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 Market Cap. of $50 Millions to $300 Millions
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