Stock Taper

SUMMIT ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NextEra Energy, Inc.NEE13.85K$1.22M
Johnson & JohnsonJNJ13.19K$3.35M
Enterprise Products Partners L.P.EPD13.05K$479.87K
Blackstone Mortgage Trust, Inc.BXMT12.3K$208.49K
The Charles Schwab CorporationSCHW11.89K$1.1M
JPMorgan Chase & Co.JPM11.66K$3.82M
Westrock Coffee Company, LLCWEST10.75K$87.18K
Verizon Communications Inc.VZ10.73K$454.14K
Alphabet Inc.GOOG9.88K$3.49M
The Home Depot, Inc.HD8.76K$3.09M
Truist Financial CorporationTFC8K$398.76K
FedEx CorporationFDX7.92K$2.48M
Wells Fargo & CompanyWFC7.8K$644.51K
Expeditors International of Washington, Inc.EXPD7.73K$1.26M
IDEXX Laboratories, Inc.IDXX7.71K$4.06M
Merck & Co., Inc.MRK7.3K$938.72K
The Southern CompanySO7.1K$679.53K
PepsiCo, Inc.PEP7.06K$955.82K
CSX CorporationCSX7.01K$333.1K
O'Reilly Automotive, Inc.ORLY7.01K$645.18K