Summa Corp. Portfolio Holdings

Summa Corp.

  • $227 Billion
  • Q3 2025

Summa Corp. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $115B, Advanced Micro Devices Inc with a value of $21B, Microsoft Corp with a value of $11.8B, Alibaba Group Holding LTD with a value of $5.92B, and Qualcomm Inc with a value of $5.82B.

Examining the 13F form we can see an increase of $35B in the current position value, from $192B to 227B.

Summa Corp. is based out at Tomball, TX

Below you can find more details about Summa Corp. portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
Technology: $166 Billion
ETFs: $27.4 Billion
Consumer Cyclical: $10.6 Billion
Financial Services: $8.96 Billion
Communication Services: $4.26 Billion
Healthcare: $3.24 Billion
Consumer Defensive: $2.59 Billion
Energy: $2.19 Billion
Other: $1.33 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$155M
$2.78 Billion 1.22% of portfolio
449,966
Q3 2025 Reduced 20.41%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $227 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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