Stock Taper 
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 996 | $931.85K |
 Trane Technologies plc | TT | 991 | $486.74K |
 Lowe's Companies, Inc. | LOW | 977 | $215.42K |
 Advanced Micro Devices, Inc. | AMD | 968 | $562.32K |
 Palo Alto Networks, Inc. | PANW | 956 | $326.01K |
 Automatic Data Processing, Inc. | ADP | 918 | $205.59K |
 Linde plc | LIN | 791 | $410.48K |
 Cigna Corporation | CI | 788 | $217.24K |
 The Home Depot, Inc. | HD | 763 | $269.1K |
 The Sherwin-Williams Company | SHW | 743 | $255.83K |
 Applied Materials, Inc. | AMAT | 713 | $515.5K |
 Seagate Technology Holdings plc | STX | 709 | $684.18K |
 Lam Research Corporation | LRCX | 645 | $279.5K |
 Analog Devices, Inc. | ADI | 612 | $243.07K |
 GE Aerospace | GE | 575 | $214.9K |
 Dell Technologies Inc. | DELL | 543 | $234.28K |
 Caterpillar Inc. | CAT | 536 | $570.64K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 498 | $237.83K |
 Micron Technology, Inc. | MU | 468 | $540.54K |
 The Goldman Sachs Group, Inc. | GS | 273 | $276.1K |