SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SYF | 15K | $1.04M |
 | ISRG | 14K | $6.47M |
 | UVSP | 14K | $426.03K |
 | UNP | 14K | $3.31M |
 | VFC | 14K | $201.66K |
 | RITM | 14K | $156.50K |
 | AMGN | 14K | $3.84M |
 | NDSN | 14K | $3.08M |
 | KR | 14K | $910.84K |
 | LAZR | 13K | $25.54K |
 | EOG | 13K | $1.49M |
 | TMDX | 13K | $1.49M |
 | WST | 13K | $3.49M |
 | EQT | 13K | $716.52K |
 | IPG | 13K | $360.59K |
 | CMS | 13K | $942.17K |
 | BIP | 13K | $422.37K |
 | BMI | 13K | $2.28M |
 | REGN | 13K | $7.16M |
 | GRAL | 13K | $752.61K |
Synchrony Financial
SYF
Shares Held
15K
Value
$1.04M
Intuitive Surgical, Inc.
ISRG
Shares Held
14K
Value
$6.47M
Univest Financial Corporation
UVSP
Shares Held
14K
Value
$426.03K
Union Pacific Corporation
UNP
Shares Held
14K
Value
$3.31M
V.F. Corporation
VFC
Shares Held
14K
Value
$201.66K
Rithm Capital Corp.
RITM
Shares Held
14K
Value
$156.50K
Amgen Inc.
AMGN
Shares Held
14K
Value
$3.84M
Nordson Corporation
NDSN
Shares Held
14K
Value
$3.08M
The Kroger Co.
KR
Shares Held
14K
Value
$910.84K
Luminar Technologies, Inc.
LAZR
Shares Held
13K
Value
$25.54K
EOG Resources, Inc.
EOG
Shares Held
13K
Value
$1.49M
TransMedics Group, Inc.
TMDX
Shares Held
13K
Value
$1.49M
West Pharmaceutical Services, Inc.
WST
Shares Held
13K
Value
$3.49M
EQT Corporation
EQT
Shares Held
13K
Value
$716.52K
The Interpublic Group of Companies, Inc.
IPG
Shares Held
13K
Value
$360.59K
CMS Energy Corporation
CMS
Shares Held
13K
Value
$942.17K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
13K
Value
$422.37K
Badger Meter, Inc.
BMI
Shares Held
13K
Value
$2.28M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
13K
Value
$7.16M
GRAIL, Inc.
GRAL
Shares Held
13K
Value
$752.61K