SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PKG | 243K | $50.17M |
 | CIVB | 143K | $3.17M |
 | ET | 85K | $1.41M |
 | WMT | 84K | $9.32M |
 | AAPL | 69K | $18.73M |
 | HBAN | 38K | $662.52K |
 | GERN | 27K | $35.64K |
 | BRK-B | 26K | $13.07M |
 | MYO | 25K | $22.75K |
 | MSFT | 21K | $10.34M |
 | FNGR | 15K | $18.70K |
 | CDLX | 14K | $16.10K |
 | WOR | 13K | $692.51K |
 | NVDA | 13K | $2.33M |
 | FEAM | 12K | $37.47K |
 | XOM | 12K | $1.45M |
 | NUVB | 12K | $107.52K |
 | MPX | 11K | $100.14K |
 | JPM | 11K | $3.47M |
 | STWD | 11K | $193.03K |
Packaging Corporation of America
PKG
Shares Held
243K
Value
$50.17M
Civista Bancshares, Inc.
CIVB
Shares Held
143K
Value
$3.17M
Energy Transfer LP
ET
Shares Held
85K
Value
$1.41M
Walmart Inc.
WMT
Shares Held
84K
Value
$9.32M
Apple Inc.
AAPL
Shares Held
69K
Value
$18.73M
Huntington Bancshares Incorporated
HBAN
Shares Held
38K
Value
$662.52K
Geron Corporation
GERN
Shares Held
27K
Value
$35.64K
Berkshire Hathaway Inc.
BRK-B
Shares Held
26K
Value
$13.07M
Myomo, Inc.
MYO
Shares Held
25K
Value
$22.75K
Microsoft Corporation
MSFT
Shares Held
21K
Value
$10.34M
FingerMotion, Inc.
FNGR
Shares Held
15K
Value
$18.70K
Cardlytics, Inc.
CDLX
Shares Held
14K
Value
$16.10K
Worthington Industries, Inc.
WOR
Shares Held
13K
Value
$692.51K
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.33M
5E Advanced Materials Inc.
FEAM
Shares Held
12K
Value
$37.47K
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.45M
Nuvation Bio Inc.
NUVB
Shares Held
12K
Value
$107.52K
Marine Products Corporation
MPX
Shares Held
11K
Value
$100.14K
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.47M
Starwood Property Trust, Inc.
STWD
Shares Held
11K
Value
$193.03K