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Home > Institutional Investor > Summa Corp. > Profile

Instuitional Investor - Summa Corp.

Fund Profile
Filing Period:
Fund Name: Summa Corp.
Portfolio Value $233,160,669
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 635,153 $118,456,035 50.8%
2.
Advanced Micro Devices Inc
 AMD 121,770 $26,078,263 11.18%
3.
Microsoft Corp
 MSFT 22,131 $10,702,994 4.59%
4.
Qualcomm Inc
 QCOM 35,000 $5,986,750 2.57%
5.
Ishares Trust
 IEF 11,026 $5,218,606 2.24%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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