Summitas Investment Management LLC
13F Reported Value
ⓘ$127.5M
Holdings
10
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Summitas Investment Management LLC disclosed 10 positions worth $127.5M in its Form 13F-HR for Q1 2026, followed by $GLDM. During the quarter the fund opened 10 new positions and exited 0. The portfolio is most concentrated in Other (82.6% of disclosed assets). All figures are sourced directly from Summitas Investment Management LLC’s Form 13F-HR filing with the SEC under CIK 2134540.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$61.5M102,896 sh- —
Quality
$20.4M219,654 sh VANGUARD SCOTTSDALE FDS
—Quality
$10.5M176,879 shVANGUARD WORLD FD
—Quality
$9.9M14,170 shVANGUARD TAX-MANAGED FDS
—Quality
$7.0M109,113 shFIDELITY COVINGTON TRUST
—Quality
$5.7M152,952 shISHARES INC
—Quality
$5.4M76,961 shVANGUARD INTL EQUITY INDEX F
—Quality
$3.5M65,137 shVANGUARD BD INDEX FDS
—Quality
$1.9M38,215 sh- 76.1
Quality
$1.8M7,066 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $61.5M | 102,896 |
 World Gold Trust$GLDM | — | $20.4M | 219,654 |
| VANGUARD SCOTTSDALE FDS | — | $10.5M | 176,879 |
| VANGUARD WORLD FD | — | $9.9M | 14,170 |
| VANGUARD TAX-MANAGED FDS | — | $7.0M | 109,113 |
| FIDELITY COVINGTON TRUST | — | $5.7M | 152,952 |
| ISHARES INC | — | $5.4M | 76,961 |
| VANGUARD INTL EQUITY INDEX F | — | $3.5M | 65,137 |
| VANGUARD BD INDEX FDS | — | $1.9M | 38,215 |
 Apple Inc.$AAPL | 76.1 | $1.8M | 7,066 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Summitas Investment Management LLC's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Other
$105.4M
Financials
$20.4M
Technology
$1.8M
Full Holdings — Summitas Investment Management LLC (Q1 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $61.5M | 48.2% | NEW | — |
| 2 | $GLDM | World Gold Trust | $20.4M | 16.0% | NEW | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | $10.5M | 8.3% | NEW | — |
| 4 | — | VANGUARD WORLD FD | $9.9M | 7.8% | NEW | — |
| 5 | — | VANGUARD TAX-MANAGED FDS | $7.0M | 5.5% | NEW | — |
| 6 | — | FIDELITY COVINGTON TRUST | $5.7M | 4.5% | NEW | — |
| 7 | — | ISHARES INC | $5.4M | 4.2% | NEW | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F | $3.5M | 2.8% | NEW | — |
| 9 | — | VANGUARD BD INDEX FDS | $1.9M | 1.5% | NEW | — |
| 10 | $AAPL | Apple Inc. | $1.8M | 1.4% | NEW | 76.1 |
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AI-Powered Hedge Fund Analysis: Summitas Investment Management LLC
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Every holding in Summitas Investment Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.