Summerhill Capital Management lnc. — 13F holdings

Summerhill Capital Management lnc. reported 18 holdings worth $125M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. GOOGL ALPHABET INC — $17.6M (14.1%)
2. AMD ADVANCED MICRO DEVICES INC — $17.4M (13.9%)
3. RY ROYAL BK CDA — $11.5M (9.2%)
4. JPM JPMorgan Chase & Co. — $10.2M (8.2%)
5. BIP BROOKFIELD INFRAST PARTNERS — $8.61M (6.9%)
6. AMZN AMAZON COM INC — $8.48M (6.8%)
7. MSFT MICROSOFT CORP — $8.16M (6.5%)
8. ETN EATON CORP PLC — $7.23M (5.8%)
9. META META PLATFORMS INC — $5.17M (4.1%)
10. FSLR FIRST SOLAR INC — $4.96M (4.0%)