Stock Taper 
SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 4 | $3M |
 Mettler-Toledo International Inc. | MTD | 244 | $311.71K |
 Mastercard Incorporated | MA | 405 | $207.78K |
 Costco Wholesale Corporation | COST | 421 | $394.24K |
 GE Vernova Inc. | GEV | 465 | $546.08K |
 Advanced Micro Devices, Inc. | AMD | 487 | $283.12K |
 Visa Inc. | V | 599 | $205.63K |
 Lockheed Martin Corporation | LMT | 665 | $338.87K |
 International Business Machines Corporation | IBM | 729 | $205K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 813 | $388.3K |
 GE Aerospace | GE | 837 | $312.97K |
 Cardinal Health, Inc. | CAH | 851 | $202.2K |
 KLA Corporation | KLAC | 932 | $281.16K |
 Meta Platforms, Inc. | META | 932 | $524.75K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 975 | $370.86K |
 The Boeing Company | BA | 1.08K | $234.64K |
 The Home Depot, Inc. | HD | 1.12K | $394.82K |
 Deere & Company | DE | 1.25K | $790.87K |
 Corning Inc | GLW | 1.27K | $324.4K |
 UnitedHealth Group Incorporated | UNH | 1.41K | $584.28K |