test

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
OGNOrganon & Co
Recent Activity
Decreased -4.58%
0.11%
$398,000
20,800 shares@ $19.14 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -78.57%
0.1%
$365,000↑ Call
1,500 shares@ $243.34 avg price
FIGSFigs Inc
Recent Activity
Decreased -33.33%
0.1%
$342,000↑ Call
50,000 shares@ $6.84 avg price
WHRWhirlpool Corp
Recent Activity
Decreased -66.31%
0.1%
$342,000
3,200 shares@ $106.88 avg price
MFAMfa Finl Inc
Recent Activity
Decreased -17.84%
0.09%
$340,000
26,700 shares@ $12.74 avg price
IBMInternational Business Machs
Recent Activity
Decreased -90.66%
0.09%
$310,000
1,400 shares@ $221.43 avg price
KDKyndryl Hldgs Inc
Recent Activity
Decreased -70.91%
0.08%
$292,000↑ Call
12,700 shares@ $23.0 avg price
SPGSimon Ppty Group Inc New
Recent Activity
Decreased -22.72%
0.08%
$287,000
1,700 shares@ $168.83 avg price
ENVXEnovix Corporation
Recent Activity
Decreased -45.99%
0.08%
$285,000
30,566 shares@ $9.33 avg price
EDREndeavor Group Hldgs Inc
Recent Activity
Decreased -80.37%
0.07%
$253,000
8,865 shares@ $28.54 avg price