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 |
|---|
| 301 | NuScale Power Corp | 1,900 | 20.6K $ | |
| 302 | TAL Education Group | 1,802 | 20.5K $ | |
| 303 | WP Carey Inc | 300 | 20.4K $ | |
| 304 | ICAHN ENTERPRISES LP | 2,700 | 20.4K $ | |
| 305 | FS KKR Capital Corp | 2,000 | 20.4K $ | |
| 306 | Prologis Inc | 153 | 20.2K $ | |
| 307 | ON Semiconductor Corp | 323 | 20K $ | |
| 308 | Lockheed Martin Corp | 33 | 19.9K $ | |
| 309 | Varonis Systems Inc | 925 | 19.9K $ | |
| 310 | Danaher Corp | 103 | 19.5K $ | |
| 311 | Newmont Corp | 179 | 19.4K $ | |
| 312 | Oscar Health Inc | 1,684 | 19.3K $ | |
| 313 | BILL Holdings Inc | 500 | 19.2K $ | |
| 314 | Parker-Hannifin Corp | 21 | 18.8K $ | |
| 315 | Capital One Financial Corp | 103 | 18.8K $ | |
| 316 | Stryker Corp | 57 | 18.7K $ | |
| 317 | Disc Medicine Inc | 287 | 18.4K $ | |
| 318 | PONY AI INC | 1,935 | 18.3K $ | |
| 319 | Motorola Solutions Inc | 42 | 18.2K $ | |
| 320 | Six Flags Entertainment Corp | 1,000 | 17.8K $ | |
| 321 | Southern Co/The | 181 | 17.5K $ | |
| 322 | BlackLine Inc | 472 | 17.5K $ | |
| 323 | Corning Inc | 128 | 17.4K $ | |
| 324 | McKesson Corp | 20 | 17.3K $ | |
| 325 | Skyworks Solutions Inc | 323 | 17.3K $ | |
| 326 | MFA Financial Inc | 1,800 | 17.2K $ | |
| 327 | Nano Dimension Ltd | 10,000 | 17K $ | |
| 328 | Solaris Energy Infrastructure Inc | 300 | 17K $ | |
| 329 | Kyndryl Holdings Inc | 1,292 | 17K $ | |
| 330 | PARK DENTAL PARTNERS INC | 1,000 | 16.8K $ | |
| 331 | Tempus AI Inc | 368 | 16.6K $ | |
| 332 | GSK PLC | 300 | 16.6K $ | |
| 333 | First Foundation Inc | 2,800 | 16.5K $ | |
| 334 | Intapp Inc | 635 | 16.3K $ | |
| 335 | Agilysys Inc | 228 | 16.2K $ | |
| 336 | RadNet Inc | 287 | 16K $ | |
| 337 | Solid Power Inc | 5,333 | 16K $ | |
| 338 | Upwork Inc | 1,458 | 16K $ | |
| 339 | DraftKings Inc | 739 | 16K $ | |
| 340 | Harrow Inc | 453 | 16K $ | |
| 341 | Mitek Systems Inc | 1,183 | 16K $ | |
| 342 | MaxLinear Inc | 918 | 16K $ | |
| 343 | Enterprise Financial Services Corp | 295 | 16K $ | |
| 344 | Pegasystems Inc | 375 | 16K $ | |
| 345 | JADE BIOSCIENCES INC | 1,135 | 15.9K $ | |
| 346 | Entegris Inc | 136 | 15.9K $ | |
| 347 | Zillow Group Inc | 385 | 15.9K $ | |
| 348 | ConnectOne Bancorp Inc | 595 | 15.9K $ | |
| 349 | Palomar Holdings Inc | 133 | 15.9K $ | |
| 350 | Vertiv Holdings Co | 63 | 15.8K $ | |
| 351 | Equinix Inc | 16 | 15.7K $ | |
| 352 | Hope Bancorp Inc | 1,404 | 15.7K $ | |
| 353 | National Vision Holdings Inc | 603 | 15.6K $ | |
| 354 | PepsiCo Inc | 100 | 15.5K $ | |
| 355 | Haemonetics Corp | 271 | 15.3K $ | |
| 356 | Sandisk Corp/DE | 24 | 15.2K $ | |
| 357 | Howmet Aerospace Inc | 66 | 15.2K $ | |
| 358 | APA Corp | 358 | 15.2K $ | |
| 359 | Daktronics Inc | 777 | 15.2K $ | |
| 360 | Northrop Grumman Corp | 22 | 15K $ | |
| 361 | Penn Entertainment Inc | 993 | 14.9K $ | |
| 362 | Medical Properties Trust Inc | 3,200 | 14.8K $ | |
| 363 | Microchip Technology Inc | 229 | 14.8K $ | |
| 364 | Intercontinental Exchange Inc | 93 | 14.6K $ | |
| 365 | Alarm.com Holdings Inc | 338 | 14.6K $ | |
| 366 | MP Materials Corp | 300 | 14.5K $ | |
| 367 | General Dynamics Corp | 42 | 14.4K $ | |
| 368 | Global Business Travel Group I | 2,575 | 14.4K $ | |
| 369 | Blackstone Inc | 123 | 14.1K $ | |
| 370 | Truist Financial Corp | 307 | 14.1K $ | |
| 371 | Evolus Inc | 3,429 | 14.1K $ | |
| 372 | Waste Management Inc | 61 | 14K $ | |
| 373 | Blackbaud Inc | 362 | 14K $ | |
| 374 | Marsh & McLennan Cos Inc | 80 | 13.9K $ | |
| 375 | Agios Pharmaceuticals Inc | 408 | 13.8K $ | |
| 376 | Quanta Services Inc | 25 | 13.7K $ | |
| 377 | Peloton Interactive Inc | 3,192 | 13.7K $ | |
| 378 | DENTSPLY SIRONA Inc | 1,173 | 13.6K $ | |
| 379 | Molson Coors Beverage Co | 316 | 13.6K $ | |
| 380 | Stagwell Inc | 2,144 | 13.5K $ | |
| 381 | Bank of New York Mellon Corp/The | 113 | 13.4K $ | |
| 382 | ARMOUR Residential REIT Inc | 800 | 13.3K $ | |
| 383 | American Tower Corp | 77 | 13.3K $ | |
| 384 | Huntsman Corp | 986 | 13.1K $ | |
| 385 | Archer-Daniels-Midland Co | 179 | 13K $ | |
| 386 | Hackett Group Inc/The | 1,000 | 13K $ | |
| 387 | Ocular Therapeutix Inc | 1,528 | 12.9K $ | |
| 388 | Oklo Inc | 260 | 12.9K $ | |
| 389 | EOG Resources Inc | 89 | 12.9K $ | |
| 390 | Vail Resorts Inc | 100 | 12.8K $ | |
| 391 | FedEx Corp | 36 | 12.8K $ | |
| 392 | Great Lakes Dredge & Dock Corp | 746 | 12.7K $ | |
| 393 | PureCycle Technologies Inc | 2,430 | 12.6K $ | |
| 394 | Cummins Inc | 23 | 12.4K $ | |
| 395 | Valero Energy Corp | 50 | 12.4K $ | |
| 396 | Live Oak Bancshares Inc | 373 | 12.3K $ | |
| 397 | HCA Healthcare Inc | 26 | 12.3K $ | |
| 398 | McCormick & Co Inc/MD | 242 | 12.2K $ | |
| 399 | JetBlue Airways Corp | 2,750 | 12.2K $ | |
| 400 | Nurix Therapeutics Inc | 779 | 12.1K $ | |