SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ICE | 7K | $1.13M |
 | AMP | 7K | $3.27M |
 | PAAS | 7K | $256.70K |
 | ROK | 7K | $2.31M |
 | DHR | 7K | $1.31M |
 | AEE | 7K | $688.17K |
 | ANET | 7K | $950.61K |
 | AMT | 6K | $1.25M |
 | PEG | 6K | $541.08K |
 | MAR | 6K | $1.67M |
 | UBS | 6K | $262.25K |
 | DASH | 6K | $1.72M |
 | PGR | 6K | $1.55M |
 | GD | 6K | $2.10M |
 | MKC | 6K | $406.68K |
 | KMB | 6K | $745.53K |
 | PNC | 6K | $1.20M |
 | ROP | 6K | $2.97M |
 | WELL | 6K | $1.05M |
 | MP | 6K | $396.12K |
Intercontinental Exchange, Inc.
ICE
Shares Held
7K
Value
$1.13M
Ameriprise Financial, Inc.
AMP
Shares Held
7K
Value
$3.27M
Pan American Silver Corp.
PAAS
Shares Held
7K
Value
$256.70K
Rockwell Automation, Inc.
ROK
Shares Held
7K
Value
$2.31M
Danaher Corporation
DHR
Shares Held
7K
Value
$1.31M
Ameren Corporation
AEE
Shares Held
7K
Value
$688.17K
Arista Networks, Inc.
ANET
Shares Held
7K
Value
$950.61K
American Tower Corporation
AMT
Shares Held
6K
Value
$1.25M
Public Service Enterprise Group Incorporated
PEG
Shares Held
6K
Value
$541.08K
Marriott International, Inc.
MAR
Shares Held
6K
Value
$1.67M
UBS Group AG
UBS
Shares Held
6K
Value
$262.25K
DoorDash, Inc.
DASH
Shares Held
6K
Value
$1.72M
The Progressive Corporation
PGR
Shares Held
6K
Value
$1.55M
General Dynamics Corporation
GD
Shares Held
6K
Value
$2.10M
McCormick & Company, Incorporated
MKC
Shares Held
6K
Value
$406.68K
Kimberly-Clark Corporation
KMB
Shares Held
6K
Value
$745.53K
The PNC Financial Services Group, Inc.
PNC
Shares Held
6K
Value
$1.20M
Roper Technologies, Inc.
ROP
Shares Held
6K
Value
$2.97M
Welltower Inc.
WELL
Shares Held
6K
Value
$1.05M
MP Materials Corp.
MP
Shares Held
6K
Value
$396.12K