SUMMIT SECURITIES GROUP LLC

Institutional manager (13F) · CIK 1531593

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $171M

#	Issuer	Value	Shares
1	INVESCO QQQ TR	$35M	59,908
2	NVIDIA CORPORATION	$22M	125,575
3	BROADCOM INC	$16M	50,300
4	APPLE INC	$13M	50,300
5	INTERNATIONAL BUSINESS MACHS	$12M	51,284
6	AMAZON COM INC	$10M	48,200
7	STATE STR SPDR S&P 500 ETF T	$7M	11,417
8	BLOOM ENERGY CORP	$7M	51,100
9	BARRICK MNG CORP	$4M	101,400
10	ENERGY TRANSFER L P	$3M	162,100
11	APPLIED DIGITAL CORP	$3M	114,000
12	WIX COM LTD	$2M	20,000
13	VALE S A	$2M	112,900
14	CORTEVA INC	$2M	20,110
15	UNION PAC CORP	$2M	6,597
16	SPDR SERIES TRUST	$2M	23,919
17	UNITED PARCEL SVCS INC	$1M	14,522
18	ECHOSTAR CORP	$1M	11,592
19	CHEVRON CORPORATION	$1M	6,348
20	ANGLOGOLD ASHANTI PLC	$1M	12,485
21	TERNS PHARMACEUTICALS INC	$1M	23,000
22	NIKE INC	$1M	22,226
23	PFIZER INC	$1M	41,334
24	PLAINS GP HLDGS L P	$1M	47,100
25	VANECK ETF TRUST	$1M	8,700
26	GOLDMAN SACHS GROUP INC	$997k	1,179
27	MERCK & CO INC	$991k	8,238
28	AES CORP	$979k	69,517
29	TARGET CORP	$979k	8,074
30	ABBVIE INC	$977k	4,490
31	WOODSIDE ENERGY GROUP LTD	$967k	40,500
32	IREN LIMITED	$952k	27,775
33	TOTALENERGIES SE	$855k	9,400
34	CATERPILLAR INC	$855k	1,207
35	COREWEAVE INC	$837k	10,800
36	RIO TINTO PLC	$830k	8,900
37	ZIM INTEGRATED SHIPPING SERV	$772k	29,300
38	CITIGROUP INC	$758k	6,687
39	MARVELL TECHNOLOGY INC	$738k	7,451
40	BOSTON SCIENTIFIC CORP	$737k	11,744
41	CLEARWATER ANALYTICS HLDGS I	$733k	31,000
42	WELLS FARGO & CO	$733k	9,208
43	AGNC INVT CORP	$728k	72,600
44	ANNALY CAPITAL MANAGEMENT IN	$717k	33,900
45	GOLD FIELDS LTD	$695k	15,300
46	EXXON MOBIL CORP	$693k	4,087
47	TESLA INC	$654k	1,759
48	SOCIEDAD QUIMICA Y MINERA DE	$629k	7,774
49	ISHARES INC	$610k	15,900
50	CME GROUP INC	$608k	2,059

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.