Summa Corp.
All 13F Filings
- Location
- Tomball, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 241,912
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 83 | 241,912 | 13F-HR | Summa Corp. |
| Q4 2025 | 1/21/2026 | 77 | 233,161 | 13F-HR | Summa Corp. |
| Q3 2025 | 10/27/2025 | 76 | 227,415 | 13F-HR | Summa Corp. |
| Q2 2025 | 7/25/2025 | 76 | 192,444 | 13F-HR | Summa Corp. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 189.7 K | 78.4% | 0 | 29.61 K | -29.61 K |
| ETFs | 52.23 K | 21.6% | 39.54 K | 0 | 39.54 K |
| Other | 0 | 0.0% | 0 | 1.173 K | -1.173 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
241,912
Holdings
83
QoQ value change ($000)
8,751
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.