SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARMK | 13K | $488.73K |
 | CAT | 13K | $6.07M |
 | MSIF | 13K | $165.77K |
 | LINE | 13K | $483.83K |
 | RDNT | 12K | $944.77K |
 | CMPS | 12K | $70.39K |
 | CIFR | 12K | $154.15K |
 | WM | 12K | $2.67M |
 | MA | 12K | $6.87M |
 | RNR | 12K | $3.03M |
 | NEM | 12K | $993.79K |
 | EBAY | 12K | $1.07M |
 | SPGI | 12K | $5.70M |
 | IRM | 12K | $1.19M |
 | SHW | 12K | $4.04M |
 | ELDN | 12K | $29.79K |
 | ACN | 11K | $2.81M |
 | RSG | 11K | $2.54M |
 | PAYX | 11K | $1.40M |
 | XTIA | 11K | $16.18K |
Aramark
ARMK
Shares Held
13K
Value
$488.73K
Caterpillar Inc.
CAT
Shares Held
13K
Value
$6.07M
MSC Income Fund, Inc.
MSIF
Shares Held
13K
Value
$165.77K
Lineage, Inc.
LINE
Shares Held
13K
Value
$483.83K
RadNet, Inc.
RDNT
Shares Held
12K
Value
$944.77K
COMPASS Pathways plc
CMPS
Shares Held
12K
Value
$70.39K
Cipher Mining Inc.
CIFR
Shares Held
12K
Value
$154.15K
Waste Management, Inc.
WM
Shares Held
12K
Value
$2.67M
Mastercard Incorporated
MA
Shares Held
12K
Value
$6.87M
RenaissanceRe Holdings Ltd.
RNR
Shares Held
12K
Value
$3.03M
Newmont Corporation
NEM
Shares Held
12K
Value
$993.79K
eBay Inc.
EBAY
Shares Held
12K
Value
$1.07M
S&P Global Inc.
SPGI
Shares Held
12K
Value
$5.70M
Iron Mountain Incorporated
IRM
Shares Held
12K
Value
$1.19M
The Sherwin-Williams Company
SHW
Shares Held
12K
Value
$4.04M
Eledon Pharmaceuticals, Inc.
ELDN
Shares Held
12K
Value
$29.79K
Accenture plc
ACN
Shares Held
11K
Value
$2.81M
Republic Services, Inc.
RSG
Shares Held
11K
Value
$2.54M
Paychex, Inc.
PAYX
Shares Held
11K
Value
$1.40M
XTI Aerospace, Inc.
XTIA
Shares Held
11K
Value
$16.18K