StockDriftsStockDriftsTop 50 Summit Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSJP | INVESCO EXCH TRD SLF IDX FD | 9.36% | 492.7K | $11.4M | — | — | — | 2025-06-30 |
| IWF | ISHARES TR | 7.14% | 20.1K | $8.7M | — | — | — | 2025-06-30 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 7.01% | 432.2K | $8.5M | — | — | — | 2025-06-30 |
| IBHF | ISHARES TR | 5.8% | 304.2K | $7.0M | — | — | — | 2025-06-30 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 5.42% | 282.0K | $6.6M | — | — | — | 2025-06-30 |
| IBDS | ISHARES TR | 5.24% | 262.4K | $6.4M | — | — | — | 2025-06-30 |
| IWB | ISHARES TR | 5.16% | 18.3K | $6.3M | — | — | — | 2025-06-30 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 4.07% | 252.7K | $4.9M | — | — | — | 2025-06-30 |
| IBDR | ISHARES TR | 3.72% | 186.7K | $4.5M | — | — | — | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 3.71% | 8.1K | $4.5M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.41% |
Summit Investment Advisors, Inc. reports $121.35M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are BSJP (9.4%), IWF (7.1%) and BSCR (7.0%). The top 20 holdings account for 79.4% of reported assets. Its disclosed equity book has returned +2.53% cumulatively over 2 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Summit Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055275). View Summit Investment Advisors, Inc.’s 13F filings on SEC