Summit Investment Advisory Services, LLC
Summit Investment Advisory Services, LLC reported 89 positions worth $398.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: CGDV (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $50.3M | 12.62% | 1,020,802 | — | — | |
| ▸ 2 | PVAL | SH | $44.1M | 11.07% | 865,998 | — | — | |
| ▸ 3 | CGGR | SH | $44.1M | 11.06% | 934,072 | — | — | |
| ▸ 4 | INCM | SH | $31.9M | 8.01% | 1,105,667 | — | — | |
| ▸ 5 | CGXU | SH | $29.3M | 7.36% | 847,237 | — | — | |
| ▸ 6 | FLCG | SH | $26.5M | 6.66% | 796,716 | — | — | |
| ▸ 7 | DGRO | SH | $25.7M | 6.46% | 339,666 | — | — | |
| ▸ 8 | CGUS | SH | $22.4M | 5.61% | 502,993 | — | — | |
| ▸ 9 | FSCC | SH | $15.5M | 3.90% | 416,300 | — | — | |
| ▸ 10 | FESM | SH | $15.0M | 3.76% | 309,901 | — | — |
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Frequently Asked Questions
What stocks does Summit Investment Advisory Services, LLC hold as of Q2 2026?
Summit Investment Advisory Services, LLC reported 89 positions worth $398.5M in its Q2 2026 13F filing. Largest positions: CGDV (12.6%), PVAL (11.1%), CGGR (11.1%), INCM (8.0%) and CGXU (7.4%).
What did Summit Investment Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Investment Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.