SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCD | 18K | $5.61M |
 | PSX | 18K | $2.51M |
 | LRCX | 18K | $2.42M |
United Bankshares, Inc. | UBSI | 18K | $660.18K |
 | BP | 18K | $607.80K |
 | SHEL | 17K | $1.24M |
 | CB | 17K | $4.83M |
 | GLXY | 17K | $576.93K |
 | PPL | 17K | $632.63K |
 | CAVA | 17K | $1.03M |
 | SYK | 17K | $6.27M |
 | SNOW | 17K | $3.82M |
 | ADM | 17K | $1.00M |
 | KEY | 17K | $312.04K |
 | CEG | 17K | $5.44M |
 | ADN | 17K | $54.95K |
 | CTAS | 16K | $3.38M |
 | MPW | 16K | $83.45K |
 | AEM | 16K | $2.73M |
 | BABA | 16K | $2.88M |
McDonald's Corporation
MCD
Shares Held
18K
Value
$5.61M
Phillips 66
PSX
Shares Held
18K
Value
$2.51M
Lam Research Corporation
LRCX
Shares Held
18K
Value
$2.42M
United Bankshares, Inc.
UBSI
Shares Held
18K
Value
$660.18K
BP p.l.c.
BP
Shares Held
18K
Value
$607.80K
Shell plc
SHEL
Shares Held
17K
Value
$1.24M
Chubb Limited
CB
Shares Held
17K
Value
$4.83M
Galaxy Digital
GLXY
Shares Held
17K
Value
$576.93K
PPL Corporation
PPL
Shares Held
17K
Value
$632.63K
CAVA Group, Inc.
CAVA
Shares Held
17K
Value
$1.03M
Stryker Corporation
SYK
Shares Held
17K
Value
$6.27M
Snowflake Inc.
SNOW
Shares Held
17K
Value
$3.82M
Archer-Daniels-Midland Company
ADM
Shares Held
17K
Value
$1.00M
KeyCorp
KEY
Shares Held
17K
Value
$312.04K
Constellation Energy Corporation
CEG
Shares Held
17K
Value
$5.44M
Advent Technologies Holdings, Inc.
ADN
Shares Held
17K
Value
$54.95K
Cintas Corporation
CTAS
Shares Held
16K
Value
$3.38M
Medical Properties Trust, Inc.
MPW
Shares Held
16K
Value
$83.45K
Agnico Eagle Mines Limited
AEM
Shares Held
16K
Value
$2.73M
Alibaba Group Holding Limited
BABA
Shares Held
16K
Value
$2.88M