SUMMIT SECURITIES GROUP LLC: 13F holdings

CIK 15315932026Q2

Positions1,124
Reported value$1.0bn
Filed2026-08-03

Change since last quarter

Positions1,124 (+119 vs prior quarter)
Reported value$1.0bn (+29.1%)

Top 10 holdings

SecuritySharesValueWeight
QQQ INVESCO QQQ TR87,110$64.1m6.1%
AMZN AMAZON COM INC200,000$47.7m4.6%
MSFT MICROSOFT CORP125,000$46.6m4.5%
SPY STATE STR SPDR S&P 500 ETF T62,300$46.5m4.4%
NEE NEXTERA ENERGY INC435,283$38.2m3.7%
DIA STATE STR SPDR DOW JONES IND56,879$29.7m2.8%
NVDA NVIDIA CORPORATION100,925$20.2m1.9%
GOOG ALPHABET INC50,000$17.7m1.7%
BE BLOOM ENERGY CORP51,698$15.6m1.5%
AAPL APPLE INC51,077$14.8m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1531593")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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