SUMMIT SECURITIES GROUP LLC
Broker-DealerTop Portfolio Positions
804 positions ·
$223,492,385 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
59,908 | $34,577,699 | 15.47% | |
| NVDA |
Nvidia Corp
Technology
|
125,575 | $21,900,280 | 9.80% | |
| AVGO |
Broadcom Inc.
Technology
|
50,300 | $15,568,353 | 6.97% | |
| EA |
Electronic Arts Inc.
Communication Services
|
64,100 | $13,068,067 | 5.85% | |
| AAPL |
Apple Inc.
Technology
|
50,300 | $12,765,637 | 5.71% | |
| IBM |
International Business Machines Corp
Technology
|
51,284 | $12,430,728 | 5.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
48,200 | $10,038,614 | 4.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,417 | $7,424,931 | 3.32% | |
| BE |
Bloom Energy Corp
Industrials
|
51,100 | $6,923,539 | 3.10% | |
| B |
Barrick Mining Corp
Basic Materials
|
101,400 | $4,136,106 | 1.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,601 | 20 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $39,273 | 181 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,362 | 247 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,787 | 84 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $37,648 | 160 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,884 | 241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,100 | 124 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $46,426 | 254 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $55,007 | 232 | Shares | Sole | 2022-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||