Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

White Bay PT

Latest statistics and disclosures from Summit Securities Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are Spdr S&p 500 Etf Tr option, Apple Inc option, AAPL, United States Steel Corp, QQQ, and represent 61.38% of Summit Securities Group's stock portfolio.
Added to shares of these 10 stocks: Spdr S&p 500 Etf Tr option (+$305M), Apple Inc option (+$22M), AAPL (+$19M), QQQ (+$11M), BEACON ROOFING SUPPLY INC COMMON Stock cmn (+$7.4M), Tesla Motors Inc cmn (+$5.8M), Juniper Networks Inc option (+$5.5M), Qualcomm Inc option, Kroger Co option, Taiwan Semiconductor-sp.
Started 561 new stock positions in JKHY, FOXF, GT, DRVN, BX, GEF, Ionq, SANA, YEXT, Humana Inc put.
Reduced shares in these 10 stocks: AVGO (-$57M), SPY (-$33M), United States Stl Corp New option (-$18M), Albertsons Cos (-$13M), Albertsons Cos (-$11M), , , ET (-$8.0M), OKE (-$6.1M), DIA (-$6.1M).
Sold out of its positions in AIR, Agnc Invt Corp put, At&t Inc option, ASX, ASTS, ADBE, AMD, AEM, ABNB, APD.
Summit Securities Group was a net buyer of stock by $159M.
Summit Securities Group has $639M in assets under management (AUM), dropping by 31.69%.
Central Index Key (CIK): 0001531593

Tip: Access up to 7 years of quarterly data

Positions held by White Bay PT consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Summit Securities Group

Summit Securities Group holds 757 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Summit Securities Group has 757 total positions. Only the first 250 positions are shown.

Sign up to view all of the Summit Securities Group March 31, 2025 positions
Download the Summit Securities Group March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Call Option	51.2	$327M	+1362%	585k	559.39	View chart
Apple Inc option Put Option	3.5	$22M	NEW	100k	222.13	View chart
Apple (AAPL)	3.0	$19M	NEW	86k	222.13	View chart
United States Steel Corp Call Option	2.0	$13M	-4%	305k	42.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$11M	NEW	23k	468.92	View chart
Altria (MO)	1.5	$9.7M	+4%	161k	60.02	View chart
Juniper Networks Inc option Put Option	1.3	$8.4M	+190%	232k	36.19	View chart
BEACON ROOFING SUPPLY INC COMMON Stock cmn Put Option	1.2	$7.4M	NEW	60k	123.70	View chart
Cme (CME)	1.0	$6.2M	-42%	23k	265.29	View chart
Siriusxm Holdings Common Stock Call Option	1.0	$6.1M		270k	22.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$6.0M	-84%	11k	559.39	View chart
Tesla Motors Inc cmn Call Option	0.9	$5.8M	NEW	23k	259.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads Put Option	0.9	$5.8M	+250%	35k	166.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.9	$5.6M	-52%	13k	419.88	View chart
Tko Group Holdings Cl A Call Option	0.8	$5.2M	-22%	34k	152.81	View chart
Qualcomm Inc option Put Option	0.7	$4.8M	NEW	31k	153.61	View chart
Kroger Co option Call Option	0.7	$4.4M	NEW	65k	67.69	View chart
Marvell Technology Put Option	0.6	$4.1M	-33%	67k	61.57	View chart
Arcelormittal Sa Luxembourg Ny Registry Sh (MT)	0.6	$3.8M	NEW	131k	28.85	View chart
BEACON ROOFING SUPPLY INC COMMON Stock cmn Call Option	0.6	$3.7M	NEW	30k	123.70	View chart
Intra Cellular Therapies Put Option	0.6	$3.6M	NEW	28k	131.92	View chart
Cvs Caremark Corporation option Put Option	0.5	$3.3M	NEW	48k	67.75	View chart
