Fund Update: Summit Asset Management, LLC Just Disclosed New Holdings

Summit Asset Management, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-04 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 647,072 shares of $IBDS (~$15,499,165). This was a increase of ~5668.61% from their previous position.
• An increase of 117,238 shares of $HEFA (~$4,061,133). This was a increase of ~609.47% from their previous position.
• A decrease of 1,920 shares of $PFZ (~$74,795). This was a increase of ~-21.77% from their previous position.
• A decrease of 172,010 shares of $SCHY (~$6,542,670). This was a increase of ~-20.45% from their previous position.
• An increase of 68,615 shares of $EFA (~$5,076,077). This was a increase of ~491.76% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Summit Asset Management, LLC for more details.