Summer Road

Latest statistics and disclosures from Summer Road's latest quarterly 13F-HR filing:

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Portfolio Holdings for Summer Road

Summer Road holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ocular Therapeutix (OCUL) 98.2 $102M 14M 7.33
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.3 $283k 5.1k 55.76
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Lineage (LINE) 0.3 $281k +20% 4.8k 58.81
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Green Brick Partners (GRBK) 0.2 $205k 3.6k 57.73
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $131k 830.00 158.13
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $130k 3.0k 43.09
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Ingles Mkts Cl A (IMKTA) 0.1 $115k +125% 1.8k 63.79
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Caretrust Reit (CTRE) 0.1 $107k 3.8k 28.63
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Freshpet (FRPT) 0.1 $79k 934.00 84.39
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $76k 1.5k 52.09
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Shift4 Pmts Cl A (FOUR) 0.1 $63k NEW 750.00 84.58
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Equinix (EQIX) 0.1 $63k 78.00 803.00
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Spdr Gold Tr Gold SHS (GLD) 0.1 $57k +5% 210.00 270.85
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Vulcan Materials Company (VMC) 0.1 $56k 240.00 232.94
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Amazon (AMZN) 0.0 $37k 170.00 218.65
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Ferguson Enterprises Common Stock New (FERG) 0.0 $32k 200.00 160.51
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Altria (MO) 0.0 $32k 550.00 57.91
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Coeur Mng Com New (CDE) 0.0 $29k NEW 4.7k 6.09
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Tesla Motors (TSLA) 0.0 $23k NEW 93.00 244.18
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Walt Disney Company (DIS) 0.0 $12k 124.00 95.36
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Global X Fds Uranium (URA) 0.0 $8.4k +26% 306.00 27.40
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Iamgold Corp (IAG) 0.0 $6.8k 1.2k 5.63
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Select Sector Spdr Tr Energy (XLE) 0.0 $4.5k 50.00 90.24
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Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $2.2k NEW 25.00 87.92
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $1.9k 20.00 94.55
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Past Filings by Summer Road

SEC 13F filings are viewable for Summer Road going back to 2014

View all past filings