Summit, NJCIK 10858674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
166 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 723.0K | $51.63M | 12.2% | +26.1K | Added |
| 2 | Select Sector Spdr Tr | 266.7K | $38.40M | 9.1% | +133.6K | Added |
| 3 | Ishares Tr | 382.7K | $38.23M | 9.0% | −1.2K | Reduced |
| 4 | Apple Inc |
| 86.7K |
| $23.57M |
| 5.6% |
| +47 |
| Added |
| 5 | Alphabet Inc | 64.9K | $20.38M | 4.8% | −188 | Reduced |
| 6 | Vanguard Index Fds | 31.7K | $19.91M | 4.7% | −381 | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 28.6K | $19.52M | 4.6% | +1.1K | Added |
| 8 | Microsoft Corp | 39.2K | $18.97M | 4.5% | −41 | Reduced |
| 9 | Jpmorgan Chase & Co. | 47.8K | $15.40M | 3.6% | −3 | Reduced |
| 10 | Ziff Davis Inc | 420.2K | $14.77M | 3.5% | +13.7K | Added |
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