SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNP | 900 | $212.73K |
 | TSM | 875 | $244.38K |
 | GE | 757 | $227.82K |
 | IBM | 729 | $205.78K |
 | LMT | 691 | $344.95K |
 | META | 596 | $437.42K |
 | NFLX | 580 | $695.37K |
 | COST | 395 | $365.66K |
 | MTD | 336 | $412.48K |
 | BRK-A | 4 | $3.02M |
Union Pacific Corporation
UNP
Shares Held
900
Value
$212.73K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
875
Value
$244.38K
GE Aerospace
GE
Shares Held
757
Value
$227.82K
International Business Machines Corporation
IBM
Shares Held
729
Value
$205.78K
Lockheed Martin Corporation
LMT
Shares Held
691
Value
$344.95K
Meta Platforms, Inc.
META
Shares Held
596
Value
$437.42K
Netflix, Inc.
NFLX
Shares Held
580
Value
$695.37K
Costco Wholesale Corporation
COST
Shares Held
395
Value
$365.66K
Mettler-Toledo International Inc.
MTD
Shares Held
336
Value
$412.48K
Berkshire Hathaway Inc.
BRK-A
Shares Held
4
Value
$3.02M