Holdings of SUMMIT SECURITIES GROUP LLC
741 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 66.3 % of the equity sleeve
Sector breakdown
- Technology 34.0 %
- Consumer discretionary 7.6 %
- Industrials 6.2 %
- Financials 4.1 %
- Materials 3.1 %
- Health care 3.0 %
- Energy 0.9 %
- Communication 0.9 %
- Consumer staples 0.4 %
- Utilities 0.2 %
- Real estate 0.1 %
- Unattributed 39.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 97.0 %
- BR 1.0 %
- AU 0.6 %
- ZA 0.4 %
- CL 0.3 %
- JP 0.3 %
- GB 0.1 %
- IL 0.1 %
- KY 0.1 %
- DK 0.1 %
- CN 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 716 | 186.6M $ | 97.00 % |
| 2 | BR | 3 | 2M $ | 1.02 % |
| 3 | AU | 2 | 1.1M $ | 0.57 % |
| 4 | ZA | 2 | 700.8K $ | 0.36 % |
| 5 | CL | 1 | 629.2K $ | 0.33 % |
| 6 | JP | 1 | 535.8K $ | 0.28 % |
| 7 | GB | 6 | 252.5K $ | 0.13 % |
| 8 | IL | 2 | 242.9K $ | 0.13 % |
| 9 | KY | 5 | 146.6K $ | 0.08 % |
| 10 | DK | 1 | 125K $ | 0.06 % |
| 11 | CN | 2 | 91.3K $ | 0.05 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Blue Foundry Bancorp | 9,953 | 131.8K $ | |
| 102 | BHP Group Ltd | 1,800 | 130.9K $ | |
| 103 | Kosmos Energy Ltd | 47,000 | 130.7K $ | |
| 104 | TIM SA/Brazil | 4,808 | 127.4K $ | |
| 105 | Novo Nordisk A/S | 3,400 | 125K $ | |
| 106 | NextEra Energy Inc | 1,342 | 124.6K $ | |
| 107 | HSBC Holdings PLC | 1,500 | 123.7K $ | |
| 108 | Duke Energy Corp | 928 | 121.5K $ | |
| 109 | Generac Holdings Inc | 617 | 120.5K $ | |
| 110 | MPLX LP | 2,100 | 119.8K $ | |
| 111 | Eli Lilly & Co | 130 | 119.6K $ | |
| 112 | Blackrock Res & Commdities Strgy Tr | 9,875 | 119K $ | |
| 113 | Dauch Corporation | 20,000 | 118.6K $ | |
| 114 | Lincoln National Corp | 3,300 | 117.2K $ | |
| 115 | Nutanix Inc | 2,988 | 113.6K $ | |
| 116 | Dollar Tree Inc | 1,031 | 112.9K $ | |
| 117 | Tencent Music Entertainment Group | 11,826 | 109.7K $ | |
| 118 | KeyCorp | 5,443 | 109.1K $ | |
| 119 | Regeneron Pharmaceuticals, Inc. | 138 | 106.6K $ | |
| 120 | Conagra Brands Inc | 6,779 | 106.6K $ | |
| 121 | Coty Inc | 51,692 | 103.9K $ | |
| 122 | Freeport-McMoRan Inc | 1,736 | 102K $ | |
| 123 | Enviri Corp | 5,193 | 101.9K $ | |
| 124 | Cousins Properties Inc | 4,432 | 100K $ | |
| 125 | Cracker Barrel Old Country Store Inc | 3,500 | 98.4K $ | |
| 126 | Shell PLC | 1,000 | 93K $ | |
| 127 | Amgen Inc | 264 | 92.9K $ | |
| 128 | Sealed Air Corp | 2,200 | 92.5K $ | |
| 129 | Novartis AG | 600 | 91.7K $ | |
| 130 | US Bancorp | 1,755 | 91.3K $ | |
| 131 | Lakeland Financial Corp | 1,500 | 86.1K $ | |
| 132 | Clorox Co/The | 820 | 85K $ | |
| 133 | AAON Inc | 1,024 | 84.7K $ | |
| 134 | H World Group Ltd | 1,682 | 84.6K $ | |
| 135 | LXP Industrial Trust | 1,802 | 83.4K $ | |
| 136 | VeriSign Inc | 335 | 83.2K $ | |
| 137 | Black Stone Minerals LP | 5,466 | 82.6K $ | |
| 138 | Moderna Inc | 1,626 | 82.6K $ | |
| 139 | MillerKnoll Inc | 5,708 | 82.5K $ | |
