Summer Road LLC Portfolio Holdings

Summer Road LLC

  • $131 Million
  • Q2 2025

Summer Road LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ocular Therapeutix, Inc with a value of $129M, Vaneck ETF Tr Jr Gold Miners E with a value of $343K, Green Brick Partners, Inc. with a value of $197K, Vaneck ETF Tr Gold Miners ETF with a value of $156K, and Alphabet Inc. with a value of $146K.

Examining the 13F form we can see an increase of $27.3M in the current position value, from $103M to 131M.

Summer Road LLC is based out at West Palm Beach, FL

Below you can find more details about Summer Road LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Million
Healthcare: $129 Million
ETFs: $652,000
Consumer Cyclical: $263,000
Real Estate: $176,000
Communication Services: $161,000
Consumer Defensive: $114,000
Basic Materials: $111,000
Financial Services: $84,000
Other: $74,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $131 Million
  • Prior Value $103 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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