Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
FS Credit Opportunities Corp.FSCO1.16M$5.8M
Cherry Hill Mortgage Investment CorporationCHMI1.02M$2.47M
Anavex Life Sciences Corp.AVXL909.43K$2.36M
Lumen Technologies, Inc.LUMN856.11K$6.57M
NVIDIA CorporationNVDA763.02K$152.67M
Energy Transfer LPET716.51K$13.7M
Apple Inc.AAPL680.49K$196.91M
Runway Growth Finance Corp.RWAY543.25K$3.05M
SoFi Technologies, Inc.SOFI500.34K$8.97M
Kayne Anderson Energy Infrastructure Fund Inc.KYN454.62K$6.29M
Immuneering CorporationIMRX452.26K$2.26M
Amazon.com, Inc.AMZN415.03K$98.92M
Blue Owl Technology Finance Corp.OTF395.44K$4.25M
CleanSpark, Inc.CLSK391.63K$5.7M
AT&T Inc.T388.48K$8.04M
Invesco Mortgage Capital Inc.IVR388.45K$3.11M
Journey Medical CorporationDERM346.75K$2.45M
Palantir Technologies Inc.PLTR332.17K$38.75M
Bank of America CorporationBAC306.12K$17.44M
Global Net Lease, Inc.GNL302.83K$2.71M