Summerhill Capital Management lnc. as of Sept. 30, 2025
Portfolio Holdings for Summerhill Capital Management lnc.
Summerhill Capital Management lnc. holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc. Cl-a Cap Stk Cl A (GOOGL) | 12.4 | $12M | 49k | 243.10 | |
| JPMorgan Chase & Co. (JPM) | 10.0 | $9.7M | 31k | 315.43 | |
| First Solar (FSLR) | 9.9 | $9.5M | 43k | 220.53 | |
| Meta Platforms Com Cl A (META) | 9.7 | $9.3M | 13k | 734.38 | |
| Microsoft Corporation (MSFT) | 8.8 | $8.4M | 16k | 517.95 | |
| Rbc Cad (RY) | 8.4 | $8.1M | 55k | 147.41 | |
| Brookfield Infrastructure Partners Lp Int Unit (BIP) | 8.0 | $7.7M | 234k | 32.96 | |
| Amazon (AMZN) | 8.0 | $7.7M | 35k | 219.57 | |
| Celestica (CLS) | 4.7 | $4.6M | 19k | 246.11 | |
| Vertiv Holding Com Cl A (VRT) | 4.3 | $4.1M | 27k | 150.86 | |
| Canadian Pacific Kansas City (CP) | 3.9 | $3.8M | 51k | 74.49 | |
| Cae (CAE) | 3.8 | $3.7M | 124k | 29.61 | |
| Paypal Holdings (PYPL) | 3.3 | $3.2M | 47k | 67.06 | |
| Eaton (ETN) | 2.5 | $2.4M | 6.5k | 374.25 | |
| Canadian Natl Ry (CNI) | 2.4 | $2.3M | 24k | 94.31 |
