Summit Securities Group
Summit Securities Group reported 910 stocks worth $516M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are QQQ (12.4%), AMZN (9.2%) and MSFT (9.0%). Compared with Q1 2026, the fund opened new positions in DIA, PB and XLRE, added to QQQ, AMZN and MSFT, trimmed NVDA, AVGO and B and sold out of WIX, KRE and NKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $64.1M | 12.4% | 87K | +27K (+45%) | 7 of 8 | |
| 2 |  AMZN Amazon Com Inc | $47.7M | 9.2% | 200K | +152K (+315%) | 5 of 8 | |
| 3 |  MSFT Microsoft Corp | $46.6M | 9.0% | 125K | +123K (+7965%) | 6 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $46.5M | 9.0% | 62K | +51K (+446%) | 5 of 8 | |
| 5 |  NEE Nextera Energy Inc | $38.2M | 7.4% | 435K | +434K (+32335%) | 6 of 8 | |
| 6 |  DIA Spdr Dow Jones Indl Average | $29.7M | 5.8% | 57K | New position | 6 of 8 | |
| 7 |  NVDA Nvidia Corporation | $20.2M | 3.9% | 101K | −25K (−20%) | 4 of 8 | |
| 8 |  GOOG Alphabet Inc | $17.7M | 3.4% | 50K | +50K (+49900%) | 5 of 8 | |
| 9 |  BE Bloom Energy Corp | $15.6M | 3.0% | 52K | +598 (+1%) | 4 of 8 | |
| 10 |  AAPL Apple Inc | $14.8M | 2.9% | 51K | +777 (+2%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WIX Wix Com Ltd | $1.8M | 20K |
 KRE Spdr Series Trust | $1.6M | 24K |
TERNS PHARMACEUTICALS INC | $1.2M | 23K |
 NKE Nike Inc | $1.2M | 22K |
 GS Goldman Sachs Group Inc | $997K | 1,179 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SPY State Str Spdr S&P 500 ETF T | Put | $77.4M | 104K | +52,500 |
MSFT Microsoft Corp | Put | $48.4M | 130K | +125,000 |
AMZN Amazon Com Inc | Put | $47.7M | 200K | +198,800 |
NVDA Nvidia Corporation | Put | $20.7M | 104K | +96,600 |
QQQ Invesco Qqq TR | Put | $18.8M | 26K | −5,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Summit Securities Group 13F FAQ
What does Summit Securities Group own?
Summit Securities Group reported 910 stocks worth $516M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are QQQ (12.4%), AMZN (9.2%) and MSFT (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Summit Securities Group buy and sell in Q2 2026?
Compared with Q1 2026: 362 new positions, 388 added to, 141 trimmed and 275 sold out. New positions include DIA, PB and XLRE. It sold all of WIX, KRE and NKE.
When will Summit Securities Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Summit Securities Group's portfolio worth?
The Q2 2026 filing reports $516M in US stocks ($1B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.