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SUMMA CORP. 13F portfolio summary

SUMMA CORP. of SUMMA CORP. has 83 current stock holdings with a reported portfolio value of $318.6M. The portfolio 1 year return is +46.20%. Top holdings include NVDA (37.06%), AMD (21.06%), MRVL (4.67%), MSFT (2.69%), SPY (2.57%).

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SUMMA CORP.

SUMMA CORP.
Latest filing: 2026-06-30

SUMMA CORP. runs SUMMA CORP. and currently holds 83 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $318.62M. Their top holdings are NVDA, AMD, MRVL, MSFT, SPY. The top five represent 68.1% of reported portfolio weight. SUMMA CORP. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SUMMA CORP. initiated 6 new positions. They added to 23 existing positions. They trimmed 18 positions. Their current best-performing preview position is MRVL with returns of +200.75%.

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Top 5 Holdings
NVDA37.1%
AMD21.1%
MRVL4.7%
MSFT2.7%
SPY2.6%
Top 5: 68.1%
Portfolio Returns
1 Year
+46.20%
#0/1000
3 Year
+147.72%
#0/1000
5 Year
+147.72%
#0/1000

Portfolio Value

$318.62M

Alpha Score

116.0

#0 of 1000

Holdings

83

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83 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
37.06%$58.54$214.76+266.86%
Trimmed
-7.08%
AMD
ADVANCED MICRO DEVICES INC
21.06%$150.59$473.25+214.26%
Trimmed
-5.67%
MRVL
MARVELL TECHNOLOGY INC
4.67%$103.44$237.04+129.16%
Added
+19.05%
MSFT
MICROSOFT CORP
2.69%$388.28$483.24+24.46%
Added
+1.00%
SPY
STATE STR SPDR S&P 500 ETF T
2.57%$645.43$765.62+18.62%
Trimmed
-0.25%
IWF
ISHARES TR
2.24%$109.87$122.38+11.39%
Added
+414.64%
QCOM
QUALCOMM INC
2.03%$160.14$160.75+0.38%
Added
+2.94%
QUAL
ISHARES TR
1.95%$191.81$223.23+16.38%
Held
AMZN
AMAZON COM INC
1.67%$196.43$258.63+31.67%
Added
+4.72%
VOO
VANGUARD INDEX FDS
1.53%$599.96$703.77+17.30%
Added
+2.78%

Showing 1-10 of 83