M	0.85%	0.02%	-34.6%	Q4 2022
BBarrick Mining Corp	$4.14M	0.51%	0.01%	+203.6%	Q3 2025
ETEnergy Transfer LP	$3.13M	0.39%	0.00%	+138.0%	Q2 2013
APLDApplied Digital Corp.	$2.71M	0.33%	0.04%	Not reported	Q2 2025
WIXWix.com Ltd.	$1.8M	0.22%	0.04%	Not reported	Q1 2014
VALEVale S.A.	$1.8M	0.22%	0.00%	-71.4%	Q2 2013
CTVACorteva, Inc.	$1.68M	0.21%	0.00%	+1905.0%	Q1 2022
UNPUnion Pacific Corp	$1.6M	0.20%	0.00%	+292.4%	Q3 2013
UPSUnited Parcel Service Inc	$1.43M	0.18%	0.00%	+190.6%	Q2 2013
ECHOEchoStar CORP	$1.36M	0.17%	0.02%	+3.5%	Q4 2023
CVXChevron Corp	$1.31M	0.16%	0.00%	-52.3%	Q2 2013
AUAngloGold Ashanti PLC	$1.22M	0.15%	0.00%	+634.4%	Q1 2025
TERNTerns Pharmaceuticals, Inc.	$1.21M	0.15%	0.02%	Not reported	Q1 2025
NKENIKE, Inc.	$1.17M	0.14%	0.00%	+2262.0%	Q4 2013
PFEPfizer Inc	$1.16M	0.14%	0.00%	-14.3%	Q2 2013
PAGPPlains GP Holdings LP	$1.14M	0.14%	0.02%	Not reported	Q3 2014
GSGoldman Sachs Group Inc	$997K	0.12%	0.00%	+47.4%	Q2 2013
MRKMerck & Co., Inc.	$991K	0.12%	0.00%	-72.4%	Q2 2013
AESAes Corp	$979K	0.12%	0.01%	+2.1%	Q2 2015
TGTTarget Corp	$979K	0.12%	0.00%	+1096.2%	Q3 2013
ABBVAbbVie Inc.	$977K	0.12%	0.00%	+55.6%	Q2 2013
WDSWoodside Energy Group Ltd	$967K	0.12%	0.00%	+305.0%	Q2 2022
IRENIREN Ltd	$952K	0.12%	0.01%	+141.5%	Q4 2024
TTETotalEnergies SE	$855K	0.11%	0.00%	+394.7%	Q3 2013
CATCaterpillar Inc	$855K	0.11%	0.00%	Not reported	Q2 2013
CRWVCoreWeave, Inc.	$837K	0.10%	Not reported	-19.4%	Q1 2025
RIORio Tinto PLC	$830K	0.10%	0.00%	+242.3%	Q2 2013
ZIMZIM Integrated Shipping Services Ltd.	$772K	0.10%	0.02%	+486.0%	Q1 2022
CCitigroup Inc	$758K	0.09%	0.00%	-93.4%	Q3 2014
MRVLMarvell Technology, Inc.	$738K	0.09%	0.00%	-52.9%	Q3 2014
BSXBoston Scientific Corp	$737K	0.09%	0.00%	+433.3%	Q4 2018
CWANClearwater Analytics Holdings, Inc.	$733K	0.09%	Not reported	Not reported	Q3 2023
WFCWells Fargo & Company	$733K	0.09%	0.00%	+21.8%	Q2 2013
AGNCAGNC Investment Corp.	$728K	0.09%	0.01%	-40.0%	Q1 2017
NLYAnnaly Capital Management Inc	$717K	0.09%	0.00%	-32.3%	Q2 2013
GFIGold Fields Ltd	$695K	0.09%	0.00%	+194.2%	Q3 2015
XOMExxonMobil Holdings Corp	$693K	0.09%	0.00%	-57.7%	Q2 2013
TSLATesla, Inc.	$654K	0.08%	0.00%	-96.9%	Q4 2014
SQMChemical & Mining Co of Chile Inc	$629K	0.08%	0.00%	Not reported	Q3 2014
CMECme Group Inc.	$608K	0.08%	0.00%	+34.1%	Q2 2013
COPConocophillips	$594K	0.07%	0.00%	+145.3%	Q2 2013
ABAlliancebernstein Holding L.P.	$584K	0.07%	0.02%	Not reported	Q2 2013
MSFTMicrosoft Corp	$574K	0.07%	0.00%	-87.1%	Q2 2013

Q4 2025Reported Feb 17, 2026807 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$53.8M	7.00%	0.00%	+726.6%	Q3 2014
METAMeta Platforms, Inc.	$26.5M	3.45%	Not reported	+1503.0%	Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$26.4M	3.44%	Not reported	+790.0%	Q2 2014
TSLATesla, Inc.	$25.5M	3.32%	0.00%	+1947.5%	Q4 2014
MSMorgan Stanley	$14M	1.82%	0.01%	+1134.5%	Q2 2014