Stmicroelectronics N V Ny Registry (STM)	0.5	$3.3M	NEW	148k	21.96	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$3.2M	-39%	20k	166.00	View chart
United States Stl Corp New option Put Option	0.5	$3.2M	-85%	76k	42.26	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$3.0M	+7442%	23k	131.07	View chart
Apollo Global Mgmt Call Option	0.4	$2.7M	NEW	20k	136.94	View chart
Juniper Networks Inc option Call Option	0.4	$2.7M	+398%	75k	36.19	View chart
Dollar Tree Stores Inc Cmn Stock cmn Put Option	0.4	$2.6M		35k	75.07	View chart
Banco Santander Adr (SAN)	0.4	$2.6M	NEW	390k	6.70	View chart
Transunion cmn Call Option	0.4	$2.5M	NEW	30k	82.99	View chart
International Business Machs option Call Option	0.4	$2.5M	NEW	10k	248.66	View chart
Sanofi Sponsored Adr (SNY)	0.4	$2.3M	NEW	42k	55.46	View chart
Dollar Tree Inc option Call Option	0.4	$2.3M	NEW	30k	75.07	View chart
At&t (T)	0.3	$2.2M	+61%	78k	28.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$2.2M	-78%	117k	18.59	View chart
Ford Motor Co P @ 15.0 Jun 11 option Put Option	0.3	$2.0M		200k	10.03	View chart
Tko Group Holdings Cl A (TKO)	0.3	$2.0M	NEW	13k	152.81	View chart
Unilever Spon Adr New (UL)	0.3	$1.8M	NEW	31k	59.55	View chart
Qualcomm (QCOM)	0.3	$1.8M	-48%	12k	153.61	View chart
Tripadvisor Inc opt Call Option	0.3	$1.8M	NEW	129k	14.17	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.3	$1.6M	+200%	207k	7.76	View chart
Marvell Technology (MRVL)	0.2	$1.6M	+336%	26k	61.57	View chart
Norwegian Cruise Line Hldg L SHS Put Option	0.2	$1.5M		80k	18.96	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.5M	+5185%	3.0k	495.27	View chart
Uber Technologies Inc call Call Option	0.2	$1.5M		20k	72.86	View chart
Nuscale Pwr Corp Cl A Com Call Option	0.2	$1.4M	-28%	100k	14.16	View chart
Phillips 66 call Call Option	0.2	$1.4M	NEW	11k	123.48	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$1.4M	+2347%	2.1k	662.63	View chart
Ishares Tr 20 Yr Tr Bd Etf Call Option	0.2	$1.4M	+50%	15k	91.03	View chart
Willscot Hldgs Corp Com Cl A Call Option	0.2	$1.3M	-35%	49k	27.80	View chart
Barclays Adr Put Option	0.2	$1.3M		87k	15.36	View chart
Qualcomm Inc option Call Option	0.2	$1.2M	NEW	8.0k	153.61	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs Call Option	0.2	$1.2M	NEW	25k	48.45	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$1.2M	+42%	29k	41.37	View chart
MPLX Com Unit Rep Ltd Put Option	0.2	$1.2M	+4400%	23k	53.52	View chart
Golden Ocean Group Shs New Call Option	0.2	$1.2M	NEW	150k	7.98	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.2	$1.2M	+333%	22k	53.52	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.2	$1.2M	NEW	46k	25.40	View chart
On Semiconductor Corp Cmn Stk cmn Call Option	0.2	$1.2M	NEW	29k	40.69	View chart
Pdd Holdings Sponsored Ads Call Option	0.2	$1.1M		9.7k	118.35	View chart
Proshares Tr Bitcoin Etf (BITO)	0.2	$1.1M	-83%	61k	18.32	View chart
Walgreens Boots Alliance Call Option	0.2	$1.1M	NEW	99k	11.17	View chart
Walgreen Boots Alliance (WBA)	0.2	$1.1M	+83%	98k	11.17	View chart
Tapestry Inc put Put Option	0.2	$1.1M	NEW	15k	70.41	View chart
CoStar (CSGP)	0.2	$1.0M	+219%	13k	79.23	View chart
Autoliv (ALV)	0.2	$1.0M	NEW	12k	88.45	View chart
Invesco Currencyshares Euro Euro Shs Put Option	0.2	$999k	NEW	10k	99.90	View chart
