SUMMIT SECURITIES GROUP LLC

CIK: 0001531593Latest portfolio: $767.7M · Q4 2025

Holdings

991

Total Value

$767.7M

New Positions

256

Closed Positions

245

#StockSharesValue% PortfolioChangeType
1
TSMTAIWAN SEMICONDUCTOR MFG LTD
176,900$53.8M7.00%+156K
2
METAMETA PLATFORMS INC
40,155$26.5M3.45%+38K
3
DONSPDR DOW JONES INDL AVERAGE
55,002$26.4M3.44%+49K
4
GDXVANECK ETF TRUST
303,901$26.1M3.40%NEW
5
TSLATESLA INC
56,612$25.5M3.32%+54K
6
WBDWARNER BROS DISCOVERY INC
833,700$24.0M3.13%+604KCall
7
WBDWARNER BROS DISCOVERY INC
801,300$23.1M3.01%NEWPut
8
SILJAMPLIFY ETF TR
784,700$21.7M2.83%NEW
9
URAGLOBAL X FDS
498,200$21.3M2.77%NEW
10
DWDMORGAN STANLEY
78,895$14.0M1.82%+73K
11
WMTWALMART INC
124,255$13.8M1.80%+117K
12
GDXJVANECK ETF TRUST
115,400$13.1M1.71%NEW
13
SLVISHARES SILVER TR
182,900$11.8M1.53%NEWPut
14
TRVCCITIGROUP INC
100,558$11.7M1.53%+76K
15
CSCOCISCO SYS INC
120,083$9.2M1.20%+119K
16
NVDANVIDIA CORPORATION
47,103$8.8M1.14%+19K
17
INTCINTEL CORP
221,300$8.2M1.06%+210KCall
18
MRVLMARVELL TECHNOLOGY INC
92,000$7.8M1.02%+30KPut
19
PDDPDD HOLDINGS INC
64,117$7.3M0.95%NEW
20
AAPLAPPLE INC
26,708$7.3M0.95%-90,062
21
BEBLOOM ENERGY CORP
78,100$6.8M0.88%NEW
22
BACBANK AMERICA CORP
116,277$6.4M0.83%+89K
23
XLVSELECT SECTOR SPDR TR
39,891$6.2M0.80%NEW
24
EWYISHARES INC
63,100$6.1M0.80%NEW
25
SATSECHOSTAR CORP
55,200$6.0M0.78%+30KCall

Quarterly Changes

New Positions

Closed Positions

  • TECKCLOSED
    $14.9B
  • XOPCLOSED
    $8.5B
  • XLCCLOSED
    $7.2B
  • BRIGHTHOUSE FINL INCCLOSED
    $6.6B
  • NETCLOSED
    $6.0B
  • NETCLOSED
    $5.5B
  • DISNEY WALT COCLOSED
    $5.1B
  • KELLANOVACLOSED
    $5.1B
  • SNYCLOSED
    $4.5B
  • APPCLOSED
    $4.5B

Increased Positions

NameSharesChange
WBD834K+604K
VALE395K+373K
INTC221K+210K
NAT78K+78K
DWD79K+73K
CORZ90K+55K
TSLA57K+54K
GRND50K+45K
CORZ75K+40K
ASST43K+39K

Decreased Positions

NameSharesChange
MARA HOLDINGS INC130K-100000
HTZ125K-100000
AMCR18K-65546
XIFR17K-62629
VOD4K-62375
BP29K-55264
EEM27K-49181
WES4K-48200
DEO1K-46867
NDQ1-43441

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($6.786104197067864e+240T)
Unknown0.0% ($1.4006117345863484e+228T)
Healthcare0.0% ($5.730547946073137e+210T)
Consumer Cyclical0.0% ($2.545972703914139e+207T)
Energy0.0% ($2.0271830125411622e+153T)
Consumer Defensive0.0% ($1.3843367425871968e+123T)
Communication Services0.0% ($2.650524027230935e+103T)
Real Estate0.0% ($1.2971120398348317e+102T)
Basic Materials0.0% ($5.142402631561453e+90T)
Utilities0.0% ($1.8741413976882595e+85T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$767.7M991
Q3 2025Nov 13, 2025$483.9B992
Q2 2025Aug 12, 2025$519.6B1,058
Q1 2025May 13, 2025$638.6B764
Q4 2024Feb 12, 2025$485.1B600

Fund Information

CIK0001531593
Most Recent FilingFeb 17, 2026
Number of Filings5

SUMMIT SECURITIES GROUP LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $767.7M across 991 holdings. The largest position is TAIWAN SEMICONDUCTOR MFG LTD (TSM), representing 7.0% of the portfolio. Compared to the previous quarter, the fund opened 330 new positions and closed 322 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.