Summitas Investment Management LLC
CIK 2134540 · View on SEC EDGAR ↗
- Portfolio value
- $134.6M
- Positions
- 10
- As of
- June 30, 2026
#7,725 of 9,443 by 13F value · top 81.8%
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 | |||
| No matches | |||||||