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FIDELITY SUMMER STREET TRUST

CIK: 0000225322 Equity
Report date: 2026-06-26
AUM $19M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

69 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 TMO THERMO FISHER SCIENTIFIC INC Since 2026-07-07 883556102 Equity (Common)
0.69%
$0.13 269
2 PEN PENUMBRA INC Since 2026-07-07 70975L107 Equity (Common)
0.77%
$0.14 442
3 WK WORKIVA INC Since 2026-07-07 98139A105 Equity (Common)
0.64%
$0.12 2,219
4 ACGL ARCH CAPITAL GROUP LTD Since 2026-07-07 N/A Equity (Common)
0.82%
$0.15 1,630
5 PSX PHILLIPS 66 Since 2026-07-07 718546104 Equity (Common)
0.38%
$0.07 400
6 MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC Since 2026-07-07 55405Y100 Equity (Common)
1.01%
$0.19 669
7 XEL XCEL ENERGY INC Since 2026-07-07 98389B100 Equity (Common)
1.03%
$0.19 2,311
8 GDDY GODADDY INC Since 2026-07-07 380237107 Equity (Common)
0.45%
$0.08 971
9 ABBV ABBVIE INC Since 2026-07-07 00287Y109 Equity (Common)
1.03%
$0.19 913
10 AAPL APPLE INC Since 2026-07-07 037833100 Equity (Common)
0.94%
$0.17 646
11 ADI ANALOG DEVICES INC Since 2026-07-07 032654105 Equity (Common)
0.57%
$0.11 266
12 TMUS T-MOBILE US INC Since 2026-07-07 872590104 Equity (Common)
0.73%
$0.14 693
13 COP CONOCOPHILLIPS INC Since 2026-07-07 20825C104 Equity (Common)
0.73%
$0.14 1,080
14 OGE OGE ENERGY CORP Since 2026-07-07 670837103 Equity (Common)
0.88%
$0.16 3,356
15 WELL WELLTOWER INC Since 2026-07-07 95040Q104 Equity (Common)
1.12%
$0.21 959
16 NOW SERVICENOW INC Since 2026-07-07 81762P102 Equity (Common)
0.64%
$0.12 1,347
17 ACN ACCENTURE PLC Since 2026-07-07 N/A Equity (Common)
0.62%
$0.12 652
18 V VISA INC Since 2026-07-07 92826C839 Equity (Common)
1.18%
$0.22 671
19 YUM YUM BRANDS INC Since 2026-07-07 988498101 Equity (Common)
0.92%
$0.17 1,071
20 NEE NEXTERA ENERGY INC Since 2026-07-07 65339F101 Equity (Common)
0.98%
$0.18 1,868
21 INTU INTUIT INC Since 2026-07-07 461202103 Equity (Common)
0.43%
$0.08 206
22 HCA HCA HEALTHCARE INC Since 2026-07-07 40412C101 Equity (Common)
0.87%
$0.16 376
23 VTR VENTAS INC Since 2026-07-07 92276F100 Equity (Common)
0.89%
$0.17 1,890
24 FCN FTI CONSULTING INC Since 2026-07-07 302941109 Equity (Common)
0.38%
$0.07 396
25 DLB DOLBY LABORATORIES INC Since 2026-07-07 25659T107 Equity (Common)
0.79%
$0.15 2,311
26 ADSK AUTODESK INC Since 2026-07-07 052769106 Equity (Common)
0.76%
$0.14 596
27 RPRX ROYALTY PHARMA PLC Since 2026-07-07 N/A Equity (Common)
1.03%
$0.19 3,854
28 BG BUNGE GLOBAL SA Since 2026-07-07 N/A Equity (Common)
0.91%
$0.17 1,344
29 POST POST HOLDINGS INC Since 2026-07-07 737446104 Equity (Common)
0.76%
$0.14 1,347
30 OKTA OKTA INC Since 2026-07-07 679295105 Equity (Common)
0.70%
$0.13 1,767
31 WMT WALMART INC Since 2026-07-07 931142103 Equity (Common)
1.08%
$0.20 1,532
32 IDA IDACORP INC Since 2026-07-07 451107106 Equity (Common)
1.00%
$0.19 1,268
33 MDLZ MONDELEZ INTERNATIONAL INC Since 2026-07-07 609207105 Equity (Common)
0.78%
$0.14 2,365
34 KDP KEURIG DR PEPPER INC Since 2026-07-07 49271V100 Equity (Common)
0.63%
$0.12 4,012
35 CASY CASEY'S GENERAL STORES INC Since 2026-07-07 147528103 Equity (Common)
0.85%
$0.16 193
36 AZN ASTRAZENECA PLC Since 2026-07-07 N/A Equity (Common)
1.21%
$0.23 1,195
37 ABT ABBOTT LABORATORIES Since 2026-07-07 002824100 Equity (Common)
0.68%
$0.13 1,398
38 AVGO BROADCOM INC Since 2026-07-07 11135F101 Equity (Common)
1.04%
$0.20 466
39 COKE COCA COLA CONSOLIDATED INC Since 2026-07-07 191098102 Equity (Common)
0.41%
$0.08 378
40 ICE INTERCONTINENTAL EXCHANGE INC Since 2026-07-07 45866F104 Equity (Common)
0.69%
$0.13 817
41 CNP CENTERPOINT ENERGY INC Since 2026-07-07 15189T107 Equity (Common)
0.93%
$0.17 3,960
42 GFS GLOBALFOUNDRIES INC Since 2026-07-07 N/A Equity (Common)
