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Home > Institutional Investor > Summa Corp. > Profile

Instuitional Investor - Summa Corp.

Fund Profile
Filing Period:
Fund Name: Summa Corp.
Portfolio Value $203,910,802
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 810,560 $108,850,102 53.38%
2.
Advanced Micro Devices Inc
 AMD 127,200 $15,364,558 7.53%
3.
Microsoft Corp
 MSFT 34,306 $14,459,979 7.09%
4.
Qualcomm Inc
 QCOM 51,122 $7,853,363 3.85%
5.
Valero Energy Corp
 VLO 51,400 $6,301,126 3.09%
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)