Summit, NJCIK 13042294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
196 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 80.9K | $21.99M | 3.6% | −1.2K | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 71.4K | $21.71M | 3.6% | −2.2K | Reduced |
| 3 | Vanguard Scottsdale Fds | 441.8K | $20.80M | 3.4% | −33.9K | Reduced |
| 4 | Ishares Tr |
| 206.9K |
| $19.89M |
| 3.3% |
| −40.2K |
| Reduced |
| 5 | Janus Detroit Str Tr | 414.2K | $18.92M | 3.1% | −17.4K | Reduced |
| 6 | Alphabet Inc | 58.7K | $18.37M | 3.0% | +62 | Added |
| 7 | Microsoft Corp | 37.9K | $18.33M | 3.0% | −1.1K | Reduced |
| 8 | Ishares Tr | 517.9K | $16.03M | 2.6% | −84.1K | Reduced |
| 9 | Spdr Series Trust | 509.5K | $14.92M | 2.5% | +137.4K | Added |
| 10 | Invesco Exchange Traded Fd T | 71.2K | $13.64M | 2.3% | −174 | Reduced |
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