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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
48
12
12
1
1
1
35
9
9
SUMMIT X LLC

Time Period2019-03-31

Total Holdings243

Total Value ($x1000)233,633
Activities
New54

Increased121

Unchanged9

Decreased59

Sold Out16

Top 10 Stock Holdingstotal 24.85%
IVV5.58

IEFA3.08

AAPL2.44

ITOT2.33

T2.26

 
DSL2.17

FTEC1.92

SLQD1.78

FDMO1.72

ORLY1.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
5.58%
CORE S&P500 ETF
IEFA
3.08%
CORE MSCI EAFE
AAPL
2.44%
COM
ITOT
2.33%
CORE S&P TTL STK
T
2.26%
COM
DSL
2.17%
COM
FTEC
1.92%
MSCI INFO TECH I
SLQD
1.78%
0-5YR INVT GR CP
FDMO
1.72%
MOMENTUM FACTR
ORLY
1.57%
COM
AGG
1.5%
CORE TOTUSBD ETF
USMV
1.49%
USA MIN VOL ETF
LQD
1.38%
IBOXX INV CP ETF
PCI
1.38%
COM SHS
GOOGL
1.37%
CAP STK CL A
CSCO
1.24%
COM
MA
1.23%
CL A
GOVT
1.13%
U.S. TRS BD ETF
IJH
1.11%
CORE S&P MCP ETF
DUK
1.08%
COM NEW
IEMG
1.08%
CORE MSCI EMKT
PG
1.06%
COM
KMB
1.05%
COM
ENB
1.03%
COM
ABBV
1%
COM
CIU
0.95%
INTERM CR BD ETF
UTX
0.94%
COM
V
0.91%
COM CL A
IJR
0.9%
CORE S&P SCP ETF
FB
0.87%
CL A
PSB
0.84%
COM
ACWV
0.83%
CNTRY MIN VL ETF
KEY
0.83%
COM
AVB
0.82%
COM
VZ
0.79%
COM
MO
0.77%
COM
TD
0.76%
COM NEW
MBB
0.74%
MBS ETF
CNA
0.72%
COM
MSFT
0.71%
COM
OGE
0.67%
COM
EMB
0.65%
JP MOR EM MK ETF
CVS
0.64%
COM
XOM
0.63%
COM
BRK.B
0.61%
CL B NEW
DGRO
0.6%
CORE DIV GRWTH
PM
0.59%
COM
UNH
0.59%
COM
DOCU
0.57%
COM
LRGF
0.56%
FCTSLC MSCI US
PFO
0.55%
COM
SHY
0.51%
1-3 YR TR BD ETF
SPY
0.48%
TR UNIT
BA
0.47%
COM
ADBE
0.46%
COM
JPM
0.46%
COM
HD
0.45%
COM
GE
0.44%
COM
PEP
0.43%
COM
DIS
0.43%
COM DISNEY
MTUM
0.43%
MSCI USAMOMFCT
CMCSA
0.42%
CL A
JNJ
0.42%
COM
STOR
0.41%
COM
D
0.4%
COM
INTF
0.39%
FCTSL MSCI INT
AMZN
0.39%
COM
HBC
0.39%
SPON ADR NEW
AEP
0.38%
COM
RTN
0.38%
COM NEW
TMO
0.37%
COM
PFE
0.36%
COM
WMT
0.36%
COM
EFA
0.35%
MSCI EAFE ETF
IWR
0.35%
RUS MID-CAP ETF
DHR
0.35%
COM
EEM
0.34%
MSCI EMG MKT ETF
CVX
0.34%
COM
SYK
0.34%
COM
SHYG
0.34%
0-5YR HI YL CP
INTC
0.33%
COM
NEE
0.33%
COM
AEE
0.33%
COM
LMT
0.32%
COM
URI
0.32%
COM
FHLC
0.32%
MSCI HLTH CARE I
MRK
0.31%
COM
UNP
0.3%
COM
NEAR
0.3%
SHT MAT BD ETF
EW
0.3%
COM
NNN
0.29%
COM
GOOG
0.29%
CAP STK CL C
OLED
0.29%
COM
FREL
0.28%
MSCI RL EST ETF
COST
0.28%
COM
IWV
0.28%
RUSSELL 3000 ETF
APH
0.28%
CL A
KO
0.28%
COM
AWK
0.27%
COM
RYU
0.26%
S&P500 EQL UTL
CNP
0.26%
COM
UL
0.26%
SPON ADR NEW
ROP
0.26%
COM
LRY
0.26%
SH BEN INT
MAA
0.26%
COM
QUAL
0.26%
MSCI USA QLT FAC
VB
0.25%
SMALL CP ETF
HDV
0.25%
HIGH DIVIDND ETF
ZTS
0.24%
CL A
MCD
0.24%
COM
WPC
0.24%
COM
BLK
0.24%
COM
LAMR
0.24%
CL A
HON
0.24%
COM
IWF
0.23%
