Notify me when SUMMIT SECURITIES GROUP LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 849 | $560,255,361 | +$428,777,032 | -$178,497,412 | +$250,279,620 | TSM, META, DIA, GDX, TSLA | 13F-HR | 17 Feb 2026, 16:00 |
| Q3 2025 | 842 | $304,577,621 | +$173,278,058 | -$162,380,787 | +$10,897,271 | AAPL, QQQ, AMZN, KRE, XOP | 13F-HR | 13 Nov 2025, 09:53 |
| Q2 2025 | 914 | $279,534,513 | +$201,697,026 | -$74,425,751 | +$127,271,275 | AZEK, QQQ, AAPL, ERIC, AMD | 13F-HR | 12 Aug 2025, 15:41 |
| Q1 2025 | 621 | $144,187,015 | +$94,842,452 | -$214,313,198 | -$119,470,746 | AAPL, QQQ, MO, CME, SPY | 13F-HR | 13 May 2025, 16:21 |
| Q4 2024 | 476 | $268,004,881 | +$227,833,479 | -$106,380,399 | +$121,453,080 | AVGO, SPY, DIA, ET, XLU | 13F-HR | 12 Feb 2025, 11:52 |
| Q3 2024 | 413 | $142,382,000 | +$54,319,887 | -$166,238,849 | -$111,918,962 | AAPL, ET, AMZN, MO, GOOGL | 13F-HR | 07 Nov 2024, 10:32 |
| Q2 2024 | 429 | $250,879,000 | +$157,483,292 | -$115,473,989 | +$42,009,303 | SPY, AAPL, AMZN, AMD, TSLA | 13F-HR | 26 Jul 2024, 10:47 |
| Q1 2024 | 272 | $218,575,000 | +$154,226,263 | -$193,389,231 | -$39,162,968 | MSFT, SPY, BITO, ET, ABBV | 13F-HR | 13 May 2024, 12:22 |
| Q4 2023 | 438 | $248,657,000 | +$196,422,261 | -$98,920,421 | +$97,501,840 | TLT, SPY, AVGO, BP, IYR | 13F-HR | 13 Feb 2024, 19:01 |
| Q3 2023 | 368 | $142,105,000 | +$82,719,387 | -$177,193,400 | -$94,474,013 | MSFT, MO, TTE, ET, AAPL | 13F-HR | 13 Nov 2023, 11:55 |
| Q2 2023 | 719 | $237,367,000 | +$101,641,159 | -$221,729,706 | -$120,088,547 | SE, QQQ, MO, QGEN, ALC | 13F-HR | 14 Aug 2023, 13:46 |
| Q1 2023 | 620 | $360,839,000 | +$149,725,837 | -$317,469,330 | -$167,743,493 | QQQ, SE, DDOG, MSFT, EEM | 13F-HR | 12 May 2023, 15:01 |
| Q4 2022 | 882 | $493,855,000 | +$318,542,199 | -$362,254,027 | -$43,711,828 | QQQ, SE, CI, DDOG, XOM | 13F-HR | 13 Feb 2023, 16:35 |
| Q3 2022 | 679 | $527,727,000 | +$380,415,740 | -$138,974,660 | +$241,441,080 | MSFT, AAPL, AMZN, TSLA, NFLX | 13F-HR | 02 Nov 2022, 10:35 |
| Q2 2022 | 698 | $297,289,000 | +$161,299,456 | -$165,773,977 | -$4,474,521 | QQQ, COP, CVX, SPY, ET | 13F-HR | 02 Aug 2022, 10:05 |
| Q1 2022 | 828 | $333,615,000 | +$111,257,574 | -$833,557,666 | -$722,300,092 | PXD, SPY, MSFT, HYG, BX | 13F-HR | 11 May 2022, 10:28 |
| Q4 2021 | 356 | $1,115,257,000 | +$763,845,870 | -$131,529,217 | +$632,316,653 | AAPL, META, SPY, XOM, WFC | 13F-HR | 18 Jan 2022, 12:14 |
| Q3 2021 | 320 | $453,744,000 | $0 | $0 | $0 | JPM, SPY, PFE, TSM, CAT | 13F-HR | 19 Oct 2021, 21:50 |
| Q2 2021 | 332 | $469,799,000 | $0 | $0 | $0 | JPM, PSXP, WFC, PARA, TSM | 13F-HR | 19 Jul 2021, 13:31 |
| Q1 2021 | 247 | $338,384,000 | $0 | $0 | $0 | MO, GME, PARA, AVGO, NXPI | 13F-HR | 14 Apr 2021, 09:54 |
| Q4 2020 | 251 | $399,451,000 | $0 | $0 | $0 | QCOM, MO, GDX, AAPL, BX | 13F-HR | 25 Feb 2021, 14:07 |
| Q3 2020 | 147 | $266,528,000 | $0 | $0 | $0 | AAPL, SPY, MSFT, UPS, SWK | 13F-HR | 19 Oct 2020, 11:46 |
| Q2 2020 | 136 | $19 | $0 | $0 | $0 | AIKI | 13F-HR | 06 Aug 2020, 12:17 |
| Q1 2020 | 108 | $1 | $0 | $0 | $0 | TBLT | 13F-HR | 28 Apr 2020, 16:51 |
