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Lindsay Marie Rider

Summitpoint Capital Management

Assets Managed
$78.766M
Holdings
35
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Summitpoint Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Summitpoint Capital Management 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 2026 - Q1, they manage 78.766M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
New Position
15.64%
$12.313M
377,469 shares@ $32.63 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
New Position
7.69%
$6.051M
90,132 shares@ $67.13 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
New Position
6.85%
$5.391M
45,170 shares@ $119.36 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
New Position
5.98%
$4.702M
156,384 shares@ $30.07 avg price
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
New Position
5.83%
$4.592M
114,083 shares@ $40.26 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
New Position
5.57%
$4.381M
61,090 shares@ $71.73 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
New Position
5.4%
$4.251M
176,820 shares@ $24.05 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
4.13%
$3.252M
5,185 shares@ $627.15 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
New Position
4.09%
$3.219M
63,645 shares@ $50.59 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
New Position
3.71%
$2.921M
70,634 shares@ $41.36 avg price

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