Summerhill Capital Management lnc. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
Summerhill Capital Management lnc.
Institutional Filer 5.81%$114.6M35

Current Portfolio Holdings

Showing all 35 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1GOOGLAlphabet Inc.Technology50K$14.4M12.60%
2JPMJPMorgan Chase & Co.Financial Services32K$9.4M8.21%
3RYRoyal Bank of CanadaFinancial Services57K$9.2M8.05%
4BIPBrookfield Infrastructure Partners L.P.Utilities232K$8.4M7.33%
5AMZNAmazon.com, Inc.Consumer Cyclical37K$7.6M6.66%
6METAMeta Platforms, Inc.Technology13K$7.3M6.36%
7AMDAdvanced Micro Devices, Inc.Technology33K$6.6M5.78%
8MSFTMicrosoft CorporationTechnology17K$6.3M5.54%
9ETNEaton Corporation plcIndustrials16K$5.9M5.15%
10CPCanadian Pacific Kansas City Ltd.Industrials55K$4.3M3.79%
11FSLRFirst Solar, Inc.Energy21K$4.2M3.69%
12VRTVertiv Holdings CoIndustrials16K$3.9M3.43%
13BIRKBirkenstock Holding plcConsumer Cyclical95K$3.4M2.99%
14CAECAE Inc.Industrials123K$3.2M2.80%
15CNICanadian National Railway CompanyIndustrials28K$2.8M2.48%
Showing 1 to 15 of 35 holdings