Position in UPXI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,760
-$1,551 QoQ
Shares Held
15,000
+11.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 48 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPXI Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Summit Financial, LLC holds $117,443,292 across 6 Internet Content & Information names. UPXI ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
187,108 | $66,110,869 | |
| 2 | META |
Meta Platforms, Inc.
|
84,356 | $47,516,891 | |
| 3 | SPOT |
Spotify Technology S.A.
|
5,342 | $2,452,672 | |
| 4 | NBIS |
Nebius Group N.V.
|
3,226 | $890,924 | |
| 5 | MTCH |
Match Group, Inc.
|
12,094 | $460,176 | |
| 6 | UPXI |
Upexi, Inc.
This page
|
15,000 | $11,760 |
All Filings in UPXI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,760 | 15,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,311 | 13,500 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||