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CIK: 0001531593
Total reported value
$1.0B
$1.0B
991 檔
15.1%
During the Q4 2025 filing period, Summit Securities Group LLC (CIK: 0001531593) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 991 reported positions.
In Q4 2025, Summit Securities Group LLC displayed an active expansion posture, initiating 18 new positions and adding to 15 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 991 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 7.00% | — | +726.64% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.45% | -0.04% | EXIT | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.44% | +2.84% | NEW | |
| 4 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.40% | — | — | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.32% | -0.08% | EXIT | |
| 6 | ✓ | Warner Bros Discovery Inc | Stock-Other | 3.13% | — | +262.48% | |
| 7 | WBD | Warner Bros. Discovery, Inc. | Stock-Comm Services | 3.01% | — | — | |
| 8 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 2.83% | -0.01% | — | |
| 9 | URA | Global X Uranium ETF | ETF-Other | 2.77% | -0.01% | — | |
| 10 | MS | Morgan Stanley | Stock-Financials | 1.82% | +0.03% | +1134.47% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.80% | — | +1628.40% | |
| 12 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 1.71% | -0.05% | — | |
| 13 | SLV | iShares Silver Trust | ETF-Commodities | 1.53% | — | — | |
| 14 | C | Citigroup Inc | Stock-Financials | 1.53% | +0.03% | +305.90% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | — | +13110.45% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | -0.77% | +68.98% | |
| 17 | INTC | Intel Corporation | Stock-Tech | 1.06% | — | +1858.41% | |
| 18 | MRVL | Marvell Technology, Inc. | Stock-Tech | 1.02% | — | +48.39% | |
| 19 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.95% | — | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.17% | -77.13% | |
| 21 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.88% | +0.65% | — | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | — | +325.13% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 0.80% | — | — | |
| 24 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.80% | — | — | |
| 25 | ✓ | Echostar CORP | Stock-Other | 0.78% | — | +120.80% | |
| 26 | BABA | Alibaba Group Holding Limited | Stock-Consumer Disc | 0.76% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +4.39% | +46.80% | |
| 28 | ✓ | Avantor Inc | Stock-Other | 0.75% | — | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | +0.21% | -7.17% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -1.01% | -24.98% | |
| 31 | ✓ | Intel CORP | Stock-Other | 0.68% | — | — | |
| 32 | VALE | Vale Sa-sp Adr | Stock-Materials | 0.67% | -0.11% | +1677.93% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.65% | +0.66% | NEW | |
| 34 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.63% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +1.70% | +125.38% | |
| 36 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.60% | — | — | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.60% | -0.01% | +892.38% | |
| 38 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Stock-Tech | 0.59% | — | -16.67% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.58% | — | +1846.44% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.55% | — | — | |
| 41 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.53% | — | +64.49% | |
| 42 | VALE | Vale S.A. | Stock-Materials | 0.52% | — | — | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.52% | +0.51% | NEW | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +3.32% | -71.87% | |
| 45 | ✓ | Kenvue Inc | Stock-Other | 0.48% | — | — | |
| 46 | ✓ | Select Sector Spdr Tr | Stock-Other | 0.44% | — | — | |
| 47 | ✓ | Siriusxm Holdings Inc | Stock-Other | 0.44% | — | — | |
