Summit X, LLC Portfolio Holdings
Summit X, LLC
- $460 Million
- Q1 2025
Summit X, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $460 Million distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.1M, Ishares Core S&P 500 ETF with a value of $27.6M, Apple Inc. with a value of $23.3M, O Reilly Automotive Inc with a value of $22.3M, and Ishares Msci Usa Quality Facto with a value of $18.7M.
Examining the 13F form we can see an increase of $22.9M in the current position value, from $437M to 460M.
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
$460 Million
ETFs: $241 Million
Technology: $72.2 Million
Consumer Cyclical: $35.2 Million
Financial Services: $25.3 Million
Healthcare: $18.7 Million
Industrials: $15.4 Million
Consumer Defensive: $13.4 Million
Communication Services: $10.6 Million
Other: $13.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 240
- Current Value $460 Million
- Prior Value $437 Million
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 97 stocks