Summit Portfolio Management, LTD.
CIK
2132683
Location
LAS VEGAS, NV
Portfolio Value
Micro
$1,175,003
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#8,522
/ 8,604
· as of Mar 2026
Top Industry
Insurance - Diversified
41.7%
Period ended 3 months ago
Filed Apr 30, 2026 · 2mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-2.9%
SPY
+1.0%
Annualised alpha
—
Max drawdown
−7.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026Top Position
29.6%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
2,593
Highly concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.3% | $485,505 |
| Financial Services | 29.6% | $347,420 |
| Unclassified | 29.1% | $342,078 |
4 positions ·
$1,175,003 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 725 | $347,420 | 29.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 526 | $342,078 | 29.11% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,591 | $277,470 | 23.61% | |
| MSFT |
Microsoft Corp
Technology
|
First | 562 | $208,035 | 17.71% |