Summerhill Capital Management Lnc. Top Holdings and 13F Report (2026) About Summerhill Capital Management Lnc.Investment ActivitySummerhill Capital Management Lnc. has $114.60 million in total holdings as of March 31, 2026.Summerhill Capital Management Lnc. owns shares of 35 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 18.80% of the portfolio was purchased this quarter.About 6.26% of the portfolio was sold this quarter.This quarter, Summerhill Capital Management Lnc. has purchased 17 new stocks and bought additional shares in 12 stocks.Summerhill Capital Management Lnc. sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $14,438,388JPMorgan Chase & Co. $9,405,472Royal Bank Of Canada $9,229,292Brookfield Infrastructure Partners $8,394,649Amazon.com $7,633,520 Largest New Holdings this Quarter 15135U109 - Cenovus Energy $2,193,693 Holding759530108 - Relx $1,879,837 Holding78463V107 - SPDR Gold Shares $1,615,739 Holding30231G102 - ExxonMobil $1,040,185 Holding136385101 - Canadian Natural Resources $853,763 Holding Largest Purchases this Quarter Advanced Micro Devices 13,483 shares (about $2.74M)Cenovus Energy 82,822 shares (about $2.19M)Relx 56,707 shares (about $1.88M)Eaton 4,874 shares (about $1.74M)SPDR Gold Shares 3,755 shares (about $1.62M) Largest Sales this Quarter First Solar 22,328 shares (about $4.40M)Meta Platforms 13 shares (about $7.44K)Brookfield Infrastructure Partners 14 shares (about $505.68) 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$14,438,388$314,591 ▲2.2%50,21012.6%Computer and TechnologyJPMJPMorgan Chase & Co.$9,405,472$361,228 ▲4.0%31,9748.2%FinanceRYRoyal Bank Of Canada$9,229,292$400,102 ▲4.5%57,2078.1%FinanceBIPBrookfield Infrastructure Partners$8,394,649$506 ▼0.0%232,4107.3%FinanceAMZNAmazon.com$7,633,520$328,505 ▲4.5%36,6456.7%Retail/WholesaleMETAMeta Platforms$7,293,513$7,438 ▼-0.1%12,7486.4%Computer and TechnologyAMDAdvanced Micro Devices$6,622,053$2,742,847 ▲70.7%32,5525.8%Computer and TechnologyMSFTMicrosoft$6,345,084$312,053 ▲5.2%17,1415.5%Computer and TechnologyETNEaton$5,898,336$1,743,284 ▲42.0%16,4915.1%IndustrialsCPCanadian Pacific Kansas City$4,341,496$367,073 ▲9.2%55,2813.8%TransportationFSLRFirst Solar$4,223,337$4,404,422 ▼-51.0%21,4103.7%EnergyVRTVertiv$3,928,8440.0%15,6793.4%Computer and TechnologyBIRKENSTOCK HOLDINGS$3,421,048$1,577 ▲0.0%95,4803.0%COM SHSCAECAE$3,203,959$2,053 ▲0.1%123,3022.8%AerospaceCNICanadian National Railway$2,837,098$359,106 ▲14.5%27,6202.5%TransportationCELESTICA INC$2,803,724$25,619 ▲0.9%9,9592.4%COMCVECenovus Energy$2,193,693$2,193,693 ▲New Holding82,8221.9%EnergyRELXRelx$1,879,837$1,879,837 ▲New Holding56,7071.6%Computer and TechnologyGLDSPDR Gold Shares$1,615,739$1,615,739 ▲New Holding3,7551.4%FinanceXOMExxonMobil$1,040,185$1,040,185 ▲New Holding6,1310.9%EnergyCNQCanadian Natural Resources$853,763$853,763 ▲New Holding17,5370.7%EnergySUSuncor Energy$842,341$842,341 ▲New Holding12,7610.7%EnergyXLEEnergy Select Sector SPDR Fund$838,404$838,404 ▲New Holding13,6860.7%ETFBRK.BBerkshire Hathaway$682,381$682,381 ▲New Holding1,4240.6%FinanceTRPTC Energy$666,371$666,371 ▲New Holding10,6630.6%EnergyPBAPembina Pipeline$610,326$610,326 ▲New Holding13,6620.5%EnergyCVXChevron$491,388$491,388 ▲New Holding2,3750.4%EnergyCMCanadian Imperial Bank of Commerce$411,628$411,628 ▲New Holding4,3520.4%FinanceBMOBank Of Montreal$392,953$392,953 ▲New Holding2,9070.3%FinanceSLFSun Life Financial$380,199$380,199 ▲New Holding6,0810.3%FinanceAAPLApple$376,371$376,371 ▲New Holding1,4830.3%Computer and TechnologyTXNTexas Instruments$352,364$352,364 ▲New Holding1,8150.3%Computer and TechnologyMAMastercard$343,266$343,266 ▲New Holding6870.3%Business ServicesBNBrookfield$315,517$315,517 ▲New Holding7,8020.3%FinanceBAMBrookfield Asset Management$295,162$295,162 ▲New Holding6,6520.3%FinancePYPLPayPal$0$2,761,608 ▼-100.0%00.0%Business ServicesShowing 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. 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