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 (473 days), 1264 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months +39.8% · 1 year +41.2% · all +41.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY_PUT · 7.4% · long · since 2026-03-31
- 46090E103 · 6.1% · long · since 2025-06-30
- 594918105_PUT · 4.6% · long · since 2026-03-31
- AMZN · 4.6% · long · since 2025-09-30
- 023135105_PUT · 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
- DIA · 2.8% · long · since 2025-06-30
- 67066G105_PUT · 2.0% · long · since 2026-03-31
- NVDA · 1.9% · long · since 2025-09-30
- 46090E105_PUT · 1.8% · long · since 2026-03-31