Summit Portfolio Management, LTD.
Summit Portfolio Management, LTD. reported 24 positions worth $155.4M as of March 31, 2026 (13F filed April 30, 2026). Largest holding: AVUV (23.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUV | SH | $36.9M | 23.73% | 333,964 | — | — | |
| ▸ 2 | AVDV | SH | $17.9M | 11.51% | 179,161 | — | — | |
| ▸ 3 | AVLV | SH | $13.8M | 8.89% | 171,390 | — | — | |
| ▸ 4 | AVUS | SH | $13.7M | 8.82% | 123,280 | — | — | |
| ▸ 5 | FLOT | SH | $11.3M | 7.28% | 222,056 | — | — | |
| ▸ 6 | AVDE | SH | $10.0M | 6.46% | 118,445 | — | — | |
| ▸ 7 | VTIP | SH | $10.0M | 6.45% | 200,799 | — | — | |
| ▸ 8 | AVIV | SH | $8.3M | 5.36% | 111,290 | — | — | |
| ▸ 9 | DFUV | SH | $7.1M | 4.58% | 146,929 | — | — | |
| ▸ 10 | AVES | SH | $6.5M | 4.21% | 109,000 | — | — |
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Frequently Asked Questions
What stocks does Summit Portfolio Management, LTD. hold as of Q1 2026?
Summit Portfolio Management, LTD. reported 24 positions worth $155.4M in its Q1 2026 13F filing. Largest positions: AVUV (23.7%), AVDV (11.5%), AVLV (8.9%), AVUS (8.8%) and FLOT (7.3%).
What did Summit Portfolio Management, LTD. buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Portfolio Management, LTD. sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.