SUMMIT SECURITIES GROUP, LLC
Sector Allocation
- Other31.7%$163.6M
- Technology29.8%$154.0M
- Consumer Discretionary10.3%$53.2M
- Utilities8.2%$42.4M
- Financials6.1%$31.3M
- Energy3.9%$20.1M
- Industrials3.3%$16.8M
- Healthcare2.0%$10.4M
- Communication Services1.6%$8.4M
- Materials1.3%$6.8M
AUM History
13fpro.ai/research/fund/summit-securities-group-llc-1531593
Conviction and streaks
Concentrating · top 10 = 66.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
QQQ
$64.1MAMZN
$47.7MMSFT
$46.6MSPY
$46.5MNEE
$38.2M- STATE$29.7M
NVDA
$20.2MGOOG
$17.7MBE
$15.6MAAPL
$14.8MEA
$11.3MPB
$11.2MET
$10.3MAVGO
$9.5MSTT
$6.4M- ISHARES$5.4M
TIGO
$4.5M- ISHARES$4.4M
APLD
$4.3MHONA
$4.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/summit-securities-group-llc-1531593
SUMMIT SECURITIES GROUP, LLC 13F holdings — Q2 2026
$1.0B portfolio (+29.1% QoQ) · 1,135 holdings · Q2 2026 13F · top 10 are 66% of the stock portfolio
Includes $529.3M of put/call options ($356.6M puts, $172.7M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $516.3M. Weights use the stock portfolio.
$64.1M
12.4% of stocks
+45%This quarter+1.7%Since filed6 qtrsHeld$47.7M
9.2% of stocks
+315%This quarter-12.3%Since filed4 qtrsHeld$46.6M
9.0% of stocks
+7965%This quarter+9.2%Since filed4 qtrsHeld$46.5M
9.0% of stocks
+446%This quarter+1.0%Since filed3 qtrsHeld$38.2M
7.4% of stocks
NewThis quarter-5.2%Since filedNew this quarterHeld- 6
STATE STR SPDR DOW JONES IND - UT SER 1
$29.7M
5.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $20.2M
3.9% of stocks
-20%This quarter+4.5%Since filed4 qtrsHeld$17.7M
3.4% of stocks
NewThis quarter-15.7%Since filedNew this quarterHeld$15.6M
3.0% of stocks
+1%This quarter-6.6%Since filed3 qtrsHeld$14.8M
2.9% of stocks
+2%This quarter+13.3%Since filed6 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — SUMMIT SECURITIES GROUP, LLC (Q2 2026)
1,135 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — PUT | STATE STR SPDR S&P 500 ETF T - TR UNIT | — | $77.4M | — | 104K | +103% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $48.4M | — | 130K | +2660% | — | — | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $47.7M | — | 200K | New | — | — | 13F | |
| 14 | NVIDIA CORP | Technology | $20.7M | — | 104K | +1400% | — | — | 13F | |
| 15 | — PUT | INVESCO QQQ TR - UNIT SER 1 | — | $18.8M | — | 26K | -16% | — | — | 13F |
| 16 | Alphabet Inc. | Technology | $18.4M | — | 52K | +2611% | — | — | 13F | |
| 17 | BIO-TECHNE Corp | Healthcare | $17.7M | — | 250K | New | — | — | 13F | |
| 18 | Apple Inc. | Technology | $16.3M | — | 56K | +1344% | — | — | 13F | |
| 19 | ELECTRONIC ARTS INC. | Technology | $14.8M | — | 72K | +12% | — | — | 13F | |
| 20 | — CALL | INVESCO QQQ TR - UNIT SER 1 | — | $14.6M | — | 20K | -75% | — | — | 13F |
| 21 | Warner Bros. Discovery, Inc. | Communication Services | $13.6M | — | 510K | -29% | — | — | 13F | |
| 22 | ELECTRONIC ARTS INC. | Technology | $11.3M | 2.2% | 55K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PROSPERITY BANCSHARES INC | Financials | $11.2M | 2.2% | 153K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Energy Transfer LP | Energy | $10.3M | 2.0% | 540K | +233% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — CALL | STATE STR SPDR S&P 500 ETF T - TR UNIT | — | $10.0M | — | 13K | -96% | — | — | 13F |
