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Summitas Investment Management - Q3 2026 13F Filings

SU

Summitas Investment Management LLC

CIK: 0002134540
Address: Texas Mckinney 5704 Squeezepenny Lane
$132.67 M
Portfolio Value
10
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026

No buy transactions available for this period

Top Sells

Q3 2026
1. VOO Vanguard S&P 500 Etf
−$2.46 M
2. VGIT Vanguard Intermediate-Term Treasury Etf
−$675,669.65
3. VGT Vanguard Information Technology Etf
−$424,512.6
4. VEA Vanguard Ftse Developed Markets Etf
−$301,716.55
5. GLDM Spdr Gold Minishares Trust Of Beneficial Interest
−$129,926.44

Asset Allocation

Stocks/ETFs
-1.41%
$132.67 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Summitas Investment Management Q3 2026 Filing Summary

Summitas Investment Management LLC filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 132.67 M reflecting a -1.41% change from the prior quarter, spanning 10 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Summitas Investment Management’s Q3 2026 Filing

Summitas Investment Management submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Summitas Investment Management reported a managed portfolio value of 132.67 M, consisting of 10 individual positions.

This page displays the raw filing documents. To see which stocks Summitas Investment Management bought or sold during Q3 2026, please visit Summitas Investment Management's Portfolio Analysis page.