StockDriftsStockDriftsTop 18 Summerhill Capital Management lnc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC. CL-A | 14.08% | 49.3K | $17.6M | -1.71%(-861) | $161.88(+117.11%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICE LTD. | 13.87% | 29.9K | $17.4M | -8.11%(-2.64K) | $182.52(+155.34%) | 2026-06-30 | |
| RY | ROYAL BANK CDA | 9.17% | 55.6K | $11.5M | -2.83%(-1.62K) | $104.58(+103.32%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 8.16% | 31.2K | $10.2M | -2.30%(-735) | $191.12(+89.14%) | 2026-06-30 | |
| BIP | BROOKFIELD INFRASTRUCTURE PARTNERS L.P. | 6.88% | 236.1K | $8.6M | +1.58%(+3.67K) | $31.48(+23.91%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 6.77% | 35.6K | $8.5M | -2.91%(-1.07K) | $169.52(+62.19%) | 2026-06-30 | |
| MSFT | MICROSOFT | 6.52% | 21.9K | $8.2M | +27.69%(+4.75K) | $393.12(+27.89%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 5.77% | 17.0K | $7.2M | +2.87%(+473) | $319.04(+42.64%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.13% | 9.2K | $5.2M | -27.97%(-3.57K) | $579.86(+2.91%) | 2026-06-30 | |
| FSLR | FIRST SOLAR INC. | 3.96% | 21.0K | $5.0M | -1.82%(-390) | $178.86(+37.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +50.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.00% |
Summerhill Capital Management lnc. reports $125.27M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (14.1%), AMD (13.9%) and RY (9.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +50.81% cumulatively over 9 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 Summerhill Capital Management lnc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2017598). View Summerhill Capital Management lnc.’s 13F filings on SEC