StockDriftsStockDriftsTop 50 Summa Corp. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 37.06% | 590.2K | $118.1M | -7.08%(-44.93K) | $54.55(+304.14%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 21.06% | 115.5K | $67.1M | -5.67%(-6.95K) | $133.85(+248.19%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 4.67% | 50.0K | $14.9M | +19.05%(+8.00K) | $84.19(+148.54%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.69% | 22.9K | $8.6M | +1.00%(+227) | $363.77(+38.21%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.57% | 11.0K | $8.2M | -0.25%(-27) | $654.14(+18.25%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.24% | 57.6K | $7.2M | +28.66%(+12.83K) | $94.96(+31.94%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 2.03% | 35.0K | $6.5M | +2.94%(+1.00K) | $144.20(+13.50%) | 2026-06-30 | |
| QUAL | ISHARES TR | 1.95% | 28.3K | $6.2M | +0.00%(+0) | $192.76(+17.38%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.67% | 22.3K | $5.3M | +4.72%(+1.01K) | $183.44(+49.89%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.53% | 7.1K | $4.9M | +2.78%(+192) | $612.92(+16.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +174.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +83.37% |
Summa Corp. reports $318.62M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (37.1%), AMD (21.1%) and MRVL (4.7%). The top 20 holdings account for 87.16% of reported assets. Its disclosed equity book has returned +174.01% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summa Corp.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954929). View Summa Corp.’s 13F filings on SEC