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.
- Q1 2025: Stock ORLY; Country of operation United States; Class COM; Shares before 7,924.
- Q1 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 136,851.
- Q1 2025: Stock XOMXXXX; Country of operation —; Class COM; Shares before 22,642.
- Q1 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 18,707.
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 |
|---|
| Q1 2025 | ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 7,924 | 15,536 | +7,612 | $9,395,491 | $22,254,660 | +$12,859,169 | 2025-05-02 |
|---|
| Q1 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 136,851 | 268,428 | +131,577 | $18,381,823 | $29,091,918 | +$10,710,095 | 2025-05-02 |
|---|
| Q1 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 22,642 | 46,376 | +23,734 | $2,435,621 | $5,515,340 | +$3,079,719 | 2025-05-02 |
|---|
| Q1 2025 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 18,707 | 63,618 | +44,911 | $926,183 | $3,750,919 | +$2,824,736 | 2025-05-02 |
|---|
| Q1 2025 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 10,168 | 19,677 | +9,509 | $1,282,837 | $2,164,483 | +$881,646 | 2025-05-02 |
|---|
| Q1 2025 | PANW
PALO ALTO NETWORKS INC | United States | COM | 4,425 | 9,050 | +4,625 | $805,051 | $1,544,202 | +$739,151 | 2025-05-02 |
|---|
| Q1 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 7,967 | 15,826 | +7,859 | $602,576 | $1,335,818 | +$733,242 | 2025-05-02 |
|---|
| Q1 2025 | PEP
PEPSICO INC | United States | COM | 4,070 | 7,814 | +3,744 | $618,792 | $1,171,424 | +$552,632 | 2025-05-02 |
|---|
| Q1 2025 | AMZN
AMAZON COM INC | United States | COM | 24,485 | 25,401 | +916 | $5,372,110 | $4,832,974 | -$539,136 | 2025-05-02 |
|---|
| Q1 2025 | GERN
GERON CORP | United States | COM | 382,972 | 547,899 | +164,927 | $1,355,709 | $871,157 | -$484,552 | 2025-05-02 |
|---|
| Q1 2025 | ORCL
ORACLE CORP | United States | COM | 6,557 | 11,178 | +4,621 | $1,092,895 | $1,562,850 | +$469,955 | 2025-05-02 |
|---|
| Q1 2025 | V
VISA INC | United States | COM CL A | 8,151 | 8,685 | +534 | $2,575,885 | $3,043,330 | +$467,445 | 2025-05-02 |
|---|
| Q1 2025 | AVGO
BROADCOM INC | United States | COM | 8,172 | 8,615 | +443 | $1,894,518 | $1,442,362 | -$452,156 | 2025-05-02 |
|---|
| Q1 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 11,572 | 11,594 | +22 | $2,203,552 | $1,811,165 | -$392,387 | 2025-05-02 |
|---|
| Q1 2025 | PFE
PFIZER INC | United States | COM | 14,756 | 27,542 | +12,786 | $391,511 | $697,956 | +$306,445 | 2025-05-02 |
|---|
| Q1 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 3,485 | 4,552 | +1,067 | $419,442 | $722,626 | +$303,184 | 2025-05-02 |
|---|
| Q1 2025 | LAZRQ
LUMINAR TECHNOLOGIES INC | United States | COM NEW CL A | 19,828 | 73,487 | +53,659 | $106,680 | $396,097 | +$289,417 | 2025-05-02 |
|---|
| Q1 2025 | AEE
AMEREN CORP | United States | COM | 20,960 | 21,162 | +202 | $1,868,209 | $2,124,453 | +$256,244 | 2025-05-02 |
|---|
| Q1 2025 | OKE
ONEOK INC NEW | United States | COM | 2,540 | 4,956 | +2,416 | $255,047 | $491,798 | +$236,751 | 2025-05-02 |
|---|
| Q1 2025 | CAH
CARDINAL HEALTH INC | United States | COM | 2,688 | 3,454 | +766 | $317,912 | $475,858 | +$157,946 | 2025-05-02 |
|---|
| Q1 2025 | MCD
