SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HUM | 2K | $477.70K |
 | AVAV | 2K | $570.58K |
 | TER | 2K | $248.58K |
 | HSY | 2K | $335.29K |
 | CDNS | 2K | $629.51K |
 | WCN | 2K | $312.41K |
 | AJG | 2K | $550.22K |
 | JBL | 2K | $382.19K |
 | LULU | 2K | $309.24K |
 | TOL | 2K | $236.73K |
 | MCK | 2K | $1.32M |
 | NRG | 2K | $273.86K |
 | AON | 2K | $588.96K |
 | VRTX | 2K | $643.47K |
 | PSA | 2K | $465.58K |
 | IDXX | 2K | $1.02M |
 | MAA | 2K | $221.85K |
 | ROST | 2K | $231.25K |
 | VMC | 2K | $466.35K |
 | CRDO | 2K | $220.31K |
Humana Inc.
HUM
Shares Held
2K
Value
$477.70K
AeroVironment, Inc.
AVAV
Shares Held
2K
Value
$570.58K
Teradyne, Inc.
TER
Shares Held
2K
Value
$248.58K
The Hershey Company
HSY
Shares Held
2K
Value
$335.29K
Cadence Design Systems, Inc.
CDNS
Shares Held
2K
Value
$629.51K
Waste Connections, Inc.
WCN
Shares Held
2K
Value
$312.41K
Arthur J. Gallagher & Co.
AJG
Shares Held
2K
Value
$550.22K
Jabil Inc.
JBL
Shares Held
2K
Value
$382.19K
Lululemon Athletica Inc.
LULU
Shares Held
2K
Value
$309.24K
Toll Brothers, Inc.
TOL
Shares Held
2K
Value
$236.73K
McKesson Corporation
MCK
Shares Held
2K
Value
$1.32M
NRG Energy, Inc.
NRG
Shares Held
2K
Value
$273.86K
Aon plc
AON
Shares Held
2K
Value
$588.96K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
2K
Value
$643.47K
Public Storage
PSA
Shares Held
2K
Value
$465.58K
IDEXX Laboratories, Inc.
IDXX
Shares Held
2K
Value
$1.02M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
2K
Value
$221.85K
Ross Stores, Inc.
ROST
Shares Held
2K
Value
$231.25K
Vulcan Materials Company
VMC
Shares Held
2K
Value
$466.35K
Credo Technology Group Holding Ltd
CRDO
Shares Held
2K
Value
$220.31K