Summerhill Capital Management Lnc. Top Holdings and 13F Report (2026) About Summerhill Capital Management Lnc.Investment ActivitySummerhill Capital Management Lnc. has $125.27 million in total holdings as of June 30, 2026.Summerhill Capital Management Lnc. owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.77% of the portfolio was purchased this quarter.About 16.05% of the portfolio was sold this quarter.This quarter, Summerhill Capital Management Lnc. has purchased 35 new stocks and bought additional shares in 7 stocks.Summerhill Capital Management Lnc. sold shares of 10 stocks and completely divested from 18 stocks this quarter.Largest Holdings Alphabet $17,635,852Advanced Micro Devices $17,376,761Royal Bank Of Canada $11,488,851JPMorgan Chase & Co. $10,225,462Brookfield Infrastructure Partners $8,614,595 Largest New Holdings this Quarter N3167Y103 - Ferrari $2,380,422 Holding Largest Purchases this Quarter Ferrari 6,394 shares (about $2.38M)Microsoft 4,746 shares (about $1.77M)Eaton 473 shares (about $201.55K)Brookfield Infrastructure Partners 3,671 shares (about $133.95K)Relx 2,941 shares (about $93.14K) Largest Sales this Quarter Vertiv 6,948 shares (about $2.33M)Meta Platforms 3,566 shares (about $2.01M)Advanced Micro Devices 2,639 shares (about $1.53M)Royal Bank Of Canada 1,617 shares (about $334.19K)Alphabet 861 shares (about $307.70K) 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$17,635,852$307,696 â–¼-1.7%49,34914.1%Communication ServicesAMDAdvanced Micro Devices$17,376,761$1,533,022 â–¼-8.1%29,91313.9%TechnologyRYRoyal Bank Of Canada$11,488,851$334,187 â–¼-2.8%55,5909.2%FinanceJPMJPMorgan Chase & Co.$10,225,462$240,588 â–¼-2.3%31,2398.2%FinanceBIPBrookfield Infrastructure Partners$8,614,595$133,955 â–²1.6%236,0816.9%UtilitiesAMZNAmazon.com$8,479,422$254,547 â–¼-2.9%35,5776.8%Consumer DiscretionaryMSFTMicrosoft$8,164,289$1,770,353 â–²27.7%21,8876.5%TechnologyETNEaton$7,228,700$201,555 â–²2.9%16,9645.8%IndustrialsMETAMeta Platforms$5,172,129$2,008,692 â–¼-28.0%9,1824.1%Communication ServicesFSLRFirst Solar$4,959,879$92,024 â–¼-1.8%21,0204.0%TechnologyCPCanadian Pacific Kansas City$4,585,344$198,155 â–¼-4.1%52,9913.7%IndustrialsBIRKENSTOCK HOLDINGS$4,185,227$76,722 â–²1.9%97,2633.3%COM SHSCELESTICA INC$3,661,812$36,764 â–²1.0%10,0602.9%COMCNICanadian National Railway$3,182,074$107,058 â–¼-3.3%26,7212.5%IndustrialsCAECAE$3,112,910$31,662 â–²1.0%124,5692.5%IndustrialsVRTVertiv$2,923,313$2,326,329 â–¼-44.3%8,7312.3%IndustrialsRACEFerrari$2,380,422$2,380,422 â–²New Holding6,3941.9%Consumer DiscretionaryRELXRelx$1,889,052$93,141 â–²5.2%59,6481.5%IndustrialsCVECenovus Energy$0$2,193,693 â–¼-100.0%00.0%EnergyGLDSPDR Gold Shares$0$1,615,739 â–¼-100.0%00.0%ETFXOMExxonMobil$0$1,040,185 â–¼-100.0%00.0%EnergyCNQCanadian Natural Resources$0$853,763 â–¼-100.0%00.0%EnergySUSuncor Energy$0$842,341 â–¼-100.0%00.0%EnergyXLEEnergy Select Sector SPDR Fund$0$838,404 â–¼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$682,381 â–¼-100.0%00.0%FinanceTRPTC Energy$0$666,371 â–¼-100.0%00.0%EnergyPBAPembina Pipeline$0$610,326 â–¼-100.0%00.0%EnergyCVXChevron$0$491,388 â–¼-100.0%00.0%EnergyCMCanadian Imperial Bank of Commerce$0$411,628 â–¼-100.0%00.0%FinanceBMOBank Of Montreal$0$392,953 â–¼-100.0%00.0%FinanceSLFSun Life Financial$0$380,199 â–¼-100.0%00.0%FinanceAAPLApple$0$376,371 â–¼-100.0%00.0%TechnologyTXNTexas Instruments$0$352,364 â–¼-100.0%00.0%TechnologyMAMastercard$0$343,266 â–¼-100.0%00.0%FinanceBNBrookfield$0$315,517 â–¼-100.0%00.0%FinanceBAMBrookfield Asset Management$0$295,162 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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