Intra Cellular Therapies Call Option	0.2	$989k	NEW	7.5k	131.92	View chart
Moneylion Cl A (ML)	0.1	$952k	NEW	11k	86.51	View chart
Xplr Infrastructure Com Unit Part In Put Option	0.1	$950k		100k	9.50	View chart
Invesco Qqq Tr Unit Ser 1 Call Option	0.1	$938k	NEW	2.0k	468.92	View chart
Ford Motor Company (F)	0.1	$929k	+454%	93k	10.03	View chart
Paramount Global Class B Com Put Option	0.1	$927k	+1622%	78k	11.96	View chart
Ferrari Nv Ord (RACE)	0.1	$919k	NEW	2.1k	427.88	View chart
Zoom Communications Cl A (ZM)	0.1	$906k	-40%	12k	73.77	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$899k	+2065%	12k	73.50	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$888k	NEW	1.5k	591.86	View chart
Spdr Gold Tr Gold Shs Call Option	0.1	$864k	-14%	3.0k	288.14	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$854k	+359%	43k	20.00	View chart
Humana Inc put Put Option	0.1	$794k	NEW	3.0k	264.60	View chart
Valaris Cl A Call Option	0.1	$785k	NEW	20k	39.26	View chart
Keysight Technologies Inc cmn Put Option	0.1	$749k		5.0k	149.77	View chart
Tapestry (TPR)	0.1	$704k	NEW	10k	70.41	View chart
Frontline (FRO)	0.1	$698k	+5771%	47k	14.85	View chart
FIRST MAJESTIC SILVER Corp put Put Option	0.1	$669k		100k	6.69	View chart
Intl Paper Co option Put Option	0.1	$667k		13k	53.35	View chart
Nokia Corp Sponsored Adr (NOK)	0.1	$657k	NEW	125k	5.27	View chart
Altria Group Put Option	0.1	$648k	-63%	11k	60.02	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$645k	NEW	6.9k	93.45	View chart
Capri Holdings SHS Call Option	0.1	$641k	-88%	33k	19.73	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$640k	+1418%	17k	38.31	View chart
Dollar Tree (DLTR)	0.1	$638k	+70%	8.5k	75.07	View chart
Xplr Infrastructure Com Unit Part In (XIFR)	0.1	$637k	+187%	67k	9.50	View chart
Pfizer (PFE)	0.1	$634k	+5%	25k	25.34	View chart
American Airls Call Option	0.1	$633k		60k	10.55	View chart
Yext Put Option	0.1	$616k	NEW	100k	6.16	View chart
Energy Transfer Com Ut Ltd Ptn Put Option	0.1	$610k	+95%	33k	18.59	View chart
Nextnav Common Stock Call Option	0.1	$609k	NEW	50k	12.17	View chart
Hope Ban (HOPE)	0.1	$607k	NEW	58k	10.47	View chart
Bristol Myers Squibb (BMY)	0.1	$592k	-81%	9.7k	60.99	View chart
Zoom Communications Cl A Call Option	0.1	$590k		8.0k	73.77	View chart
Carnival Corp Unit 99/99/9999 Put Option	0.1	$586k		30k	19.53	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$581k	NEW	22k	26.45	View chart
Stellantis SHS Put Option	0.1	$561k		50k	11.21	View chart
Ishares Msci Germany Etf Put Option	0.1	$556k	NEW	15k	37.08	View chart
Goodyear Tire & Rubber Put Option	0.1	$554k	NEW	60k	9.24	View chart
Citigroup Com New (C)	0.1	$547k	-66%	7.7k	70.99	View chart
Stellantis SHS (STLA)	0.1	$506k	-7%	45k	11.21	View chart
Forward Air Corporation Cmn Stk cmn Put Option	0.1	$502k	NEW	25k	20.09	View chart
Vale S A Sponsored Ads (VALE)	0.1	$483k	+952%	48k	9.98	View chart
Coreweave Com Cl A (CRWV)	0.1	$482k	NEW	13k	37.08	View chart
Gitlab Class A Com Call Option	0.1	$470k	-50%	10k	47.00	View chart
Willscot Hldgs Corp Com Cl A (WSC)	0.1	$455k	-18%	16k	27.80	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$447k	+4239%	48k	9.37	View chart
Albertsons Cos Common Stock Call Option	0.1	$446k	-95%	20k	21.99	View chart
