Summit Investment Advisors, Inc.
RIA/Wealth
Summit Investment Advisors, Inc. is a RIA/Wealth based in Lincoln, NE led by Tina Jean Udell, reporting $27.2B in AUM as of Q3 2025 with NVDA as the largest holding (4% allocation).
CEOTina Jean Udell
- Portfolio Value
- $3.3B
- Positions
- 3,140
- Top Holding
- NVDA at 4.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Summit Investment Advisors, Inc.'s portfolio (22.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $134.1M | 4.10% | -$2.9M Sold | 0.00% 718.7K shares | |
Software - Infrastructure Technology | $114.3M | 3.49% | -$2.0M Sold | 0.00% 220.6K shares | |
Consumer Electronics Technology | $112.4M | 3.43% | -$2.2M Sold | 0.00% 441.4K shares | |
Specialty Retail Consumer Cyclical | $68.9M | 2.10% | -$263.3K Sold | 0.00% 313.8K shares | |
Semiconductors Technology | $66.0M | 2.02% | -$1.5M Sold | 0.00% 200.1K shares | |
ETF ETF | $52.0M | 1.59% | -$23.9M Sold | — 77.7K shares | |
Internet Content & Information Communication Services | $50.1M | 1.53% | -$2.0M Sold | 0.00% 205.8K shares | |
ETF ETF | $45.9M | 1.40% | +$2.9M Bought | — 345.1K shares | |
ETF ETF | $39.7M | 1.21% | +$561.3K Bought | — 663.3K shares | |
Internet Content & Information Communication Services | $39.5M | 1.21% | +$108.0K Bought | 0.00% 53.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Summit Investment Advisors, Inc.'s latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Summit Investment Advisors, Inc.
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