summit investment advisors, inc.
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Contact Information
summit investment advisors, inc.
5900 O STREET
LINCOLN NE 68510
Business Phone: 4024671122 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $372,113,691 [1]Prior Market Value: $297,558,993 New Purchases: 28 stocks Additional Purchases: 160 stocks Sold out of: 18 stocks Reduced holdings in: 25 stocks Top 10 Holdings %: 14.05% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Apple Inc. 1.99% ISHARE SP MC 400 INX 1.94% Google Inc. 1.9% Microsoft Corporation 1.5% INTERNATIONAL BUSINESS MACHINES 1.43% Major new positions on 03/31/2013 Stock % of Portfolio CenterPoint Energy, Inc. (PRN) 0.82% Berkshire Hathaway Inc. 0.73% Royal Dutch Shell plc 0.58% Capital One Financial Corp. 0.55% KeyCorp 0.47%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Gilead Sciences Inc. (PRN) 0.96% Nike Inc. 0.33% Amgen Inc. (PRN) 0.31% Avalonbay Communities Inc. 0.29% ROCKWELL COLLINS INC 0.24% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-14 Form 13F-HR 2013-02-12 Form 13F-HR 2012-11-13 Form 13F-HR 2012-08-15 Form 13F-HR 2012-05-08