Long-term investor
Summit Investment Advisory Services, LLC @summitinvestmentadvisory
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001914395).
Record
- Tracked since 2025-06-30 (450 days), 152 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.1% · 1 year n/a · all +0.1%
- Max drawdown n/a · win rate 67% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 12.6% · long · since 2025-09-30
- 746729300 · 11.1% · long · since 2026-06-30
- 14020G101 · 11.1% · long · since 2025-09-30
- 35473P439 · 8.0% · long · since 2025-09-30
- 14019W109 · 7.4% · long · since 2025-09-30
- 31423L800 · 6.7% · long · since 2026-06-30
- 46434V621 · 6.5% · long · since 2025-09-30
- 14020V108 · 5.6% · long · since 2025-09-30
- 31423L602 · 3.9% · long · since 2026-06-30
- 31609A206 · 3.8% · long · since 2025-09-30
- 78464A805 · 2.6% · long · since 2025-09-30
- 464287309 · 2.3% · long · since 2025-09-30