Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summa Corp. (CIK 1954929) reported $241.9M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($110.8M, 45.79%), AMD ($24.9M, 10.30%), MSFT ($8.4M, 3.48%), SPY ($7.1M, 2.96%), QUAL ($5.4M, 2.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $110.8M | 45.79% | 635,093 | Trimmed |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $24.9M | 10.30% | 122,474 | Added |
| 3 | MSFT | MICROSOFT CORP | $8.4M | 3.48% | 22,721 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $7.1M | 2.96% | 10,993 | Added |
| 5 | QUAL | ISHARES TR | $5.4M | 2.24% | 28,300 | New |
| 6 | IWF | ISHARES TR | $4.8M | 1.97% | 11,190 | Added |
| 7 | AMZN | AMAZON COM INC | $4.4M | 1.84% | 21,332 | Added |
| 8 | QCOM | QUALCOMM INC | $4.4M | 1.81% | 34,000 | Trimmed |
| 9 | MRVL | MARVELL TECHNOLOGY INC | $4.2M | 1.72% | 42,000 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $4.1M | 1.71% | 6,912 | New |
| 11 | DBEF | DBX ETF TR | $3.9M | 1.60% | 78,478 | Added |
| 12 | AAPL | APPLE INC | $3.2M | 1.32% | 12,542 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $3.0M | 1.22% | 10,288 | Trimmed |
| 14 | IWD | ISHARES TR | $2.9M | 1.18% | 13,379 | Hold |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.00% | 5,068 | Added |
| 16 | GINN | GOLDMAN SACHS ETF TR | $2.4M | 1.00% | 35,533 | Added |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 0.88% | 33,181 | New |
| 18 | UBER | UBER TECHNOLOGIES INC | $1.9M | 0.78% | 26,141 | Added |
| 19 | OPRT | OPORTUN FINL CORP | $1.8M | 0.76% | 396,766 | Hold |
| 20 | WMT | WALMART INC | $1.8M | 0.75% | 14,613 | Trimmed |
| 21 | GLD | SPDR GOLD TR | $1.6M | 0.67% | 3,788 | Trimmed |
| 22 | GOOG | ALPHABET INC | $1.4M | 0.57% | 4,849 | Trimmed |
| 23 | VLO | VALERO ENERGY CORP | $1.3M | 0.55% | 5,400 | Hold |
| 24 | IEF | ISHARES TR | $1.3M | 0.55% | 13,827 | Trimmed |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 0.50% | 3,600 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31