| 48 | GLD | SPDR Gold Shares | ETF-Commodities | 0.44% | — | +347.37% | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.43% | — | — | |
| 50 | LIN | Linde plc | Stock-Materials | 0.41% | — | +4738.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +5.8% | +726.64% | Add |
| 2 | META | Meta Platforms Inc-class A | +3.1% | +1502.99% | Add |
| 3 | TSLA | Tesla Inc | +3.1% | +1947.45% | Add |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | +2.9% | +790.00% | Add |
| 5 | ✓ | Warner Bros Discovery Inc | +2.2% | +262.48% | Add |
| 6 | WMT | Walmart Inc | +1.7% | +1628.40% | Add |
| 7 | MS | Morgan Stanley | +1.6% | +1134.47% | Add |
| 8 | CSCO | Cisco Systems Inc | +1.2% | +13110.45% | Add |
| 9 | C | Citigroup Inc | +1% | +305.90% | Add |
| 10 | INTC | Intel Corporation | +1% | +1858.41% | Add |
| 11 | VALE | Vale Sa-sp Adr | +0.6% | +1677.93% | Add |
| 12 | BAC | Bank Of America CORP | +0.5% | +325.13% | Add |
| 13 | PGR | Progressive CORP | +0.5% | +1846.44% | Add |
| 14 | BMY | Bristol-myers Squibb Co | +0.5% | +892.38% | Add |
| 15 | ✓ | Echostar CORP | +0.4% | +120.80% | Add |
| 16 | DEO | Diageo Plc-sponsored Adr | -0.9% | -97.10% | Trim |
| 17 | KRE | Ss Spdr S&p Regional Bank | -1.9% | -94.87% | Trim |
| 18 | AMZN | Amazon.com Inc | -2.2% | -71.87% | Trim |
| 19 | DIS | The Walt Disney Company | -2.9% | -86.51% | Trim |
| 20 | AAPL | Apple Inc | -5.2% | -77.13% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | -5.4% | -100.00% | Trim |
| 22 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 23 | WBD | Warner Bros. Discovery, Inc. | — | NEW | New buy |
| 24 | SILJ | Amplify Junior Silver Miners | — | NEW | New buy |
| 25 | URA | Global X Uranium ETF | — | NEW | New buy |
| 26 | TECK | Teck Resources Limited | — | EXIT | Sold out |
| 27 | GDXJ | Vaneck Junior Gold Miners | — | NEW | New buy |
| 28 | SLV | iShares Silver Trust | — | NEW | New buy |
| 29 | XOP | Ss Spdr S&p Og Exp & Prod | — | EXIT | Sold out |
| 30 | PDD | Pdd Holdings Inc | — | NEW | New buy |
| 31 | XLC | Ss Comm Select Sector Spdr | — | EXIT | Sold out |
| 32 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 33 | ✓ | Brighthouse Finl Inc | — | EXIT | Sold out |
| 34 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 35 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 36 | NET | Cloudflare, Inc. | — | EXIT | Sold out |
| 37 | BABA | Alibaba Group Holding Limited | — | NEW | New buy |
| 38 | ✓ | Avantor Inc | — | NEW | New buy |
| 39 | NET | Cloudflare, Inc. | — | EXIT | Sold out |
| 40 | ✓ | Intel CORP | — | NEW | New buy |
| 41 | DIS | The Walt Disney Company | — | EXIT | Sold out |
| 42 | ✓ | Kellanova | — | EXIT | Sold out |
| 43 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 44 | OCSL | Oaktree Specialty Lending Co | — | NEW | New buy |
| 45 | SIL | Global X Silver Miners ETF | — | NEW | New buy |
| 46 | SNY | Sanofi-adr | — | EXIT | Sold out |
| 47 | APP | AppLovin Corporation | — | EXIT | Sold out |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 49 | ✓ | Hologic Inc | — | EXIT | Sold out |
| 50 | VALE | Vale S.A. | — | NEW | New buy |
According to official SEC Form 13F filings, Summit Securities Group LLC reported a total U.S. public equity portfolio value of $1.0B across 991 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSM, META, DIA) accounted for 15.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
GDX
市值: $26.1M
Top Position Liquidated / Trimmed
TECK
前期市值: $14.9M
During Q4 2025, Summit Securities Group LLC's top holdings by market value included TSM (7.0%)、META (3.5%)、DIA (3.4%). The largest single position, TSM, represented 7.0% of total portfolio value.
In Q4 2025, Summit Securities Group LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 15 positions, trimming 6 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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