Summit X, LLC Portfolio Holdings

Summit X, LLC

  • $515 Million
  • Q2 2025

Summit X, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $515 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $35.6M, Nvidia Corp with a value of $22.9M, Ishares Core S&P 500 ETF with a value of $22.6M, Blackrock ETF Tr U S Equity Fa with a value of $21.2M, and Apple Inc. with a value of $20.9M.

Examining the 13F form we can see an increase of $54.9M in the current position value, from $460M to 515M.

Summit X, LLC is based out at Chesterfield, MO

Below you can find more details about Summit X, LLC portfolio as well as his latest detailed transactions.

Portfolio value $515 Million
ETFs: $293 Million
Technology: $68.8 Million
Financial Services: $28.5 Million
Consumer Cyclical: $22.9 Million
Industrials: $22.4 Million
Healthcare: $20.7 Million
Consumer Defensive: $15.3 Million
Communication Services: $13.1 Million
Other: $12.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$22.9 Million 4.44% of portfolio
144,953
Q2 2025 Reduced 46.0%
$3.69T
$20.9 Million 4.06% of portfolio
101,856
Q2 2025 Reduced 2.99%
$3.95T
$11 Million 2.13% of portfolio
22,018
Q2 2025 Added 1.85%
$6.4B
$9.93 Million 1.93% of portfolio
110,168
Q2 2025 Added 609.11%
$551B
$6.08 Million 1.18% of portfolio
17,136
Q2 2025 Added 97.31%
$281B
$6.09 Million 1.18% of portfolio
62,248
Q2 2025 Added 99.1%
$2.26T
$5.62 Million 1.09% of portfolio
25,631
Q2 2025 Added 0.91%
$548B
$5.21 Million 1.01% of portfolio
9,263
Q2 2025 Reduced 1.3%
$245B
$4.69 Million 0.91% of portfolio
15,042
Q2 2025 Added 427.97%
$1.21T
$4.7 Million 0.91% of portfolio
26,691
Q2 2025 Reduced 0.6%
$63.8B
$4.4 Million 0.85% of portfolio
43,620
Q2 2025 Added 121.68%
$26.1B
$3.92 Million 0.76% of portfolio
40,837
Q2 2025 Added 92.97%
$368B
$3.81 Million 0.74% of portfolio
23,888
Q2 2025 Reduced 13.81%
$229B
$3.77 Million 0.73% of portfolio
25,850
Q2 2025 Reduced 1.35%
$621B
$3.47 Million 0.67% of portfolio
7,144
Q2 2025 Added 110.3%
$351B
$3.08 Million 0.6% of portfolio
16,619
Q2 2025 Reduced 0.11%
$442B
$2.63 Million 0.51% of portfolio
24,381
Q2 2025 Reduced 47.43%
$608B
$2.62 Million 0.51% of portfolio
3,357
Q2 2025 Reduced 6.88%
$1.78T
$2.47 Million 0.48% of portfolio
3,348
Q2 2025 Added 9.45%
$139B
$2.49 Million 0.48% of portfolio
11,872
Q2 2025 Added 298.92%
$127B
$2.47 Million 0.48% of portfolio
8,975
Q2 2025 Added 4.18%
$150B
$2.38 Million 0.46% of portfolio
21,499
Q2 2025 Reduced 0.26%
$28.2B
$2.21 Million 0.43% of portfolio
1,128
Q2 2025 Added 1.08%
$78.6B
$2.03 Million 0.39% of portfolio
15,205
Q2 2025 Reduced 2.41%
$1.24T
$1.87 Million 0.36% of portfolio
10,516
Q2 2025 Reduced 9.3%
$222B
$1.77 Million 0.34% of portfolio
6,063
Q2 2025 Reduced 1.43%
$99B
$1.68 Million 0.33% of portfolio
36,246
Q2 2025 Reduced 3.38%
$207B
$1.67 Million 0.32% of portfolio
13,485
Q2 2025 Reduced 1.09%
$185B
$1.58 Million 0.31% of portfolio
18,532
Q2 2025 Added 3.87%
$306B
$1.55 Million 0.3% of portfolio
21,903
Q2 2025 Reduced 1.4%
$17.8B
$1.55 Million 0.3% of portfolio
27,003
Q2 2025 Added 14.87%
$1.19B
$1.48 Million 0.29% of portfolio
26,427
Q2 2025 Reduced 10.77%
$1.08T
$1.46 Million 0.28% of portfolio
4,609
Q2 2025 Added 1.14%
$684B
$1.31 Million 0.26% of portfolio
6,011
Q2 2025 Reduced 46.22%
$859B
$1.3 Million 0.25% of portfolio
4,498
Q2 2025 Reduced 5.07%
$37.5B
$1.28 Million 0.25% of portfolio
26,096
Q2 2025 Reduced 0.01%
$0
$1.26 Million 0.24% of portfolio
102,730
Q2 2025 Reduced 12.35%
$85.6B
$1.25 Million 0.24% of portfolio
3,791
Q2 2025 Added 77.48%
$95.8B
$1.18 Million 0.23% of portfolio
26,084
Q2 2025 Added 0.31%
$63.6B
$1.19 Million 0.23% of portfolio
11,440
Q3 2023 Added 213.25%
$63.6B
$1.13 Million 0.22% of portfolio
1,494
Q2 2025 Added 150.25%
$1.32B
$1.09 Million 0.21% of portfolio
119,811
Q2 2025 Reduced 7.12%
$545B
$1.07 Million 0.21% of portfolio
798
Q2 2025 Added 10.22%
$302B
$1.06 Million 0.2% of portfolio
13,180
Q2 2025 Added 138.42%
$45.1B
$1.01 Million 0.2% of portfolio
7,805
Q2 2025 Reduced 0.41%
$202B
$1.03 Million 0.2% of portfolio
7,773
Q2 2025 Reduced 0.52%
$135B
$999,000 0.19% of portfolio
4,344
Q2 2025 Added 95.24%
$52.5B
$947,000 0.18% of portfolio
4,631
Q2 2025 Reduced 48.83%
$302B
$933,000 0.18% of portfolio
6,519
Q2 2025 Added 2.16%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $515 Million
  • Prior Value $460 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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