| Q4 2019 | 200 | $11,831 | $0 | $0 | $0 | VALE, SMH, RSX, ARCH, ERI | 13F-HR | 13 Jan 2020, 10:00 |
| Q3 2019 | 139 | $920 | $0 | $0 | $0 | FNJN, WVE | 13F-HR | 18 Oct 2019, 10:10 |
| Q2 2019 | 128 | $4,320 | $0 | $0 | $0 | AVYAQ, FNJN, MITK, ITCI, WVE | 13F-HR | 16 Jul 2019, 15:44 |
| Q1 2019 | 97 | $104,978,000 | $0 | $0 | $0 | QCOM, VCIT, HD, AVGO, HYG | 13F-HR | 09 May 2019, 11:40 |
| Q4 2018 | 137 | $264,115,000 | $0 | $0 | $0 | GOLDZZZZ, FCB, JPM, T, BA | 13F-HR | 23 Jan 2019, 16:18 |
| Q3 2018 | 139 | $257,264,000 | +$159,646,152 | -$183,580,016 | -$23,933,864 | ANDV, QCOM, CI, SHPG, BPY | 13F-HR | 13 Nov 2018, 12:31 |
| Q2 2018 | 123 | $261,099,000 | +$200,564,777 | -$61,837,114 | +$138,727,663 | AAPL, DPS, TEP, QQQ, BA | 13F-HR | 27 Jul 2018, 10:21 |
| Q1 2018 | 78 | $122,839,000 | $0 | $0 | $0 | BAC, BA, DPS, QCOM, VCIT | 13F-HR | 01 May 2018, 14:12 |
| Q4 2017 | 157 | $392,572,000 | +$211,957,807 | -$52,002,647 | +$159,955,160 | AAPL, BAC, ABT, NVDA, QCOM | 13F-HR | 01 Feb 2018, 10:27 |
| Q3 2017 | 113 | $214,317,000 | $0 | $0 | $0 | AAPL, BAC, WMT, DIA, VCIT | 13F-HR | 30 Oct 2017, 14:15 |
| Q2 2017 | 170 | $324,532,000 | +$224,259,387 | -$166,954,825 | +$57,304,562 | AAPL, DIA, MSFT, JPM, IGSB | 13F-HR | 02 Aug 2017, 11:40 |
| Q1 2017 | 263 | $263,883,000 | +$153,034,749 | -$189,245,159 | -$36,210,410 | AAPL, DIA, CCMP, IGSB, EMB | 13F-HR | 02 May 2017, 15:39 |
| Q4 2016 | 210 | $285,589,000 | +$233,668,084 | -$144,135,897 | +$89,532,187 | FXI, IGSB, DIA, BAC, ROST | 13F-HR | 25 Jan 2017, 12:07 |
| Q3 2016 | 113 | $195,442,000 | +$156,786,331 | -$147,255,918 | +$9,530,413 | PG, AAPL, VCSH, MSFT, IGSB | 13F-HR | 07 Nov 2016, 14:29 |
| Q2 2016 | 216 | $183,287,000 | +$145,075,737 | -$103,459,227 | +$41,616,510 | HYG, TLT, IGIB, PCLN, SPY | 13F-HR | 12 Aug 2016, 11:57 |
| Q1 2016 | 131 | $141,923,000 | +$130,680,999 | -$298,108,157 | -$167,427,158 | VCSH, FOXA, CHKP, NXPI, AGG | 13F-HR | 11 May 2016, 15:07 |
| Q4 2015 | 222 | $307,734,000 | +$253,000,822 | -$61,949,563 | +$191,051,259 | DIA, GE, DIS, SBUX, JPM | 13F-HR | 11 Feb 2016, 17:02 |
| Q3 2015 | 287 | $114,548,000 | +$53,833,044 | -$126,852,721 | -$73,019,677 | AAPL, GILD, BIV, LQD, IGIB | 13F-HR | 12 Nov 2015, 13:28 |
| Q2 2015 | 438 | $204,767,000 | +$124,853,618 | -$48,956,409 | +$75,897,209 | AAPL, TWC, GILD, DIS, JPM | 13F-HR | 05 Aug 2015, 14:15 |
| Q1 2015 | 321 | $115,642,000 | +$40,223,436 | -$266,311,968 | -$226,088,532 | AAPL, SPY, SBUX, VCLT, WMT | 13F-HR | 22 Apr 2015, 14:39 |
| Q4 2014 | 455 | $341,946,000 | +$152,585,291 | -$144,983,347 | +$7,601,944 | AAPL, BAC, MSFT, JPM, MDT | 13F-HR | 05 Feb 2015, 15:36 |
| Q3 2014 | 536 | $337,750,000 | +$150,591,347 | -$102,900,669 | +$47,690,678 | INTC, BAC, XLP, MSFT, AAPL | 13F-HR | 13 Nov 2014, 11:53 |
| Q2 2014 | 472 | $289,492,000 | +$205,070,847 | -$45,384,203 | +$159,686,644 | AAPL, GE, CMCSA, JPM, XLP | 13F-HR | 12 Aug 2014, 12:06 |
| Q1 2014 | 327 | $165,368,000 | +$53,699,458 | -$463,820,831 | -$410,121,373 | AAPL, XLP, TLT, CSCO, MCD | 13F-HR | 17 Apr 2014, 10:42 |
| Q4 2013 | 417 | $572,408,000 | $0 | $0 | $0 | AAPL, SPY, CME, DOW, QCOM | 13F-HR | 13 Feb 2014, 15:04 |