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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Summit X, LLC

Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001085146-23-002190

Total Value
$386.9M
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200102,074$42.0M10.85%
2APPLE INCAAPL139,569$23.0M5.95%
3FIDELITY MERRIMACK STR TR316188309365,908$16.8M4.35%
4ISHARES TR46432F339108,217$13.4M3.47%
5ISHARES TR464288885118,779$11.1M2.88%
6MICROSOFT CORPMSFT31,593$9.1M2.35%
7ISHARES TR46428858886,263$8.2M2.11%
8ISHARES TR46435G42587,390$7.9M2.04%
9ISHARES TR464288877157,584$7.6M1.98%
10ISHARES TR46428772181,638$7.6M1.96%
11ISHARES INC46434G103150,163$7.3M1.89%
12OREILLY AUTOMOTIVE INC67103H1078,483$7.2M1.86%
13MASTERCARD INCORPORATEDMA16,289$5.9M1.53%
14ISHARES TR46429B267237,613$5.6M1.44%
15VANGUARD BD INDEX FDS92193783569,652$5.1M1.33%
16ISHARES TR46428743244,629$4.7M1.23%
17FIDELITY COVINGTON TRUST31609282498,492$4.7M1.21%
18PROCTER AND GAMBLE CO74271810931,425$4.7M1.21%
19ALPHABET INCGOOG42,867$4.4M1.15%
20VISA INCV17,840$4.0M1.04%
21EXXON MOBIL CORPXOM31,372$3.4M0.89%
22NVIDIA CORPORATIONNVDA12,212$3.4M0.88%
23ABBVIE INCABBV20,776$3.3M0.86%
24AMAZON COM INCAMZN31,784$3.3M0.85%
25ISHARES TR46432F84245,550$3.0M0.79%
26MCDONALDS CORPMCD9,938$2.8M0.72%
27UNITEDHEALTH GROUP INCUNH5,615$2.7M0.69%
28BERKSHIRE HATHAWAY INC DELBRK-A8,446$2.6M0.68%
29WALMART INCWMT17,469$2.6M0.67%
30DISNEY WALT CO25468710625,506$2.6M0.66%
31ISHARES TR46428865320,009$2.3M0.59%
32EMERSON ELEC COEMR24,641$2.1M0.56%
33DOUBLELINE INCOME SOLUTIONSDSL185,037$2.1M0.54%
34COCA COLA COKO33,155$2.1M0.53%
35ISHARES TR46428828123,324$2.0M0.52%
36ISHARES TR46428722619,768$2.0M0.51%
37JPMORGAN CHASE & COVYLD14,631$1.9M0.49%
38RAYTHEON TECHNOLOGIES CORPRTX19,480$1.9M0.49%
39GILEAD SCIENCES INCGILD22,626$1.9M0.49%
40BOEING COBA-PA8,596$1.8M0.47%
41ISHARES TR46435U71347,774$1.8M0.46%
42INVESCO QQQ TRIVZ5,351$1.7M0.44%
43ISHARES TR46435G25037,973$1.7M0.44%
44AMEREN CORPAEE19,289$1.7M0.43%
45ISHARES TR46428759810,448$1.6M0.41%
46HOME DEPOT INCHD5,366$1.6M0.41%
47ADOBE SYSTEMS INCORPORATEDADBE4,105$1.6M0.41%
48STARBUCKS CORPSBUX14,814$1.5M0.40%
49HCA HEALTHCARE INCHCA5,786$1.5M0.39%
50PEPSICO INCPEP8,241$1.5M0.39%
51THERMO FISHER SCIENTIFIC INCTMO2,539$1.5M0.38%
52COMCAST CORP NEWCCZ37,804$1.4M0.37%
53META PLATFORMS INCMETA6,442$1.4M0.35%
54ALPHABET INCGOOG12,798$1.3M0.34%
55DANAHER CORPORATION2358511025,267$1.3M0.34%
56NEXTERA ENERGY INCNEE-PW16,906$1.3M0.34%
57COSTCO WHSL CORP NEW22160K1052,608$1.3M0.33%
58FIRST CTZNS BANCSHARES INC N31946M1031,319$1.3M0.33%
59CITIGROUP INCC-PR27,211$1.3M0.33%
60ISHARES TR4642876145,145$1.3M0.32%
61ISHARES TR46429B66312,209$1.2M0.32%
62SPDR GOLD TRGLD6,659$1.2M0.32%
63COSTAMARE INCCMRE-PC127,994$1.2M0.31%
64T-MOBILE US INCTMUSZ8,298$1.2M0.31%
65KKR INCOME OPPORTUNITIES FDKKRT106,748$1.2M0.30%
66FORD MTR CO DEL34537086091,458$1.2M0.30%
67FIDELITY COVINGTON TRUST3160928089,816$1.1M0.29%
