Long-term investor
Summit Financial Consulting LLC @summitfinancialconsultin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002065794).
Record
- Tracked since 2025-06-30 (449 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.0% · 1 year n/a · all -0.0%
- Max drawdown n/a · win rate 63% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464288513 · 14.8% · long · since 2025-06-30
- 464287242 · 14.8% · long · since 2025-06-30
- 808524201 · 10.0% · long · since 2025-09-30
- 92206C664 · 5.6% · long · since 2026-03-31
- 464287234 · 5.5% · long · since 2025-06-30
- 464287721 · 5.4% · long · since 2025-09-30
- 464287713 · 5.2% · long · since 2025-06-30
- 464287838 · 5.2% · long · since 2026-03-31
- 464287796 · 5.0% · long · since 2025-06-30
- 46138G649 · 4.7% · long · since 2025-09-30
- 464287309 · 3.3% · long · since 2025-09-30
- 46137V233 · 2.7% · long · since 2025-06-30