Summit, NJCIK 19093164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
762 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Johnson & Johnson | 7.05M | $1.46B | 38.4% | +35.4K | Added |
| 2 | Spdr S&P 500 ETF Tr | 731.8K | $499.02M | 13.1% | −2.1K | Reduced |
| 3 | Ishares Tr | 544.3K | $372.84M | 9.8% | +29.4K | Added |
| 4 | Apple Inc |
| 866.6K |
| $235.60M |
| 6.2% |
| −310 |
| Reduced |
| 5 | Rbb Fd Inc | 1.07M | $53.19M | 1.4% | −31.0K | Reduced |
| 6 | Microsoft Corp | 109.3K | $52.88M | 1.4% | −972 | Reduced |
| 7 | Nvidia Corporation | 195.5K | $36.45M | 1.0% | −1.6K | Reduced |
| 8 | Pepsico Inc | 219.9K | $31.56M | 0.8% | +311 | Added |
| 9 | Spdr Series Trust | 520.5K | $29.57M | 0.8% | +75.7K | Added |
| 10 | Broadcom Inc | 77.0K | $26.65M | 0.7% | +457 | Added |
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