SUMMIT SECURITIES GROUP LLC

PrivateCIK: 1531593
Location

NEW YORK, NY

1005
Positions
$809.91M
Total AUM (reported)
9.35M
Total Shares

Allocation by class

TOTAL AUM$809.91M1005 positions
COM$265.47M32.8%
TR UNIT$264.96M32.7%
UNIT SER 1$97.55M12.0%
COM SER A$39.70M4.9%
CL A$29.71M3.7%
COM NEW$13.31M1.6%
COM CL A$10.43M1.3%

Portfolio Concentration

Top 337.6%4–1020.0%11–2516.3%Rest26.2%TOP 1057.6%0%100%
Top 3$304.18M37.6%
4–10$161.94M20.0%
11–25$131.81M16.3%
Rest$211.99M26.2%

Top 3 weight

37.6%

Top 10 weight

57.6%

Voting Authority Distribution

Total shares with voting rights: 9.35M

Sole

Full voting authority

9.35M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole1005
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1005
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares344.80K
TypeSH
Market value$224.24M
27.69%
Sole
344.80K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares78.60K
TypeSH
Market value$45.37M
5.60%
Sole
78.60K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares59.91K
TypeSH
Market value$34.58M
4.27%
Sole
59.91K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares91.30K
TypeSH
Market value$33.80M
4.17%
Sole
91.30K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares51.20K
TypeSH
Market value$33.30M
4.11%
Sole
51.20K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares125.58K
TypeSH
Market value$21.90M
2.70%
Sole
125.58K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares731.80K
TypeSH
Market value$20.10M
2.48%
Sole
731.80K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares714K
TypeSH
Market value$19.61M
2.42%
Sole
714K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares30.50K
TypeSH
Market value$17.60M
2.17%
Sole
30.50K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares76.70K
TypeSH
Market value$15.64M
1.93%
Sole
76.70K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares50.30K
TypeSH
Market value$15.57M
1.92%
Sole
50.30K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares64.10K
TypeSH
Market value$13.07M
1.61%
Sole
64.10K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares50.30K
TypeSH
Market value$12.77M
1.58%
Sole
50.30K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares51.28K
TypeSH
Market value$12.43M
1.53%
Sole
51.28K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares29.60K
TypeSH
Market value$11.00M
1.36%
Sole
29.60K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares48.20K
TypeSH
Market value$10.04M
1.24%
Sole
48.20K
Shared
0.00
None
0.00

GRANITESHARES ETF TR

SOLE
2X LONG NVDA DAI
Shares125K
TypeSH
Market value$9.07M
1.12%
Sole
125K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares40K
TypeSH
Market value$8.28M
1.02%
Sole
40K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares11.42K
TypeSH
Market value$7.42M
0.92%
Sole
11.42K
Shared
0.00
None
0.00

BLOOM ENERGY CORP

SOLE
COM CL A
Shares51.10K
TypeSH
Market value$6.92M
0.85%
Sole
51.10K
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares55.70K
TypeSH
Market value$5.42M
0.67%
Sole
55.70K
Shared
0.00
None
0.00

CLEARWATER ANALYTICS HLDGS I

SOLE
CL A
Shares227.40K
TypeSH
Market value$5.38M
0.66%
Sole
227.40K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares40K
TypeSH
Market value$5.02M
0.62%
Sole
40K
Shared
0.00
None
0.00

BRIGHTHOUSE FINL INC

SOLE
COM
Shares80.50K
TypeSH
Market value$4.82M
0.60%
Sole
80.50K
Shared
0.00
None
0.00

DIREXION SHARES ETF TRUST

SOLE
DLY MSFT BULL 2X
Shares200K
TypeSH
Market value$4.60M
0.57%
Sole
200K
Shared
0.00
None
0.00
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