account_balance

Investment manager · 13F filer · SEC CIK 1954929

Summa Corp.

Reported value$492Mas of Sep 30, 2026
Positions91 13 new, 5 sold out
Top 10 weight77.8%NVDA alone is 28%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
NVDA NVIDIA Corp 27.6% HeldAMD Advanced Micro Devices Inc 14.4% HeldSPY SPDR S&P 500 ETF Trust 8.7% Added +410%
IWD iShares Tr 6.0% Added +537%
IWF iShares Tr 6.0% Added +311%
DBEF DBX ETF Tr 3.6% Added +275%
VEA Vanguard Tax-Managed FDS 3.3% Added +585%
MRVL Marvell Technology, Inc. 2.9% Added +7%
GINN Goldman Sachs ETF Tr 2.8% Added +209%
MSFT Microsoft Corp 2.6% Added +10%
IJH iShares Tr 1.8% New
QCOM Qualcomm Inc 1.4% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • IJH $8.72M
  • VWO $2.34M
  • EMXC $1.23M
  • JPRF $365K
arrow_upwardAdded
  • IWN +986%
  • XLV +824%
  • VEA +585%
  • IWD +537%
arrow_downwardTrimmed
  • VLO −21%
  • IEF −9%
  • SHY −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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