Stock Taper 
SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Southern Company | SO | 2.2K | $210.56K |
 CVS Health Corp. | CVS | 2.06K | $212.82K |
 American Electric Power Company, Inc. | AEP | 2.05K | $280.81K |
 Caterpillar Inc. | CAT | 2K | $2.13M |
 Prologis, Inc. | PLD | 1.9K | $257.39K |
 Eli Lilly and Company | LLY | 1.75K | $2.1M |
 McDonald's Corporation | MCD | 1.59K | $430.75K |
 Amgen Inc. | AMGN | 1.55K | $561.65K |
 3M Company | MMM | 1.51K | $244.11K |
 Eaton Corporation plc | ETN | 1.46K | $621.86K |
 UnitedHealth Group Incorporated | UNH | 1.41K | $584.28K |
 Corning Inc | GLW | 1.27K | $324.4K |
 Deere & Company | DE | 1.25K | $790.87K |
 The Home Depot, Inc. | HD | 1.12K | $394.82K |
 The Boeing Company | BA | 1.08K | $234.64K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 975 | $370.86K |
 Meta Platforms, Inc. | META | 932 | $524.75K |
 KLA Corporation | KLAC | 932 | $281.16K |
 Cardinal Health, Inc. | CAH | 851 | $202.2K |
 GE Aerospace | GE | 837 | $312.97K |