Institutional Fund
Summa Corp.
Tomball, TXCIK 19549295 filings on record
Portfolio Value
$241.91M
Q1 2026
Holdings
83
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+3.8%
from $233.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation45.8%
- Advanced Micro Devices Inc10.3%
- Microsoft Corp3.5%
- Spdr S&P 500 ETF Tr3.0%
- Ishares Tr2.2%
- Ishares Tr2.0%
- Other33.3%
Portfolio Holdings
83 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 635.1K | $110.76M | 45.8% | −60 | Reduced |
| 2 | Advanced Micro Devices Inc | 122.5K | $24.91M | 10.3% | +704 | Added |
| 3 | Microsoft Corp | 22.7K | $8.41M | 3.5% | +590 | Added |
| 4 | Spdr S&P 500 ETF Tr | 11.0K | $7.15M | 3.0% | +9.3K | Added |
| 5 | Ishares Tr | 28.3K | $5.43M | 2.2% | +28.3K | New |
| 6 | Ishares Tr | 11.2K | $4.77M | 2.0% | +164 | Added |
| 7 | Amazon Com Inc | 21.3K | $4.44M | 1.8% | +240 | Added |
| 8 | Qualcomm Inc | 34.0K | $4.38M | 1.8% | −1.0K | Reduced |
| 9 | Marvell Technology Inc | 42.0K | $4.16M | 1.7% | +2.0K | Added |
| 10 | Vanguard Index Fds | 6.9K | $4.13M | 1.7% | +6.9K | New |
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