Ing Groep Sponsored Adr (ING)	0.1	$446k	NEW	23k	19.59	View chart
Willscot Hldgs Corp Com Cl A Put Option	0.1	$445k	NEW	16k	27.80	View chart
Springworks Therapeutics Put Option	0.1	$441k	NEW	10k	44.13	View chart
Springworks Therapeutics Call Option	0.1	$441k	NEW	10k	44.13	View chart
Scotts Miracle-gro Cl A (SMG)	0.1	$436k	NEW	8.0k	54.89	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$419k	NEW	3.0k	139.78	View chart
Transunion (TRU)	0.1	$415k	NEW	5.0k	82.99	View chart
Peloton Interactive Cl A Com Call Option	0.1	$399k	NEW	63k	6.32	View chart
Fresenius Medical Care Sponsored Adr (FMS)	0.1	$396k	NEW	16k	24.90	View chart
Hertz Global Hldgs Com New Put Option	0.1	$394k	NEW	100k	3.94	View chart
Digital World Acquisition Call Option	0.1	$391k	NEW	20k	19.54	View chart
Cleveland-cliffs (CLF)	0.1	$386k	NEW	47k	8.22	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$381k	NEW	28k	13.62	View chart
Deutsche Bank A G Namen Akt (DB)	0.1	$375k	NEW	16k	23.83	View chart
Energy Transfer Com Ut Ltd Ptn Call Option	0.1	$372k	NEW	20k	18.59	View chart
Nokia Corp Sponsored Adr Put Option	0.1	$365k	NEW	69k	5.27	View chart
Ubs Group SHS (UBS)	0.1	$365k	NEW	12k	30.63	View chart
Morgan Stanley Com New (MS)	0.1	$362k	+106%	3.1k	116.67	View chart
BP Sponsored Adr (BP)	0.1	$345k	+1603%	10k	33.79	View chart
Pg&e Corp option Call Option	0.1	$344k	NEW	20k	17.18	View chart
Iac Com New Call Option	0.1	$340k	NEW	7.4k	45.94	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$337k	NEW	5.1k	65.61	View chart
Broadcom Inc call Call Option	0.1	$335k	NEW	2.0k	167.43	View chart
Enterprise Products Partners (EPD)	0.1	$321k	-71%	9.4k	34.14	View chart
Hewlett Packard Enterprise C put Put Option	0.0	$309k		20k	15.43	View chart
United Parcel Service CL B (UPS)	0.0	$308k	NEW	2.8k	109.99	View chart
Nextnav Common Stock Put Option	0.0	$304k	NEW	25k	12.17	View chart
Forward Air Corporation (FWRD)	0.0	$303k	+4933%	15k	20.09	View chart
Keysight Technologies (KEYS)	0.0	$300k	+5%	2.0k	149.77	View chart
H & E Equipment Services Put Option	0.0	$294k	NEW	3.1k	94.79	View chart
Hewlett Packard Enterprise (HPE)	0.0	$293k	+52%	19k	15.43	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$290k		20k	14.59	View chart
Bigbear Ai Hldgs Call Option	0.0	$285k	NEW	100k	2.86	View chart
AES Corporation (AES)	0.0	$284k	NEW	23k	12.42	View chart
Transalta Corp (TAC)	0.0	$281k	-55%	30k	9.35	View chart
International Paper Company (IP)	0.0	$275k	NEW	5.2k	53.35	View chart
Bitdeer Technologies Group Cl A Ord Shs (BTDR)	0.0	$268k	-26%	30k	8.83	View chart
Penn National Gaming (PENN)	0.0	$266k	NEW	16k	16.31	View chart
Humana Inc option Call Option	0.0	$265k	NEW	1.0k	264.60	View chart
American Airls Put Option	0.0	$264k	-61%	25k	10.55	View chart
Herc Hldgs (HRI)	0.0	$259k	NEW	1.9k	134.27	View chart
CRH Ord (CRH)	0.0	$249k	NEW	2.8k	87.97	View chart
Iren Ordinary Shares Call Option	0.0	$244k	-46%	40k	6.09	View chart
Amprius Technologies Common Stock Call Option	0.0	$241k	NEW	90k	2.68	View chart
Super Micro Computer Com New Put Option	0.0	$240k	+40%	7.0k	34.24	View chart
Amentum Holdings (AMTM)	0.0	$238k	NEW	13k	18.20	View chart
Renew Energy Global Cl A Shs Call Option	0.0	$236k	NEW	40k	5.89	View chart
Gms (GMS)	0.0	$228k	NEW	3.1k	73.17	View chart
Ionq Call Option	0.0	$221k	NEW	10k	22.07	View chart