WMTWalmart Inc.	$13.8M	1.80%	0.00%	+1628.4%	Q2 2013
CCitigroup Inc	$11.7M	1.53%	0.01%	+305.9%	Q3 2014
CSCOCisco Systems, Inc.	$9.25M	1.20%	0.00%	+13110.5%	Q2 2013
NVDANvidia Corp	$8.78M	1.14%	0.00%	+69.0%	Q4 2013
PDDPDD Holdings Inc.	$7.27M	0.95%	0.00%	Not reported	Q1 2022
AAPLApple Inc.	$7.26M	0.95%	0.00%	-77.1%	Q2 2013
BEBloom Energy Corp	$6.79M	0.88%	0.03%	Not reported	Q4 2022
BACBank of America Corp	$6.4M	0.83%	0.00%	+325.1%	Q2 2013
MSFTMicrosoft Corp	$5.83M	0.76%	0.00%	+46.8%	Q2 2013
UNHUnitedhealth Group Inc	$5.48M	0.71%	0.00%	-7.2%	Q3 2013
AVGOBroadcom Inc.	$5.37M	0.70%	0.00%	-25.0%	Q2 2016
VALEVale S.A.	$5.14M	0.67%	0.01%	+1677.9%	Q2 2013
OCSLOaktree Specialty Lending Corp	$4.84M	0.63%	0.43%	New	Q4 2025
GOOGLAlphabet Inc.	$4.74M	0.62%	0.00%	+125.4%	Q2 2017
SILGolden Minerals Co	$4.64M	0.60%	Not reported	New	Q4 2025
BMYBristol Myers Squibb Co	$4.61M	0.60%	0.00%	+892.4%	Q2 2013
PGRProgressive Corp	$4.48M	0.58%	0.00%	+1846.4%	Q1 2022
NXTNextpower Inc.	$4.09M	0.53%	0.03%	+64.5%	Q1 2024
AMZNAmazon Com Inc	$3.91M	0.51%	0.00%	-71.9%	Q4 2014
LINLinde PLC	$3.16M	0.41%	0.00%	+4738.6%	Q2 2021
MRKMerck & Co., Inc.	$3.14M	0.41%	0.00%	+659.1%	Q2 2013
GOOGAlphabet Inc.	$3.1M	0.40%	Not reported	+99.1%	Q1 2017
SMHMarket Vectors ETF Trust	$2.88M	0.38%	Not reported	Not reported	Q1 2022
APLDApplied Digital Corp.	$2.8M	0.36%	0.04%	Not reported	Q2 2025
MDTMedtronic plc	$2.4M	0.31%	0.00%	+1033.0%	Q4 2013
TSEMTower Semiconductor Ltd	$2.4M	0.31%	0.02%	Not reported	Q1 2022
SLViShares Silver Trust	$2.35M	0.31%	0.01%	New	Q4 2025
GILDGilead Sciences, Inc.	$2.26M	0.29%	0.00%	+212.3%	Q3 2013
PLTRPalantir Technologies Inc.	$2.11M	0.27%	0.00%	+1502.2%	Q4 2022
EBAYEbay Inc	$2.05M	0.27%	0.01%	+2893.8%	Q4 2014
CVXChevron Corp	$2.03M	0.26%	0.00%	+15.3%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$1.91M	0.25%	Not reported	Not reported	Q2 2013
CMAComerica Inc	$1.9M	0.25%	0.02%	+476.3%	Q4 2013
MPLXMPLX LP	$1.83M	0.24%	0.00%	+52.4%	Q3 2015
BLSHBullish	$1.77M	0.23%	0.03%	New	Q4 2025
FGF&G Annuities & Life, Inc.	$1.76M	0.23%	0.04%	Not reported	Q1 2025
PMPhilip Morris International Inc.	$1.75M	0.23%	0.00%	+306.5%	Q2 2013
CVSCVS HEALTH Corp	$1.5M	0.20%	0.00%	+125.2%	Q2 2013
BBarrick Mining Corp	$1.45M	0.19%	0.00%	+4075.0%	Q3 2025
HLTHilton Worldwide Holdings Inc.	$1.39M	0.18%	0.00%	+66.8%	Q1 2022
BRK.BBerkshire Hathaway Inc	$1.37M	0.18%	Not reported	-13.9%	Q1 2017
MRVLMarvell Technology, Inc.	$1.34M	0.18%	0.00%	+86.0%	Q3 2014
AGNCAGNC Investment Corp.	$1.3M	0.17%	0.01%	-13.4%	Q1 2017
LLYELI LILLY & Co	$1.27M	0.17%	0.00%	-13.9%	Q2 2013
ECHOEchoStar CORP	$1.22M	0.16%	0.02%	-49.1%	Q4 2023

Q3 2025Reported Nov 13, 2025821 positions
AAPLApple Inc.	$29.7M	6.14%	0.00%	+16.8%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$26.1M	5.39%	Not reported	-19.4%	Q2 2018
AMZNAmazon Com Inc	$13.2M	2.74%	0.00%	Not reported	Q4 2014
