SUMMITPOINT CAPITAL MANAGEMENT - Portfolio overview

SUMMITPOINT CAPITAL MANAGEMENT has 35 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 15.63%
2. ACWX - ISHARES TR, 7.68%
3. IEI - ISHARES TR, 6.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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