Summit Portfolio Management, LTD.
CIK 2132683 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $155.4M
- Posisi
- 24
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#7.273 dari 9.443 berdasarkan nilai 13F · top 77.0%
- Bobot 10 kepemilikan teratas
- 87,29%
- Bobot 25 kepemilikan teratas
- 100,00%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 9,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
- Posisi baru
- 24
- Meningkat
- 0
- Menurun
- 0
- Tertutup
- 0
Di halaman ini
Rincian sektor
Technology
0,3%
Lainnya/Tidak terpetakan
99,7%
Portofolio lengkap 24 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AVUV | $36.893.023 | 23,73% | 333.964 | Naik ×1 | |||
| AVDV | $17.891.048 | 11,51% | 179.161 | Naik ×1 | |||
| AVLV | $13.815.765 | 8,89% | 171.390 | Naik ×1 | |||
| AVUS | $13.706.308 | 8,82% | 123.280 | Naik ×1 | |||
| FLOT | $11.313.753 | 7,28% | 222.056 | Naik ×1 | |||
| AVDE | $10.048.883 | 6,46% | 118.445 | Naik ×1 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $10.029.907 | 6,45% | 200.799 | Naik ×1 | |||
| AVIV | $8.327.805 | 5,36% | 111.290 | Naik ×1 | |||
| DFUV | $7.120.179 | 4,58% | 146.929 | Naik ×1 | |||
| AVES | $6.537.847 | 4,21% | 109.000 | Naik ×1 | |||
| AVEM | $3.918.198 | 2,52% | 48.625 | Naik ×1 | |||
| DFAC | $3.590.742 | 2,31% | 92.402 | Naik ×1 | |||
| DFEV | $3.470.147 | 2,23% | 96.986 | Naik ×1 | |||
| DISV | $2.752.794 | 1,77% | 69.797 | Naik ×1 | |||
| DFAT | $2.684.788 | 1,73% | 42.991 | Naik ×1 | |||
| DFIV | $895.096 | 0,58% | 16.959 | Naik ×1 | |||
| VTI | $463.389 | 0,30% | 1.444 | Naik ×1 | |||
| BRKB | $347.420 | 0,22% | 725 | Naik ×1 | |||
| AVEE | $344.805 | 0,22% | 5.436 | Naik ×1 | |||
| SPY SPY | $342.079 | 0,22% | 526 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $277.387 | 0,18% | 1.591 | Naik ×1 | |||
| DFIC | $262.567 | 0,17% | 7.390 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $208.036 | 0,13% | 562 | Naik ×1 | |||
| DFEM | $206.747 | 0,13% | 5.984 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AVUV | $36.893.023 | 333.964 | 23,73% |
| AVDV | $17.891.048 | 179.161 | 11,51% |
| AVLV | $13.815.765 | 171.390 | 8,89% |
| AVUS | $13.706.308 | 123.280 | 8,82% |
| FLOT | $11.313.753 | 222.056 | 7,28% |
| AVDE | $10.048.883 | 118.445 | 6,46% |
| VTIP | $10.029.907 | 200.799 | 6,45% |
| AVIV | $8.327.805 | 111.290 | 5,36% |
| DFUV | $7.120.179 | 146.929 | 4,58% |
| AVES | $6.537.847 | 109.000 | 4,21% |
| AVEM | $3.918.198 | 48.625 | 2,52% |
| DFAC | $3.590.742 | 92.402 | 2,31% |
| DFEV | $3.470.147 | 96.986 | 2,23% |
| DISV | $2.752.794 | 69.797 | 1,77% |
| DFAT | $2.684.788 | 42.991 | 1,73% |