68LUMINAR TECHNOLOGIES INCLAZRQ169,678$1.1M0.28%
69FIRST TR EXCHANGE-TRADED FD33738D30924,336$1.1M0.28%
70ISHARES TR46428780411,379$1.1M0.28%
71PHILIP MORRIS INTL INC71817210911,125$1.1M0.28%
72J P MORGAN EXCHANGE TRADED F46641Q64721,294$1.1M0.28%
73LOCKHEED MARTIN CORPLMT2,263$1.1M0.28%
74GENUINE PARTS COGPC6,304$1.1M0.27%
75ISHARES TR4642875074,207$1.1M0.27%
76ASML HOLDING N VASMLF1,532$1.0M0.27%
77DOW INCDOW18,654$1.0M0.26%
78NUVEEN GLOBAL HIGH INCOME FDNU91,446$1.0M0.26%
79MERCK & CO INCMRK9,326$1.0M0.26%
80ISHARES TR46429B69713,881$1.0M0.26%
81DELTA AIR LINES INC DELDAL28,785$1.0M0.26%
82PIMCO DYNAMIC INCOME FD72201Y10155,122$993,3280.26%
83SPDR SER TR78468R78826,047$989,7650.26%
84KIMBERLY-CLARK CORPKMB7,194$965,4410.25%
85AMERICAN WTR WKS CO INC NEW0304201036,481$949,3780.25%
86FIDELITY COVINGTON TRUST31609284023,910$910,4910.24%
87TESLA INCTSLA4,407$910,3180.24%
88ADVANCED MICRO DEVICES INCAMD9,284$906,6900.23%
89NXP SEMICONDUCTORS N VNXPI4,847$903,8470.23%
90AMERISOURCEBERGEN CORPCOR5,598$896,2960.23%
91FIDELITY COVINGTON TRUST31609261818,592$877,7270.23%
92BOOKING HOLDINGS INCBKNG329$872,6370.23%
93ISHARES TR46435G52414,385$872,0180.23%
94FEDEX CORPFDX3,766$860,3880.22%
95DUKE ENERGY CORP NEWDUKB8,827$851,4450.22%
96NORTHROP GRUMMAN CORPNOC1,801$831,6340.21%
97CINTAS CORPCTAS1,791$828,5930.21%
98ANHEUSER BUSCH INBEV SA/NVBUDFF12,414$828,3420.21%
99GERON CORPGERN374,770$813,2480.21%
100PROLOGIS INC.PLDGP6,476$808,0630.21%
101ISHARES TR4642871508,897$805,5310.21%
102FLAHERTY & CRUMRINE PFD INCO33848E10696,274$794,2650.21%
103IQVIA HLDGS INCIQV3,958$787,2060.20%
104ISHARES TR46434V62115,741$786,9340.20%
105FIDELITY COVINGTON TRUST31609283219,173$779,5750.20%
106ROPER TECHNOLOGIES INCROP1,767$778,7230.20%
107PFIZER INCPFE18,825$768,0300.20%
108EQUINIX INCEQIX1,065$768,0300.20%
109REGENERON PHARMACEUTICALSREGN934$767,4360.20%
110CHEVRON CORP NEWCVX4,648$758,3370.20%
111ELEVANCE HEALTH INCELV1,630$750,9840.19%
112DEERE & CODE1,778$734,0310.19%
113ISHARES TR46434V40717,512$729,9180.19%
114PGIM GLOBAL HIGH YIELD FD FO69346J10666,419$728,6170.19%
115NUVEEN MUN HIGH INCOME OPPORNU66,649$719,8150.19%
116OLD DOMINION FREIGHT LINE INODFL2,041$695,6840.18%
117UNITED PARCEL SERVICE INCUPS3,483$675,4280.17%
118SCHWAB CHARLES CORPSCHW-PJ12,703$665,9690.17%
119WILLIAMS COS INC96945710022,179$662,2530.17%
120MARATHON PETE CORPMARA4,876$657,4010.17%
121AMERICAN ELEC PWR CO INC0255371017,184$653,6700.17%
122CISCO SYS INCCSCO12,298$642,8980.17%
123FIDELITY NATL INFORMATION SV31620M10611,781$641,5380.17%
124COHEN & STEERS REIT & PFD &19247X10032,793$639,7880.17%
125SPDR S&P 500 ETF TRSPY1,563$639,7640.17%
126THE CIGNA GROUP1255231002,503$639,6610.17%
127AT&T INCT-PC33,068$636,5590.16%
128VERIZON COMMUNICATIONS INCVZ16,321$634,7430.16%
129EOG RES INCEOG5,511$631,7740.16%
130ALTRIA GROUP INCMO14,099$629,0880.16%
131HARTFORD FINL SVCS GROUP INCHIG-PG8,985$626,1680.16%
