DOSSIER · 13F-HR · Q2 2026
Summa Corp.
$319M in tracked AUM across 83 positions as of Q2 2026.
SC
CIK 0001954929 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Summa Corp. SEC 13F Filing (Q4 2025)
1. Portfolio Overview
Summa Corp. manages a concentrated growth-oriented portfolio totaling approximately $233.16 million as of December 31, 2025. The firm has executed a significant expansion strategy over the quarter, growing the portfolio's total value by +57.6% (up from $147.92M in the previous quarter). This capital increase was driven by a combination of new capital inflows and a dynamic rebalancing strategy.
Th...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.