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Summitas Investment Management LLC Portfolio
$132.7M across 10 positions as of 2026-09-30, with 100% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $66.3M | 50.0% | 94,631 |
| GLDMSPDR Gold MiniShares Trust | $17.1M | 12.9% | 208,045 |
| VGTVanguard Information Tech ETF | $13.4M | 10.1% | 106,331 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $8M | 6.0% | 141,385 |
| VEAVanguard FTSE Developed Markets ETF | $7.2M | 5.4% | 101,742 |
| FENIFidelity Enhanced International ETF | $6.3M | 4.8% | 157,902 |
| IEMGiShares Core MSCI Emerging Markets ETF | $5.7M | 4.3% | 70,825 |
| VWOVanguard FTSE Emerging Markets ETF | $4.2M | 3.2% | 71,317 |
| AAPLApple Inc | $2.4M | 1.8% | 7,066 |
| VANGUARD BD INDEX FDS | $2.1M | 1.6% | 41,510 |
Quarter ending 2026-09-30.
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