Portfolio Holdings & Fund Performance - SUMMIT INVESTMENT ADVISORS INC.

List of top 200 securities held by SUMMIT INVESTMENT ADVISORS INC.:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-02-14 09:35:09
Total Holdings: 48
Assets Under Management (AUM) :
$78,453,000 ($78.45M)
Reporting Manager: Alvin Anton
Address:

11350 MCCORMICK ROAD
EXECUTIVE PLAZA III, SUITE 501
HUNT VALLEY, MD 21031

Since : total money flow = , gains and losses =

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