Summitas Investment Management LLC holds a concentrated book of 10 stocks worth $134.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 50% of the equity book.
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.
14% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Summitas Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 2 / 10 | $2.9B |
| Stephens Greth Foundation | 2 / 10 | $361.2M |
| Wit, LLC | 5 / 10 | $3.9B |
| West Virginia University Foundation, Inc | 3 / 10 | $769.6M |
| Axos Invest Inc. | 6 / 10 | $82.7M |
| 9823 Capital, L.P. | 2 / 10 | $88.6M |
| Angeles Investment Advisors, LLC | 4 / 10 | $972.1M |
| Independent Investors Inc | 2 / 10 | $297.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Summitas Investment Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $67.4M | 98.1K | 50.1% | ▼−4.6% Reduced · −5K sh | |
| 2 | World Gold TR SPDR GLD MINIS | $16.6M | 209.6K | 12.4% | ▼−4.6% Reduced · −10K sh | |
| 3 | Vanguard World FD INF TECH ETF | $13.1M | 109.7K | 9.7% | ▲+674% Added · +96K sh | |
| 4 | Vanguard Scottsdale FDS INTER TERM TREAS | $9.0M | 153.3K | 6.7% | ▼−13% Reduced · −24K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.6M | 106.0K | 5.6% | ▼−2.8% Reduced · −3K sh | |
| 6 | Fidelity Covington Trust ENHANCED INTL | $6.4M | 159.6K | 4.8% | ▲+4.3% Added · +7K sh | |
| 7 | Ishares Inc CORE MSCI EMKT | $5.9M | 71.3K | 4.4% | ▼−7.4% Reduced · −6K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.3M | 71.6K | 3.2% | ▲+9.8% Added · +6K sh | |
| 9 | Vanguard BD Index FDS VANGUARD ULTRA | $2.2M | 43.7K | 1.6% | ▲+14% Added · +5K sh | |
| 10 | Apple Inc COM | $2.0M | 7.1K | 1.5% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.