Summit X, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Summit X, LLC opened 82 positions, added to 281, reduced 260 and sold out of 167.
- Q2 2025: Stock ORLY; Country of operation United States; Class COM; Shares before 15,536.
- Q2 2025: Stock WMT; Country of operation United States; Class COM; Shares before 31,265.
- Q2 2025: Stock UNH; Country of operation United States; Class COM; Shares before 2,849.
- Q2 2025: Stock V; Country of operation United States; Class COM CL A; Shares before 8,685.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697729), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 15,536 | 110,168 | +94,632 | $22,254,660 | $9,929,379 | -$12,325,281 | 2025-08-07 |
|---|
| Q2 2025 | WMT
WALMART INC | United States | COM | 31,265 | 62,248 | +30,983 | $2,744,652 | $6,085,566 | +$3,340,914 | 2025-08-07 |
|---|
| Q2 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 2,849 | 15,042 | +12,193 | $1,491,480 | $4,691,924 | +$3,200,444 | 2025-08-07 |
|---|
| Q2 2025 | V
VISA INC | United States | COM CL A | 8,685 | 17,136 | +8,451 | $3,043,330 | $6,083,622 | +$3,040,292 | 2025-08-07 |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 21,618 | 22,018 | +400 | $8,115,558 | $10,953,688 | +$2,838,130 | 2025-08-07 |
|---|
| Q2 2025 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 19,677 | 43,620 | +23,943 | $2,164,483 | $4,403,168 | +$2,238,685 | 2025-08-07 |
|---|
| Q2 2025 | BA
BOEING CO | United States | COM | 2,976 | 11,872 | +8,896 | $507,643 | $2,486,954 | +$1,979,311 | 2025-08-07 |
|---|
| Q2 2025 | AEE
AMEREN CORP | United States | COM | 21,162 | 40,837 | +19,675 | $2,124,453 | $3,921,761 | +$1,797,308 | 2025-08-07 |
|---|
| Q2 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 3,397 | 7,144 | +3,747 | $1,809,421 | $3,468,940 | +$1,659,519 | 2025-08-07 |
|---|
| Q2 2025 | AVGO
BROADCOM INC | United States | COM | 8,615 | 8,975 | +360 | $1,442,362 | $2,473,707 | +$1,031,345 | 2025-08-07 |
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| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 25,401 | 25,631 | +230 | $4,832,974 | $5,623,436 | +$790,462 | 2025-08-07 |
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| Q2 2025 | URI
UNITED RENTALS INC | United States | COM | 597 | 1,494 | +897 | $374,489 | $1,126,456 | +$751,967 | 2025-08-07 |
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| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 3,059 | 3,348 | +289 | $1,762,941 | $2,469,552 | +$706,611 | 2025-08-07 |
|---|
| Q2 2025 | WFC
WELLS FARGO CO NEW | United States | COM | 5,528 | 13,180 | +7,652 | $396,858 | $1,055,980 | +$659,122 | 2025-08-07 |
|---|
| Q2 2025 | CI
THE CIGNA GROUP | United States | COM | 2,136 | 3,791 | +1,655 | $702,613 | $1,253,085 | +$550,472 | 2025-08-07 |
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| Q2 2025 | P
PURE STORAGE INC | United States | CL A | 23,507 | 27,003 | +3,496 | $1,040,514 | $1,554,637 | +$514,123 | 2025-08-07 |
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| Q2 2025 | UNP
UNION PAC CORP | United States | COM | 2,225 | 4,344 | +2,119 | $525,576 | $999,462 | +$473,886 | 2025-08-07 |
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| Q2 2025 | NFLX
NETFLIX INC | United States | COM | 724 | 798 | +74 | $674,615 | $1,065,465 | +$390,850 | 2025-08-07 |
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| Q2 2025 | USB
US BANCORP DEL | United States | COM NEW | 7,092 | 15,114 | +8,022 | $299,377 | $683,820 | +$384,443 | 2025-08-07 |
