Summit X, LLC
- SEC CIK
- 0001697729
- Latest filing
- Nov 13, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 10, 2021. Long positions only.
- Positions
- 261
- No 13F data for Q4 2020
- Portfolio value
- $364.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CITCit Group Inc | COM NEW | 27,707 | $1.43M | 0.4% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 4,373 | $1.46M | 0.4% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 6,479 | $1.47M | 0.4% | – | – | History |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 68,484 | $1.52M | 0.4% | – | – | History |
| AEEAmeren Corp | COM | 19,906 | $1.62M | 0.4% | – | – | History |
| CMCSAComcast Corp | Stock | 30,062 | $1.63M | 0.4% | – | – | History |
| iShares Tr464287796 | U.S. ENERGY ETF | 62,659 | $1.64M | 0.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,596 | $1.65M | 0.5% | – | – | – |
| KOCoca Cola Co | Stock | 31,609 | $1.66M | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 29,937 | $1.67M | 0.5% | – | – | History |
| ROKURoku, Inc | COM CL A | 5,177 | $1.70M | 0.5% | – | – | History |
| CNACna Financial Corp | COM | 39,926 | $1.77M | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 5,879 | $1.79M | 0.5% | – | – | History |
| HBIHanesbrands Inc. | COM | 91,117 | $1.79M | 0.5% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 27,482 | $1.88M | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 12,385 | $1.89M | 0.5% | – | – | History |
| KSSKOHLS Corp | Stock | 32,321 | $1.93M | 0.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 4,059 | $1.93M | 0.5% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 31,510 | $2.04M | 0.6% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 13,021 | $2.09M | 0.6% | – | – | – |
| EMREmerson Electric Co | Stock | 23,276 | $2.10M | 0.6% | – | – | History |
| WMTWalmart Inc. | Stock | 15,571 | $2.12M | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 19,980 | $2.17M | 0.6% | – | – | History |
| CCitigroup Inc | Stock | 30,364 | $2.21M | 0.6% | – | – | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 21,614 | $2.30M | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,362 | $2.40M | 0.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 6,572 | $2.45M | 0.7% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 46,472 | $2.55M | 0.7% | – | – | – |
| MCDMcDonalds Corp | Stock | 11,868 | $2.66M | 0.7% | – | – | History |
| TAT&T Inc. | Stock | 87,918 | $2.67M | 0.7% | – | – | History |
| SBUXStarbucks Corp | Stock | 25,168 | $2.74M | 0.8% | – | – | History |
| DSLDoubleLine Income Solutions Fund | COM | 157,956 | $2.86M | 0.8% | – | – | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 9,394 | $2.90M | 0.8% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 41,842 | $3.29M | 0.9% | – | – | History |
| NVDANVIDIA Corp | Stock | 6,227 | $3.32M | 0.9% | – | – | History |
| iShares Tr46432F388 | MSCI USA VALUE | 32,461 | $3.33M | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 12,441 | $3.66M | 1.0% | – | – | History |
| DISWalt Disney Co | Stock | 19,937 | $3.67M | 1.0% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 142,129 | $3.73M | 1.0% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 77,159 | $4.06M | 1.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 30,546 | $4.13M | 1.1% | – | – | History |
| VVisa Inc. | Stock | 19,905 | $4.22M | 1.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,068 | $4.27M | 1.2% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 46,269 | $4.66M | 1.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,901 | $4.67M | 1.3% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 9,663 | $4.92M | 1.3% | – | – | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 97,560 | $5.12M | 1.4% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 123,554 | $5.38M | 1.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 108,255 | $5.50M | 1.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 22,704 | $5.52M | 1.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 82,320 | $5.94M | 1.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 55,283 | $6.01M | 1.6% | – | – | – |
| MAMastercard Inc | Stock | 18,676 | $6.64M | 1.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 28,473 | $6.71M | 1.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,587 | $7.94M | 2.2% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 102,992 | $8.74M | 2.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 88,387 | $10.1M | 2.8% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 129,778 | $11.8M | 3.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 93,396 | $14.2M | 3.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 39,147 | $15.6M | 4.3% | – | – | – |
| AAPLApple Inc. | Stock | 140,998 | $17.2M | 4.7% | – | – | History |