MCDONALDS CORP | United States | COM | 6,101 | 6,151 | +50 | $1,768,968 | $1,921,687 | +$152,719 | 2025-05-02 |
|---|
| Q1 2025 | FDX
FEDEX CORP | United States | COM | 743 | 1,356 | +613 | $208,630 | $329,942 | +$121,312 | 2025-05-02 |
|---|
| Q1 2025 | WFC
WELLS FARGO CO NEW | United States | COM | 3,958 | 5,528 | +1,570 | $278,010 | $396,858 | +$118,848 | 2025-05-02 |
|---|
| Q1 2025 | DIS
DISNEY WALT CO | United States | COM | 13,139 | 13,633 | +494 | $1,463,174 | $1,345,670 | -$117,504 | 2025-05-02 |
|---|
| Q1 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 5,153 | 5,162 | +9 | $745,040 | $856,004 | +$110,964 | 2025-05-02 |
|---|
| Q1 2025 | GEV
GE VERNOVA INC | United States | COM | 810 | 1,166 | +356 | $266,435 | $355,959 | +$89,524 | 2025-05-02 |
|---|
| Q1 2025 | URI
UNITED RENTALS INC | United States | COM | 414 | 597 | +183 | $291,896 | $374,489 | +$82,593 | 2025-05-02 |
|---|
| Q1 2025 | ELV
ELEVANCE HEALTH INC | United States | COM | 755 | 791 | +36 | $278,245 | $343,666 | +$65,421 | 2025-05-02 |
|---|
| Q1 2025 | TMUS
T-MOBILE US INC | United States | COM | 1,042 | 1,090 | +48 | $229,999 | $290,713 | +$60,714 | 2025-05-02 |
|---|
| Q1 2025 | QCRH
QCR HOLDINGS INC | United States | COM | 6,122 | 6,123 | +1 | $493,678 | $436,692 | -$56,986 | 2025-05-02 |
|---|
| Q1 2025 | CSCO
CISCO SYS INC | United States | COM | 4,100 | 4,762 | +662 | $242,632 | $293,771 | +$51,139 | 2025-05-02 |
|---|
| Q1 2025 | UEC
URANIUM ENERGY CORP | | COM | 10,388 | 25,120 | +14,732 | $69,498 | $120,074 | +$50,576 | 2025-05-02 |
|---|
| Q1 2025 | NFLX
NETFLIX INC | United States | COM | 710 | 724 | +14 | $632,327 | $674,615 | +$42,288 | 2025-05-02 |
|---|
| Q1 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 4,680 | 4,738 | +58 | $1,121,705 | $1,162,125 | +$40,420 | 2025-05-02 |
|---|
| Q1 2025 | USB
US BANCORP DEL | United States | COM NEW | 7,086 | 7,092 | +6 | $338,873 | $299,377 | -$39,496 | 2025-05-02 |
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| Q1 2025 | UNP
UNION PAC CORP | United States | COM | 2,183 | 2,225 | +42 | $497,756 | $525,576 | +$27,820 | 2025-05-02 |
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| Q1 2025 | HD
HOME DEPOT INC | United States | COM | 1,835 | 1,874 | +39 | $713,854 | $686,855 | -$26,999 | 2025-05-02 |
|---|
| Q1 2025 | META
META PLATFORMS INC | United States | CL A | 2,966 | 3,059 | +93 | $1,738,431 | $1,762,941 | +$24,510 | 2025-05-02 |
|---|
| Q1 2025 | CAT
CATERPILLAR INC | United States | COM | 993 | 1,025 | +32 | $361,388 | $337,977 | -$23,411 | 2025-05-02 |
|---|
| Q1 2025 | CMCSA
COMCAST CORP NEW | United States | CL A | 7,878 | 8,417 | +539 | $295,722 | $310,643 | +$14,921 | 2025-05-02 |
|---|
| Q1 2025 | WY
WEYERHAEUSER CO MTN BE | United States | COM NEW | 7,128 | 7,133 | +5 | $200,640 | $208,839 | +$8,199 | 2025-05-02 |
|---|
| Q1 2025 | GPC
GENUINE PARTS CO | United States | COM | 1,863 | 1,883 | +20 | $217,525 | $224,341 | +$6,816 | 2025-05-02 |
|---|
| Q1 2025 | ON
ON SEMICONDUCTOR CORP | United States | COM | 6,541 | 10,272 | +3,731 | $412,418 | $418,012 | +$5,594 | 2025-05-02 |
|---|
| Q1 2025 | NEE
NEXTERA ENERGY INC | United States | COM | 4,273 | 4,278 | +5 | $306,332 | $303,267 | -$3,065 | 2025-05-02 |
|---|
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