Enovix Corporation Put Option	0.0	$220k	NEW	30k	7.34	View chart
Nvidia Corp option Call Option	0.0	$217k	NEW	2.0k	108.38	View chart
Knife River Corp Common Stock (KNF)	0.0	$216k	NEW	2.4k	90.21	View chart
Murphy Oil Corporation (MUR)	0.0	$215k	NEW	7.6k	28.40	View chart
Dick's Sporting Goods (DKS)	0.0	$213k	+17%	1.1k	201.56	View chart
Melco Resorts And Entmnt Adr Call Option	0.0	$211k		40k	5.27	View chart
Springworks Therapeutics (SWTX)	0.0	$206k	NEW	4.7k	44.13	View chart
Ellington Credit Company Com Shs Ben Int (EARN)	0.0	$204k	NEW	38k	5.41	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$202k	NEW	22k	9.24	View chart
CenterPoint Energy (CNP)	0.0	$199k	+2641%	5.5k	36.23	View chart
Telefonica S A Sponsored Adr (TEF)	0.0	$194k	NEW	42k	4.66	View chart
Relx Sponsored Adr (RELX)	0.0	$194k	NEW	3.8k	50.41	View chart
Exxon Mobil Corporation (XOM)	0.0	$190k	NEW	1.6k	118.93	View chart
Chevron Corporation (CVX)	0.0	$184k	NEW	1.1k	167.29	View chart
Hasbro (HAS)	0.0	$178k	NEW	2.9k	61.49	View chart
Verizon Communications (VZ)	0.0	$177k	-40%	3.9k	45.36	View chart
Albertsons Cos Common Stock Put Option	0.0	$176k	-98%	8.0k	21.99	View chart
Saia Inc call Call Option	0.0	$175k	NEW	500.00	349.43	View chart
Diageo Spon Adr New (DEO)	0.0	$173k	NEW	1.6k	104.79	View chart
Walgreens Boots Alliance Inc option Put Option	0.0	$168k	NEW	15k	11.17	View chart
Ionq Put Option	0.0	$166k	NEW	7.5k	22.07	View chart
Repligen Corporation (RGEN)	0.0	$165k	NEW	1.3k	127.24	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$161k	+183%	8.5k	18.96	View chart
Pan American Silver Corp Can (PAAS)	0.0	$161k	NEW	6.2k	25.83	View chart
Huntington Ingalls Inds (HII)	0.0	$156k	NEW	764.00	204.04	View chart
Amcor Ord (AMCR)	0.0	$155k	NEW	16k	9.70	View chart
Ishares Silver Tr Ishares Call Option	0.0	$155k	NEW	5.0k	30.99	View chart
Lamb Weston Hldgs Inc call Call Option	0.0	$155k	-69%	2.9k	53.30	View chart
Bloomin Brands (BLMN)	0.0	$151k	NEW	21k	7.17	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$150k	-85%	11k	14.34	View chart
Nextnav Common Stock (NN)	0.0	$146k	NEW	12k	12.17	View chart
Fluence Energy Com Cl A Call Option	0.0	$146k		30k	4.85	View chart
Stoneco Com Cl A (STNE)	0.0	$145k	+9099%	14k	10.48	View chart
Capri Holdings SHS (CPRI)	0.0	$136k	NEW	6.9k	19.73	View chart
MGM Resorts International. (MGM)	0.0	$136k	NEW	4.6k	29.64	View chart
Burford Cap Ord Shs (BUR)	0.0	$136k	NEW	10k	13.21	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$136k	NEW	9.6k	14.16	View chart
CNO Financial (CNO)	0.0	$136k	NEW	3.3k	41.65	View chart
New Oriental Ed & Technology Spon Adr (EDU)	0.0	$136k	NEW	2.8k	47.81	View chart
Berry Plastics (BERY)	0.0	$136k	NEW	1.9k	69.81	View chart
Colgate-Palmolive Company (CL)	0.0	$136k	NEW	1.4k	93.70	View chart
Organon & Co Common Stock (OGN)	0.0	$136k	-67%	9.1k	14.89	View chart
Paycom Software (PAYC)	0.0	$136k	NEW	620.00	218.48	View chart
Makemytrip Limited Mauritius SHS (MMYT)	0.0	$130k	NEW	1.3k	97.99	View chart
Caesars Entertainment (CZR)	0.0	$129k	NEW	5.1k	25.00	View chart
Enbridge (ENB)	0.0	$129k	-79%	2.9k	44.31	View chart
Siriuspoint (SPNT)	0.0	$128k	NEW	7.4k	17.29	View chart
Vishay Intertechnology (VSH)	0.0	$126k	NEW	7.9k	15.90	View chart
Abbvie (ABBV)	0.0	$126k	+177%	600.00	209.52	View chart
