Summit X, LLC historic quarter change: USA Stocks, Sold out
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.
- Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 144,953.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 101,856.
- Q3 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 22,018.
- Q3 2025: Stock ORLY; Country of operation United States; Class COM; Shares before 110,168.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2025 | NVDA NVIDIA CORPORATION | United States | COM | 144,953 | 0 | -144,953 | $22,944,846 | $0 | -$22,944,846 | 2025-11-13 |
| Q3 2025 | AAPL APPLE INC | United States | COM | 101,856 | 0 | -101,856 | $20,899,267 | $0 | -$20,899,267 | 2025-11-13 |
| Q3 2025 | MSFT MICROSOFT CORP | United States | COM | 22,018 | 0 | -22,018 | $10,953,688 | $0 | -$10,953,688 | 2025-11-13 |
| Q3 2025 | ORLY OREILLY AUTOMOTIVE INC | United States | COM | 110,168 | 0 | -110,168 | $9,929,379 | $0 | -$9,929,379 | 2025-11-13 |
| Q3 2025 | WMT WALMART INC | United States | COM | 62,248 | 0 | -62,248 | $6,085,566 | $0 | -$6,085,566 | 2025-11-13 |
| Q3 2025 | V VISA INC | United States | COM CL A | 17,136 | 0 | -17,136 | $6,083,622 | $0 | -$6,083,622 | 2025-11-13 |
| Q3 2025 | AMZN AMAZON COM INC | United States | COM | 25,631 | 0 | -25,631 | $5,623,436 | $0 | -$5,623,436 | 2025-11-13 |
| Q3 2025 | MA MASTERCARD INCORPORATED | United States | CL A | 9,263 | 0 | -9,263 | $5,203,260 | $0 | -$5,203,260 | 2025-11-13 |
| Q3 2025 | GOOGL ALPHABET INC | United States | CAP STK CL A | 26,691 | 0 | -26,691 | $4,706,278 | $0 | -$4,706,278 | 2025-11-13 |
| Q3 2025 | UNH UNITEDHEALTH GROUP INC | United States | COM | 15,042 | 0 | -15,042 | $4,691,924 | $0 | -$4,691,924 | 2025-11-13 |
| Q3 2025 | UPS UNITED PARCEL SERVICE INC | United States | CL B | 43,620 | 0 | -43,620 | $4,403,168 | $0 | -$4,403,168 | 2025-11-13 |
| Q3 2025 | AEE AMEREN CORP | United States | COM | 40,837 | 0 | -40,837 | $3,921,761 | $0 | -$3,921,761 | 2025-11-13 |
| Q3 2025 | PG PROCTER AND GAMBLE CO | United States | COM | 23,888 | 0 | -23,888 | $3,805,217 | $0 | -$3,805,217 | 2025-11-13 |
| Q3 2025 | RTX RTX CORPORATION | United States | COM | 25,850 | 0 | -25,850 | $3,774,700 | $0 | -$3,774,700 | 2025-11-13 |
| Q3 2025 | IAU ISHARES GOLD TR | United States | ISHARES NEW | 58,102 | 0 | -58,102 | $3,623,245 | $0 | -$3,623,245 | 2025-11-13 |
| Q3 2025 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 7,144 | 0 | -7,144 | $3,468,940 | $0 | -$3,468,940 | 2025-11-13 | |
| Q3 2025 | ABBV ABBVIE INC | United States | COM | 16,619 | 0 | -16,619 | $3,084,806 | $0 | -$3,084,806 | 2025-11-13 |
| Q3 2025 | CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 5,730 | 0 | -5,730 | $2,918,648 | $0 | -$2,918,648 | 2025-11-13 |
| Q3 2025 | XOMXXXX EXXON MOBIL CORP | COM | 24,381 | 0 | -24,381 | $2,628,324 | $0 | -$2,628,324 | 2025-11-13 | |
| Q3 2025 | LLY ELI LILLY & CO | United States | COM | 3,357 | 0 | -3,357 | $2,618,751 | $0 | -$2,618,751 | 2025-11-13 |
| Q3 2025 | BA BOEING CO | United States | COM | 11,872 | 0 | -11,872 | $2,486,954 | $0 | -$2,486,954 | 2025-11-13 |
| Q3 2025 | AVGO BROADCOM INC | United States | COM | 8,975 | 0 | -8,975 | $2,473,707 | $0 | -$2,473,707 | 2025-11-13 |
