Stock Taper

SUMMIT FINANCIAL STRATEGIES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Taiwan Semiconductor Manufacturing Company LimitedTSM813$388.3K
International Business Machines CorporationIBM729$205K
Lockheed Martin CorporationLMT665$338.87K
Visa Inc.V599$205.63K
Advanced Micro Devices, Inc.AMD487$283.12K
GE Vernova Inc.GEV465$546.08K
Costco Wholesale CorporationCOST421$394.24K
Mastercard IncorporatedMA405$207.78K
Mettler-Toledo International Inc.MTD244$311.71K
Berkshire Hathaway Inc.BRK-A4$3M