SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MMC | 11K | $2.19M |
 | SYY | 11K | $874.05K |
 | CYBR | 10K | $5.07M |
 | FRT | 10K | $1.06M |
 | REPL | 10K | $42.32K |
 | WEC | 10K | $1.16M |
 | ZBH | 10K | $992.91K |
 | EIX | 10K | $554.97K |
 | APO | 10K | $1.33M |
 | NVO | 10K | $550.82K |
 | GIS | 10K | $495.33K |
 | IONQ | 10K | $600.98K |
 | TTD | 9K | $461.35K |
 | OKLO | 9K | $1.05M |
 | LIN | 9K | $4.44M |
 | ADI | 9K | $2.28M |
 | EXC | 9K | $416.00K |
 | MMM | 9K | $1.42M |
 | RY | 9K | $1.33M |
 | NBTB | 9K | $372.67K |
Marsh & McLennan Companies, Inc.
MMC
Shares Held
11K
Value
$2.19M
Sysco Corporation
SYY
Shares Held
11K
Value
$874.05K
CyberArk Software Ltd.
CYBR
Shares Held
10K
Value
$5.07M
Federal Realty Investment Trust
FRT
Shares Held
10K
Value
$1.06M
Replimune Group, Inc.
REPL
Shares Held
10K
Value
$42.32K
WEC Energy Group, Inc.
WEC
Shares Held
10K
Value
$1.16M
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
10K
Value
$992.91K
Edison International
EIX
Shares Held
10K
Value
$554.97K
Apollo Global Management, Inc.
APO
Shares Held
10K
Value
$1.33M
Novo Nordisk A/S
NVO
Shares Held
10K
Value
$550.82K
General Mills, Inc.
GIS
Shares Held
10K
Value
$495.33K
IonQ, Inc.
IONQ
Shares Held
10K
Value
$600.98K
The Trade Desk, Inc.
TTD
Shares Held
9K
Value
$461.35K
Oklo Inc.
OKLO
Shares Held
9K
Value
$1.05M
Linde plc
LIN
Shares Held
9K
Value
$4.44M
Analog Devices, Inc.
ADI
Shares Held
9K
Value
$2.28M
Exelon Corporation
EXC
Shares Held
9K
Value
$416.00K
3M Company
MMM
Shares Held
9K
Value
$1.42M
Royal Bank of Canada
RY
Shares Held
9K
Value
$1.33M
NBT Bancorp Inc.
NBTB
Shares Held
9K
Value
$372.67K