Summerhill Capital Management Lnc. Portfolio Holdings by Sector
Summerhill Capital Management Lnc.
- $141 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$18.3 Million
14.57% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD NVDA 2 stocks |
$16.7 Million
13.32% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$14.3 Million
11.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM RY 2 stocks |
$13.8 Million
10.99% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$10.4 Million
8.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$8.37 Million
6.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Solar | Technology
FSLR 1 stocks |
$8.2 Million
6.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TU 1 stocks |
$5.98 Million
4.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU ANSS 2 stocks |
$5.72 Million
4.56% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CNI 1 stocks |
$5.36 Million
4.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$5.35 Million
4.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$5.3 Million
4.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$4.18 Million
3.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
CAE 1 stocks |
$3.49 Million
2.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|