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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
BOWLBowlero Corp
Recent Activity
Exited
0%
$392,000
27,024 shares@ $14.51 avg price
CWKCushman Wakefield Plc
Recent Activity
Exited
0%
$381,000
36,660 shares@ $10.4 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$373,000
3,500 shares@ $106.58 avg price
TEVATeva Pharmaceutical Inds Ltd
Recent Activity
Exited
0%
$366,000
22,500 shares@ $16.27 avg price
LOARLoar Holdings Inc
Recent Activity
Exited
0%
$344,000
6,439 shares@ $53.43 avg price
ASAmer Sports Inc
Recent Activity
Exited
0%
$297,000
23,611 shares@ $12.58 avg price
SPNTSiriuspoint Ltd
Recent Activity
Exited
0%
$291,000
23,834 shares@ $12.21 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$286,000
3,000 shares@ $95.34 avg price
NPWRNet Power Inc
Recent Activity
Exited
0%
$268,000
27,282 shares@ $9.83 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$260,000
810 shares@ $320.99 avg price