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Akiva Nimchinsky

Summit Securities Group Llc

Assets Managed
$809.914M
Holdings
1005
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
5.51%(2Q avg: 32.08%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Securities Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1005 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 809.914M in assets, with a quarterly growth rate of 5.51% and a 2-quarter average growth rate of 32.08%. The portfolio is managed by Akiva Nimchinsky, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-1⤦
State Str Spdr S&p 500 Etf T
Recent Activity
New Position
27.69%
$224.237M↑ Call
344,800 shares@ $650.34 avg price
ur-5⤦
Invesco Qqq Tr
Recent Activity
New Position
5.61%
$45.366M↑ Call
78,600 shares@ $577.18 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5990700%
4.27%
$34.578M
59,908 shares@ $577.18 avg price
ur-1⤦
Microsoft Corp
Recent Activity
New Position
4.18%
$33.797M↑ Call
91,300 shares@ $370.17 avg price
ur-9⤦
State Str Spdr S&p 500 Etf T
Recent Activity
New Position
4.12%
$33.297M↓ Put
51,200 shares@ $650.34 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 166.6%
2.71%
$21.9M
125,575 shares@ $174.4 avg price
ur-1⤦
Warner Bros Discovery Inc
Recent Activity
New Position
2.49%
$20.095M↑ Call
731,800 shares@ $27.46 avg price
ur-4⤦
Warner Bros Discovery Inc
Recent Activity
New Position
2.43%
$19.606M↓ Put
714,000 shares@ $27.46 avg price
ur-8⤦
Invesco Qqq Tr
Recent Activity
New Position
2.18%
$17.604M↓ Put
30,500 shares@ $577.18 avg price
ur-1⤦
Electronic Arts Inc
Recent Activity
New Position
1.94%
$15.637M↓ Put
76,700 shares@ $203.87 avg price

1-10 of 1005