| 26 | $AVGO | Broadcom Inc. | Technology | $9.5M | 1.9% | 25K | -50% | |||
| 27 | $AVGO PUT | Broadcom Inc. | Technology | $9.4M | — | 25K | +6150% | |||
| 28 | $GSAT CALL | Globalstar, Inc. | Communication Services | $8.5M | — | 105K | New | |||
| 29 | $STT | STATE STREET CORP | Financials | $6.4M | 1.2% | 145K | New | |||
| 30 | $EA PUT | ELECTRONIC ARTS INC. | Technology | $5.8M | — | 28K | -63% | |||
| 31 | — CALL | CAESARS ENTERTAINMENT INC NE - COM | — | $5.6M | — | 186K | +1140% | |||
| 32 | — | ISHARES TR - 20 YR TR BD ETF | — | $5.4M | 1.0% | 62K | New | |||
| 33 | — PUT | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $5.4M | — | 100K | New | |||
| 34 | — PUT | BANK MONTREAL MEDIUM - COM | — | $5.3M | — | 30K | New | |||
| 35 | — CALL | BANK MONTREAL MEDIUM - COM | — | $5.3M | — | 30K | New | |||
| 36 | $AAL PUT | American Airlines Group Inc. | Industrials | $4.7M | — | 259K | New | |||
| 37 | $EXC PUT | EXELON CORP | Utilities | $4.7M | — | 100K | New | |||
| 38 | $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | Communication Services | $4.5M | 0.9% | 50K | New | |||
| 39 | $CORZ CALL | Core Scientific, Inc./tx | Financials | $4.5M | — | 175K | +133% | |||
| 40 | — | ISHARES TR - EXPANDED TECH | — | $4.4M | 0.8% | 49K | +4770% | |||
| 41 | $SKY PUT | Champion Homes, Inc. | Industrials | $4.4M | — | 50K | New | |||
| 42 | $APLD | Applied Digital Corp. | Technology | $4.3M | 0.8% | 115K | +0.8% | |||
| 43 | $HONA | Honeywell Aerospace Inc. | Industrials | $4.3M | 0.8% | 19K | New | |||
| 44 | $STT | STATE STREET CORP | Financials | $4.2M | 0.8% | 61K | New | |||
| 45 | $WBD CALL | Warner Bros. Discovery, Inc. | Communication Services | $4.0M | — | 151K | -79% | |||
| 46 | $BABA PUT | Alibaba Group Holding Ltd | Consumer Discretionary | $3.8M | — | 40K | — | |||
| 47 | $SKY | Champion Homes, Inc. | Industrials | $3.6M | 0.7% | 41K | New | |||
| 48 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $3.4M | 0.7% | 22K | New | |||
| 49 | $ABVX CALL | Abivax S.A. | Healthcare | $3.3M | — | 25K | New | |||
| 50 | $ARES PUT | Ares Management Corp | Financials | $3.1M | — | 28K | +120% | |||
| 51 | — PUT | CANADIAN IMPERIAL BANK OF CO - COM | — | $2.9M | — | 25K | New | |||
| 52 | — CALL | CANADIAN IMPERIAL BANK OF CO - COM | — | $2.9M | — | 25K | New | |||
| 53 | $GME CALL | GameStop Corp. | Technology | $2.8M | — | 128K | +1% | |||
| 54 | $NVDA CALL | NVIDIA CORP | Technology | $2.8M | — | 14K | +43% | |||
| 55 | $OSK CALL | OSHKOSH CORP | Industrials | $2.7M | — | 18K | New | |||
| 56 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.6M | 0.5% | 6,300 | +393% | |||
| 57 | $CORZ PUT | Core Scientific, Inc./tx | Financials | $2.6M | — | 100K | New | |||
| 58 | $CCZ CALL | COMCAST CORP | Communication Services | $2.6M | — | 104K | +48% | |||
| 59 | $IREN PUT | IREN Ltd | Financials | $2.4M | — | 53K | — | |||
| 60 | $PCG PUT | PG&E Corp | Utilities | $2.4M | — | 143K | New | |||
| 61 | — CALL | SPDR GOLD TR - GOLD SHS | — | $2.4M | — | 6,500 | +38% | |||
| 62 | — PUT | ROYAL CARIBBEAN GROUP - COM | — | $2.4M | — | 7,500 | New | |||
| 63 | — CALL | APOLLO GLOBAL MGMT INC - COM | — | $2.4M | — | 20K | — | |||