XP Cl A (XP)	0.0	$123k	NEW	8.9k	13.75	View chart
Joby Aviation Common Stock Put Option	0.0	$120k		20k	6.02	View chart
Microchip Technology (MCHP)	0.0	$118k	+2755%	2.4k	48.41	View chart
Medical Properties Trust (MPW)	0.0	$115k	-45%	19k	6.03	View chart
Enovix Corp (ENVX)	0.0	$114k	NEW	16k	7.34	View chart
Microsoft Corporation (MSFT)	0.0	$113k	NEW	300.00	375.39	View chart
Avis Budget (CAR)	0.0	$112k	NEW	1.5k	75.90	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$111k	-10%	4.3k	25.85	View chart
Southwest Airlines (LUV)	0.0	$108k	+543%	3.2k	33.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$108k	+313%	600.00	179.70	View chart
Iren Ordinary Shares (IREN)	0.0	$108k	+363%	18k	6.09	View chart
Pagaya Technologies Cl A New (PGY)	0.0	$107k	NEW	10k	10.48	View chart
Composecure Com Cl A (CMPO)	0.0	$107k	NEW	9.8k	10.87	View chart
Yext (YEXT)	0.0	$105k	NEW	17k	6.16	View chart
UniFirst Corporation (UNF)	0.0	$104k	NEW	600.00	174.00	View chart
Brighthouse Finl (BHF)	0.0	$103k	NEW	1.8k	57.99	View chart
Blue Bird Corp (BLBD)	0.0	$102k	NEW	3.2k	32.37	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$102k	+24%	5.2k	19.53	View chart
Hawaiian Electric Industries (HE)	0.0	$102k	NEW	9.3k	10.95	View chart
Firstenergy Corp Common Stock cmn Put Option	0.0	$101k	-66%	2.5k	40.42	View chart
Allegro Microsystems Ord (ALGM)	0.0	$101k	+257%	4.0k	25.13	View chart
Claros Mtg Tr Common Stock (CMTG)	0.0	$100k	NEW	27k	3.73	View chart
Clearwater Paper (CLW)	0.0	$98k	NEW	3.9k	25.37	View chart
Bbb Foods Cl A Com (TBBB)	0.0	$96k	NEW	3.6k	26.68	View chart
Fair Isaac Corporation (FICO)	0.0	$96k	NEW	52.00	1844.15	View chart
Cantaloupe (CTLP)	0.0	$96k	NEW	12k	7.87	View chart
Paramount Global Class B Com Call Option	0.0	$96k	-86%	8.0k	11.96	View chart
First Financial Bankshares (FFIN)	0.0	$96k	NEW	2.7k	35.92	View chart
Dominion Resources (D)	0.0	$95k	-69%	1.7k	56.07	View chart
Angi Cl A New (ANGI)	0.0	$95k	NEW	6.2k	15.41	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$93k	+187%	10k	9.06	View chart
Dun & Bradstreet Hldgs (DNB)	0.0	$93k	NEW	10k	8.94	View chart
Live Nation Entertainment (LYV)	0.0	$91k	NEW	700.00	130.58	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$90k	NEW	1.5k	60.08	View chart
Olin Corp Com Par $1 (OLN)	0.0	$88k	NEW	3.6k	24.24	View chart
Dow (DOW)	0.0	$87k	-3%	2.5k	34.92	View chart

Past Filings by Summit Securities Group

SEC 13F filings are viewable for Summit Securities Group going back to 2012

Summit Securities Group 2025 Q1 filed May 13, 2025
Summit Securities Group 2024 Q4 filed Feb. 12, 2025
Summit Securities Group 2024 Q3 filed Nov. 7, 2024
Summit Securities Group 2024 Q2 filed July 26, 2024
Summit Securities Group 2024 Q1 filed May 13, 2024
Clear Street Markets 2023 Q3 filed Nov. 13, 2023
Clear Street Markets 2023 Q2 filed Aug. 14, 2023
Clear Street Markets 2023 Q1 filed May 12, 2023
Clear Street Markets 2022 Q4 filed Feb. 13, 2023
Clear Street Markets 2022 Q3 filed Nov. 2, 2022
Clear Street Markets 2022 Q2 filed Aug. 2, 2022
Clear Street Markets 2022 Q1 filed May 11, 2022
Clear Street Markets 2021 Q4 filed Jan. 18, 2022
Clear Street Markets 2021 Q3 filed Oct. 20, 2021
Clear Street Markets 2021 Q2 filed July 19, 2021
Clear Street Markets 2021 Q1 filed April 14, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z