account_balance
Investment manager · 13F filer · SEC CIK 1531593
Summit Securities Group LLC
Reported value$582Mas of Sep 30, 2026
Positions714 376 new, 572 sold out
Top 10 weight68.5%MDT alone is 16%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MDTMedtronic PLC
16.4%Added +112238%
METAMeta Platforms, Inc.
12.6%New
TGTTarget Corp
10.1%Added +7711%
UNHUnitedHealth Group Inc
6.8%Added +1602%
NEENextEra Energy Inc
6.6%Added +16%
AMDAdvanced Micro Devices Inc
5.5%Added +30648%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%New
BEBloom Energy Corp
2.5%
AMZNAmazon.com Inc
2.4%
XLRE1.8%
TSLATesla, Inc.
1.8%
ETEnergy Transfer LP
1.7%
MDTMedtronic PLC
16.4%Added +112238%
METAMeta Platforms, Inc.
12.6%New
TGTTarget Corp
10.1%+7711%
UNHUnitedHealth Group Inc
6.8%+1602%
NEENextEra Energy Inc
6.6%
AMDAdvanced Micro Devices Inc
5.5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%
BE2.5%AMZNTSLAETBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MDT Medtronic PLC 16.4% Added +112238%META Meta Platforms, Inc. 12.6% NewTGT Target Corp 10.1% Added +7711%UNH UnitedHealth Group Inc 6.8% Added +1602%NEE NextEra Energy Inc 6.6% Added +16%AMD Advanced Micro Devices Inc 5.5% Added +30648%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.9% NewBE Bloom Energy Corp 2.5% HeldAMZN Amazon.com Inc 2.4% Trimmed −72%
XLRE Select Sector SPDR Tr 1.8% Added +74%
TSLA Tesla, Inc. 1.8% NewET Energy Transfer LP 1.7% Trimmed −8%What changed
Biggest moves since Jun 30, 2026
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