SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in SMR — NUSCALE POWER Corp
CIK 1531593
NEW YORK, NY
Position in SMR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$181,713
+$161,117 QoQ
Shares Held
18,117
+853.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#265
of 518 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Derivatives in SMR
reported options exposure · as of Sep 30, 2024CallValue
$1,158,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,540,043 across 27 Specialty Industrial Machinery names. SMR ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTES |
Gates Industrial Corp Ltd.
|
11,044 | $308,900 | |
| 2 | SMR |
NUSCALE POWER Corp
This page
|
18,117 | $181,713 | |
| 3 | GEV |
GE Vernova Inc.
|
146 | $171,529 | |
| 4 | XYL |
Xylem Inc.
|
1,103 | $130,385 | |
| 5 | NPO |
Enpro Inc.
|
300 | $113,079 | |
| 6 | FLS |
Flowserve Corp
|
1,201 | $89,066 | |
| 7 | IR |
Ingersoll Rand Inc.
|
862 | $70,675 | |
| 8 | GNRC |
Generac Holdings Inc.
|
218 | $63,832 |
All Filings in SMR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,713 | 18,117 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,596 | 1,900 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $177,125 | 12,500 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $154,204 | 3,898 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $135,836 | 9,593 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $15,494 | 1,338 | Shares | Sole | 2024-11-07 | |
| 2024-09-30 | $1,158,000 | 100,000 | Call | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||