SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSCO | 1.10M | $7.59M |
 | LUMN | 851K | $5.21M |
 | ET | 697K | $11.96M |
 | NVDA | 643K | $119.97M |
 | SOFI | 625K | $16.52M |
 | AAPL | 544K | $138.46M |
 | CHMI | 491K | $1.17M |
 | FBIO | 445K | $1.65M |
 | AVXL | 444K | $3.95M |
 | RWAY | 422K | $4.29M |
 | DERM | 380K | $2.70M |
 | AMZN | 361K | $79.35M |
 | T | 347K | $9.79M |
 | PLTR | 343K | $62.59M |
 | WPM | 323K | $36.12M |
 | GNL | 303K | $2.46M |
 | CLSK | 277K | $4.02M |
 | WMT | 270K | $27.82M |
 | AGNC | 255K | $2.49M |
 | DHC | 226K | $995.04K |
FS Credit Opportunities Corp.
FSCO
Shares Held
1.10M
Value
$7.59M
Lumen Technologies, Inc.
LUMN
Shares Held
851K
Value
$5.21M
Energy Transfer LP
ET
Shares Held
697K
Value
$11.96M
NVIDIA Corporation
NVDA
Shares Held
643K
Value
$119.97M
SoFi Technologies, Inc.
SOFI
Shares Held
625K
Value
$16.52M
Apple Inc.
AAPL
Shares Held
544K
Value
$138.46M
Cherry Hill Mortgage Investment Corporation
CHMI
Shares Held
491K
Value
$1.17M
Fortress Biotech, Inc.
FBIO
Shares Held
445K
Value
$1.65M
Anavex Life Sciences Corp.
AVXL
Shares Held
444K
Value
$3.95M
Runway Growth Finance Corp.
RWAY
Shares Held
422K
Value
$4.29M
Journey Medical Corporation
DERM
Shares Held
380K
Value
$2.70M
Amazon.com, Inc.
AMZN
Shares Held
361K
Value
$79.35M
AT&T Inc.
T
Shares Held
347K
Value
$9.79M
Palantir Technologies Inc.
PLTR
Shares Held
343K
Value
$62.59M
Wheaton Precious Metals Corp.
WPM
Shares Held
323K
Value
$36.12M
Global Net Lease, Inc.
GNL
Shares Held
303K
Value
$2.46M
CleanSpark, Inc.
CLSK
Shares Held
277K
Value
$4.02M
Walmart Inc.
WMT
Shares Held
270K
Value
$27.82M
AGNC Investment Corp.
AGNC
Shares Held
255K
Value
$2.49M
Diversified Healthcare Trust
DHC
Shares Held
226K
Value
$995.04K