Summit Investment Advisors, Inc. Portfolio Holdings by Sector
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BSJP IWF BSCR IBHF BSJQ IBDS IWB BSCQ 42 stocks |
$111 Million
92.98% of portfolio
|
  39  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.45 Million
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.36 Million
1.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$979,880
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$918,353
0.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$915,515
0.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$889,387
0.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$559,032
0.47% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$424,379
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$348,572
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
TROW 1 stocks |
$288,568
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$231,106
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|