SC

SummitTX Capital, L.P.

13F
SummitTX Capital, L.P.
Last update 2025-05-15 771 Stocks (0 new)
Value $2.32 Bil Turnover 0 %
Countries:
Top Holdings: IVV(12.09%)QQQ(4.06%)XLC(1.14%)EVRG(1.03%)CYBR(0.89%)
Summary Stock Picks Current Portfolio
SummitTX Capital, L.P. Top Holdings of 2025-03-31 View Full List
Ticker
IVV
QQQ
SPY PUT
XLC
EVRG
CYBR
XEL
PPL
CSCO
ETR
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
500,000
280,950.0
0%
12.090
0%
0.050
+16.68%
+7.37%
623,772.3
 
QQQ
INVESCO QQQ Trust
201,000
94,252.9
0%
4.060
0%
0.030
+23.56%
+9.08%
357,232.3
 
SPY PUT
SPDR S&P 500 ETF Trust
100,000
55,939.0
0%
2.410
0%
0.010
+16.86%
+7.34%
643,153.0
 
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
274,181
26,444.8
0%
1.140
0%
0.130
+17.05%
+12.20%
24,077.0
 
EVRG
Evergy Inc
348,342
24,018.2
0%
1.030
0%
0.150
+2.44%
+16.37%
16,147.8
Utilities - Regulated
CYBR
CyberArk Software Ltd
61,455
20,771.8
0%
0.890
0%
0.120
+21.59%
+19.69%
20,055.1
Software
XEL
Xcel Energy Inc
289,469
20,491.5
0%
0.880
0%
0.050
-4.69%
+3.54%
39,329.3
Utilities - Regulated
PPL
PPL Corp
560,556
20,241.7
0%
0.870
0%
0.080
-5.92%
+5.85%
24,994.5
Utilities - Regulated
CSCO
Cisco Systems Inc
320,033
19,749.2
0%
0.850
0%
0.010
+21.77%
+19.48%
274,705.1
Hardware
ETR
Entergy Corp
228,376
19,523.9
0%
0.840
0%
0.050
-2.99%
+9.63%
36,563.7
Utilities - Regulated

SummitTX Capital, L.P.'s Historical Top Holdings Breakdowns

SummitTX Capital, L.P. Total Holding History ($B)

To

SummitTX Capital, L.P.'s Asset Allocation

To

SummitTX Capital, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SummitTX Capital, L.P.'s Hypothetical Growth since 2025-03-31

SummitTX Capital, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

SummitTX Capital, L.P.'s Holdings Heat Map

Size field:

SummitTX Capital, L.P.'s Holdings Bubble Chart

SummitTX Capital, L.P. News

  • 1

Discussions on SummitTX Capital, L.P.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.