Stock Taper

SUMMITTX CAPITAL, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sanmina CorporationSANM3.26K$824.53K
Cigna CorporationCI3.28K$904.23K
The Hanover Insurance Group, Inc.THG3.31K$707.67K
Asbury Automotive Group, Inc.ABG3.32K$667.79K
Lockheed Martin CorporationLMT3.33K$1.7M
Victory Capital Holdings, Inc.VCTR3.34K$280.76K
Carpenter Technology CorporationCRS3.38K$2.08M
AppLovin CorporationAPP3.39K$1.75M
Arthur J. Gallagher & Co.AJG3.47K$796.61K
Cerebras Systems Inc.CBRS3.54K$781.9K
Johnson & JohnsonJNJ3.54K$899.05K
Snap-on IncorporatedSNA3.57K$1.43M
Broadridge Financial Solutions, Inc.BR3.58K$490.56K
BioNTech SEBNTX3.6K$334.98K
MSC Industrial Direct Co., Inc.MSM3.66K$435.6K
AbbVie Inc.ABBV3.74K$941.89K
Booz Allen Hamilton Holding CorporationBAH3.77K$228.97K
W.W. Grainger, Inc.GWW3.85K$5.24M
MongoDB, Inc.MDB3.92K$1.32M
Dillard's, Inc.DDS3.93K$2.08M