Summit Investment Advisory Services, LLC

Summit Investment Advisory Services, LLC reported 89 holdings worth US$398M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Summit Investment Advisory Services, LLC reported 89 holdings worth US$398M as of Jun 30, 2026. Largest: Nvidia Corporation, Amazon.com, Inc. and Entegris, Inc. Filed Jul 24, 2026 (Form 13F).

Holdings
89
Value as reported
US$398M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation4,712US$943K0.24%
Amazon.com, Inc.3,304US$787K0.20%
Entegris, Inc.3,632US$653K0.16%
Apple Inc1,557US$450K0.11%
Microsoft Corp.851US$318K0.08%
Public Service Enterprise Group Incorporated3,367US$273K0.07%
Alphabet Inc (google) Class C763US$273K0.07%
Berkshire Hathaway Inc.496US$248K0.06%
Teradyne, Inc.428US$207K0.05%

Source

View original at SEC

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