SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WEN | 21K | $190.95K |
 | CAG | 21K | $375.67K |
 | CCAP | 20K | $290.39K |
 | CRH | 20K | $2.40M |
 | GE | 20K | $6.02M |
 | WTRG | 20K | $797.04K |
 | PLD | 20K | $2.27M |
 | CRWD | 19K | $9.51M |
 | GLW | 19K | $1.59M |
 | TEF | 19K | $97.59K |
 | NKE | 19K | $1.33M |
 | BA | 19K | $4.08M |
 | VLY | 19K | $199.64K |
 | ADP | 19K | $5.52M |
 | UNH | 19K | $6.49M |
 | GNFT | 19K | $71.25K |
 | VNOM | 19K | $716.05K |
 | KBH | 19K | $1.19M |
 | LYB | 19K | $910.17K |
 | DUK | 18K | $2.28M |
The Wendy's Company
WEN
Shares Held
21K
Value
$190.95K
Conagra Brands, Inc.
CAG
Shares Held
21K
Value
$375.67K
Crescent Capital BDC, Inc.
CCAP
Shares Held
20K
Value
$290.39K
CRH plc
CRH
Shares Held
20K
Value
$2.40M
GE Aerospace
GE
Shares Held
20K
Value
$6.02M
Essential Utilities, Inc.
WTRG
Shares Held
20K
Value
$797.04K
Prologis, Inc.
PLD
Shares Held
20K
Value
$2.27M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
19K
Value
$9.51M
Corning Incorporated
GLW
Shares Held
19K
Value
$1.59M
Telefónica, S.A.
TEF
Shares Held
19K
Value
$97.59K
NIKE, Inc.
NKE
Shares Held
19K
Value
$1.33M
The Boeing Company
BA
Shares Held
19K
Value
$4.08M
Valley National Bancorp
VLY
Shares Held
19K
Value
$199.64K
Automatic Data Processing, Inc.
ADP
Shares Held
19K
Value
$5.52M
UnitedHealth Group Incorporated
UNH
Shares Held
19K
Value
$6.49M
Genfit S.A.
GNFT
Shares Held
19K
Value
$71.25K
Viper Energy, Inc.
VNOM
Shares Held
19K
Value
$716.05K
KB Home
KBH
Shares Held
19K
Value
$1.19M
LyondellBasell Industries N.V.
LYB
Shares Held
19K
Value
$910.17K
Duke Energy Corporation
DUK
Shares Held
18K
Value
$2.28M