Summitas Investment Management LLC
All 13F Filings
- Location
- Mckinney, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 132,668
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 10 | 132,668 | 13F-HR | Summitas Investment Management LLC |
| Q2 2026 | 8/14/2026 | 10 | 134,559 | 13F-HR | Summitas Investment Management LLC |
| Q1 2026 | 5/13/2026 | 10 | 127,531 | 13F-HR | Summitas Investment Management LLC |
| Q4 2025 | 5/26/2026 | 10 | 132,909 | 13F-HR | Summitas Investment Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.655 K | 6.5% | 207 | 0 | 207 |
| ETFs | 124 K | 93.5% | 0 | 2.097 K | -2.097 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
132,668
Holdings
10
QoQ value change ($000)
-1,891
(-1.4%)
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.