SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PKG | 246K | $52.13M |
 | CIVB | 143K | $3.25M |
 | ET | 85K | $1.65M |
 | WMT | 82K | $10.24M |
 | AAPL | 70K | $17.80M |
 | HBAN | 38K | $593.54K |
 | GERN | 27K | $40.23K |
 | BRK-B | 25K | $12.15M |
 | MYO | 25K | $16.89K |
 | MSFT | 21K | $7.81M |
 | FNGR | 15K | $14.93K |
 | ABBV | 14K | $3.08M |
 | CDLX | 14K | $14.70K |
 | WOR | 13K | $700.17K |
 | NVDA | 13K | $2.20M |
 | FEAM | 12K | $17.20K |
 | XOM | 12K | $2.08M |
 | STLA | 12K | $83.19K |
 | STWD | 11K | $184.56K |
 | JPM | 11K | $3.12M |
Packaging Corporation of America
PKG
Shares Held
246K
Value
$52.13M
Civista Bancshares, Inc.
CIVB
Shares Held
143K
Value
$3.25M
Energy Transfer LP
ET
Shares Held
85K
Value
$1.65M
Walmart Inc.
WMT
Shares Held
82K
Value
$10.24M
Apple Inc.
AAPL
Shares Held
70K
Value
$17.80M
Huntington Bancshares Incorporated
HBAN
Shares Held
38K
Value
$593.54K
Geron Corporation
GERN
Shares Held
27K
Value
$40.23K
Berkshire Hathaway Inc.
BRK-B
Shares Held
25K
Value
$12.15M
Myomo, Inc.
MYO
Shares Held
25K
Value
$16.89K
Microsoft Corporation
MSFT
Shares Held
21K
Value
$7.81M
FingerMotion, Inc.
FNGR
Shares Held
15K
Value
$14.93K
AbbVie Inc.
ABBV
Shares Held
14K
Value
$3.08M
Cardlytics, Inc.
CDLX
Shares Held
14K
Value
$14.70K
Worthington Industries, Inc.
WOR
Shares Held
13K
Value
$700.17K
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.20M
5E Advanced Materials Inc.
FEAM
Shares Held
12K
Value
$17.20K
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$2.08M
Stellantis N.V.
STLA
Shares Held
12K
Value
$83.19K
Starwood Property Trust, Inc.
STWD
Shares Held
11K
Value
$184.56K
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.12M