SUMMIT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FPI | 97K | $1.06M |
 | NVDA | 60K | $11.24M |
 | WMT | 48K | $4.90M |
 | BAC | 47K | $2.40M |
 | T | 46K | $1.29M |
 | AAPL | 44K | $11.20M |
 | NREF | 40K | $568.38K |
 | BRK-B | 38K | $19.02M |
 | AMZN | 36K | $7.97M |
 | XOM | 25K | $2.82M |
 | PFE | 24K | $606.81K |
 | JCI | 22K | $2.36M |
 | KO | 21K | $1.40M |
 | TSCO | 21K | $1.17M |
 | OBDC | 20K | $255.40K |
 | PG | 20K | $3.03M |
 | RTX | 19K | $3.25M |
 | FHN | 18K | $417.47K |
 | MSFT | 18K | $9.56M |
 | EMR | 18K | $2.35M |
Farmland Partners Inc.
FPI
Shares Held
97K
Value
$1.06M
NVIDIA Corporation
NVDA
Shares Held
60K
Value
$11.24M
Walmart Inc.
WMT
Shares Held
48K
Value
$4.90M
Bank of America Corporation
BAC
Shares Held
47K
Value
$2.40M
AT&T Inc.
T
Shares Held
46K
Value
$1.29M
Apple Inc.
AAPL
Shares Held
44K
Value
$11.20M
NexPoint Real Estate Finance, Inc.
NREF
Shares Held
40K
Value
$568.38K
Berkshire Hathaway Inc.
BRK-B
Shares Held
38K
Value
$19.02M
Amazon.com, Inc.
AMZN
Shares Held
36K
Value
$7.97M
Exxon Mobil Corporation
XOM
Shares Held
25K
Value
$2.82M
Pfizer Inc.
PFE
Shares Held
24K
Value
$606.81K
Johnson Controls International plc
JCI
Shares Held
22K
Value
$2.36M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.40M
Tractor Supply Company
TSCO
Shares Held
21K
Value
$1.17M
Blue Owl Capital Corporation
OBDC
Shares Held
20K
Value
$255.40K
The Procter & Gamble Company
PG
Shares Held
20K
Value
$3.03M
RTX Corporation
RTX
Shares Held
19K
Value
$3.25M
First Horizon Corporation
FHN
Shares Held
18K
Value
$417.47K
Microsoft Corporation
MSFT
Shares Held
18K
Value
$9.56M
Emerson Electric Co.
EMR
Shares Held
18K
Value
$2.35M