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.
SUMMIT SECURITIES GROUP LLC (CIK 1531593) reported $809.9M across 807 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($224.2M, 27.69%), QQQ ($45.4M, 5.60%), QQQ ($34.6M, 4.27%), MSFT ($33.8M, 4.17%), SPY ($33.3M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $224.2M | 27.69% | 344,800 | New |
| 2 | QQQ | INVESCO QQQ TR | $45.4M | 5.60% | 78,600 | New |
| 3 | QQQ | INVESCO QQQ TR | $34.6M | 4.27% | 59,908 | Added |
| 4 | MSFT | MICROSOFT CORP | $33.8M | 4.17% | 91,300 | New |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $33.3M | 4.11% | 51,200 | New |
| 6 | NVDA | NVIDIA CORPORATION | $21.9M | 2.70% | 125,575 | Added |
| 7 | WBD | WARNER BROS DISCOVERY INC | $20.1M | 2.48% | 731,800 | New |
| 8 | WBD | WARNER BROS DISCOVERY INC | $19.6M | 2.42% | 714,000 | New |
| 9 | QQQ | INVESCO QQQ TR | $17.6M | 2.17% | 30,500 | New |
| 10 | EA | ELECTRONIC ARTS INC | $15.6M | 1.93% | 76,700 | New |
| 11 | AVGO | BROADCOM INC | $15.6M | 1.92% | 50,300 | Added |
| 12 | EA | ELECTRONIC ARTS INC | $13.1M | 1.61% | 64,100 | Added |
| 13 | AAPL | APPLE INC | $12.8M | 1.58% | 50,300 | Added |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $12.4M | 1.53% | 51,284 | Added |
| 15 | TSLA | TESLA INC | $11.0M | 1.36% | 29,600 | New |
| 16 | AMZN | AMAZON COM INC | $10.0M | 1.24% | 48,200 | Added |
| 17 | COMB | GRANITESHARES ETF TR | $9.1M | 1.12% | 125,000 | New |
| 18 | CVX | CHEVRON CORPORATION | $8.3M | 1.02% | 40,000 | New |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $7.4M | 0.92% | 11,417 | Added |
| 20 | BE | BLOOM ENERGY CORP | $6.9M | 0.85% | 51,100 | Trimmed |
| 21 | RVMDW | REVOLUTION MEDICINES INC | $5.4M | 0.67% | 55,700 | New |
| 22 | CWAN | CLEARWATER ANALYTICS HLDGS I | $5.4M | 0.66% | 227,400 | New |
| 23 | BABA | ALIBABA GROUP HLDG LTD | $5.0M | 0.62% | 40,000 | New |
| 24 | BHFAL | BRIGHTHOUSE FINL INC | $4.8M | 0.60% | 80,500 | New |
| 25 | METD | DIREXION SHARES ETF TRUST | $4.6M | 0.57% | 200,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31