Summitas Investment Management LLC holds a concentrated book of 10 stocks worth $127.5M as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they trimmed WORLD GOLD TR. Their largest long position is VANGUARD INDEX FDS at 48% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2134540/holdings"
Use Arkolith to show Summitas Investment Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $61.5M | 102.9K | 48.2% | ▲+1.9% Added · +2K sh | |
| 2 | World Gold TR SPDR GLD MINIS | $20.4M | 219.7K | 16.0% | ▼−14% Reduced · −36K sh | |
| 3 | Vanguard Scottsdale FDS INTER TERM TREAS | $10.5M | 176.9K | 8.3% | ▼−8.7% Reduced · −17K sh | |
| 4 | Vanguard World FD INF TECH ETF | $9.9M | 14.2K | 7.8% | ▲+2.9% Added · +395 sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.0M | 109.1K | 5.5% | ▼−9.8% Reduced · −12K sh | |
| 6 | Fidelity Covington Trust ENHANCED INTL | $5.7M | 153.0K | 4.5% | ▲+9.6% Added · +13K sh | |
| 7 | Ishares Inc CORE MSCI EMKT | $5.4M | 77.0K | 4.2% | ▼−32% Reduced · −36K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.5M | 65.1K | 2.8% | ▲+205% Added · +44K sh | |
| 9 | Vanguard BD Index FDS VANGUARD ULTRA | $1.9M | 38.2K | 1.5% | ▼−14% Reduced · −6K sh | |
| 10 | Apple Inc COM | $1.8M | 7.1K | 1.4% | ▼−12% Reduced · −964 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.