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CIK: 0002134540
Total reported value
$132.7M
$132.7M
10 檔
85.7%
In Q2 2026, Summitas Investment Management LLC's U.S. equity holdings reached a combined market value of $132.7M, distributed across 10 disclosed stock positions.
During Q2 2026, Summitas Investment Management LLC performed routine portfolio adjustments (0 new buys, 4 additions, 5 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 50.09% | -0.10% | -4.62% | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 12.37% | +0.52% | -4.57% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 9.74% | +0.33% | +674.23% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.72% | -0.68% | -13.32% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.61% | -0.19% | -2.84% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 4.76% | -0.01% | +4.32% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.39% | -0.06% | -7.38% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.17% | +0.02% | +9.85% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.62% | -0.07% | +14.24% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.25% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +2% | +674.23% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.9% | -4.62% | Trim |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +9.85% | Add |
| 4 | FENI | Fidelity Enhanced Intl ETF | +0.3% | +4.32% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | -7.38% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.1% | -2.84% | Trim |
| 7 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +14.24% | Add |
| 8 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 9 | VGIT | Vanguard Intermediate-term T | -1.5% | -13.32% | Trim |
| 10 | GLDM | Spdr Gold Minishares Trust | -3.6% | -4.57% | Trim |
According to official SEC Form 13F filings, Summitas Investment Management LLC reported a total U.S. public equity portfolio value of $132.7M across 10 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, GLDM, VGT) accounted for 85.7% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
VOO
前期市值: $61.5M
During Q2 2026, Summitas Investment Management LLC's top holdings by market value included VOO (50.1%)、GLDM (12.4%)、VGT (9.7%). The largest single position, VOO, represented 50.1% of total portfolio value.
In Q2 2026, Summitas Investment Management LLC made 9 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 0 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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