SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVE | 93K | $1.57M |
 | SOWG | 93K | $69.38K |
 | VALE | 91K | $989.69K |
 | WMB | 86K | $5.48M |
 | SO | 86K | $8.11M |
 | PBA | 85K | $3.43M |
 | TEM | 84K | $6.81M |
 | AXSM | 78K | $9.42M |
 | AMD | 77K | $12.39M |
 | ARCC | 72K | $1.47M |
 | RF | 71K | $1.88M |
 | EXE | 69K | $7.35M |
 | TOST | 69K | $2.51M |
 | B | 68K | $2.24M |
 | ABBV | 68K | $15.72M |
 | FYBR | 66K | $2.46M |
 | F | 65K | $779.48K |
 | FSK | 65K | $972.33K |
 | DKNG | 65K | $2.43M |
 | BMY | 65K | $2.92M |
Cenovus Energy Inc.
CVE
Shares Held
93K
Value
$1.57M
Sow Good Inc.
SOWG
Shares Held
93K
Value
$69.38K
Vale S.A.
VALE
Shares Held
91K
Value
$989.69K
The Williams Companies, Inc.
WMB
Shares Held
86K
Value
$5.48M
The Southern Company
SO
Shares Held
86K
Value
$8.11M
Pembina Pipeline Corporation
PBA
Shares Held
85K
Value
$3.43M
Tempus AI, Inc.
TEM
Shares Held
84K
Value
$6.81M
Axsome Therapeutics, Inc.
AXSM
Shares Held
78K
Value
$9.42M
Advanced Micro Devices, Inc.
AMD
Shares Held
77K
Value
$12.39M
Ares Capital Corporation
ARCC
Shares Held
72K
Value
$1.47M
Regions Financial Corporation
RF
Shares Held
71K
Value
$1.88M
Expand Energy Corporation
EXE
Shares Held
69K
Value
$7.35M
Toast, Inc.
TOST
Shares Held
69K
Value
$2.51M
Barrick Mining Corporation
B
Shares Held
68K
Value
$2.24M
AbbVie Inc.
ABBV
Shares Held
68K
Value
$15.72M
Frontier Communications Parent, Inc.
FYBR
Shares Held
66K
Value
$2.46M
Ford Motor Company
F
Shares Held
65K
Value
$779.48K
FS KKR Capital Corp.
FSK
Shares Held
65K
Value
$972.33K
DraftKings Inc.
DKNG
Shares Held
65K
Value
$2.43M
Bristol-Myers Squibb Company
BMY
Shares Held
65K
Value
$2.92M