Summit X, LLC historic quarter change: USA Stocks, Reduced
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 NVDA; Country of operation United States; Class COM; Shares before 268,428.
- Q2 2025: Stock XOMXXXX; Country of operation —; Class COM; Shares before 46,376.
- Q2 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 104,995.
- Q2 2025: Stock PG; Country of operation United States; Class COM; Shares before 27,714.
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 | NVDA
NVIDIA CORPORATION | United States | COM | 268,428 | 144,953 | -123,475 | $29,091,918 | $22,944,846 | -$6,147,072 | 2025-08-07 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 46,376 | 24,381 | -21,995 | $5,515,340 | $2,628,324 | -$2,887,016 | 2025-08-07 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 104,995 | 101,856 | -3,139 | $23,322,447 | $20,899,267 | -$2,423,180 | 2025-08-07 |
|---|
| Q2 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 27,714 | 23,888 | -3,826 | $4,722,826 | $3,805,217 | -$917,609 | 2025-08-07 |
|---|
| Q2 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 15,826 | 4,362 | -11,464 | $1,335,818 | $594,804 | -$741,014 | 2025-08-07 |
|---|
| Q2 2025 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 6,183 | 5,730 | -453 | $2,179,907 | $2,918,648 | +$738,741 | 2025-08-07 |
|---|
| Q2 2025 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 37,513 | 36,246 | -1,267 | $2,287,930 | $1,677,825 | -$610,105 | 2025-08-07 |
|---|
| Q2 2025 | PANW
PALO ALTO NETWORKS INC | United States | COM | 9,050 | 4,631 | -4,419 | $1,544,202 | $947,638 | -$596,564 | 2025-08-07 |
|---|
| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 26,853 | 26,691 | -162 | $4,152,450 | $4,706,278 | +$553,828 | 2025-08-07 |
|---|
| Q2 2025 | ABBV
ABBVIE INC | United States | COM | 16,638 | 16,619 | -19 | $3,485,504 | $3,084,806 | -$400,698 | 2025-08-07 |
|---|
| Q2 2025 | LLY
ELI LILLY & CO | United States | COM | 3,605 | 3,357 | -248 | $2,980,758 | $2,618,751 | -$362,007 | 2025-08-07 |
|---|
| Q2 2025 | PFE
PFIZER INC | United States | COM | 27,542 | 14,084 | -13,458 | $697,956 | $341,423 | -$356,533 | 2025-08-07 |
|---|
| Q2 2025 | DIS
DISNEY WALT CO | United States | COM | 13,633 | 13,485 | -148 | $1,345,670 | $1,672,383 | +$326,713 | 2025-08-07 |
|---|
| Q2 2025 | EMR
EMERSON ELEC CO | United States | COM | 15,580 | 15,205 | -375 | $1,708,212 | $2,027,290 | +$319,078 | 2025-08-07 |
|---|
| Q2 2025 | RTX
RTX CORPORATION | United States | COM | 26,203 | 25,850 | -353 | $3,471,010 | $3,774,700 | +$303,690 | 2025-08-07 |
|---|
| Q2 2025 | ORCL
ORACLE CORP | United States | COM | 11,178 | 6,011 | -5,167 | $1,562,850 | $1,314,242 | -$248,608 | 2025-08-07 |
|---|
| Q2 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 4,552 | 2,607 | -1,945 | $722,626 | $474,806 | -$247,820 | 2025-08-07 |
|---|
| Q2 2025 | INVZ
INNOVIZ TECHNOLOGIES LTD | | SHS | 253,417 | 239,319 | -14,098 | $165,207 | $392,484 | +$227,277 | 2025-08-07 |
|---|
| Q2 2025 | AMGN
AMGEN INC | United States | COM | 1,360 | 824 | -536 | $423,737 | $229,863 | -$193,874 | 2025-08-07 |
|---|
| Q2 2025 | CMRE
COSTAMARE INC | | SHS | 128,990 | 119,811 | -9,179 | $1,269,261 | $1,091,479 | -$177,782 | 2025-08-07 |
