SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PKG | 243K | $52.99M |
 | CIVB | 143K | $2.90M |
 | ET | 85K | $1.45M |
 | WMT | 84K | $8.62M |
 | AAPL | 68K | $17.41M |
 | HBAN | 38K | $658.99K |
 | GERN | 27K | $36.99K |
 | BRK-B | 26K | $13.28M |
 | MSFT | 21K | $11.11M |
 | JYD | 18K | $2.44K |
 | AGL | 17K | $17.07K |
 | FNGR | 15K | $24.02K |
 | MYO | 15K | $13.38K |
 | CDLX | 14K | $34.02K |
 | WOR | 13K | $745.15K |
 | UA | 13K | $62.81K |
 | NVDA | 12K | $2.21M |
 | XOM | 12K | $1.33M |
 | MPX | 11K | $99.84K |
 | STWD | 11K | $207.61K |
Packaging Corporation of America
PKG
Shares Held
243K
Value
$52.99M
Civista Bancshares, Inc.
CIVB
Shares Held
143K
Value
$2.90M
Energy Transfer LP
ET
Shares Held
85K
Value
$1.45M
Walmart Inc.
WMT
Shares Held
84K
Value
$8.62M
Apple Inc.
AAPL
Shares Held
68K
Value
$17.41M
Huntington Bancshares Incorporated
HBAN
Shares Held
38K
Value
$658.99K
Geron Corporation
GERN
Shares Held
27K
Value
$36.99K
Berkshire Hathaway Inc.
BRK-B
Shares Held
26K
Value
$13.28M
Microsoft Corporation
MSFT
Shares Held
21K
Value
$11.11M
Jayud Global Logistics Limited
JYD
Shares Held
18K
Value
$2.44K
Agilon Health, Inc.
AGL
Shares Held
17K
Value
$17.07K
FingerMotion, Inc.
FNGR
Shares Held
15K
Value
$24.02K
Myomo, Inc.
MYO
Shares Held
15K
Value
$13.38K
Cardlytics, Inc.
CDLX
Shares Held
14K
Value
$34.02K
Worthington Industries, Inc.
WOR
Shares Held
13K
Value
$745.15K
Under Armour, Inc.
UA
Shares Held
13K
Value
$62.81K
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$2.21M
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.33M
Marine Products Corporation
MPX
Shares Held
11K
Value
$99.84K
Starwood Property Trust, Inc.
STWD
Shares Held
11K
Value
$207.61K