SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | META | 64K | $47.09M |
 | MO | 62K | $4.09M |
 | EQR | 62K | $4.00M |
 | PAA | 61K | $1.03M |
 | BX | 60K | $10.31M |
 | BK | 60K | $6.57M |
 | ALB | 60K | $4.86M |
 | NOV | 60K | $791.38K |
 | CBSH | 59K | $3.52M |
 | IBM | 58K | $16.50M |
 | VKTX | 58K | $1.53M |
 | ABT | 57K | $7.67M |
 | FCX | 57K | $2.23M |
 | MRVL | 56K | $4.69M |
 | SU | 55K | $2.31M |
 | SPH | 54K | $1.01M |
 | DIS | 54K | $6.19M |
 | SMC | 53K | $1.09M |
 | UBER | 53K | $5.19M |
 | ORCL | 52K | $14.64M |
Meta Platforms, Inc.
META
Shares Held
64K
Value
$47.09M
Altria Group, Inc.
MO
Shares Held
62K
Value
$4.09M
Equity Residential
EQR
Shares Held
62K
Value
$4.00M
Plains All American Pipeline, L.P.
PAA
Shares Held
61K
Value
$1.03M
Blackstone Inc.
BX
Shares Held
60K
Value
$10.31M
The Bank of New York Mellon Corporation
BK
Shares Held
60K
Value
$6.57M
Albemarle Corporation
ALB
Shares Held
60K
Value
$4.86M
NOV Inc.
NOV
Shares Held
60K
Value
$791.38K
Commerce Bancshares, Inc.
CBSH
Shares Held
59K
Value
$3.52M
International Business Machines Corporation
IBM
Shares Held
58K
Value
$16.50M
Viking Therapeutics, Inc.
VKTX
Shares Held
58K
Value
$1.53M
Abbott Laboratories
ABT
Shares Held
57K
Value
$7.67M
Freeport-McMoRan Inc.
FCX
Shares Held
57K
Value
$2.23M
Marvell Technology, Inc.
MRVL
Shares Held
56K
Value
$4.69M
Suncor Energy Inc.
SU
Shares Held
55K
Value
$2.31M
Suburban Propane Partners, L.P.
SPH
Shares Held
54K
Value
$1.01M
The Walt Disney Company
DIS
Shares Held
54K
Value
$6.19M
Summit Midstream Corp.
SMC
Shares Held
53K
Value
$1.09M
Uber Technologies, Inc.
UBER
Shares Held
53K
Value
$5.19M
Oracle Corporation
ORCL
Shares Held
52K
Value
$14.64M