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| Q2 2025 | GEV
GE VERNOVA INC | United States | COM | 1,166 | 1,313 | +147 | $355,959 | $694,783 | +$338,824 | 2025-08-07 |
|---|
| Q2 2025 | C
CITIGROUP INC | United States | COM NEW | 17,842 | 18,532 | +690 | $1,266,606 | $1,577,651 | +$311,045 | 2025-08-07 |
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| Q2 2025 | TSLA
TESLA INC | United States | COM | 4,557 | 4,609 | +52 | $1,181,141 | $1,464,486 | +$283,345 | 2025-08-07 |
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| Q2 2025 | TMUS
T-MOBILE US INC | United States | COM | 1,090 | 2,094 | +1,004 | $290,713 | $498,918 | +$208,205 | 2025-08-07 |
|---|
| Q2 2025 | MU
MICRON TECHNOLOGY INC | United States | COM | 2,380 | 3,242 | +862 | $206,744 | $399,530 | +$192,786 | 2025-08-07 |
|---|
| Q2 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 7,183 | 7,361 | +178 | $2,069,701 | $2,243,780 | +$174,079 | 2025-08-07 |
|---|
| Q2 2025 | LAZRQ
LUMINAR TECHNOLOGIES INC | United States | COM NEW CL A | 73,487 | 80,216 | +6,729 | $396,097 | $230,220 | -$165,877 | 2025-08-07 |
|---|
| Q2 2025 | BX
BLACKSTONE INC | United States | COM | 1,509 | 2,516 | +1,007 | $210,929 | $376,340 | +$165,411 | 2025-08-07 |
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| Q2 2025 | UEC
URANIUM ENERGY CORP | | COM | 25,120 | 38,904 | +13,784 | $120,074 | $264,544 | +$144,470 | 2025-08-07 |
|---|
| Q2 2025 | FCNCA
FIRST CTZNS BANCSHARES INC N | United States | CL A | 1,116 | 1,128 | +12 | $2,069,250 | $2,207,017 | +$137,767 | 2025-08-07 |
|---|
| Q2 2025 | CVX
CHEVRON CORP NEW | United States | COM | 6,381 | 6,519 | +138 | $1,067,674 | $933,879 | -$133,795 | 2025-08-07 |
|---|
| Q2 2025 | CAH
CARDINAL HEALTH INC | United States | COM | 3,454 | 3,589 | +135 | $475,858 | $602,894 | +$127,036 | 2025-08-07 |
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| Q2 2025 | GE
GE AEROSPACE | United States | COM NEW | 1,884 | 1,958 | +74 | $377,210 | $503,890 | +$126,680 | 2025-08-07 |
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| Q2 2025 | HWM
HOWMET AEROSPACE INC | United States | COM | 1,624 | 1,808 | +184 | $210,681 | $336,523 | +$125,842 | 2025-08-07 |
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| Q2 2025 | CAT
CATERPILLAR INC | United States | COM | 1,025 | 1,131 | +106 | $337,977 | $440,941 | +$102,964 | 2025-08-07 |
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| Q2 2025 | ROK
ROCKWELL AUTOMATION INC | United States | COM | 1,117 | 1,124 | +7 | $288,610 | $373,358 | +$84,748 | 2025-08-07 |
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| Q2 2025 | DE
DEERE & CO | United States | COM | 1,813 | 1,829 | +16 | $851,218 | $929,889 | +$78,671 | 2025-08-07 |
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| Q2 2025 | CSX
CSX CORP | United States | COM | 6,922 | 8,477 | +1,555 | $203,715 | $276,607 | +$72,892 | 2025-08-07 |
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| Q2 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 515 | 561 | +46 | $487,376 | $555,722 | +$68,346 | 2025-08-07 |
|---|
| Q2 2025 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 1,153 | 1,205 | +52 | $241,335 | $302,264 | +$60,929 | 2025-08-07 |
|---|
| Q2 2025 | SANA
SANA BIOTECHNOLOGY INC | United States | COM | 36,000 | 42,665 | +6,665 | $60,480 | $116,476 | +$55,996 | 2025-08-07 |
|---|
| Q2 2025 | GLW
CORNING INC | United States | COM | 4,382 | 4,691 | +309 | $200,624 | $246,721 | +$46,097 | 2025-08-07 |
|---|
| Q2 2025 | SSNC