| 64 | $IREN CALL | IREN Ltd | Financials | $2.3M | — | 51K | +46% | |||
| 65 | $TSLA CALL | Tesla, Inc. | Consumer Discretionary | $2.3M | — | 5,500 | -81% | |||
| 66 | $OSCR CALL | Oscar Health, Inc. | Healthcare | $2.1M | — | 75K | New | |||
| 67 | — PUT | BRIGHTHOUSE FINL INC - COM | — | $2.1M | — | 33K | -54% | |||
| 68 | $MSFT CALL | MICROSOFT CORP | Technology | $2.1M | — | 5,500 | -94% | |||
| 69 | $DLTR PUT | DOLLAR TREE, INC. | Consumer Staples | $1.9M | — | 16K | — | |||
| 70 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $1.9M | 0.4% | 18K | New | |||
| 71 | $ABVX | Abivax S.A. | Healthcare | $1.9M | 0.4% | 14K | New | |||
| 72 | $TRP PUT | TC ENERGY CORP | Energy | $1.8M | — | 28K | New | |||
| 73 | $MARA CALL | MARA Holdings, Inc. | Financials | $1.8M | — | 130K | — | |||
| 74 | $B | BARRICK MINING CORP | Materials | $1.8M | 0.3% | 49K | -52% | |||
| 75 | $SKYD PUT | Skydance Corp | Communication Services | $1.8M | — | 182K | +354% | |||
| 76 | $HNGE | Hinge Health, Inc. | Technology | $1.8M | 0.3% | 22K | New | |||
| 77 | $ARES | Ares Management Corp | Financials | $1.7M | 0.3% | 15K | New | |||
| 78 | $TRP CALL | TC ENERGY CORP | Energy | $1.7M | — | 25K | New | |||
| 79 | $ASH PUT | ASHLAND INC. | Consumer Staples | $1.6M | — | 25K | New | |||
| 80 | $ASH CALL | ASHLAND INC. | Consumer Staples | $1.6M | — | 25K | New | |||
| 81 | — CALL | CANADIAN NAT RES LTD MED TER - COM | — | $1.6M | — | 41K | New | |||
| 82 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.5M | 0.3% | 29K | New | |||
| 83 | $KMB CALL | KIMBERLY CLARK CORP | Materials | $1.5M | — | 14K | New | |||
| 84 | $CTVA | Corteva, Inc. | Consumer Staples | $1.5M | 0.3% | 18K | -12% | |||
| 85 | — CALL | ELEVANCE HEALTH INC FORMERLY - COM | — | $1.5M | — | 3,800 | New | |||
| 86 | $VAL CALL | Valaris Ltd | Energy | $1.5M | — | 20K | — | |||
| 87 | $CVNA PUT | CARVANA CO. | Consumer Discretionary | $1.4M | — | 22K | +1554% | |||
| 88 | $IMO CALL | IMPERIAL OIL LTD | Energy | $1.4M | — | 13K | New | |||
| 89 | — CALL | SPACE EXPLORATION TECHN CORP - CLASS A COM STK *A* | — | $1.4M | — | 8,000 | New | |||
| 90 | $GOOG CALL | Alphabet Inc. | Technology | $1.4M | — | 3,800 | -27% | |||
| 91 | $CP PUT | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.3M | — | 15K | New | |||
| 92 | $CP CALL | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.3M | — | 15K | New | |||
| 93 | $TRP | TC ENERGY CORP | Energy | $1.3M | 0.3% | 20K | New | |||
| 94 | $C | CITIGROUP INC | Financials | $1.3M | 0.3% | 9,160 | +37% | |||
| 95 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.2% | 7,600 | +20% | |||
| 96 | $FCX PUT | FREEPORT-MCMORAN INC | Materials | $1.3M | — | 20K | — | |||
| 97 | — CALL | SIRIUSXM HOLDINGS INC - COMMON STOCK | — | $1.3M | — | 43K | New | |||
| 98 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.2M | 0.2% | 1,879 | New | |||
| 99 | — PUT | TORONTO DOMINION BK ONT - COM NEW | — | $1.2M | — | 10K | New | |||
| 100 | $TD CALL | TORONTO DOMINION BANK | Financials | $1.2M | — | 10K | New | |||
| 101 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.2M | 0.2% | 14K | New | |||
| 102 | $CBRS CALL | Cerebras Systems Inc. | Technology | $1.2M | — | 5,400 | New | |||
| 103 | — PUT | SPDR INDEX SHS FDS - ST STR EU 50 ETF | — | $1.2M | — | 17K | New | |||