132BLUEBIRD BIO INC09609G100191,709$609,6270.16%
133EDWARDS LIFESCIENCES CORPEW7,245$599,3810.15%
134S&P GLOBAL INCSPGI1,731$597,5190.15%
135CME GROUP INCCME3,111$595,7360.15%
136REVANCE THERAPEUTICS INC76133010917,997$579,6150.15%
137ACCENTURE PLC IRELANDACN2,010$574,4740.15%
138JOHNSON & JOHNSONJNJ3,701$573,7160.15%
139TRANE TECHNOLOGIES PLCTT3,106$571,4430.15%
140AIR PRODS & CHEMS INCAIIR1,979$568,4460.15%
141AMERICAN EXPRESS COAXP3,438$567,1820.15%
142TAIWAN SEMICONDUCTOR MFG LTD8740391006,035$561,4140.15%
143ISHARES TR4642881585,341$559,0460.14%
144ISHARES TR4642885137,324$553,3310.14%
145ZOETIS INCZTS3,291$548,9710.14%
146ISHARES TR4642877545,477$548,5980.14%
147ISHARES TR4642872424,879$534,7890.14%
148NATIONAL RETAIL PROPERTIES INNN11,948$527,5030.14%
149BECTON DICKINSON & COBDX2,126$526,2900.14%
150KOHLS CORPKSS21,792$512,9540.13%
151ORACLE CORPORCL-PD5,519$512,8470.13%
152SELECT MED HLDGS CORP81619Q10519,312$499,2280.13%
153ISHARES TR46432F8348,055$499,0210.13%
154US BANCORP DELUSB-PS13,762$496,1160.13%
155ISHARES TR4642873097,508$479,7330.12%
156ISHARES TR4642874083,148$477,6100.12%
157ENBRIDGE INCENNPF12,406$475,1050.12%
158CARMAX INCKMX7,385$474,7090.12%
159INTERNATIONAL BUSINESS MACHSINTR3,599$470,4920.12%
160ISHARES INC46434G86314,756$464,5680.12%
161ISHARES TR46429B2919,619$460,1730.12%
162FIRST HORIZON CORPORATIONFHN-PH25,520$453,7480.12%
163ELECTRONIC ARTS INCEA3,751$451,8180.12%
164ISHARES TR4642878874,098$450,5350.12%
165ISHARES INC4642865338,253$450,3960.12%
166ISHARES TR46428779610,270$449,3290.12%
167WELLS FARGO CO NEW94974610112,002$448,6440.12%
168ISHARES TR46428844816,278$447,4860.12%
169GENERAL MLS INC3703341045,180$442,6850.11%
170REINSURANCE GRP OF AMERICA I7593516043,300$440,5900.11%
171ISHARES TR46434V6139,532$439,9060.11%
172METLIFE INCMET-PF7,479$436,6740.11%
173CANADIAN NATL RY CO1363751023,652$430,8260.11%
174UNION PAC CORPUNP2,138$430,1760.11%
175SONOCO PRODS CO8354951026,770$412,9700.11%
176CATERPILLAR INCCAT1,771$403,8580.10%
177DOUBLELINE YIELD OPPORTUNITIDLY28,829$403,3140.10%
178ISHARES TR4642872756,264$401,2750.10%
179DOMINION ENERGY INCD7,174$401,0800.10%
180PIMCO ETF TR72201R8667,598$397,0620.10%
181AMERICAN CENTY ETF TR0250728855,518$391,1200.10%
182CINCINNATI FINL CORP1720621013,455$387,2420.10%
183ENTERGY CORP NEWENO3,576$385,2300.10%
184SELECT SECTOR SPDR TR81369Y2092,938$380,3210.10%
185CITIZENS FINL GROUP INCCIA12,482$379,0890.10%
186ARES CAPITAL CORPARCC20,724$378,7350.10%
187NETFLIX INCNFLX1,078$371,8760.10%
188EVERSOURCE ENERGYES4,714$368,9160.10%
189CVS HEALTH CORPCVS4,926$366,0250.09%
190PRINCIPAL FINANCIAL GROUP INPFG4,920$365,6320.09%
191UNILEVER PLCUNLYF6,757$352,0980.09%
192AMERICAN CENTY ETF TR0250728774,681$346,6920.09%
193AMERICAN CENTY ETF TR0250723496,666$340,6820.09%
194BP PLCBPPFF8,811$336,6900.09%
195BCE INCBCPPF7,465$334,3610.09%
196ISHARES TR4642875646,013$333,9460.09%
197SANOFISNYNF6,115$333,7560.09%
198ISHARES TR46432F3962,367$329,1800.09%
