SUMMITPOINT CAPITAL MANAGEMENT

CIK 2108283 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$92.8M
#8.398 dari 9.443 berdasarkan nilai 13F · top 88.9%
Posisi
39
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +17.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
67,00%
Bobot 25 kepemilikan teratas
93,86%
Posisi di atas 1%
22
Jumlah posisi efektif
15,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 6,24% Perkiraan pembelian $12.522.052 · penjualan $5.349.466

Posisi baru
4
Meningkat
13
Menurun
20
Tertutup
0
Di halaman ini

Rincian sektor

Logistics & Transportation
0,3%
Technology
0,2%
Lainnya/Tidak terpetakan
99,5%

Portofolio lengkap 39 posisi

Tipe Rentetan Tren 8 kuartal
SCHG $15.399.890 16,60% 455.079 $3.086.845 Naik ×1
IEI iShares 3-7 Year Treasury Bond ETF $7.978.206 8,60% 67.929 $2.587.143 Naik ×1
ACWX iShares MSCI ACWI ex U.S. ETF $6.031.120 6,50% 79.242 $-19.422 Turun ×1
JAVA $5.874.245 6,33% 73.974 $1.492.868 Naik ×1
SCHM $5.647.675 6,09% 153.178 $945.220 Turun ×1
TOTL $4.954.341 5,34% 125.522 $362.499 Naik ×1
SMLF $4.600.013 4,96% 51.604 $2.320.892 Naik ×1
JAAA $4.063.747 4,38% 80.486 $844.567 Naik ×1
VOO $4.008.372 4,32% 5.836 $756.627 Naik ×1
SCHF $3.590.911 3,87% 129.636 $-659.843 Turun ×1
EEM $3.451.002 3,72% 50.446 $1.460.257 Naik ×1
IJK $3.287.290 3,54% 27.977 $773.481 Naik ×1
SCHV $3.077.839 3,32% 88.418 $347.923 Turun ×1
HEFA $2.952.249 3,18% 62.914 $30.836 Turun ×1
IBTJ iShares iBonds Dec 2029 Term Treasury ETF $1.452.276 1,57% 67.080 $-309.529 Turun ×1
IBTI iShares iBonds Dec 2028 Term Treasury ETF $1.302.644 1,40% 58.837 $-469.067 Turun ×1
IBTH iShares iBonds Dec 2027 Term Treasury ETF $1.224.041 1,32% 54.718 $-510.698 Turun ×1
IBMO $1.190.926 1,28% 46.448 $11.881 Naik ×1
IBMP $1.189.080 1,28% 46.777 $13.727 Naik ×1
IBMQ $1.174.813 1,27% 45.927 $230
IBTG iShares iBonds Dec 2026 Term Treasury ETF $1.087.265 1,17% 47.500 $-529.539 Turun ×1
SCHA $1.060.480 1,14% 29.352 $133.808 Turun ×1
IUSV iShares Core S&P U.S. Value ETF $884.453 0,95% 8.030 $-13.313 Turun ×1
EMXC iShares MSCI Emerging Markets ex China ETF $801.967 0,86% 7.839 $166.853 Turun ×1
BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund $768.576 0,83% 8.335 $-243.726 Turun ×1
IWR $763.796 0,82% 6.923 $76.963 Turun ×1
USRT $741.272 0,80% 11.155 $346.997 Naik ×1
IUSG iShares Core S&P U.S. Growth ETF $683.815 0,74% 3.636 $-13.433 Turun ×1
IEFA $568.081 0,61% 5.882 $-15.950 Turun ×1
IPAC $532.615 0,57% 6.501 $26.258 Turun ×1
JBBB $410.557 0,44% 8.671 $85.588 Naik ×1
VTI $308.857 0,33% 835 Naik ×1
ANGL VanEck Fallen Angel High Yield Bond ETF $269.499 0,29% 9.217 $-41.510 Turun ×1
HELO $259.178 0,28% 3.835 $-45.941 Turun ×1
XONE $258.020 0,28% 5.226 $-2.358 Turun ×1
FDX FedEx Corporation Common Stock $241.736 0,26% 772 $18.736
SCHB $240.975 0,26% 8.321 Naik ×1
NVDA NVIDIA Corporation - Common Stock $219.021 0,24% 1.095 Naik ×1
PTRB $201.448 0,22% 4.859 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
VTI $308.857 835 0,33%
SCHB $240.975 8.321 0,26%
NVDA $219.021 1.095 0,24%
PTRB $201.448 4.859 0,22%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
SCHG Beli lebih banyak +78K +$3.1M
IEI Beli lebih banyak +23K +$2.6M
SMLF Beli lebih banyak +21K +$2.3M
JAVA Beli lebih banyak +13K +$1.5M
EEM Beli lebih banyak +14K +$1.5M
SCHM Dipangkas -3K +$945K
JAAA Beli lebih banyak +17K +$845K
IJK Beli lebih banyak +2K +$773K
VOO Beli lebih banyak +651 +$757K
SCHF Dipangkas -47K -$660K