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Home > Institutional Investor > Summa Corp. > Profile

Instuitional Investor - Summa Corp.

Fund Profile
Filing Period:
Fund Name: Summa Corp.
Portfolio Value $172,861,239
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 784,723 $85,048,279 49.2%
2.
Advanced Micro Devices Inc
 AMD 120,200 $12,349,349 7.14%
3.
Microsoft Corp
 MSFT 28,066 $10,535,696 6.09%
4.
Alibaba Group Holding Limited
 BABA 71,673 $9,477,321 5.48%
5.
Qualcomm Inc
 QCOM 40,122 $6,163,140 3.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)