SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOW | 2K | $2.25M |
 | ETR | 2K | $223.47K |
 | MOD | 2K | $333.65K |
 | SFM | 2K | $249.26K |
 | STT | 2K | $264.89K |
 | MCO | 2K | $1.08M |
 | OTIS | 2K | $207.44K |
 | VLO | 2K | $386.13K |
 | SNPS | 2K | $1.10M |
 | BDC | 2K | $261.12K |
 | L | 2K | $213.94K |
 | EVR | 2K | $711.96K |
 | VST | 2K | $408.05K |
 | VEEV | 2K | $619.95K |
 | PCAR | 2K | $204.43K |
 | ATO | 2K | $350.70K |
 | ACM | 2K | $266.55K |
 | DGX | 2K | $379.34K |
 | PHM | 2K | $262.67K |
 | TEL | 2K | $430.82K |
ServiceNow, Inc.
NOW
Shares Held
2K
Value
$2.25M
Entergy Corporation
ETR
Shares Held
2K
Value
$223.47K
Modine Manufacturing Company
MOD
Shares Held
2K
Value
$333.65K
Sprouts Farmers Market, Inc.
SFM
Shares Held
2K
Value
$249.26K
State Street Corporation
STT
Shares Held
2K
Value
$264.89K
Moody's Corporation
MCO
Shares Held
2K
Value
$1.08M
Otis Worldwide Corporation
OTIS
Shares Held
2K
Value
$207.44K
Valero Energy Corporation
VLO
Shares Held
2K
Value
$386.13K
Synopsys, Inc.
SNPS
Shares Held
2K
Value
$1.10M
Belden Inc.
BDC
Shares Held
2K
Value
$261.12K
Loews Corporation
L
Shares Held
2K
Value
$213.94K
Evercore Inc.
EVR
Shares Held
2K
Value
$711.96K
Vistra Corp.
VST
Shares Held
2K
Value
$408.05K
Veeva Systems Inc.
VEEV
Shares Held
2K
Value
$619.95K
PACCAR Inc
PCAR
Shares Held
2K
Value
$204.43K
Atmos Energy Corporation
ATO
Shares Held
2K
Value
$350.70K
Aecom
ACM
Shares Held
2K
Value
$266.55K
Quest Diagnostics Incorporated
DGX
Shares Held
2K
Value
$379.34K
PulteGroup, Inc.
PHM
Shares Held
2K
Value
$262.67K
TE Connectivity Ltd.
TEL
Shares Held
2K
Value
$430.82K