Summit, NJCIK 15782424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
241 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 9.42M | $2.56B | 39.4% | +2.78M | Added |
| 2 | Ishares Tr | 1.36M | $645.33M | 9.9% | +76.3K | Added |
| 3 | Ishares Tr | 865.0K | $592.45M | 9.1% | +107.4K | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 828.8K |
| $565.19M |
| 8.7% |
| +104.1K |
| Added |
| 5 | Ishares Tr | 4.61M | $304.58M | 4.7% | +372.5K | Added |
| 6 | Ishares Tr | 2.29M | $275.10M | 4.2% | +185.5K | Added |
| 7 | Vanguard Index Fds | 270.2K | $169.46M | 2.6% | +126.2K | Added |
| 8 | Ishares Tr | 672.6K | $141.48M | 2.2% | +65.0K | Added |
| 9 | Eli Lilly & Co | 86.0K | $92.43M | 1.4% | +112 | Added |
| 10 | Vanguard Index Fds | 258.5K | $86.66M | 1.3% | −1.1K | Reduced |
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