| Q3 2025 | META META PLATFORMS INC | United States | CL A | 3,348 | 0 | -3,348 | $2,469,552 | $0 | -$2,469,552 | 2025-11-13 |
| Q3 2025 | GILD GILEAD SCIENCES INC | United States | COM | 21,499 | 0 | -21,499 | $2,383,562 | $0 | -$2,383,562 | 2025-11-13 |
| Q3 2025 | GLD SPDR GOLD TR | United States | GOLD SHS | 7,361 | 0 | -7,361 | $2,243,780 | $0 | -$2,243,780 | 2025-11-13 |
| Q3 2025 | FCNCA FIRST CTZNS BANCSHARES INC N | United States | CL A | 1,128 | 0 | -1,128 | $2,207,017 | $0 | -$2,207,017 | 2025-11-13 |
| Q3 2025 | EMR EMERSON ELEC CO | United States | COM | 15,205 | 0 | -15,205 | $2,027,290 | $0 | -$2,027,290 | 2025-11-13 |
| Q3 2025 | GOOG ALPHABET INC | United States | CAP STK CL C | 10,516 | 0 | -10,516 | $1,865,580 | $0 | -$1,865,580 | 2025-11-13 |
| Q3 2025 | MCD MCDONALDS CORP | United States | COM | 6,063 | 0 | -6,063 | $1,771,911 | $0 | -$1,771,911 | 2025-11-13 |
| Q3 2025 | BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 36,246 | 0 | -36,246 | $1,677,825 | $0 | -$1,677,825 | 2025-11-13 |
| Q3 2025 | DIS DISNEY WALT CO | United States | COM | 13,485 | 0 | -13,485 | $1,672,383 | $0 | -$1,672,383 | 2025-11-13 |
| Q3 2025 | C CITIGROUP INC | United States | COM NEW | 18,532 | 0 | -18,532 | $1,577,651 | $0 | -$1,577,651 | 2025-11-13 |
| Q3 2025 | P PURE STORAGE INC | United States | CL A | 27,003 | 0 | -27,003 | $1,554,637 | $0 | -$1,554,637 | 2025-11-13 |
| Q3 2025 | KO COCA COLA CO | United States | COM | 21,903 | 0 | -21,903 | $1,549,655 | $0 | -$1,549,655 | 2025-11-13 |
| Q3 2025 | CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 26,427 | 0 | -26,427 | $1,483,691 | $0 | -$1,483,691 | 2025-11-13 |
| Q3 2025 | TSLA TESLA INC | United States | COM | 4,609 | 0 | -4,609 | $1,464,486 | $0 | -$1,464,486 | 2025-11-13 |
| Q3 2025 | ORCL ORACLE CORP | United States | COM | 6,011 | 0 | -6,011 | $1,314,242 | $0 | -$1,314,242 | 2025-11-13 |
| Q3 2025 | JPM JPMORGAN CHASE & CO. | United States | COM | 4,498 | 0 | -4,498 | $1,303,761 | $0 | -$1,303,761 | 2025-11-13 |
| Q3 2025 | DAL DELTA AIR LINES INC DEL | United States | COM NEW | 26,096 | 0 | -26,096 | $1,283,379 | $0 | -$1,283,379 | 2025-11-13 |
| Q3 2025 | CI THE CIGNA GROUP | United States | COM | 3,791 | 0 | -3,791 | $1,253,085 | $0 | -$1,253,085 | 2025-11-13 |
| Q3 2025 | CNI CANADIAN NATL RY CO | COM | 11,440 | 0 | -11,440 | $1,190,217 | $0 | -$1,190,217 | 2025-11-13 | |
| Q3 2025 | ENB ENBRIDGE INC | COM | 26,084 | 0 | -26,084 | $1,182,148 | $0 | -$1,182,148 | 2025-11-13 | |
| Q3 2025 | URI UNITED RENTALS INC | United States | COM | 1,494 | 0 | -1,494 | $1,126,456 | $0 | -$1,126,456 | 2025-11-13 |
| Q3 2025 | CMRE COSTAMARE INC | SHS | 119,811 | 0 | -119,811 | $1,091,479 | $0 | -$1,091,479 | 2025-11-13 | |
| Q3 2025 | NFLX NETFLIX INC | United States | COM | 798 | 0 | -798 | $1,065,465 | $0 | -$1,065,465 | 2025-11-13 |
| Q3 2025 | WFC WELLS FARGO CO NEW | United States | COM | 13,180 | 0 | -13,180 | $1,055,980 | $0 | -$1,055,980 | 2025-11-13 |
| Q3 2025 | PEP PEPSICO INC | United States | COM | 7,773 | 0 | -7,773 | $1,026,327 | $0 | -$1,026,327 | 2025-11-13 |