|---|
| Q2 2025 | DOW
DOW INC | United States | COM | 18,561 | 17,768 | -793 | $648,118 | $470,484 | -$177,634 | 2025-08-07 |
|---|
| Q2 2025 | GERN
GERON CORP | United States | COM | 547,899 | 494,789 | -53,110 | $871,157 | $697,653 | -$173,504 | 2025-08-07 |
|---|
| Q2 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 4,964 | 4,778 | -186 | $509,966 | $677,874 | +$167,908 | 2025-08-07 |
|---|
| Q2 2025 | ON
ON SEMICONDUCTOR CORP | United States | COM | 10,272 | 4,887 | -5,385 | $418,012 | $256,152 | -$161,860 | 2025-08-07 |
|---|
| Q2 2025 | MCD
MCDONALDS CORP | United States | COM | 6,151 | 6,063 | -88 | $1,921,687 | $1,771,911 | -$149,776 | 2025-08-07 |
|---|
| Q2 2025 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 26,098 | 26,096 | -2 | $1,137,878 | $1,283,379 | +$145,501 | 2025-08-07 |
|---|
| Q2 2025 | PEP
PEPSICO INC | United States | COM | 7,814 | 7,773 | -41 | $1,171,424 | $1,026,327 | -$145,097 | 2025-08-07 |
|---|
| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 4,738 | 4,498 | -240 | $1,162,125 | $1,303,761 | +$141,636 | 2025-08-07 |
|---|
| Q2 2025 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 63,618 | 58,102 | -5,516 | $3,750,919 | $3,623,245 | -$127,674 | 2025-08-07 |
|---|
| Q2 2025 | KMB
KIMBERLY-CLARK CORP | United States | COM | 7,837 | 7,805 | -32 | $1,114,695 | $1,006,115 | -$108,580 | 2025-08-07 |
|---|
| Q2 2025 | SBUX
STARBUCKS CORP | United States | COM | 3,577 | 2,856 | -721 | $351,043 | $261,763 | -$89,280 | 2025-08-07 |
|---|
| Q2 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 9,385 | 9,263 | -122 | $5,143,152 | $5,203,260 | +$60,108 | 2025-08-07 |
|---|
| Q2 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 11,594 | 10,516 | -1,078 | $1,811,165 | $1,865,580 | +$54,415 | 2025-08-07 |
|---|
| Q2 2025 | KO
COCA COLA CO | United States | COM | 22,214 | 21,903 | -311 | $1,590,999 | $1,549,655 | -$41,344 | 2025-08-07 |
|---|
| Q2 2025 | SEM
SELECT MED HLDGS CORP | United States | COM | 13,672 | 12,799 | -873 | $228,333 | $194,293 | -$34,040 | 2025-08-07 |
|---|
| Q2 2025 | GILD
GILEAD SCIENCES INC | United States | COM | 21,554 | 21,499 | -55 | $2,414,980 | $2,383,562 | -$31,418 | 2025-08-07 |
|---|
| Q2 2025 | CON
CONCENTRA GROUP HOLDINGS PAR | United States | COMMON STOCK | 10,990 | 10,491 | -499 | $238,485 | $215,798 | -$22,687 | 2025-08-07 |
|---|
| Q2 2025 | BROS
DUTCH BROS INC | United States | CL A | 8,367 | 7,871 | -496 | $516,564 | $538,135 | +$21,571 | 2025-08-07 |
|---|
| Q2 2025 | LOW
LOWES COS INC | United States | COM | 1,617 | 1,616 | -1 | $377,022 | $358,436 | -$18,586 | 2025-08-07 |
|---|
| Q2 2025 | QCOM
QUALCOMM INC | United States | COM | 1,610 | 1,606 | -4 | $247,337 | $255,867 | +$8,530 | 2025-08-07 |
|---|
| Q2 2025 | F
FORD MTR CO | United States | COM | 21,564 | 19,375 | -2,189 | $216,292 | $210,249 | -$6,043 | 2025-08-07 |
|---|
| Q2 2025 | HD
HOME DEPOT INC | United States | COM | 1,874 | 1,863 | -11 | $686,855 | $683,107 | -$3,748 | 2025-08-07 |
|---|
| Q2 2025 | CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 29,618 | 26,427 | -3,191 | $1,486,988 | $1,483,691 | -$3,297 | 2025-08-07 |
|---|
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