RUS 1000 GRW ETF
UPS
0.23%
CL B
IGEB
0.23%
EDGE INVT GRDE
SMLF
0.23%
MSCI USA SMLCP
CTAS
0.22%
COM
BIP
0.22%
LP INT UNIT
LOW
0.22%
COM
CINF
0.22%
COM
QQQ
0.21%
UNIT SER 1
VLUE
0.21%
MSCI USAVALFCT
BGT
0.2%
COM
NOC
0.2%
COM
PAYX
0.2%
COM
CME
0.2%
COM
BAC
0.19%
COM
STI
0.19%
COM
IR
0.19%
SHS
EMR
0.19%
COM
SYY
0.19%
COM
HCN
0.19%
COM
EPD
0.19%
COM
ACN
0.19%
SHS CLASS A
PHM
0.19%
COM
BUD
0.18%
SPONSORED ADR
EFAV
0.18%
EAFE MIN VOL ETF
PGX
0.18%
PFD ETF
EPR
0.18%
COM SH BEN INT
AGR
0.18%
COM
XEL
0.18%
COM
AMD
0.18%
COM
SON
0.18%
COM
IVW
0.17%
S&P 500 GRWT ETF
ES
0.17%
COM
IJT
0.17%
SP SMCP600GR ETF
USB
0.17%
COM NEW
MGA
0.17%
COM
IVE
0.17%
S&P 500 VAL ETF
BBT
0.17%
COM
MITK
0.17%
COM NEW
ESS
0.17%
COM
ARCC
0.17%
COM
FNCL
0.16%
MSCI FINLS IDX
JGH
0.16%
SHS
BKNG
0.16%
COM
CL
0.16%
COM
LIN
0.16%
COM
IQV
0.16%
COM
DECK
0.16%
COM
CB
0.16%
COM
PNC
0.16%
COM
VTI
0.15%
TOTAL STK MKT
HTA
0.15%
CL A NEW
ABC
0.15%
COM
TECD
0.15%
COM
NMZ
0.15%
COM
BGS
0.15%
COM
OKE
0.15%
COM
REGN
0.15%
COM
FII
0.15%
CL B
IWP
0.15%
RUS MD CP GR ETF
EEMV
0.15%
EM MK MINVOL ETF
RYT
0.15%
S&P500 EQL TEC
IYE
0.14%
U.S. ENERGY ETF
BERY
0.14%
COM
CNI
0.14%
COM
CCI
0.14%
COM
CAT
0.14%
COM
SBUX
0.14%
COM
EMGF
0.14%
FACTORSELECT MSC
ARRS
0.14%
SHS
ETN
0.14%
SHS
NLY
0.14%
COM
NKE
0.13%
CL B
IJS
0.13%
SP SMCP600VL ETF
RHS
0.13%
S&P500 EQL STP
COG
0.13%
COM
AJG
0.13%
COM
FN
0.13%
SHS
IWD
0.13%
RUS 1000 VAL ETF
EOG
0.13%
COM
EEMA
0.13%
MSCI EM ASIA ETF
XLV
0.12%
SBI HEALTHCARE
WFC
0.12%
COM
BND
0.12%
TOTAL BND MRKT
TXN
0.12%
COM
PRU
0.12%
COM
CODI
0.12%
SH BEN INT
DE
0.11%
COM
HBAN
0.11%
COM
SIX
0.11%
COM
FSIC
0.11%
COM
LOCO
0.11%
COM
BABA
0.11%
SPONSORED ADS
ANTM
0.1%
COM
IBM
0.1%
COM
ORCL
0.1%
COM
GLD
0.1%
GOLD SHS
NFLX
0.1%
COM
STIP
0.1%
0-5 YR TIPS ETF
VIG
0.1%
DIV APP ETF
BIDU
0.09%
SPON ADR REP A
QCRH
0.09%
COM
HYEM
0.09%
EMERGING MKTS HI
VEA
0.09%
FTSE DEV MKT ETF
BDX
0.09%
COM
HYG
0.09%
IBOXX HI YD ETF
UMPQ
0.07%
COM
TSLF
0.07%
COM
AFT
0.07%
COM
DNI
0.06%
COM NEW
AMLP
0.06%
ALERIAN MLP
OPHT
0.05%
COM
STIM
0.04%
COM
GERN
0.03%
COM
TRVN
0.02%
COM
LYG
0.02%
SPONSORED ADR
AMD
0.01%
CALL
BTX
0.01%
COM
FB
0.01%
CALL
BA
0.01%
PUT
MITK
0.01%
CALL
AAPL
0.01%
CALL
APHB
0.01%
COM PAR
ATNM
0.01%
COM
AVEO
0.01%
COM
OLED
0.01%
CALL
DNN
< 0.01%
COM
NNVC
< 0.01%
COM NEW
GERN
< 0.01%
CALL
IYF
0.98%
U.S. FINLS ETF
IXN
0.96%
GLOBAL TECH ETF
SDY
0.65%
S&P DIVID ETF
FALN
0.38%
FALN ANGLS USD
AGN
0.22%
SHS
IWM
0.21%
RUSSELL 2000 ETF
DWDP
0.2%
COM
CXO
0.15%
COM
VTR
0.14%
COM
WRK
0.14%
COM
CMA
0.13%
COM
MDY
0.13%
UTSER1 S&PDCRP
VYM
0.12%
HIGH DIV YLD
OXLC
0.1%
COM
PMF
0.09%
COM
FPL
0.05%
COM