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 51–77 of 77
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 500 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 372 | $100K–$500K | SH |
| T | AT&T INC | 16K | $100K–$500K | SH |
| EEMA | ISHARES INC | 4K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 600 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| PYLD | PIMCO ETF TR | 13K | $100K–$500K | SH |
| V | VISA INC | 963 | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 810 | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 345 | $100K–$500K | SH |
| GINN | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| DE | DEERE & CO | 490 | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 962 | $100K–$500K | SH |
| ZTS | ZOETIS INC | 2K | $100K–$500K | SH |
| MSCI | MSCI INC | 372 | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 461 | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 17K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |