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Showing Q2 2025 data
SUMMIT INVESTMENT ADVISORS, INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
SUMMIT INVESTMENT ADVISORS, INC.
•CIK: 2055275•Filing: Q2 2025
**SUMMIT INVESTMENT ADVISORS, INC.** manages $121M across a concentrated portfolio of 55 positions. The fund exhibits significant exposure to technology and growth sectors, highlighted by its top holdings including RYLBF at $11.4M and IWF at $8.7M. Further allocations are notable in BSCR ($8.5M) and IBHF ($7.0M), suggesting a focused, high-conviction approach to market opportunities. This structure indicates active management within specific, high-potential market segments.
Total AUM
$121.4M
QoQ Performance
+7.9%
Positions
23
Top 10 Concentration
56.6%
Latest Filing
Q2 2025
Top Holdings Allocation
IVZ
IWF
BSCR
IBHF
BSJQ
IBDS
IWB
IVZ9.4%
IWF7.1%
BSCR7.0%
IBHF5.8%
BSJQ5.4%
IBDS5.2%
IWB5.2%
BSCQ4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.1%
Technology3.1%
Consumer1.0%
ETF0.7%
🚪 Exited Positionssold since Q1 2025
Changes from Q1 2025
NEW1 new position
↑47 increased
↓4 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024