Summitas Investment Management LLC

CIK 2134540 · View on SEC EDGAR ↗

Portfolio value
$134.6M
#7,725 of 9,443 by 13F value · top 81.8%
Positions
10
As of
June 30, 2026

Portfolio value QoQ: +5.5% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
3.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.69% Est. buys $12,337,498 · sells $6,142,181

New positions
0
Increased
4
Decreased
5
Closed
0
On this page

Sector breakdown

Technology
1.5%
Other/Unmapped
98.5%

Full portfolio 10 positions

Type Streak 8Q trend
VOO $67,405,250 50.09% 98,143 $5,920,044 Down ×1
GLDM $16,648,480 12.37% 209,626 $-3,711,229 Down ×2
VGT $13,112,400 9.74% 109,709 $3,225,708 Up ×2
VGIT Vanguard Intermediate-Term Treasury ETF $9,042,248 6.72% 153,310 $-1,490,909 Down ×2
VEA $7,553,569 5.61% 106,015 $561,608 Down ×2
FENI $6,402,822 4.76% 159,552 $713,008 Up ×2
IEMG $5,904,918 4.39% 71,281 $536,888 Down ×2
VWO $4,271,058 3.17% 71,554 $750,403 Up ×2
VUSB $2,173,164 1.62% 43,655 $270,624 Up ×1
AAPL Apple Inc. - Common Stock $2,044,618 1.52% 7,066 $251,338

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Trimmed -5K +$5.9M
GLDM Trimmed -10K -$3.7M
VGT Bought more +96K +$3.2M
VGIT Trimmed -24K -$1.5M
VWO Bought more +6K +$750K
FENI Bought more +7K +$713K
VEA Trimmed -3K +$562K
IEMG Trimmed -6K +$537K
VUSB Bought more +5K +$271K
AAPL Price move only +0 +$251K