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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 $78,766,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 377,469 $12,313,045 15.63%
2.
Ishares Tr - MSCI ACWI EX US
 90,132 $6,050,542 7.68%
3.
Ishares Tr
 45,170 $5,391,063 6.84%
4.
Schwab Strategic Trust
 SCHD 156,384 $4,702,455 5.97%
5.
Ssga Active Etf Tr
 114,083 $4,591,842 5.83%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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