| Q3 2025 | KMB KIMBERLY-CLARK CORP | United States | COM | 7,805 | 0 | -7,805 | $1,006,115 | $0 | -$1,006,115 | 2025-11-13 |
| Q3 2025 | UNP UNION PAC CORP | United States | COM | 4,344 | 0 | -4,344 | $999,462 | $0 | -$999,462 | 2025-11-13 |
| Q3 2025 | PANW PALO ALTO NETWORKS INC | United States | COM | 4,631 | 0 | -4,631 | $947,638 | $0 | -$947,638 | 2025-11-13 |
| Q3 2025 | CVX CHEVRON CORP NEW | United States | COM | 6,519 | 0 | -6,519 | $933,879 | $0 | -$933,879 | 2025-11-13 |
| Q3 2025 | DE DEERE & CO | United States | COM | 1,829 | 0 | -1,829 | $929,889 | $0 | -$929,889 | 2025-11-13 |
| Q3 2025 | JNJ JOHNSON & JOHNSON | United States | COM | 5,352 | 0 | -5,352 | $817,315 | $0 | -$817,315 | 2025-11-13 |
| Q3 2025 | GERN GERON CORP | United States | COM | 494,789 | 0 | -494,789 | $697,653 | $0 | -$697,653 | 2025-11-13 |
| Q3 2025 | GEV GE VERNOVA INC | United States | COM | 1,313 | 0 | -1,313 | $694,783 | $0 | -$694,783 | 2025-11-13 |
| Q3 2025 | USB US BANCORP DEL | United States | COM NEW | 15,114 | 0 | -15,114 | $683,820 | $0 | -$683,820 | 2025-11-13 |
| Q3 2025 | HD HOME DEPOT INC | United States | COM | 1,863 | 0 | -1,863 | $683,107 | $0 | -$683,107 | 2025-11-13 |
| Q3 2025 | AMD ADVANCED MICRO DEVICES INC | United States | COM | 4,778 | 0 | -4,778 | $677,874 | $0 | -$677,874 | 2025-11-13 |
| Q3 2025 | CAH CARDINAL HEALTH INC | United States | COM | 3,589 | 0 | -3,589 | $602,894 | $0 | -$602,894 | 2025-11-13 |
| Q3 2025 | PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 4,362 | 0 | -4,362 | $594,804 | $0 | -$594,804 | 2025-11-13 |
| Q3 2025 | RGA REINSURANCE GRP OF AMERICA I | United States | COM NEW | 2,848 | 0 | -2,848 | $564,929 | $0 | -$564,929 | 2025-11-13 |
| Q3 2025 | COST COSTCO WHSL CORP NEW | United States | COM | 561 | 0 | -561 | $555,722 | $0 | -$555,722 | 2025-11-13 |
| Q3 2025 | BROS DUTCH BROS INC | United States | CL A | 7,871 | 0 | -7,871 | $538,135 | $0 | -$538,135 | 2025-11-13 |
| Q3 2025 | GE GE AEROSPACE | United States | COM NEW | 1,958 | 0 | -1,958 | $503,890 | $0 | -$503,890 | 2025-11-13 |
| Q3 2025 | TMUS T-MOBILE US INC | United States | COM | 2,094 | 0 | -2,094 | $498,918 | $0 | -$498,918 | 2025-11-13 |
| Q3 2025 | TGT TARGET CORP | United States | COM | 4,924 | 0 | -4,924 | $485,614 | $0 | -$485,614 | 2025-11-13 |
| Q3 2025 | PM PHILIP MORRIS INTL INC | United States | COM | 2,607 | 0 | -2,607 | $474,806 | $0 | -$474,806 | 2025-11-13 |
| Q3 2025 | DOW DOW INC | United States | COM | 17,768 | 0 | -17,768 | $470,484 | $0 | -$470,484 | 2025-11-13 |
| Q3 2025 | UBER UBER TECHNOLOGIES INC | United States | COM | 4,962 | 0 | -4,962 | $462,956 | $0 | -$462,956 | 2025-11-13 |
| Q3 2025 | VRT VERTIV HOLDINGS CO | United States | COM CL A | 3,526 | 0 | -3,526 | $452,870 | $0 | -$452,870 | 2025-11-13 |
| Q3 2025 | CAT CATERPILLAR INC | United States | COM | 1,131 | 0 | -1,131 | $440,941 | $0 | -$440,941 | 2025-11-13 |
| Q3 2025 | QCRH QCR HOLDINGS INC | United States | COM | 6,126 | 0 | -6,126 | $415,956 | $0 | -$415,956 | 2025-11-13 |
| Q3 2025 | MU MICRON TECHNOLOGY INC | United States | COM | 3,242 | 0 | -3,242 | $399,530 | $0 | -$399,530 | 2025-11-13 |
| Q3 2025 | INVZ INNOVIZ TECHNOLOGIES LTD | SHS | 239,319 | 0 | -239,319 | $392,484 | $0 | -$392,484 | 2025-11-13 | |
