Summa Corp. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $95.6B, Advanced Micro Devices Inc with a value of $15.3B, Microsoft Corp with a value of $10.8B, Qualcomm Inc with a value of $5.41B, and Ishares Russell 1000 Gr ETF with a value of $5.03B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $173B to 192B.

Summa Corp. is based out at Tomball, TX

Below you can find more details about Summa Corp. portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
Technology: $138 Billion
ETFs: $23.8 Billion
Financial Services: $10.1 Billion
Consumer Cyclical: $8.29 Billion
Communication Services: $3.56 Billion
Healthcare: $3.02 Billion
Consumer Defensive: $2.49 Billion
Energy: $1.96 Billion
Other: $1.36 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $192 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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