Summa Corp. — 13F holdings

Summa Corp. reported 83 holdings worth $319M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $118M (37.1%)
2. AMD ADVANCED MICRO DEVICES INC — $67.1M (21.1%)
3. MRVL MARVELL TECHNOLOGY INC — $14.9M (4.7%)
4. MSFT MICROSOFT CORP — $8.56M (2.7%)
5. SPY SPDR S&P 500 ETF TR — $8.19M (2.6%)
6. IWF ISHARES TR — $7.15M (2.2%)
7. QCOM QUALCOMM INC — $6.47M (2.0%)
8. QUAL ISHARES TR — $6.21M (1.9%)
9. AMZN AMAZON COM INC — $5.32M (1.7%)
10. VOO VANGUARD INDEX FDS — $4.88M (1.5%)