Summitas Investment Management LLC Top Holdings and 13F Report (2026) About Summitas Investment Management LLCInvestment ActivitySummitas Investment Management LLC has $127.53 million in total holdings as of December 31, 2025.Summitas Investment Management LLC owns shares of 10 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.37% of the portfolio was purchased this quarter.About 6.38% of the portfolio was sold this quarter.This quarter, Summitas Investment Management LLC has purchased 10 new stocks and bought additional shares in 4 stocks.Summitas Investment Management LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $61,485,206SPDR Gold MiniShares Trust $20,359,709Vanguard Intermediate-Term Treasury ETF $10,533,157Vanguard Information Technology ETF $9,886,692Vanguard FTSE Developed Markets ETF $6,991,961 Largest Purchases this Quarter Vanguard FTSE Emerging Markets ETF 43,791 shares (about $2.37M)Vanguard S&P 500 ETF 1,928 shares (about $1.15M)FIDELITY COVINGTON TRUST 13,446 shares (about $500.19K)Vanguard Information Technology ETF 395 shares (about $275.60K) Largest Sales this Quarter SPDR Gold MiniShares Trust 35,502 shares (about $3.29M)iShares Core MSCI Emerging Markets ETF 36,215 shares (about $2.53M)Vanguard Intermediate-Term Treasury ETF 16,820 shares (about $1.00M)Vanguard FTSE Developed Markets ETF 11,795 shares (about $755.82K)Vanguard Ultra-Short Bond ETF 6,314 shares (about $314.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummitas Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$61,485,206$1,152,071 â–²1.9%102,89648.2%ETFGLDMSPDR Gold MiniShares Trust$20,359,709$3,290,677 â–¼-13.9%219,65416.0%FinanceVGITVanguard Intermediate-Term Treasury ETF$10,533,157$1,001,632 â–¼-8.7%176,8798.3%ETFVGTVanguard Information Technology ETF$9,886,692$275,599 â–²2.9%14,1707.8%ETFVEAVanguard FTSE Developed Markets ETF$6,991,961$755,824 â–¼-9.8%109,1135.5%ETFFIDELITY COVINGTON TRUST$5,689,814$500,191 â–²9.6%152,9524.5%ENHANCED INTLIEMGiShares Core MSCI Emerging Markets ETF$5,368,030$2,525,996 â–¼-32.0%76,9614.2%ETFVWOVanguard FTSE Emerging Markets ETF$3,520,655$2,366,904 â–²205.1%65,1372.8%ETFVUSBVanguard Ultra-Short Bond ETF$1,902,540$314,344 â–¼-14.2%38,2151.5%ETFAAPLApple$1,793,280$244,654 â–¼-12.0%7,0661.4%Computer and TechnologyShowing 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 Email Me a Login Link 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.