| Q3 2025 | BX BLACKSTONE INC | United States | COM | 2,516 | 0 | -2,516 | $376,340 | $0 | -$376,340 | 2025-11-13 |
| Q3 2025 | ROK ROCKWELL AUTOMATION INC | United States | COM | 1,124 | 0 | -1,124 | $373,358 | $0 | -$373,358 | 2025-11-13 |
| Q3 2025 | SSNC SS&C TECHNOLOGIES HLDGS INC | United States | COM | 4,494 | 0 | -4,494 | $372,101 | $0 | -$372,101 | 2025-11-13 |
| Q3 2025 | LOW LOWES COS INC | United States | COM | 1,616 | 0 | -1,616 | $358,436 | $0 | -$358,436 | 2025-11-13 |
| Q3 2025 | MO ALTRIA GROUP INC | United States | COM | 6,056 | 0 | -6,056 | $355,052 | $0 | -$355,052 | 2025-11-13 |
| Q3 2025 | BAX BAXTER INTL INC | United States | COM | 11,326 | 0 | -11,326 | $342,952 | $0 | -$342,952 | 2025-11-13 |
| Q3 2025 | CMCSA COMCAST CORP NEW | United States | CL A | 9,582 | 0 | -9,582 | $342,004 | $0 | -$342,004 | 2025-11-13 |
| Q3 2025 | PFE PFIZER INC | United States | COM | 14,084 | 0 | -14,084 | $341,423 | $0 | -$341,423 | 2025-11-13 |
| Q3 2025 | HWM HOWMET AEROSPACE INC | United States | COM | 1,808 | 0 | -1,808 | $336,523 | $0 | -$336,523 | 2025-11-13 |
| Q3 2025 | CSCO CISCO SYS INC | United States | COM | 4,851 | 0 | -4,851 | $336,460 | $0 | -$336,460 | 2025-11-13 |
| Q3 2025 | ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 1,750 | 0 | -1,750 | $321,072 | $0 | -$321,072 | 2025-11-13 |
| Q3 2025 | NEE NEXTERA ENERGY INC | United States | COM | 4,579 | 0 | -4,579 | $317,847 | $0 | -$317,847 | 2025-11-13 |
| Q3 2025 | ELV ELEVANCE HEALTH INC | United States | COM | 817 | 0 | -817 | $317,676 | $0 | -$317,676 | 2025-11-13 |
| Q3 2025 | LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 1,205 | 0 | -1,205 | $302,264 | $0 | -$302,264 | 2025-11-13 |
| Q3 2025 | MRK MERCK & CO INC | United States | COM | 3,639 | 0 | -3,639 | $288,345 | $0 | -$288,345 | 2025-11-13 |
| Q3 2025 | LMT LOCKHEED MARTIN CORP | United States | COM | 602 | 0 | -602 | $278,788 | $0 | -$278,788 | 2025-11-13 |
| Q3 2025 | CSX CSX CORP | United States | COM | 8,477 | 0 | -8,477 | $276,607 | $0 | -$276,607 | 2025-11-13 |
| Q3 2025 | DUK DUKE ENERGY CORP NEW | United States | COM NEW | 2,331 | 0 | -2,331 | $275,046 | $0 | -$275,046 | 2025-11-13 |
| Q3 2025 | ABT ABBOTT LABS | United States | COM | 2,018 | 0 | -2,018 | $274,467 | $0 | -$274,467 | 2025-11-13 |
| Q3 2025 | T AT&T INC | United States | COM | 9,366 | 0 | -9,366 | $270,285 | $0 | -$270,285 | 2025-11-13 |
| Q3 2025 | UEC URANIUM ENERGY CORP | COM | 38,904 | 0 | -38,904 | $264,544 | $0 | -$264,544 | 2025-11-13 | |
| Q3 2025 | CVS CVS HEALTH CORP | United States | COM | 3,825 | 0 | -3,825 | $263,822 | $0 | -$263,822 | 2025-11-13 |
| Q3 2025 | SBUX STARBUCKS CORP | United States | COM | 2,856 | 0 | -2,856 | $261,763 | $0 | -$261,763 | 2025-11-13 |
| Q3 2025 | MDT MEDTRONIC PLC | Ireland | SHS | 2,994 | 0 | -2,994 | $260,950 | $0 | -$260,950 | 2025-11-13 |
| Q3 2025 | ON ON SEMICONDUCTOR CORP | United States | COM | 4,887 | 0 | -4,887 | $256,152 | $0 | -$256,152 | 2025-11-13 |
| Q3 2025 | QCOM QUALCOMM INC | United States | COM | 1,606 | 0 | -1,606 | $255,867 | $0 | -$255,867 | 2025-11-13 |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||