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Home > Institutional Investor > Summit X, Llc > Profile

Instuitional Investor - Summit X, Llc

Fund Profile
Filing Period:
Fund Name: Summit X, Llc
Portfolio Value $536,383,759
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 326,178 $35,618,692 6.64%
2.
Nvidia Corp
 NVDA 144,953 $22,944,846 4.28%
3.
Ishares Trust
 IEF 36,430 $22,622,303 4.22%
4.
Blackrock Etf Trust
 388,485 $21,156,952 3.94%
5.
Apple Inc.
 AAPL 101,856 $20,899,267 3.9%
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)