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Home > Institutional Investor > Summa Corp. > Profile

Instuitional Investor - Summa Corp.

Fund Profile
Filing Period:
Fund Name: Summa Corp.
Portfolio Value $192,443,838
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 604,803 $95,552,826 49.65%
2.
Advanced Micro Devices Inc
 AMD 107,700 $15,282,630 7.94%
3.
Microsoft Corp
 MSFT 21,758 $10,822,647 5.62%
4.
Qualcomm Inc
 QCOM 34,000 $5,414,840 2.81%
5.
Ishares Trust
 IEF 11,837 $5,025,753 2.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)