Summerhill Capital Management Lnc. Top Holdings and 13F Report (2025) About Summerhill Capital Management Lnc.Investment ActivitySummerhill Capital Management Lnc. has $74.59 million in total holdings as of March 31, 2025.Summerhill Capital Management Lnc. owns shares of 21 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 61.17% of the portfolio was sold this quarter.This quarter, Summerhill Capital Management Lnc. has purchased 20 new stocks and bought additional shares in 1 stock.Summerhill Capital Management Lnc. sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $7,633,958JPMorgan Chase & Co. $7,580,506Meta Platforms $7,395,275Brookfield Infrastructure Partners $7,003,675Amazon.com $6,692,396 Largest New Holdings this Quarter 15101Q207 - CELESTICA INC $2,283,113 Holding670100205 - Novo Nordisk A/S $9,027 Holding Largest Purchases this Quarter CELESTICA INC 28,913 shares (about $2.28M)ANSYS 68 shares (about $21.53K)Novo Nordisk A/S 130 shares (about $9.03K) Largest Sales this Quarter Adobe 18,342 shares (about $7.03M)PayPal 68,871 shares (about $4.49M)Microsoft 11,101 shares (about $4.17M)Amazon.com 20,215 shares (about $3.85M)Canadian Pacific Kansas City 53,626 shares (about $3.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummerhill Capital Management Lnc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$7,633,958$2,852,799 ▼-27.2%49,36610.2%Computer and TechnologyJPMJPMorgan Chase & Co.$7,580,506$2,250,628 ▼-22.9%30,90310.2%FinanceMETAMeta Platforms$7,395,275$66,281 ▼-0.9%12,8319.9%Computer and TechnologyBIPBrookfield Infrastructure Partners$7,003,675$2,474,232 ▼-26.1%235,1059.4%FinanceAMZNAmazon.com$6,692,396$3,846,106 ▼-36.5%35,1759.0%Retail/WholesaleRYRoyal Bank of Canada$6,267,055$252,802 ▼-3.9%55,5808.4%FinanceMSFTMicrosoft$6,152,267$4,167,205 ▼-40.4%16,3898.2%Computer and TechnologyFSLRFirst Solar$5,541,174$52,468 ▼-0.9%43,8287.4%EnergyCPCanadian Pacific Kansas City$3,578,064$3,767,174 ▼-51.3%50,9344.8%TransportationPYPLPayPal$3,090,240$4,493,833 ▼-59.3%47,3604.1%Computer and TechnologyCAECAE$3,068,113$3,138,696 ▼-50.6%124,6674.1%AerospaceCNICanadian National Railway$2,392,740$2,151,255 ▼-47.3%24,5633.2%TransportationCELESTICA INC$2,283,113$2,283,113 ▲New Holding28,9133.1%COMVRTVertiv$1,980,446$2,579,706 ▼-56.6%27,4302.7%Computer and TechnologyANSSANSYS$1,964,888$21,526 ▲1.1%6,2072.6%Computer and TechnologyETNEaton$1,791,360$1,977,564 ▼-52.5%6,5902.4%IndustrialsTUTELUS$131,943$3,015 ▼-2.2%9,1900.2%UtilitiesADBEAdobe$12,273$7,034,730 ▼-99.8%320.0%Computer and TechnologyISHARES CORE S&P 500 INDEX$9,441$12,158 ▼-56.3%2710.0%ETFNVONovo Nordisk A/S$9,027$9,027 ▲New Holding1300.0%MedicalINTUIntuit$8,596$3,663,124 ▼-99.8%140.0%Computer and TechnologyQSRRestaurant Brands International$0$840,860 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
