Sign In
test

Remington Conte

Summit Portfolio Management, Ltd.

Assets Managed
$155.449M
Holdings
24
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Portfolio Management, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.

Assets under management

The assets under management (AUM) of Summit Portfolio Management, Ltd. 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 155.449M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Remington Conte, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUV
Avantis Us Small Cap Value
Recent Activity
New Position
23.74%
$36.893M
333,964 shares@ $110.48 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
New Position
11.51%
$17.891M
179,161 shares@ $99.87 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
New Position
8.89%
$13.816M
171,390 shares@ $80.62 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
New Position
8.82%
$13.706M
123,280 shares@ $111.19 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
New Position
7.28%
$11.314M
222,056 shares@ $50.95 avg price
AVDE
Avantis International Equity
Recent Activity
New Position
6.47%
$10.049M
118,445 shares@ $84.85 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
New Position
6.46%
$10.03M
200,799 shares@ $49.95 avg price
AVIV
Avantis Int Lrg Cap Val Etf
Recent Activity
New Position
5.36%
$8.328M
111,290 shares@ $74.83 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
New Position
4.59%
$7.12M
146,929 shares@ $48.46 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
New Position
4.21%
$6.538M
109,000 shares@ $59.99 avg price

1-10 of 24