Summit, NJCIK 18014134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 34.1K | $9.26M | 4.5% | −1.4K | Reduced |
| 2 | Nvidia Corporation | 48.5K | $9.04M | 4.4% | −2.1K | Reduced |
| 3 | Ishares Gold Tr | 104.0K | $8.44M | 4.1% | −5.3K | Reduced |
| 4 | Microsoft Corp |
| 16.6K |
| $8.04M |
| 3.9% |
| −740 |
| Reduced |
| 5 | Ge Vernova Inc | 8.4K | $5.49M | 2.7% | −704 | Reduced |
| 6 | Rtx Corporation | 29.1K | $5.34M | 2.6% | −1.6K | Reduced |
| 7 | Wisdomtree Tr | 201.0K | $5.19M | 2.5% | −4.6K | Reduced |
| 8 | Ge Aerospace | 15.6K | $4.82M | 2.3% | −989 | Reduced |
| 9 | Walmart Inc | 42.2K | $4.70M | 2.3% | −1.5K | Reduced |
| 10 | Ishares Tr | 17.8K | $4.39M | 2.1% | +1.2K | Added |
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