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SUMMIT ASSET MANAGEMENT, LLC 13F portfolio summary

SUMMIT ASSET MANAGEMENT, LLC of SUMMIT ASSET MANAGEMENT, LLC has 170 current stock holdings with a reported portfolio value of $718.8M. The portfolio 1 year return is +11.34%. Top holdings include IBDU (0.00%), IBDR (0.00%), AB (0.00%), IBDS (0.00%), IBHF (0.00%).

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SUMMIT ASSET MANAGEMENT, LLC

SUMMIT ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31

SUMMIT ASSET MANAGEMENT, LLC runs SUMMIT ASSET MANAGEMENT, LLC and currently holds 170 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $718.83M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SUMMIT ASSET MANAGEMENT, LLC ranks #247 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SUMMIT ASSET MANAGEMENT, LLC's portfolio at SUMMIT ASSET MANAGEMENT, LLC has delivered returns of +11.34%. Their 3-year annualized return is +101.34%. Looking at the 5-year horizon, SUMMIT ASSET MANAGEMENT, LLC has achieved +114.79% annualized returns at SUMMIT ASSET MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+11.34%
#936/1000
3 Year
+101.34%
#220/1000
5 Year
+114.79%
#185/1000

Portfolio Value

$718.83M

Alpha Score

78.5

#247 of 1000

Holdings

170

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change