Summa Corp.
Summa Corp. is a registered investment adviser headquartered in Tomball, Texas, United States. Founded in or before 2016, the firm manages assets for a variety of clients, with a focus on high-net-worth individuals and other investment advisers. The firm appears to be boutique-sized, with only 2 employees, both of whom are investment professionals.
Investment Strategy
Summa Corp. primarily manages portfolios for high-net-worth individuals and other investment advisers, allocating assets across major public equities, especially in technology (such as Nvidia, AMD, Microsoft), as well as energy (like Valero, Marathon Oil) and select international holdings. The portfolio composition suggests a growth-oriented, concentrated equity investment strategy with sector tilts toward technology and energy.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 49.65% | $95.6M | 604,803 | $52.12 | $157.99 | +$10.5M |
A AMD | ADVANCED MICRO DEVICES INC | 7.94% | $15.3M | 107,700 | $147.94 | $141.90 | +$2.9M |
M MSFT | MICROSOFT CORP | 5.62% | $10.8M | 21,758 | $382.29 | $497.41 | +$287.0K |
Q QCOM | QUALCOMM INC | 2.81% | $5.4M | 34,000 | $159.22 | $159.26 | -$748.3K |
I IWF | ISHARES TR | 2.61% | $5.0M | 11,837 | $423.03 | $424.58 | +$4.7M |