Summit Portfolio Management, LTD. reported 3 positions worth $832.84K for the quarter ended Mar 31, 2026. Its largest holding is Berkshire Hathaway Inc at 41.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 725 | $347.42K | 41.71% | – | – | – | 0% |
| 2 | NVDA Nvidia Corp | Technology | 1,591 | $277.39K | 33.31% | – | – | – | 0% |
| 3 | MSFT Microsoft Corp | Technology | 562 | $208.04K | 24.98% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Summit Portfolio Management.
As of its Q1 2026 13F filing, Summit Portfolio Management, LTD.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 41.7%, Nvidia Corp (NVDA) at 33.3%, Microsoft Corp (MSFT) at 25.0% of the reported portfolio.
Summit Portfolio Management, LTD. reported a 13F portfolio worth $832.84K across 3 positions for Q1 2026.
From the Form 13F-HR reports Summit Portfolio Management, LTD. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.