CIK 1954929
Summa Corp.
Institutional 13F holdings & portfolio
Holdings
77
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 77
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 634K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 122K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 21K | $1M+ | SH |
| QCOM | QUALCOMM INC | 35K | $1M+ | SH |
| IWF | ISHARES TR | 11K | $1M+ | SH |
| AMZN | AMAZON COM INC | 19K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 40K | $1M+ | SH |
| GOOGL | ALPHABET INC | 11K | $1M+ | SH |
| IWD | ISHARES TR | 13K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| DBEF | DBX ETF TR | 46K | $1M+ | SH |
| OPRT | OPORTUN FINL CORP | 397K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 25K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| WMT | WALMART INC | 16K | $1M+ | SH |
| IEF | ISHARES TR | 14K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| EMB | ISHARES TR | 12K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG | 4K | $1M+ | SH |
| IEI | ISHARES TR | 9K | $1M+ | SH |
| SHY | ISHARES TR | 11K | $500K+ | SH |
| MINT | PIMCO ETF TR | 9K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 5K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| SLQD | ISHARES TR | 15K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| TIP | ISHARES TR | 6K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 10K | $500K+ | SH |
| BMNR | BITMINE IMMERSION | 24K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 7K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 7K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| IDV | ISHARES TR | 16K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 4K | $500K+ | SH |
| O | REALTY INCOME CORP | 11K | $500K+ | SH |
| META | META PLATFORMS INC | 884 | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC | 1K | $500K+ | SH |
| USFR | WISDOMTREE TR | 11K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| AAXJ | ISHARES TR | 6K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 16K | $100K–$500K | SH |