0.75%
$0.14 2,160
43 FANG DIAMONDBACK ENERGY INC Since 2026-07-07 25278X109 Equity (Common)
0.33%
$0.06 300
44 VZ VERIZON COMMUNICATIONS INC Since 2026-07-07 92343V104 Equity (Common)
0.93%
$0.17 3,629
45 CRM SALESFORCE INC Since 2026-07-07 79466L302 Equity (Common)
0.58%
$0.11 616
46 CBOE CBOE GLOBAL MARKETS INC Since 2026-07-07 12503M108 Equity (Common)
0.79%
$0.15 491
47 PANW PALO ALTO NETWORKS INC Since 2026-07-07 697435105 Equity (Common)
0.77%
$0.14 807
48 NFLX NETFLIX INC Since 2026-07-07 64110L106 Equity (Common)
0.38%
$0.07 755
49 EVRG EVERGY INC Since 2026-07-07 30034W106 Equity (Common)
0.90%
$0.17 2,029
50 ALNY ALNYLAM PHARMACEUTICALS INC Since 2026-07-07 02043Q107 Equity (Common)
0.76%
$0.14 458
51 IMAX IMAX CORPORATION Since 2026-07-07 45245E109 Equity (Common)
0.59%
$0.11 2,904
52 PTC PTC INC Since 2026-07-07 69370C100 Equity (Common)
0.78%
$0.14 1,067
53 MSI MOTOROLA SOLUTIONS INC Since 2026-07-07 620076307 Equity (Common)
1.10%
$0.20 468
54 ECL ECOLAB INC Since 2026-07-07 278865100 Equity (Common)
0.86%
$0.16 618
55 ZM ZOOM COMMUNICATIONS INC Since 2026-07-07 98980L101 Equity (Common)
1.20%
$0.22 2,308
56 PPL PPL CORPORATION Since 2026-07-07 69351T106 Equity (Common)
0.54%
$0.10 2,714
57 GILD GILEAD SCIENCES INC Since 2026-07-07 375558103 Equity (Common)
1.14%
$0.21 1,633
58 GEN GEN DIGITAL INC Since 2026-07-07 668771108 Equity (Common)
0.62%
$0.12 5,983
59 DT DYNATRACE INC Since 2026-07-07 268150109 Equity (Common)
0.60%
$0.11 3,078
60 ROST ROSS STORES INC Since 2026-07-07 778296103 Equity (Common)
0.24%
$0.05 200
61 USFD US FOODS HOLDING CORP Since 2026-07-07 912008109 Equity (Common)
0.48%
$0.09 957
62 COR CENCORA INC Since 2026-07-07 03073E105 Equity (Common)
1.05%
$0.20 637
63 DOX AMDOCS LIMITED Since 2026-07-07 N/A Equity (Common)
0.75%
$0.14 2,173
64 CSCO CISCO SYSTEMS INC Since 2026-07-07 17275R102 Equity (Common)
1.14%
$0.21 2,334
65 RSG REPUBLIC SERVICES INC Since 2026-07-07 760759100 Equity (Common)
0.72%
$0.14 647
66 LIN LINDE PLC Since 2026-07-07 N/A Equity (Common)
1.01%
$0.19 377
67 GOOG ALPHABET INC Since 2026-07-07 02079K305 Equity (Common)
1.33%
$0.25 644
68 LNG CHENIERE ENERGY INC Since 2026-07-07 16411R208 Equity (Common)
0.43%
$0.08 292
69 SWX SOUTHWEST GAS HOLDINGS INC Since 2026-07-07 844895102 Equity (Common)
1.05%
$0.20 2,076
Frequently Asked Questions — FIDELITY SUMMER STREET TRUST
What type of mutual fund is FIDELITY SUMMER STREET TRUST?
FIDELITY SUMMER STREET TRUST is a SEC-registered Equity fund, with $19M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, FIDELITY SUMMER STREET TRUST holds 69 portfolio positions, all detailed in the holdings table on this page.
What are FIDELITY SUMMER STREET TRUST's assets under management (AUM)?
FIDELITY SUMMER STREET TRUST has $19M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are FIDELITY SUMMER STREET TRUST's top holdings?
According to FIDELITY SUMMER STREET TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include THERMO FISHER SCIENTIFIC INC, PENUMBRA INC, WORKIVA INC , among others. The complete list of all 69 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is FIDELITY SUMMER STREET TRUST's expense ratio?
Expense ratio data for FIDELITY SUMMER STREET TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find FIDELITY SUMMER STREET TRUST's SEC filings?
FIDELITY SUMMER STREET TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000225322. You can access all of FIDELITY SUMMER STREET TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000225322). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is FIDELITY SUMMER STREET TRUST's holdings data on StockSifting?
Holdings data for FIDELITY SUMMER STREET TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.