SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSCO | 1.15M | $5.86M |
 | CHMI | 1.02M | $2.66M |
 | AVXL | 940K | $2.89M |
 | LUMN | 850K | $5.91M |
 | ET | 711K | $13.72M |
 | NVDA | 690K | $120.33M |
 | AAPL | 660K | $167.51M |
 | RKT | 590K | $8.41M |
 | SOFI | 572K | $9.08M |
 | RWAY | 528K | $3.63M |
 | AMZN | 408K | $84.96M |
 | DERM | 380K | $1.78M |
 | IMRX | 377K | $1.99M |
 | CLSK | 370K | $3.15M |
 | T | 332K | $9.61M |
 | PLTR | 330K | $48.31M |
 | OTF | 320K | $4.09M |
 | GNL | 303K | $2.83M |
 | BAC | 286K | $13.93M |
 | WMT | 243K | $30.23M |
FS Credit Opportunities Corp.
FSCO
Shares Held
1.15M
Value
$5.86M
Cherry Hill Mortgage Investment Corporation
CHMI
Shares Held
1.02M
Value
$2.66M
Anavex Life Sciences Corp.
AVXL
Shares Held
940K
Value
$2.89M
Lumen Technologies, Inc.
LUMN
Shares Held
850K
Value
$5.91M
Energy Transfer LP
ET
Shares Held
711K
Value
$13.72M
NVIDIA Corporation
NVDA
Shares Held
690K
Value
$120.33M
Apple Inc.
AAPL
Shares Held
660K
Value
$167.51M
Rocket Companies, Inc.
RKT
Shares Held
590K
Value
$8.41M
SoFi Technologies, Inc.
SOFI
Shares Held
572K
Value
$9.08M
Runway Growth Finance Corp.
RWAY
Shares Held
528K
Value
$3.63M
Amazon.com, Inc.
AMZN
Shares Held
408K
Value
$84.96M
Journey Medical Corporation
DERM
Shares Held
380K
Value
$1.78M
Immuneering Corporation
IMRX
Shares Held
377K
Value
$1.99M
CleanSpark, Inc.
CLSK
Shares Held
370K
Value
$3.15M
AT&T Inc.
T
Shares Held
332K
Value
$9.61M
Palantir Technologies Inc.
PLTR
Shares Held
330K
Value
$48.31M
Blue Owl Technology Finance Corp.
OTF
Shares Held
320K
Value
$4.09M
Global Net Lease, Inc.
GNL
Shares Held
303K
Value
$2.83M
Bank of America Corporation
BAC
Shares Held
286K
Value
$13.93M
Walmart Inc.
WMT
Shares Held
243K
Value
$30.23M