Summitas Investment Management LLC - Portfolio Stock Holdings

Summitas Investment Management LLC disclosed 10 stock positions in a recent SEC 13F filing. $132,667,491 of stock holdings were filed, with the largest holdings including VOO, GLDM, and VGT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $158,600,000 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.