Summit Asset Management, LLC Purchases and Sells in Q3 2025

Summit Asset Management, LLC

$639 Million
Q3 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	14.7K + 1.07%	$28.92 - $32.19 $426K - $475K	1.39M $44.3M
SCHV	44.9K + 4.21%	$27.61 - $29.15 $1.24M - $1.31M	1.11M $32.4M
SCHF	8.15K + 0.52%	$21.69 - $23.34 $177K - $190K	1.58M $36.8M
IVV	544 + 1.76%	$620.67 - $670.08 $338K - $365K	31.5K $21.1M
SCHD	5.14K + 0.26%	$26.38 - $27.95 $136K - $144K	1.98M $54M
IJR	488 + 0.28%	$108.46 - $120.63 $52.9K - $58.9K	174K $20.6M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMC	1.76K New	$196.15 - $217.83 $344K - $383K	1.76K $353K
ORCC	20K New	N/A	20K $267K
IBDT	9.63K New	$25.24 - $25.56 $243K - $246K	9.63K $245K
FNDX	8.46K New	$24.38 - $26.34 $206K - $223K	8.46K $222K
DVY	1.5K New	$133.88 - $142.57 $201K - $214K	1.5K $213K
LOW	834 New	$215.01 - $273.02 $179K - $228K	834 $209K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-1.06K - 33.7%	$617.65 - $666.84 $655K - $707K	2.09K $1.39M
SCHY	-25.9K - 3.91%	$26.92 - $28.6 $696K - $739K	635K $17.7M
COST	-159 - 12.75%	$915.95 - $994.57 $146K - $158K	1.09K $1.01M
MAA	-710 - 13.54%	$138.38 - $153.2 $98.2K - $109K	4.53K $633K
PGR	-42 - 0.71%	$238.61 - $264.3 $10K - $11.1K	5.85K $1.45M
META	-111 - 13.03%	$695.21 - $791.73 $77.2K - $87.9K	741 $544K

Activity Summary All Purchases 59 New Holdings 8 Increased Positions 51 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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