Summit Financial Consulting LLC
Clone Performance
May 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.9% | $2,309,123 |
| Financial Services | 30.3% | $2,127,590 |
| Consumer Cyclical | 14.1% | $989,239 |
| Consumer Defensive | 5.8% | $406,929 |
| Utilities | 5.3% | $371,173 |
| Energy | 5.1% | $361,461 |
| Industrials | 3.4% | $239,602 |
| Unclassified | 3.1% | $219,447 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NZF | Nuveen Municipal Credit Income Fund | +1,307 | 41,208 | $522,517 | |
| MIY | Blackrock Muniyield Michigan Quality Fund, Inc. | +914 | 39,568 | $485,499 | |
| F | Ford Motor Co | +88 | 13,411 | $186,412 | |
| TSLA | Tesla, Inc. | +11 | 657 | $276,334 | |
| MSFT | Microsoft Corp | +11 | 2,195 | $818,778 | |
| DTE | Dte Energy Co | +3 | 2,436 | $371,173 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,843 | $822,650 | 11.71% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,195 | $818,778 | 11.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,209 | $526,493 | 7.50% | |
| NZF |
Nuveen Municipal Credit Income Fund
Financial Services
|
Added | 41,208 | $522,517 | 7.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,018 | $509,397 | 7.25% | |
| MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
Financial Services
|
Added | 39,568 | $485,499 | 6.91% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 435 | $406,929 | 5.79% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 672 | $390,371 | 5.56% | |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
Held | 31,605 | $383,052 | 5.45% | |
| DTE |
Dte Energy Co
Utilities
|
Added | 2,436 | $371,173 | 5.28% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 9,833 | $361,461 | 5.15% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,386 | $277,324 | 3.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 657 | $276,334 | 3.93% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 225 | $239,602 | 3.41% | |
| V |
Visa Inc.
Financial Services
|
Held | 662 | $227,125 | 3.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 298 | $219,447 | 3.12% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 13,411 | $186,412 | 2.65% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.