Stock Taper 
SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eaton Corporation plc | ETN | 1.46K | $621.86K |
 3M Company | MMM | 1.51K | $244.11K |
 Amgen Inc. | AMGN | 1.55K | $561.65K |
 McDonald's Corporation | MCD | 1.59K | $430.75K |
 Eli Lilly and Company | LLY | 1.75K | $2.1M |
 Prologis, Inc. | PLD | 1.9K | $257.39K |
 Caterpillar Inc. | CAT | 2K | $2.13M |
 American Electric Power Company, Inc. | AEP | 2.05K | $280.81K |
 CVS Health Corp. | CVS | 2.06K | $212.82K |
 The Southern Company | SO | 2.2K | $210.56K |
 The Walt Disney Company | DIS | 2.44K | $235.32K |
 Palantir Technologies Inc. | PLTR | 2.51K | $292.75K |
 Cisco Systems, Inc. | CSCO | 2.66K | $312.24K |
 Chevron Corporation | CVX | 3.03K | $502.85K |
 Ecolab Inc. | ECL | 3.18K | $885.14K |
 Fifth Third Bancorp | FITB | 3.57K | $201.13K |
 Alphabet Inc. | GOOG | 3.87K | $1.37M |
 Cincinnati Financial Corporation | CINF | 4.05K | $750.19K |
 Intel Corp. | INTC | 4.38K | $611.39K |
 Greif, Inc. | GEF | 4.56K | $339.9K |