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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
34
1
2
2
0
1
16
2
0
SUMMIT ASSET MANAGEMENT LLC

Time Period2018-12-31

Total Holdings103

Total Value ($x1000)176,666
Activities
New5

Increased34

Unchanged30

Decreased34

Sold Out20

Top 10 Stock Holdingstotal 64.15%
SCHD11.57

SCHM7.57

SCHG7.39

SCHF7.07

SCHV6.63

 
DIA5.52

IHDG5.29

IJR4.69

BRK.B4.22

DBEU4.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHD
11.57%
US DIVIDEND EQ
SCHM
7.57%
US MID-CAP ETF
SCHG
7.39%
US LCAP GR ETF
SCHF
7.07%
INTL EQTY ETF
SCHV
6.63%
US LCAP VA ETF
DIA
5.52%
UT SER 1
IHDG
5.29%
ITL HDG DIV GT
IJR
4.69%
CORE S&P SCP ETF
BRK.B
4.22%
CL B NEW
DBEU
4.2%
DB XTR MSCI EUR
VGK
3.63%
FTSE EUROPE ETF
JKH
1.63%
MRGSTR MD CP GRW
PG
1.25%
COM
AAPL
1.06%
COM
XOM
1.06%
COM
JCAP
1.01%
COM
JNJ
0.97%
COM
HFXE
0.92%
HDGD FTSE EURO
IDXX
0.87%
COM
SCHA
0.84%
US SML CAP ETF
AZO
0.83%
COM
FDX
0.72%
COM
MSFT
0.69%
COM
T
0.64%
COM
IVV
0.56%
CORE S&P500 ETF
UNP
0.56%
COM
KO
0.55%
COM
SCHO
0.52%
SHT TM US TRES
BRK.A
0.52%
CL A
PFE
0.52%
COM
WMT
0.51%
COM
FHN
0.49%
COM
V
0.45%
COM CL A
IBM
0.44%
COM
TOTL
0.43%
SPDR TR TACTIC
MAA
0.42%
COM
VZ
0.4%
COM
PEP
0.39%
COM
SCHZ
0.38%
US AGGREGATE B
AMZN
0.37%
COM
SCHX
0.36%
US LRG CAP ETF
JKG
0.36%
MRGSTR MD CP ETF
IVE
0.35%
S&P 500 VAL ETF
JD
0.34%
SPON ADR CL A
WBA
0.33%
COM
PPG
0.33%
COM
EMQQ
0.31%
EMQQ EM INTERN
VXUS
0.31%
VG TL INTL STK F
HEFA
0.29%
HDG MSCI EAFE
CVX
0.29%
COM
SCHW
0.29%
COM
TMK
0.29%
COM
WFC
0.29%
COM
VNQ
0.28%
REIT ETF
MMM
0.27%
COM
NEE
0.27%
COM
STI
0.26%
COM
MINT
0.24%
ENHAN SHRT MAT
JKE
0.23%
MRNGSTR LG-CP GR
SO
0.22%
COM
PNFP
0.22%
COM
SCHE
0.22%
EMRG MKTEQ ETF
EFA
0.22%
MSCI EAFE ETF
PSA
0.2%
COM
TSCO
0.2%
COM
BMY
0.2%
COM
TJX
0.19%
COM
CVS
0.18%
COM
SCHB
0.18%
US BRD MKT ETF
IJH
0.17%
CORE S&P MCP ETF
VO
0.17%
MID CAP ETF
D
0.17%
COM
UPS
0.17%
CL B
JKF
0.17%
MRNGSTR LG-CP VL
CSX
0.16%
COM
PSX
0.16%
COM
MCD
0.16%
COM
ICSH
0.16%
LIQUID INC ETF
XLG
0.15%
S&P 500 TOP 50
INTC
0.15%
COM
SDY
0.15%
S&P DIVID ETF
SPY
0.14%
TR UNIT
HD
0.13%
COM
XLE
0.13%
SBI INT-ENERGY
BA
0.13%
COM
UTX
0.13%
COM
JKI
0.13%
MRGSTR MD CP VAL
MDLZ
0.13%
CL A
CSCO
0.13%
COM
VTV
0.13%
VALUE ETF
ABBV
0.13%
COM
EPD
0.13%
COM
JPM
0.12%
COM
NOV
0.12%
COM
GOOG
0.12%
CAP STK CL C
MRK
0.12%
COM
CME
0.12%
COM
NKE
0.12%
CL B
GD
0.11%
COM
GE
0.1%
COM
AMGP
0.07%
COM SHS REPSTG
JRS
0.07%
COM
SJT
0.06%
UNIT BEN INT
BSJI
0.14%
BULSHS 2018 HY
DDWM
0.13%
CURRNCY INT EQ
IJJ
0.12%
S&P MC 400VL ETF
MMP
0.11%
COM UNIT RP LP
SCZ
0.11%
EAFE SML CP ETF
WY
0.11%
COM
QQQ
0.11%
UNIT SER 1
VBR
0.1%
SM CP VAL ETF
FB
0.1%
CL A
PM
0.1%
COM
EFG
0.1%
EAFE GRWTH ETF
MO
0.1%
COM
VTI
0.1%
TOTAL STK MKT
IWB
0.1%
RUS 1000 ETF
JKK
0.1%
MRGSTR SM CP GR
SCHC
0.09%
INTL SCEQT ETF
IJK
0.09%
S&P MC 400GR ETF
COST
0.09%
COM
EXPD
0.09%
COM
WM
0.09%
COM