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Home > Institutional Investor > Summitpoint Capital Management > Profile

Instuitional Investor - Summitpoint Capital Management

Fund Profile
Filing Period:
Fund Name: Summitpoint Capital Management
Portfolio Value $92,752,291
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 455,079 $15,399,890 16.6%
2.
Ishares Tr
 67,929 $7,978,206 8.6%
3.
Ishares Tr - MSCI ACWI EX US
 79,242 $6,031,120 6.5%
4.
J P Morgan Exchange Traded F - ACTIVE VALUE ETF
 73,974 $5,874,245 6.33%
5.
Schwab Strategic Trust
 SCHD 153,178 $5,647,675 6.09%
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.