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Home > Institutional Investor > Summit Securities Group, Llc > Profile

Instuitional Investor - Summit Securities Group, Llc

Fund Profile
Filing Period:
Fund Name: Summit Securities Group, Llc
Portfolio Value $1,045,597,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustPUT
 SPY 103,700 $77,440,049 7.41%
2.
Invesco Qqq Tr
 87,110 $64,147,803 6.14%
3.
Microsoft CorpPUT
 MSFT 129,700 $48,380,694 4.63%
4.
Amazon Com IncPUT
 AMZN 200,000 $47,668,000 4.56%
5.
Amazon Com Inc
 AMZN 200,000 $47,668,000 4.56%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.