Long-term investor
Summit Securities Group LLC @summitsecuritiesgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001531593).
Record
- Tracked since 2025-06-30 (434 days), 780 trades recorded
- Returns: week n/a · month n/a · 90 days +13.8% · 6 months +15.7% · 1 year +24.9% · all +24.9%
- Max drawdown -0.7% · Sharpe 1.39 · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F105 · 7.4% · long · since 2026-03-31
- QQQ · 6.1% · long · since 2025-06-30
- 594918105 · 4.6% · long · since 2026-03-31
- AMZN · 4.6% · long · since 2025-09-30
- 023135105 · 4.6% · long · since 2026-03-31
- MSFT · 4.5% · long · since 2025-09-30
- 78462F103 · 4.4% · long · since 2025-12-31
- NEE · 3.7% · long · since 2025-06-30
- 78467X109 · 2.8% · long · since 2025-06-30
- 285512109 · 2.5% · long · since 2025-06-30
- 67066G105 · 2.0% · long · since 2026-03-31
- NVDA · 1.9% · long · since 2025-09-30
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