StockDriftsStockDriftsTop 10 Summitas Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 50.09% | 98.1K | $67.4M | -4.62%(-4.75K) | $619.62(+15.39%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 12.37% | 209.6K | $16.6M | -4.57%(-10.03K) | $80.91(+6.35%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 9.74% | 109.7K | $13.1M | -3.22%(-3.65K) | $93.69(+31.27%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.72% | 153.3K | $9.0M | -13.32%(-23.57K) | $59.98(-2.42%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.61% | 106.0K | $7.6M | -2.84%(-3.10K) | $61.19(+20.17%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 4.76% | 159.6K | $6.4M | +4.32%(+6.60K) | $36.10(+16.29%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.39% | 71.3K | $5.9M | -7.38%(-5.68K) | $66.57(+22.11%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.17% | 71.6K | $4.3M | +9.85%(+6.42K) | $54.12(+11.50%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 1.62% | 43.7K | $2.2M | +14.24%(+5.44K) | $49.90(-0.37%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.52% | 7.1K | $2.0M | +0.00%(+0) | $263.24(+15.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.63% |
Summitas Investment Management LLC reports $134.56M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are VOO (50.1%), GLDM (12.4%) and VGT (9.7%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +8.68% cumulatively over 2 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 Summitas Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2134540). View Summitas Investment Management LLC’s 13F filings on SEC