SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAM | 9K | $506.54K |
 | HWM | 9K | $1.74M |
 | UAL | 9K | $841.38K |
 | AWK | 9K | $1.20M |
 | EW | 9K | $668.12K |
 | XEL | 9K | $692.77K |
 | AZN | 9K | $658.21K |
 | RGTI | 9K | $255.27K |
 | ETN | 8K | $3.18M |
 | CTVA | 8K | $569.92K |
 | DE | 8K | $3.81M |
 | NJR | 8K | $401.41K |
 | HAL | 8K | $204.67K |
 | CNQ | 8K | $265.01K |
 | FIG | 8K | $424.56K |
 | CP | 8K | $608.31K |
 | JCI | 8K | $882.57K |
 | D | 8K | $485.30K |
 | VICI | 8K | $257.96K |
 | IBKR | 8K | $542.02K |
Brookfield Asset Management Ltd.
BAM
Shares Held
9K
Value
$506.54K
Howmet Aerospace Inc.
HWM
Shares Held
9K
Value
$1.74M
United Airlines Holdings, Inc.
UAL
Shares Held
9K
Value
$841.38K
American Water Works Company, Inc.
AWK
Shares Held
9K
Value
$1.20M
Edwards Lifesciences Corporation
EW
Shares Held
9K
Value
$668.12K
Xcel Energy Inc.
XEL
Shares Held
9K
Value
$692.77K
AstraZeneca PLC
AZN
Shares Held
9K
Value
$658.21K
Rigetti Computing, Inc.
RGTI
Shares Held
9K
Value
$255.27K
Eaton Corporation plc
ETN
Shares Held
8K
Value
$3.18M
Corteva, Inc.
CTVA
Shares Held
8K
Value
$569.92K
Deere & Company
DE
Shares Held
8K
Value
$3.81M
New Jersey Resources Corporation
NJR
Shares Held
8K
Value
$401.41K
Halliburton Company
HAL
Shares Held
8K
Value
$204.67K
Canadian Natural Resources Limited
CNQ
Shares Held
8K
Value
$265.01K
Figma, Inc.
FIG
Shares Held
8K
Value
$424.56K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
8K
Value
$608.31K
Johnson Controls International plc
JCI
Shares Held
8K
Value
$882.57K
Dominion Energy, Inc.
D
Shares Held
8K
Value
$485.30K
VICI Properties Inc.
VICI
Shares Held
8K
Value
$257.96K
Interactive Brokers Group, Inc.
IBKR
Shares Held
8K
Value
$542.02K