Summerhill Capital Management lnc.
Top Portfolio Positions
33 positions ·
$113,133,172 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
50,210 | $14,438,387 | 12.76% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
31,974 | $9,405,471 | 8.31% |
| RY |
Royal Bank Of Canada
Financial Services
|
57,207 | $9,254,948 | 8.18% |
| BIP |
Brookfield Infrastructure Partners L.P.
Utilities
|
232,410 | $8,394,649 | 7.42% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,645 | $7,632,054 | 6.75% |
| META |
Meta Platforms, Inc.
Communication Services
|
12,748 | $7,293,513 | 6.45% |
| AMD |
Advanced Micro Devices Inc
Technology
|
32,552 | $6,622,053 | 5.85% |
| MSFT |
Microsoft Corp
Technology
|
17,141 | $6,345,083 | 5.61% |
| ETN |
Eaton Corp plc
Industrials
|
16,491 | $5,898,335 | 5.21% |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
55,281 | $4,348,403 | 3.84% |
Portfolio Trend
Holdings in BIRK
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,421,048 | 95,480 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,903,332 | 95,436 | Shares | Sole | 2026-02-03 | |
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