Summit X, LLC Portfolio Holdings

Summit X, LLC

  • $515 Million
  • Q2 2025

Summit X, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $515 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $35.6M, Nvidia Corp with a value of $22.9M, Ishares Core S&P 500 ETF with a value of $22.6M, Blackrock ETF Tr U S Equity Fa with a value of $21.2M, and Apple Inc. with a value of $20.9M.

Examining the 13F form we can see an increase of $54.9M in the current position value, from $460M to 515M.

Summit X, LLC is based out at Chesterfield, MO

Below you can find more details about Summit X, LLC portfolio as well as his latest detailed transactions.

Portfolio value $515 Million
ETFs: $293 Million
Technology: $68.8 Million
Financial Services: $28.5 Million
Consumer Cyclical: $22.9 Million
Industrials: $22.4 Million
Healthcare: $20.7 Million
Consumer Defensive: $15.3 Million
Communication Services: $13.1 Million
Other: $12.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.1 Million 0.41% of portfolio
3,700
Q2 2025 Added 109.16%
$0
$2.08 Million 0.4% of portfolio
10,526
Q2 2025 Added 0.78%
$78.6B
$2.03 Million 0.39% of portfolio
15,205
Q2 2025 Reduced 2.41%
$1.24T
$1.87 Million 0.36% of portfolio
10,516
Q2 2025 Reduced 9.3%
$0
$1.78 Million 0.35% of portfolio
21,319
Q2 2025 Added 2.49%
$222B
$1.77 Million 0.34% of portfolio
6,063
Q2 2025 Reduced 1.43%
$0
$1.78 Million 0.34% of portfolio
13,124
Q2 2025 Added 2.82%
$99B
$1.68 Million 0.33% of portfolio
36,246
Q2 2025 Reduced 3.38%
$0
$1.7 Million 0.33% of portfolio
40,885
Q2 2025 Reduced 0.71%
$207B
$1.67 Million 0.32% of portfolio
13,485
Q2 2025 Reduced 1.09%
$0
$1.64 Million 0.32% of portfolio
18,043
Q2 2025 Reduced 2.83%
$185B
$1.58 Million 0.31% of portfolio
18,532
Q2 2025 Added 3.87%
$306B
$1.55 Million 0.3% of portfolio
21,903
Q2 2025 Reduced 1.4%
$17.8B
$1.55 Million 0.3% of portfolio
27,003
Q2 2025 Added 14.87%
$1.19B
$1.48 Million 0.29% of portfolio
26,427
Q2 2025 Reduced 10.77%
$1.08T
$1.46 Million 0.28% of portfolio
4,609
Q2 2025 Added 1.14%
$0
$1.4 Million 0.27% of portfolio
3,287
Q2 2025 Reduced 0.09%
$0
$1.42 Million 0.27% of portfolio
6,298
Q2 2025 Added 529.8%
$0
$1.32 Million 0.26% of portfolio
19,102
Q2 2025 Added 100.0%
$684B
$1.31 Million 0.26% of portfolio
6,011
Q2 2025 Reduced 46.22%
$0
$1.32 Million 0.26% of portfolio
42,365
Q2 2025 Added 2.85%
$859B
$1.3 Million 0.25% of portfolio
4,498
Q2 2025 Reduced 5.07%
$0
$1.3 Million 0.25% of portfolio
26,258
Q2 2025 Reduced 3.7%
$37.5B
$1.28 Million 0.25% of portfolio
26,096
Q2 2025 Reduced 0.01%
$0
$1.27 Million 0.25% of portfolio
25,716
Q2 2025 New
$0
$1.22 Million 0.24% of portfolio
11,189
Q2 2025 Reduced 6.15%
$0
$1.26 Million 0.24% of portfolio
102,730
Q2 2025 Reduced 12.35%
$85.6B
$1.25 Million 0.24% of portfolio
3,791
Q2 2025 Added 77.48%
$95.8B
$1.18 Million 0.23% of portfolio
26,084
Q2 2025 Added 0.31%
$0
$1.19 Million 0.23% of portfolio
6,115
Q2 2025 Added 0.1%
$0
$1.2 Million 0.23% of portfolio
10,935
Q2 2025 Added 1.21%
$0
$1.21 Million 0.23% of portfolio
4,332
Q2 2025 Added 184.81%
$63.6B
$1.19 Million 0.23% of portfolio
11,440
Q3 2023 Added 213.25%
$0
$1.15 Million 0.22% of portfolio
12,243
Q2 2025 Reduced 4.54%
$63.6B
$1.13 Million 0.22% of portfolio
1,494
Q2 2025 Added 150.25%
$0
$1.1 Million 0.21% of portfolio
3,000
Q2 2025 Added 140.0%
$0
$1.06 Million 0.21% of portfolio
22,250
Q2 2025 Added 4.59%
$1.32B
$1.09 Million 0.21% of portfolio
119,811
Q2 2025 Reduced 7.12%
$545B
$1.07 Million 0.21% of portfolio
798
Q2 2025 Added 10.22%
$0
$1.08 Million 0.21% of portfolio
20,853
Q2 2025 New
$0
$1.02 Million 0.2% of portfolio
16,434
Q2 2025 Reduced 2.0%
$302B
$1.06 Million 0.2% of portfolio
13,180
Q2 2025 Added 138.42%
$45.1B
$1.01 Million 0.2% of portfolio
7,805
Q2 2025 Reduced 0.41%
$202B
$1.03 Million 0.2% of portfolio
7,773
Q2 2025 Reduced 0.52%
$135B
$999,000 0.19% of portfolio
4,344
Q2 2025 Added 95.24%
$52.5B
$947,000 0.18% of portfolio
4,631
Q2 2025 Reduced 48.83%
$0
$930,000 0.18% of portfolio
17,345
Q2 2025 Added 0.63%
$302B
$933,000 0.18% of portfolio
6,519
Q2 2025 Added 2.16%
$153B
$930,000 0.18% of portfolio
1,829
Q2 2025 Added 0.88%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $515 Million
  • Prior Value $460 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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