Summa Corp. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $233 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $118B, Advanced Micro Devices Inc with a value of $26.1B, Microsoft Corp with a value of $10.7B, Qualcomm Inc with a value of $5.99B, and Ishares Russell 1000 Gr ETF with a value of $5.22B.

Examining the 13F form we can see an increase of $5.75B in the current position value, from $227B to 233B.

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 $233 Billion
Technology: $174 Billion
ETFs: $29.7 Billion
Financial Services: $8.44 Billion
Communication Services: $5.88 Billion
Consumer Cyclical: $5.47 Billion
Healthcare: $2.96 Billion
Consumer Defensive: $2.64 Billion
Energy: $2.22 Billion
Other: $1.06 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $233 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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