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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
35
1
2
2
1
1
17
5
1
SUMMIT ASSET MANAGEMENT LLC

Time Period2019-03-31

Total Holdings111

Total Value ($x1000)203,141
Activities
New16

Increased31

Unchanged32

Decreased32

Sold Out8

Top 10 Stock Holdingstotal 63.15%
SCHD11.4

SCHM7.67

SCHG7.42

SCHF6.92

SCHV6.49

 
IHDG5.38

DIA5.33

IJR4.59

DBEU4.05

BRK.B3.9

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHD
11.4%
US DIVIDEND EQ
SCHM
7.67%
US MID-CAP ETF
SCHG
7.42%
US LCAP GR ETF
SCHF
6.92%
INTL EQTY ETF
SCHV
6.49%
US LCAP VA ETF
IHDG
5.38%
ITL HDG DIV GT
DIA
5.33%
UT SER 1
IJR
4.59%
CORE S&P SCP ETF
DBEU
4.05%
DB XTR MSCI EUR
BRK.B
3.9%
CL B NEW
VGK
3.39%
FTSE EUROPE ETF
JKH
1.67%
MRGSTR MD CP GRW
PG
1.22%
COM
AAPL
1.1%
COM
XOM
1.09%
COM
BRK.A
1.04%
CL A
JCAP
0.93%
COM
JNJ
0.92%
COM
IDXX
0.91%
COM
AZO
0.89%
COM
HFXE
0.87%
HDGD FTSE EURO
SCHA
0.86%
US SML CAP ETF
MSFT
0.69%
COM
FDX
0.63%
COM
TJX
0.58%
COM
AMZN
0.56%
COM
IVV
0.55%
CORE S&P500 ETF
UNP
0.55%
COM
T
0.54%
COM
PGR
0.53%
COM
KO
0.48%
COM
V
0.46%
COM CL A
FHN
0.45%
COM
WMT
0.44%
COM
SCHO
0.43%
SHT TM US TRES
PFE
0.41%
COM
IBM
0.41%
COM
TOTL
0.39%
SPDR TR TACTIC
PEP
0.38%
COM
EMQQ
0.37%
EMQQ EM INTERN
EXPD
0.37%
COM
JKG
0.36%
MRGSTR MD CP ETF
MAA
0.36%
COM
VZ
0.36%
COM
SCHX
0.36%
US LRG CAP ETF
IVE
0.34%
S&P 500 VAL ETF
SCHW
0.33%
COM
JD
0.33%
SPON ADR CL A
WFC
0.3%
COM
HEFA
0.29%
HDG MSCI EAFE
VNQ
0.28%
REIT ETF
TMK
0.28%
COM
CVX
0.28%
COM
WBA
0.27%
COM
VXUS
0.27%
VG TL INTL STK F
NEE
0.26%
COM
STI
0.26%
COM
MMM
0.26%
COM
GOOG
0.24%
CAP STK CL C
JKE
0.23%
MRNGSTR LG-CP GR
PNFP
0.23%
COM
SCHE
0.21%
EMRG MKTEQ ETF
EFA
0.21%
MSCI EAFE ETF
MINT
0.2%
ENHAN SHRT MAT
TSCO
0.2%
COM
PSA
0.18%
COM
SCHZ
0.18%
US AGGREGATE B
IJH
0.17%
CORE S&P MCP ETF
SCHB
0.17%
US BRD MKT ETF
VO
0.17%
MID CAP ETF
UPS
0.17%
CL B
CVS
0.16%
COM
KMX
0.16%
COM
JKF
0.16%
MRNGSTR LG-CP VL
D
0.16%
COM
PSX
0.15%
COM
BMY
0.15%
COM
MCD
0.15%
COM
INTC
0.15%
COM
XLG
0.15%
S&P 500 TOP 50
SPY
0.14%
TR UNIT
SDY
0.14%
S&P DIVID ETF
MDLZ
0.14%
CL A
UTX
0.14%
COM
CACC
0.14%
COM
ICSH
0.14%
LIQUID INC ETF
HD
0.14%
COM
FAST
0.13%
COM
CSCO
0.13%
COM
JKI
0.13%
MRGSTR MD CP VAL
BA
0.13%
COM
NVDA
0.12%
COM
VTV
0.12%
VALUE ETF
FB
0.12%
CL A
NKE
0.11%
CL B
MRK
0.11%
COM
GE
0.11%
COM
ABT
0.11%
COM
JPM
0.11%
COM
NOV
0.11%
COM
SCZ
0.11%
EAFE SML CP ETF
SO
0.11%
COM
WM
0.1%
COM
EFG
0.1%
EAFE GRWTH ETF
COST
0.1%
COM
VBR
0.1%
SM CP VAL ETF
VTI
0.1%
TOTAL STK MKT
MO
0.1%
COM
IWB
0.1%
RUS 1000 ETF
GD
0.1%
COM
SJT
0.04%
UNIT BEN INT
PPG
0.33%
COM
CSX
0.16%
COM
XLE
0.13%
SBI INT-ENERGY
ABBV
0.13%
COM
EPD
0.13%
COM
CME
0.12%
COM
AMGP
0.07%
COM SHS REPSTG
JRS
0.07%
COM