AVGOBroadcom Inc.	$6.82M	1.41%	0.00%	Not reported	Q2 2016
UNHUnitedhealth Group Inc	$6.17M	1.28%	0.00%	+481.7%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.98M	1.24%	0.00%	+481.2%	Q3 2014
NVDANvidia Corp	$5.2M	1.07%	0.00%	Not reported	Q4 2013
DEODiageo PLC	$4.61M	0.95%	0.00%	+71.2%	Q3 2013
SNYSanofi	$4.55M	0.94%	0.01%	+216.1%	Q2 2014
MSFTMicrosoft Corp	$4.25M	0.88%	0.00%	Not reported	Q2 2013
RELXRelx PLC	$3.49M	0.72%	0.00%	+80.7%	Q2 2023
DISWalt Disney Co	$3.4M	0.70%	0.00%	+66.8%	Q4 2013
TSTenaris SA	$3.1M	0.64%	0.01%	+41.6%	Q2 2022
EQNREquinor ASA	$3.01M	0.62%	0.00%	+117.3%	Q1 2023
CRWVCoreWeave, Inc.	$2.91M	0.60%	Not reported	+243.6%	Q1 2025
BPBP PLC	$2.9M	0.60%	Not reported	-64.2%	Q2 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$2.87M	0.59%	Not reported	+12.7%	Q2 2014
AEGAegon Ltd.	$2.75M	0.57%	Not reported	Not reported	Q3 2014
RIORio Tinto PLC	$2.63M	0.54%	0.00%	+325.9%	Q2 2013
LMTLockheed Martin Corp	$2.62M	0.54%	0.00%	+241.0%	Q2 2013
CCitigroup Inc	$2.51M	0.52%	0.00%	+1870.9%	Q3 2014
STMSTMicroelectronics N.V.	$2.48M	0.51%	0.01%	-26.7%	Q2 2023
BUDAnheuser-Busch InBev SA	$2.25M	0.47%	0.00%	-38.8%	Q2 2014
NXTNextpower Inc.	$2.11M	0.44%	0.02%	+390.2%	Q1 2024
ETEnergy Transfer LP	$2.07M	0.43%	0.00%	-8.1%	Q2 2013
WESWestern Midstream Partners, LP	$2.06M	0.43%	0.01%	Not reported	Q2 2015
ELVRElevra Lithium Ltd	$1.88M	0.39%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$1.86M	0.38%	0.00%	+202.5%	Q2 2013
METAMeta Platforms, Inc.	$1.84M	0.38%	Not reported	Not reported	Q2 2019
CVXChevron Corp	$1.79M	0.37%	0.00%	+818.7%	Q2 2013
ECHOEchoStar CORP	$1.68M	0.35%	0.05%	+2674.3%	Q4 2023
GOOGLAlphabet Inc.	$1.63M	0.34%	0.00%	Not reported	Q2 2017
BRK.BBerkshire Hathaway Inc	$1.59M	0.33%	Not reported	+156.3%	Q1 2017
UPSUnited Parcel Service Inc	$1.52M	0.31%	0.00%	+51.2%	Q2 2013
FFord Motor Co	$1.46M	0.30%	0.00%	+25.3%	Q2 2013
TRTXTPG RE Finance Trust, Inc.	$1.41M	0.29%	0.21%	Not reported	Q2 2021
BACBank of America Corp	$1.41M	0.29%	0.00%	+61.7%	Q2 2013
GSGoldman Sachs Group Inc	$1.39M	0.29%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$1.38M	0.28%	0.00%	+184.4%	Q2 2013
AGNCAGNC Investment Corp.	$1.37M	0.28%	0.01%	+3075.0%	Q1 2017
XOMExxonMobil Holdings Corp	$1.31M	0.27%	0.00%	+288.2%	Q2 2013
MOAltria Group, Inc.	$1.25M	0.26%	0.00%	-81.1%	Q2 2013
INGING Groep NV	$1.24M	0.26%	0.00%	+27.5%	Q1 2022
JNJJohnson & Johnson	$1.24M	0.26%	0.00%	+148.8%	Q2 2013
TSLATesla, Inc.	$1.23M	0.25%	0.00%	Not reported	Q4 2014
TAt&T Inc.	$1.21M	0.25%	0.00%	+37.4%	Q2 2013
GOOGAlphabet Inc.	$1.21M	0.25%	Not reported	Not reported	Q1 2017
WPCW. P. Carey Inc.	$1.15M	0.24%	0.01%	Not reported	Q2 2014
MPLXMPLX LP	$1.12M	0.23%	0.00%	-0.6%	Q3 2015
BNSBank of Nova Scotia	$1.12M	0.23%	0.00%	Not reported	Q2 2014

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