StockDriftsStockDriftsTop 50 Summit Securities Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 12.43% | 87.1K | $64.1M | +45.41%(+27.20K) | $611.86(+19.72%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 9.23% | 200.0K | $47.7M | +314.94%(+151.80K) | $216.83(+21.08%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 9.03% | 125.0K | $46.6M | +7964.52%(+123.45K) | $367.69(+32.20%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 9.01% | 62.3K | $46.5M | +445.68%(+50.88K) | $676.92(+14.54%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 7.4% | 435.3K | $38.2M | +32335.39%(+433.94K) | $89.87(-4.06%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 5.76% | 56.9K | $29.7M | new | $467.79(+14.75%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.91% | 100.9K | $20.2M | -19.63%(-24.65K) | $163.38(+38.37%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.42% | 50.0K | $17.7M | +49900.00%(+49.90K) | $313.07(+9.45%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 3.03% | 51.7K | $15.6M | +1.17%(+598) | $81.04(+183.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.86% | 51.1K | $14.8M | +1.54%(+777) | $230.76(+32.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.38% | +65.90% | +8.69% | +51.67% |
| Top 20 Holdings Unweighted | +15.25% | +53.07% | +8.15% | +47.99% |
Summit Securities Group LLC reports $1.05B in US-listed equity holdings across 910 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (12.4%), AMZN (9.2%) and MSFT (9.0%). The top 20 holdings account for 79.92% of reported assets. Its disclosed equity book has returned +65.90% on a three-year cumulative basis. 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 Summit Securities Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1531593). View Summit Securities Group LLC’s 13F filings on SEC