| 104 | $MU CALL | MICRON TECHNOLOGY INC | Technology | $1.2M | — | 1,000 | -78% | |||
| 105 | $IREN | IREN Ltd | Financials | $1.2M | 0.2% | 25K | -9% | |||
| 106 | $VALE | Vale S.A. | Materials | $1.1M | 0.2% | 75K | -33% | |||
| 107 | $AES | AES CORP | Utilities | $1.1M | 0.2% | 77K | +10% | |||
| 108 | $NFLX CALL | NETFLIX INC | Communication Services | $1.1M | — | 16K | +54% | |||
| 109 | — PUT | ISHARES TR - RUSSELL 2000 ETF | — | $1.1M | — | 3,700 | -55% | |||
| 110 | $PAGP | PLAINS GP HOLDINGS LP | Energy | $1.1M | 0.2% | 45K | -5% | |||
| 111 | $CRWV | CoreWeave, Inc. | Technology | $1.1M | 0.2% | 11K | — | |||
| 112 | $SMCI PUT | Super Micro Computer, Inc. | Technology | $1.1M | — | 37K | +1% | |||
| 113 | — CALL | CRACKER BARREL OLD CTRY STOR - COM | — | $1.1M | — | 20K | New | |||
| 114 | $NOK PUT | NOKIA CORP | Technology | $1.1M | — | 80K | New | |||
| 115 | $KVUE CALL | Kenvue Inc. | Consumer Staples | $1.1M | — | 55K | — | |||
| 116 | $RIVN PUT | Rivian Automotive, Inc. / DE | Consumer Discretionary | $1.0M | — | 60K | New | |||
| 117 | $ARM PUT | ARM HOLDINGS PLC /UK | Technology | $1.0M | — | 2,900 | New | |||
| 118 | $AMZN CALL | AMAZON COM INC | Consumer Discretionary | $1.0M | — | 4,300 | +30% | |||
| 119 | $ECHO | EchoStar CORP | Communication Services | $1.0M | 0.2% | 10K | -13% | |||
| 120 | $CNTA PUT | Centessa Pharmaceuticals plc | Healthcare | $1.0M | — | 25K | New | |||
| 121 | $SKYD CALL | Skydance Corp | Communication Services | $1.0M | — | 102K | +5000% | |||
| 122 | $LCID CALL | Lucid Group, Inc. | Consumer Discretionary | $1.0M | — | 150K | — | |||
| 123 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $1.0M | 0.2% | 8,551 | New | |||
| 124 | $AVGO CALL | Broadcom Inc. | Technology | $982K | — | 2,600 | +44% | |||
| 125 | $CIFR CALL | Cipher Digital Inc. | Financials | $980K | — | 40K | New | |||
| 126 | $CZR | Caesars Entertainment, Inc. | Consumer Discretionary | $978K | 0.2% | 32K | New | |||
| 127 | $AAPL CALL | Apple Inc. | Technology | $955K | — | 3,300 | — | |||
| 128 | — PUT | INNOVATIVE INDL PPTYS INC - COM | — | $948K | — | 15K | New | |||
| 129 | $DAL PUT | DELTA AIR LINES, INC. | Industrials | $937K | — | 10K | -60% | |||
| 130 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $916K | 0.2% | 11K | New | |||
| 131 | — CALL | CARLISLE COS INC - COM | — | $907K | — | 2,500 | New | |||
| 132 | $UBER CALL | Uber Technologies, Inc | Technology | $902K | — | 13K | New | |||
| 133 | $CVX PUT | CHEVRON CORP | Energy | $895K | — | 5,400 | -87% | |||
| 134 | $MRVL CALL | Marvell Technology, Inc. | Technology | $894K | — | 3,000 | New | |||
| 135 | $PURR CALL | Hyperliquid Strategies Inc | Financials | $881K | — | 112K | New | |||
| 136 | $PURR PUT | Hyperliquid Strategies Inc | Financials | $881K | — | 112K | New | |||
| 137 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $872K | 0.2% | 19K | New | |||
| 138 | $QXO CALL | QXO, Inc. | Consumer Discretionary | $864K | — | 50K | New | |||
| 139 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $855K | 0.2% | 8,700 | — | |||
| 140 | $CALY CALL | Callaway Golf Co | Consumer Discretionary | $846K | — | 45K | New | |||
| 141 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $834K | 0.2% | 23K | +170% | |||
