SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 218K | $112.76M |
 | GEL | 210K | $3.52M |
 | DX | 210K | $2.58M |
 | JPM | 188K | $59.29M |
 | NXE | 187K | $1.67M |
 | GM | 166K | $10.11M |
 | VERU | 164K | $622.64K |
 | XOM | 162K | $18.21M |
 | BRK-B | 160K | $80.60M |
 | SA | 160K | $3.87M |
 | MOS | 155K | $5.37M |
 | HMY | 151K | $2.74M |
 | EPD | 149K | $4.65M |
 | BAC | 149K | $7.66M |
 | FRO | 145K | $3.30M |
 | PDYN | 136K | $1.17M |
 | BAX | 135K | $3.06M |
 | CSCO | 132K | $9.01M |
 | KO | 130K | $8.64M |
 | CRDL | 129K | $138.04K |
Microsoft Corporation
MSFT
Shares Held
218K
Value
$112.76M
Genesis Energy, L.P.
GEL
Shares Held
210K
Value
$3.52M
Dynex Capital, Inc.
DX
Shares Held
210K
Value
$2.58M
JPMorgan Chase & Co.
JPM
Shares Held
188K
Value
$59.29M
NexGen Energy Ltd.
NXE
Shares Held
187K
Value
$1.67M
General Motors Company
GM
Shares Held
166K
Value
$10.11M
Veru Inc.
VERU
Shares Held
164K
Value
$622.64K
Exxon Mobil Corporation
XOM
Shares Held
162K
Value
$18.21M
Berkshire Hathaway Inc.
BRK-B
Shares Held
160K
Value
$80.60M
Seabridge Gold Inc.
SA
Shares Held
160K
Value
$3.87M
The Mosaic Company
MOS
Shares Held
155K
Value
$5.37M
Harmony Gold Mining Company Limited
HMY
Shares Held
151K
Value
$2.74M
Enterprise Products Partners L.P.
EPD
Shares Held
149K
Value
$4.65M
Bank of America Corporation
BAC
Shares Held
149K
Value
$7.66M
Frontline Ltd.
FRO
Shares Held
145K
Value
$3.30M
Palladyne AI Corp.
PDYN
Shares Held
136K
Value
$1.17M
Baxter International Inc.
BAX
Shares Held
135K
Value
$3.06M
Cisco Systems, Inc.
CSCO
Shares Held
132K
Value
$9.01M
The Coca-Cola Company
KO
Shares Held
130K
Value
$8.64M
Cardiol Therapeutics Inc.
CRDL
Shares Held
129K
Value
$138.04K