| 140 | Astera Labs Inc | 731 | 80.1K $ | |
| 141 | ISHARES TRUST | 1,000 | 80.1K $ | |
| 142 | Roku Inc | 845 | 80K $ | |
| 143 | Texas Roadhouse Inc | 484 | 79.9K $ | |
| 144 | Royal Gold Inc | 314 | 79.9K $ | |
| 145 | Amkor Technology Inc | 1,771 | 79.7K $ | |
| 146 | DaVita Inc | 505 | 77.6K $ | |
| 147 | Healthpeak Properties Inc | 4,690 | 77.1K $ | |
| 148 | Tactile Systems Technology Inc | 2,875 | 75.1K $ | |
| 149 | CF Industries Holdings Inc | 578 | 75K $ | |
| 150 | Diageo PLC | 1,000 | 74.5K $ | |
| 151 | CVS Health Corp | 1,009 | 72.5K $ | |
| 152 | Spire Inc | 788 | 71.3K $ | |
| 153 | Ivanhoe Electric Inc / US | 6,000 | 70.9K $ | |
| 154 | Ford Motor Co | 6,045 | 69.8K $ | |
| 155 | CorMedix Inc | 10,256 | 69.6K $ | |
| 156 | Rambus Inc | 800 | 68.8K $ | |
| 157 | Chord Energy Corp | 476 | 67.7K $ | |
| 158 | Delta Air Lines Inc | 1,008 | 67K $ | |
| 159 | Mastercard Inc | 134 | 67K $ | |
| 160 | Williams Cos Inc/The | 901 | 65.6K $ | |
| 161 | Kraft Heinz Co/The | 2,900 | 65.2K $ | |
| 162 | Gitlab Inc | 3,000 | 64.9K $ | |
| 163 | M&T Bank Corp | 314 | 64.9K $ | |
| 164 | GDS Holdings Ltd | 1,607 | 64.7K $ | |
| 165 | Live Nation Entertainment Inc | 419 | 63.9K $ | |
| 166 | PulteGroup Inc | 541 | 63.6K $ | |
| 167 | Quest Diagnostics Inc | 324 | 63.5K $ | |
| 168 | Figma Inc | 3,000 | 63.4K $ | |
| 169 | Zimmer Biomet Holdings Inc | 695 | 62.8K $ | |
| 170 | AT&T Inc | 2,151 | 62.4K $ | |
| 171 | TKO Group Holdings Inc | 308 | 62.1K $ | |
| 172 | Garrett Motion Inc | 3,323 | 60.4K $ | |
| 173 | ATI Inc | 413 | 60.1K $ | |
| 174 | Rocket Cos Inc | 4,212 | 60K $ | |
| 175 | Performance Food Group Co | 700 | 60K $ | |
| 176 | Carpenter Technology Corp | 152 | 59.9K $ | |
| 177 | ROBLOX Corp | 1,058 | 59.8K $ | |
| 178 | Regal Rexnord Corp | 319 | 59.7K $ | |
| 179 | IonQ Inc | 2,025 | 58.4K $ | |
| 180 | iShares MSCI EAFE ETF | 600 | 58.3K $ | |
| 181 | Revvity Inc | 663 | 58.1K $ | |
| 182 | Solventum Corp | 866 | 56.6K $ | |
| 183 | Celsius Holdings Inc | 1,576 | 55.9K $ | |
| 184 | Hesai Group | 2,911 | 55.7K $ | |
| 185 | PNC Financial Services Group Inc/The | 266 | 55.4K $ | |
| 186 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 246 | 54.6K $ | |
| 187 | Parsons Corp | 1,002 | 54.3K $ | |
| 188 | Unity Software Inc | 2,453 | 53.8K $ | |
| 189 | Vital Farms Inc | 3,809 | 53.8K $ | |
| 190 | Digital Turbine Inc | 18,619 | 53.6K $ | |
| 191 | Brown-Forman Corp | 2,000 | 53.6K $ | |
| 192 | Fulcrum Therapeutics Inc | 6,975 | 53.5K $ | |
| 193 | Aveanna Healthcare Holdings Inc | 8,306 | 53.5K $ | |
| 194 | Global X Funds | 700 | 53.4K $ | |
| 195 | Bank of America Corp | 1,091 | 53.2K $ | |
| 196 | Asana Inc | 8,223 | 52.6K $ | |
| 197 | SPX Technologies Inc | 254 | 50.8K $ | |
| 198 | Baxter International Inc | 2,993 | 50.3K $ | |
| 199 | Enphase Energy Inc | 1,321 | 49.9K $ | |
| 200 | General Electric Co | 172 | 48.8K $ | |