Holdings of SUMMITPOINT CAPITAL MANAGEMENT
28 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 73.6 % of the equity sleeve
Sector breakdown
- Funds 28.1 %
- Industrials 0.3 %
- Unattributed 71.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 28 | 66.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Schwab Strategic Trust | 377,469 | 12.3M $ | |
| 2 | iShares Trust | 90,132 | 6.1M $ | |
| 3 | iShares Trust | 45,170 | 5.4M $ | |
| 4 | Ssga Active Trust | 114,083 | 4.6M $ | |
| 5 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 61,090 | 4.4M $ | |
| 6 | Schwab International Equity ETF | 176,820 | 4.3M $ | |
| 7 | Vanguard S&P 500 ETF | 5,185 | 3.3M $ | |
| 8 | Janus Detroit Street Trust | 63,645 | 3.2M $ | |
| 9 | iShares Trust | 70,634 | 2.9M $ | |
| 10 | Schwab Strategic Trust | 92,196 | 2.7M $ | |
| 11 | iShares S&P Mid-Cap 400 Growth ETF | 25,948 | 2.5M $ | |
| 12 | iShares Trust | 30,437 | 2.3M $ | |
| 13 | iShares MSCI Emerging Markets ETF | 36,387 | 2M $ | |
| 14 | iShares Trust | 77,202 | 1.7M $ | |
| 15 | iShares Trust | 70,680 | 1.6M $ | |
| 16 | PIMCO ETF Trust | 10,876 | 1M $ | |
| 17 | Schwab U.S. Small-Cap ETF | 32,538 | 926.7K $ | |
| 18 | iShares Trust | 8,755 | 897.8K $ | |
| 19 | iShares Core S&P U.S. Growth ETF | 4,152 | 697.2K $ | |
| 20 | iShares Trust | 7,134 | 686.8K $ | |
| 21 | Ishares Inc | 8,739 | 635.1K $ | |
| 22 | iShares Core MSCI EAFE ETF | 6,528 | 584K $ | |
| 23 | iShares Core MSCI Pacific ETF | 6,917 | 506.4K $ | |
| 24 | iShares Core U.S. REIT ETF | 6,922 | 394.3K $ | |
| 25 | Janus Detroit Street Trust | 6,813 | 325K $ | |
| 26 | VanEck Fallen Angel High Yield | 10,591 | 311K $ | |
| 27 | J P Morgan Exchange Traded Fund Trust | 4,593 | 305.1K $ | |
| 28 | FedEx Corp | 772 | 223K $ | |