☆Summitas Investment Management LLC
Quality Q
0.827
AUM ($M)
135
Positions
10
Turnover
0.05
Top-10 wt
100%
Herfindahl
0.289
History (qtrs)
3
Excess Return
not eligible
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Holdings · 10 positions · portfolio value $135M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 50.1% | +1.9% | 67.4 | 98,143 | -4,753 | 2 | — |
| ☆GLDM funds › | WORLD GOLD TR | TRIM | — | 12.4% | -3.6% | 16.6 | 209,626 | -10,028 | 2 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 9.7% | +2.0% | 13.1 | 109,709 | +95,539 | 2 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 6.7% | -1.5% | 9.0 | 153,310 | -23,569 | 2 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 5.6% | +0.1% | 7.6 | 106,015 | -3,098 | 2 | — |
| ☆FENI funds › | FIDELITY COVINGTON TRUST | ADD | — | 4.8% | +0.3% | 6.4 | 159,552 | +6,600 | 2 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 4.4% | +0.2% | 5.9 | 71,281 | -5,680 | 2 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 3.2% | +0.4% | 4.3 | 71,554 | +6,417 | 2 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | ADD | — | 1.6% | +0.1% | 2.2 | 43,655 | +5,440 | 2 | — |
| ☆AAPL funds › | APPLE INC | HOLD | Common Stock | 1.5% | +0.1% | 2.0 | 7,066 | +0 | 2 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 135 | 10 | 0.05 | 100% | 0.289 | 0.827 | — | in |
| 2026Q1 | 128 | 10 | 0.03 | 100% | 0.279 | 0.846 | — | entered |
| 2025Q4 | 133 | 10 | 0.00 | 100% | 0.276 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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