SS&C TECHNOLOGIES HLDGS INC | United States | COM | 3,929 | 4,494 | +565 | $328,190 | $372,101 | +$43,911 | 2025-08-07 |
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| Q2 2025 | CSCO
CISCO SYS INC | United States | COM | 4,762 | 4,851 | +89 | $293,771 | $336,460 | +$42,689 | 2025-08-07 |
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| Q2 2025 | MPC
MARATHON PETE CORP | United States | COM | 1,400 | 1,481 | +81 | $203,966 | $246,047 | +$42,081 | 2025-08-07 |
|---|
| Q2 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 5,162 | 5,352 | +190 | $856,004 | $817,315 | -$38,689 | 2025-08-07 |
|---|
| Q2 2025 | ABT
ABBOTT LABS | United States | COM | 1,810 | 2,018 | +208 | $240,097 | $274,467 | +$34,370 | 2025-08-07 |
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| Q2 2025 | T
AT&T INC | United States | COM | 8,347 | 9,366 | +1,019 | $236,062 | $270,285 | +$34,223 | 2025-08-07 |
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| Q2 2025 | CVS
CVS HEALTH CORP | United States | COM | 3,414 | 3,825 | +411 | $231,279 | $263,822 | +$32,543 | 2025-08-07 |
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| Q2 2025 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 1,675 | 1,750 | +75 | $288,940 | $321,072 | +$32,132 | 2025-08-07 |
|---|
| Q2 2025 | CMCSA
COMCAST CORP NEW | United States | CL A | 8,417 | 9,582 | +1,165 | $310,643 | $342,004 | +$31,361 | 2025-08-07 |
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| Q2 2025 | ENB
ENBRIDGE INC | | COM | 26,003 | 26,084 | +81 | $1,152,198 | $1,182,148 | +$29,950 | 2025-08-07 |
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| Q2 2025 | ELV
ELEVANCE HEALTH INC | United States | COM | 791 | 817 | +26 | $343,666 | $317,676 | -$25,990 | 2025-08-07 |
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| Q2 2025 | QCRH
QCR HOLDINGS INC | United States | COM | 6,123 | 6,126 | +3 | $436,692 | $415,956 | -$20,736 | 2025-08-07 |
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| Q2 2025 | LMT
LOCKHEED MARTIN CORP | United States | COM | 579 | 602 | +23 | $258,788 | $278,788 | +$20,000 | 2025-08-07 |
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| Q2 2025 | MRK
MERCK & CO INC | United States | COM | 2,995 | 3,639 | +644 | $268,883 | $288,345 | +$19,462 | 2025-08-07 |
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| Q2 2025 | NEE
NEXTERA ENERGY INC | United States | COM | 4,278 | 4,579 | +301 | $303,267 | $317,847 | +$14,580 | 2025-08-07 |
|---|
| Q2 2025 | SLV
ISHARES SILVER TR | United States | ISHARES | 7,008 | 7,042 | +34 | $217,170 | $231,040 | +$13,870 | 2025-08-07 |
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| Q2 2025 | APD
AIR PRODS & CHEMS INC | United States | COM | 741 | 745 | +4 | $218,975 | $210,316 | -$8,659 | 2025-08-07 |
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| Q2 2025 | GPC
GENUINE PARTS CO | United States | COM | 1,883 | 1,903 | +20 | $224,341 | $230,853 | +$6,512 | 2025-08-07 |
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| Q2 2025 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 2,231 | 2,331 | +100 | $272,061 | $275,046 | +$2,985 | 2025-08-07 |
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| Q2 2025 | MO
ALTRIA GROUP INC | United States | COM | 5,952 | 6,056 | +104 | $357,253 | $355,052 | -$2,201 | 2025-08-07 |
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| Q2 2025 | TGT
TARGET CORP | United States | COM | 4,645 | 4,924 | +279 | $484,574 | $485,614 | +$1,040 | 2025-08-07 |
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