199DXC TECHNOLOGY CODXC12,618$322,5180.08%
200FIFTH THIRD BANCORPFITBM12,042$320,7990.08%
201PUBLIC STORAGEPSA-PS1,038$313,6270.08%
202MID-AMER APT CMNTYS INC59522J1032,065$311,9030.08%
203PAYCHEX INCPAYX2,699$309,2790.08%
204ISHARES TR464287523690$306,8300.08%
205INTERPUBLIC GROUP COS INCINTR8,219$306,0840.08%
206SEMPRASREA2,013$304,2840.08%
207OWENS & MINOR INC NEW69073210220,758$302,0320.08%
208SPDR SER TR78464A7632,423$299,9420.08%
209FIRSTENERGY CORPFE7,475$299,4490.08%
210FIDELITY COVINGTON TRUST31609232914,947$298,9400.08%
211AVANGRID INC05351W1037,475$298,1000.08%
212MEDTRONIC PLCMDT3,687$297,2740.08%
213FIDELITY COVINGTON TRUST3160926004,795$294,7740.08%
214KEYCORP49326710823,410$293,0960.08%
215ANALOG DEVICES INCADI1,463$286,4840.07%
216LYONDELLBASELL INDUSTRIES NLYB3,041$285,5000.07%
217LOWES COS INC5486611071,427$285,2620.07%
218VANGUARD INDEX FDS9229087511,503$284,9080.07%
219INTERNATIONAL PAPER CO4601461037,757$279,7050.07%
220GENERAL MTRS CO37045V1007,625$278,2010.07%
221SHELL PLCRYDAF4,818$277,2020.07%
222CONOCOPHILLIPSCOP2,759$275,9530.07%
223CORNING INCGLW7,684$271,1040.07%
224QCR HOLDINGS INCQCRH6,120$268,7290.07%
225CARDINAL HEALTH INCCAH3,451$266,4780.07%
226J P MORGAN EXCHANGE TRADED F46641Q3324,873$266,0680.07%
227ISHARES TR4642872914,873$264,8970.07%
228NIKE INCNKE2,119$260,7760.07%
229VANGUARD SPECIALIZED FUNDS9219088441,621$249,6760.06%
230MAINSTAY MACKAY DEFINEDTERMMMD14,280$248,1820.06%
231L3HARRIS TECHNOLOGIES INCLHX1,256$246,4770.06%
232OMNICOM GROUP INCOMC2,572$242,6910.06%
233BANK AMERICA CORP0605051048,290$237,5040.06%
234ISHARES TR4642874402,376$235,5070.06%
235CROWN CASTLE INCCCI1,755$234,9280.06%
236VANGUARD INDEX FDS922908736929$231,7300.06%
237FISERV INCFISV2,026$229,0000.06%
238ECOLAB INCECL1,359$225,0020.06%
239VEEVA SYS INCVEEV1,222$224,4930.06%
240GENERAL ELECTRIC CO3696043012,328$222,5790.06%
241ISHARES SILVER TRSLV9,913$219,2700.06%
242NOVARTIS AGNVSEF2,258$207,7560.05%
243VANGUARD TAX-MANAGED FDS9219438584,585$207,1290.05%
244SALESFORCE INCCRM1,034$206,5760.05%
245CSX CORPCSX6,887$206,1970.05%
246VANGUARD INDEX FDS9229087691,004$204,9160.05%
247ISHARES TR4642872345,136$202,6710.05%
248KRAFT HEINZ COKHC5,219$202,6100.05%
249CENTENE CORP DELCNC3,197$202,1100.05%
250CASEYS GEN STORES INC147528103930$201,3080.05%
251CONSTELLATION BRANDS INCSTZ891$201,1810.05%
252GALLAGHER ARTHUR J & CO3635761091,049$200,6890.05%
253INNOVIZ TECHNOLOGIES LTDINVZW43,073$150,7650.04%
254PALANTIR TECHNOLOGIES INCPLTR14,799$125,0550.03%
255LLOYDS BANKING GROUP PLCLLOBF45,677$105,9690.03%
256HANESBRANDS INC41034510213,041$68,5960.02%
257MESOBLAST LTDMEOBF18,211$59,9130.02%
258BLACKBERRY LTDBB11,000$50,1600.01%
259LINEAGE CELL THERAPEUTICS IN53566P10921,925$32,8880.01%
260AGEX THERAPEUTICS INC00848H10832,500$21,5480.01%
26122ND CENTY GROUP INC90137F10322,000$16,9180.00%
262TREVENA INC89532E20815,093$10,5650.00%
263CYBIN INCHELP10,591$4,1480.00%