Holdings of Summitas Investment Management LLC
10 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Funds 48.2 %
- Technology 1.4 %
- Unattributed 50.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 10 | 127.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | 102,896 | 61.5M $ | |
| 2 | SPDR Gold MiniShares Trust | 219,654 | 20.4M $ | |
| 3 | Vanguard Scottsdale Funds | 176,879 | 10.5M $ | |
| 4 | Vanguard Information Technology ETF | 14,170 | 9.9M $ | |
| 5 | Vanguard FTSE Developed Markets ETF | 109,113 | 7M $ | |
| 6 | Fidelity Covington Trust | 152,952 | 5.7M $ | |
| 7 | iShares Core MSCI Emerging Markets ETF | 76,961 | 5.4M $ | |
| 8 | Vanguard International Equity Index Funds | 65,137 | 3.5M $ | |
| 9 | Vanguard Ultra Short Bond ETF | 38,215 | 1.9M $ | |
| 10 | Apple Inc | 7,066 | 1.8M $ |