The Analysis of Summitas Investment Management LLC's Holdings & P&L

Currently, Summitas Investment Management LLC holds 10 types of securities in its portfolio with a total value $127.5M. In the most recent quarter, they have increased their positions in N/A (+102.9K shares, valued at $61.5M), GLDM (+219.7K shares, valued at $20.4M), VGIT (+176.9K shares, valued at $10.5M); initiated new positions in N/A (+102.9K shares, valued at $61.5M), GLDM (+219.7K shares, valued at $20.4M), VGIT (+176.9K shares, valued at $10.5M).

1M P&L

+9.1K+0.02%

3M P&L

+2.0M+3.95%

HY P&L

-70.7M-57.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A64.3M

97.3%

2Consumer Electronics1.8M

2.7%

Top Industries by Stock Count

1N/A8 stocks

88.9%

2Consumer Electronics1 stocks

11.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS102.9K sharesnew addition2026-03-312026-05-13

GLDM WORLD GOLD TR219.7K sharesnew addition2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS176.9K sharesnew addition2026-03-312026-05-13

VGT VANGUARD WORLD FD14.2K sharesnew addition2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS109.1K sharesnew addition2026-03-312026-05-13

FENI FIDELITY COVINGTON TRUST153.0K sharesnew addition2026-03-312026-05-13

IEMG ISHARES INC77.0K sharesnew addition2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F65.1K sharesnew addition2026-03-312026-05-13

Sponsored

VUSB VANGUARD BD INDEX FDS38.2K sharesnew addition2026-03-312026-05-13

AAPL APPLE INC7.1K sharesnew addition2026-03-312026-05-13

VANGUARD INDEX FDS

New

Shares102.9K

Event2026-03-31

Filed2026-05-13

GLDM

WORLD GOLD TR

New

Shares219.7K

Event2026-03-31

Filed2026-05-13

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares176.9K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

New

Shares14.2K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

New

Shares109.1K

Event2026-03-31

Filed2026-05-13

FENI

FIDELITY COVINGTON TRUST

New

Shares153.0K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

New

Shares77.0K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares65.1K

Event2026-03-31

Filed2026-05-13

VUSB

VANGUARD BD INDEX FDS

New

Shares38.2K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

New

Shares7.1K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available