SUMMIT SECURITIES GROUP LLC
CIK 1531593
13F filing for Q2 2026・No. 2,506
- Holdings
- US$1.05B
- Quarter change
- +US$235.68M
- Entries
- 1,135
- Net bought (estimate)
- +US$276.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 362
- Sold out 275
- Cut 140
- Added 389
- Corporate actions 0
- Unchanged 19
Largest holdings
910 stocks worth US$516.27M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| QQQInvesco QQQUNIT SER 1 | Added | 87,110 | US$64.15M | 12.43% |
| AMZNAmazonCOM | Added | 200,000 | US$47.67M | 9.23% |
| MSFTMicrosoftCOM | Added | 125,000 | US$46.63M | 9.03% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 62,300 | US$46.52M | 9.01% |
| NEENEXTERA ENERGY INCCOM | Added | 435,283 | US$38.2M | 7.40% |
| STATE STR SPDR DOW JONES INDUT SER 1 | New | 56,879 | US$29.71M | 5.76% |
| NVDANvidiaCOM | Cut | 100,925 | US$20.19M | 3.91% |
| GOOGALPHABET INCCAP STK CL C | Added | 50,000 | US$17.67M | 3.42% |
| BEBLOOM ENERGY CORPCOM CL A | Added | 51,698 | US$15.65M | 3.03% |
| AAPLAppleCOM | Added | 51,077 | US$14.78M | 2.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.