13F Filings History of Summa Corp.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$233,160,669
Signature - Title
Rodrigo De La Garza - Director
Location
Tomball, TX
Summary
This page shows a list of all the recent 13F filings made by Summa Corp.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summa Corp. reported 77 stock holdings with total value $233,160,669 as of Q4 2025. Top holdings included NVDA, AMD, MSFT, QCOM, and IWF.

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Holdings Value

List of Other Managers Reporting for Summa Corp.:

Name Holdings Value Location File Number
POLEN CAPITAL MANAGEMENT LLC $30,802,400,951 Boca Raton, FL 028-03687
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 77 $233,160,669 +$9,764,098 -$10,087,957 -$323,859 NVDA, AMD, MSFT, QCOM, IWF 13F-HR 21 Jan 2026, 12:11
Q3 2025 76 $227,414,771 +$15,068,850 -$5,713,351 +$9,355,499 NVDA, AMD, MSFT, BABA, QCOM 13F-HR 27 Oct 2025, 15:39
Q2 2025 76 $192,443,838 +$24,910,452 -$53,672,737 -$28,762,285 NVDA, AMD, MSFT, QCOM, IWF 13F-HR 25 Jul 2025, 10:01
Q1 2025 59 $172,861,239 +$3,789,784 -$11,547,913 -$7,758,129 NVDA, AMD, MSFT, BABA, QCOM 13F-HR 21 Apr 2025, 09:56
Q4 2024 61 $203,910,802 +$2,682,663 -$11,620,982 -$8,938,319 NVDA, AMD, MSFT, QCOM, VLO 13F-HR 23 Jan 2025, 11:20
Q3 2024 64 $208,621,296 +$7,985,050 -$1,807,476 +$6,177,574 NVDA, AMD, MSFT, QCOM, BABA 13F-HR 17 Oct 2024, 10:06
Q2 2024 60 $206,297,648 +$96,437,039 -$7,669,066 +$88,767,973 NVDA, AMD, MSFT, QCOM, VLO 13F-HR 30 Jul 2024, 09:52
Q1 2024 59 $183,077,123 +$7,876,226 -$10,480,893 -$2,604,667 NVDA, AMD, MSFT, VLO, MRO 13F-HR 23 Apr 2024, 11:06
Q4 2023 59 $142,732,572 $0 NVDA, AMD, MSFT, MRO, APA 13F-HR 07 Feb 2024, 13:44