| 142 | $SPOT | Spotify Technology S.A. | Communication Services | $814K | 0.2% | 1,774 | New | |||
| 143 | $NN | NEXTNAV INC. | Technology | $802K | 0.2% | 45K | New | |||
| 144 | — CALL | BROOKFIELD ASSET MANAGMT LTD - CL A LMT VTG SHS | — | $785K | — | 18K | New | |||
| 145 | $BAM PUT | Brookfield Asset Management Ltd. | Financials | $785K | — | 18K | New | |||
| 146 | $SMCI CALL | Super Micro Computer, Inc. | Technology | $768K | — | 26K | +5% | |||
| 147 | $LION CALL | Lionsgate Studios Corp. | Communication Services | $766K | — | 50K | — | |||
| 148 | $AMD CALL | ADVANCED MICRO DEVICES INC | Technology | $755K | — | 1,300 | -71% | |||
| 149 | — PUT | CANADIAN NAT RES LTD MED TER - COM | — | $739K | — | 19K | New | |||
| 150 | $MSTR CALL | Strategy Inc | Financials | $713K | — | 8,200 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 477 new, 426 added to, 186 trimmed, 359 sold out. Share-count changes; largest moves by dollar size first.
New positions (477)
- STATE STR SPDR DOW JONES IND - UT SER 1$29.7M
first bought this quarter
$TECHCALLBIO-TECHNE Corp$17.7M
first bought this quarter
first bought this quarter
first bought this quarter
$GSATCALLGlobalstar, Inc.$8.5M
first bought this quarter
- ISHARES TR - 20 YR TR BD ETF$5.4M
first bought this quarter
+471 more in the Excel export
Added to (426)
now $48.4M
now $46.6M · held 4 qtrs
- PUTSTATE STR SPDR S&P 500 ETF T - TR UNIT+103%
now $77.4M
now $46.5M · held 3 qtrs, 3 adds in a row
now $47.7M · held 4 qtrs, 2 adds in a row
now $64.1M · held 6 qtrs, 2 adds in a row
+420 more in the Excel export
Trimmed (186)
- CALLSTATE STR SPDR S&P 500 ETF T - TR UNIT-96%
now $10.0M
- CALLINVESCO QQQ TR - UNIT SER 1-75%
now $14.6M
now $2.1M
$WBDCALLWarner Bros. Discovery, Inc.-79%
now $4.0M
$IBMINTERNATIONAL BUSINESS MACHINES CORP-99%
now $84K
$TSLACALLTesla, Inc.-81%
now $2.3M
+180 more in the Excel export
Sold out (359)
- PUTGRANITESHARES ETF TRwas $9.1M
- PUTREVOLUTION MEDICINES INCwas $5.4M
- PUTCLEARWATER ANALYTICS HLDGS Iwas $5.4M
- CALLBRIGHTHOUSE FINL INCwas $4.8M
- PUTDIREXION SHARES ETF TRUSTwas $4.6M
- CALLCLEARWATER ANALYTICS HLDGS Iwas $4.3M
+353 more in the Excel export
Holdings by quarter
Every 13F SUMMIT SECURITIES GROUP, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow SUMMIT SECURITIES GROUP?
Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SUMMIT SECURITIES GROUP's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.9%
Value-weighted move of the 10 largest stock positions
Turnover
22%
Last quarter; 153% over the last 4
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
69%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SUMMIT SECURITIES GROUP, LLC disclosed 1,135 positions worth $1.0B in its Form 13F-HR for Q2 2026 — $516.3M in common stock plus $529.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 12.4% of the equity portfolio, followed by $AMZN and $MSFT. During the quarter the fund opened 477 new positions and exited 359. The portfolio is most concentrated in Other (31.7% of disclosed assets). All figures are sourced directly from SUMMIT SECURITIES GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 1531593.
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