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Institutional

SUMMITPOINT CAPITAL MANAGEMENT

CIK 0002108283
$78.8M
Reported AUM
35
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · SUMMITPOINT CAPITAL MANAGEMENT · Q1 2026

AI · grounded in 13F

SUMMITPOINT CAPITAL MANAGEMENT established a new position in SCHG valued at $12.3M. The fund also initiated new stakes in ACWX for $6.1M and IEI for $5.4M. Additional new positions include SCHM at $4.7M and TOTL at $4.6M.

Portfolio · Q1 2026

SCHG$12.3MACWX$6.1MIEI$5.4MSCHM$4.7MTOTL$4.6MJAVA$4.4MSCHF$4.3MVOOJAAAHEFASCHVIJKOther$22.4MSM

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SCHGSCHWAB STRATEGIC TR$33.75-2.99%20.65%83.05%$12.3M15.63%HELD
2ACWXISHARES TR$73.92-3.88%25.80%48.90%$6.1M7.68%HELD
3IEIISHARES TR$116.73-0.38%3.63%0.21%$5.4M6.84%HELD
4SCHMSCHWAB STRATEGIC TR$34.83-2.63%28.34%43.63%$4.7M5.97%HELD
5TOTLSSGA ACTIVE ETF TR$39.13-0.51%4.85%2.21%$4.6M5.83%HELD
6JAVAJ P MORGAN EXCHANGE TRADED F$77.13-1.61%22.27%67.13%$4.4M5.56%HELD
7SCHFSCHWAB STRATEGIC TR$26.81-3.77%26.99%57.05%$4.3M5.40%HELD
8VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$3.3M4.13%HELD
9JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$3.2M4.09%HELD
10HEFAISHARES TR$45.00-1.85%23.40%87.66%$2.9M3.71%HELD
11SCHVSCHWAB STRATEGIC TR$33.52-1.93%26.22%61.88%$2.7M3.47%HELD
12IJKISHARES TR$112.46-2.69%25.75%43.59%$2.5M3.19%HELD
13SMLFISHARES TR$84.17-2.58%27.58%63.81%$2.3M2.89%HELD
14EEMISHARES TR$64.59-6.53%40.98%40.06%$2.0M2.53%HELD
15IBTIISHARES TR$22.07-0.20%4.05%-0.87%$1.8M2.25%HELD
16IBTJISHARES TR$21.55-0.25%3.93%-2.56%$1.8M2.24%HELD
17IBTHISHARES TR$22.33-0.07%4.38%1.14%$1.7M2.20%HELD
18IBTGISHARES TR$22.850.02%4.47%3.45%$1.6M2.05%HELD
19IBMOISHARES TR$25.61-0.04%2.85%2.75%$1.2M1.50%HELD
20IBMPISHARES TR$25.370.04%3.32%2.33%$1.2M1.49%HELD
21IBMQISHARES TR$25.510.00%3.78%1.74%$1.2M1.49%HELD
22BONDPIMCO ETF TR$91.24-0.57%6.80%0.63%$1.0M1.29%HELD
23SCHASCHWAB STRATEGIC TR$33.19-3.41%35.05%39.97%$927K1.18%HELD
24IUSVISHARES TR$109.66-1.15%20.35%66.77%$898K1.14%HELD
25IUSGISHARES TR$184.13-3.72%28.17%82.97%$697K0.89%HELD
26IWRISHARES TR$106.21-2.12%19.13%42.17%$687K0.87%HELD
27EMXCISHARES INC$93.90-7.65%58.86%72.47%$635K0.81%HELD
28IEFAISHARES TR$95.56-2.60%18.86%46.61%$584K0.74%HELD
29IPACISHARES TR$80.63-3.34%23.93%44.08%$506K0.64%HELD
30USRTISHARES TR$65.340.88%17.00%23.27%$394K0.50%HELD
31JBBBJANUS DETROIT STR TR$47.15-0.51%$325K0.41%HELD
32ANGLVANECK ETF TRUST$28.94-0.52%$311K0.39%HELD
33HELOJ P MORGAN EXCHANGE TRADED F$67.32-0.80%$305K0.39%HELD
34XONEBONDBLOXX ETF TRUST$49.28-0.04%$260K0.33%HELD
35FDXFEDEX CORP$331.000.91%$223K0.28%HELD

Source: SEC EDGAR · accession 0001986152-26-000066. 13F discloses long positions only — shorts, foreign equities, and options are excluded.