Stock Taper 
SUMMITTX CAPITAL, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Parker-Hannifin Corporation | PH | 312 | $305.17K |
 Sandisk Corporation | SNDK | 652 | $1.48M |
 Monolithic Power Systems, Inc. | MPWR | 795 | $1.1M |
 UnitedHealth Group Incorporated | UNH | 870 | $361.6K |
 Ulta Beauty, Inc. | ULTA | 914 | $412.2K |
 Elevance Health Inc. | ELV | 1.3K | $501.2K |
 IDEX Corporation | IEX | 1.39K | $315.46K |
 Group 1 Automotive, Inc. | GPI | 1.43K | $414.92K |
 American Financial Group, Inc. | AFG | 1.49K | $209.07K |
 L3Harris Technologies, Inc. | LHX | 1.55K | $451K |
 Dycom Industries, Inc. | DY | 1.59K | $804.39K |
 Grand Canyon Education, Inc. | LOPE | 1.59K | $227.83K |
 Kadant Inc. | KAI | 1.65K | $518.48K |
 Xylem Inc. | XYL | 1.8K | $212.9K |
 Humana Inc. | HUM | 1.83K | $725.72K |
 Fabrinet | FN | 1.85K | $1.04M |
 Martin Marietta Materials, Inc. | MLM | 1.87K | $1.08M |
 Carlisle Companies Incorporated | CSL | 1.87K | $677.98K |
 Biogen Inc. | BIIB | 1.87K | $404.46K |
 RenaissanceRe Holdings Ltd. | RNR | 1.93K | $612.25K |