Long-term investor

Summit Asset Management, LLC @summitassetmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001509974).

Record

  • Tracked since 2025-06-30 (431 days), 25 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.7% · 6 months +9.1% · 1 year +14.6% · all +14.6%
  • Max drawdown -0.4% · Sharpe 1.18 · win rate 29% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524797 · 8.4% · long · since 2025-06-30
  • 808524300 · 6.2% · long · since 2025-06-30
  • 808524508 · 5.9% · long · since 2025-06-30
  • 808524805 · 5.7% · long · since 2025-06-30
  • 808524409 · 5.5% · long · since 2025-06-30
  • 92189F643 · 5.2% · long · since 2025-06-30
  • 92206C870 · 4.4% · long · since 2025-06-30
  • 464287226 · 4.1% · long · since 2025-06-30
  • 464287804 · 3.3% · long · since 2025-06-30
  • 464287200 · 3.1% · long · since 2025-06-30
  • 97717X594 · 2.6% · long · since 2025-06-30
  • 46435UAA9 · 2.4% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.