Stock Taper 
SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Packaging Corporation of America | PKG | 265.1K | $63.17M |
 Civista Bancshares, Inc. | CIVB | 142.61K | $4.02M |
 Energy Transfer LP | ET | 85.24K | $1.63M |
 Walmart Inc. | WMT | 81.86K | $9.27M |
 Apple Inc. | AAPL | 69.45K | $20.1M |
 Huntington Bancshares Incorporated | HBAN | 37.96K | $672.97K |
 Berkshire Hathaway Inc. | BRK-B | 24.85K | $12.44M |
 Microsoft Corporation | MSFT | 21.13K | $7.88M |
 FingerMotion, Inc. | FNGR | 13.9K | $5.26K |
 Worthington Industries, Inc. | WOR | 13.43K | $721.92K |
 NVIDIA Corporation | NVDA | 12.7K | $2.54M |
 Exxon Mobil Corporation | XOM | 12.48K | $1.71M |
 Stellantis N.V. | STLA | 11.72K | $67.26K |
 Starwood Property Trust, Inc. | STWD | 10.72K | $175.56K |
 JPMorgan Chase & Co. | JPM | 10.33K | $3.38M |
 The Procter & Gamble Company | PG | 10.24K | $1.5M |
 Tesla, Inc. | TSLA | 10.11K | $4.25M |
 Under Armour, Inc. | UA | 10K | $62.2K |
 AbbVie Inc. | ABBV | 9.28K | $2.33M |
 Worthington Steel, Inc. | WS | 8.77K | $294.53K |