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Akiva Nimchinsky

@Summit Securities Group Llc

Latest period2024 - Q3ReportedManaged Assets$378.588MTotal holdings504
Assets growth rate-28.47%Assets growth rate (2-Q avg)-20.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Securities Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 504 positions.

Assets under management

The assets under management (AUM) of Summit Securities Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 378.588M in assets, with a quarterly growth rate of -28.47% and a 2-quarter average growth rate of -20.71%. The portfolio is managed by Akiva Nimchinsky, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WRKWestrock Co
Recent Activity
Exited
0%
$1.005M↓ Put
20,000 shares@ $50.25 avg price
SAMBoston Beer Inc
Recent Activity
Exited
0%
$763,000↑ Call
2,500 shares@ $305.2 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$674,000↑ Call
238,200 shares@ $2.83 avg price
BALLBall Corp
Recent Activity
Exited
0%
$600,000↑ Call
10,000 shares@ $60.0 avg price
HOLIHollysys Automation Tchngy L
Recent Activity
Exited
0%
$576,000↓ Put
26,600 shares@ $21.66 avg price
FXYInvesco Currencyshares Japan
Recent Activity
Exited
0%
$575,000↑ Call
10,000 shares@ $57.5 avg price
GISGeneral Mls Inc
Recent Activity
Exited
0%
$566,000
8,950 shares@ $63.25 avg price
SYFSynchrony Financial
Recent Activity
Exited
0%
$472,000↓ Put
10,000 shares@ $47.2 avg price
VLTOVeralto Corp
Recent Activity
Exited
0%
$440,000
4,604 shares@ $95.57 avg price
CIVICivitas Resources Inc
Recent Activity
Exited
0%
$435,000
6,300 shares@ $69.05 avg price