SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 52K | $7.95M |
 | BBAI | 52K | $337.18K |
 | DRTS | 52K | $232.76K |
 | WFC | 51K | $4.32M |
 | INTC | 51K | $1.72M |
 | KKR | 51K | $6.60M |
 | CVX | 49K | $7.69M |
 | TJX | 49K | $7.11M |
 | ORLY | 49K | $5.30M |
 | NLY | 49K | $989.22K |
 | TSM | 49K | $13.60M |
 | V | 48K | $16.28M |
 | ZIM | 47K | $639.49K |
 | CPNG | 47K | $1.51M |
 | MS | 47K | $7.42M |
 | RIG | 45K | $141.52K |
 | SMFG | 44K | $740.41K |
 | DAL | 44K | $2.51M |
 | CSX | 42K | $1.51M |
 | PEP | 42K | $5.90M |
The Procter & Gamble Company
PG
Shares Held
52K
Value
$7.95M
BigBear.ai Holdings, Inc.
BBAI
Shares Held
52K
Value
$337.18K
Alpha Tau Medical Ltd.
DRTS
Shares Held
52K
Value
$232.76K
Wells Fargo & Company
WFC
Shares Held
51K
Value
$4.32M
Intel Corporation
INTC
Shares Held
51K
Value
$1.72M
KKR & Co. Inc.
KKR
Shares Held
51K
Value
$6.60M
Chevron Corporation
CVX
Shares Held
49K
Value
$7.69M
The TJX Companies, Inc.
TJX
Shares Held
49K
Value
$7.11M
O'Reilly Automotive, Inc.
ORLY
Shares Held
49K
Value
$5.30M
Annaly Capital Management, Inc.
NLY
Shares Held
49K
Value
$989.22K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
49K
Value
$13.60M
Visa Inc.
V
Shares Held
48K
Value
$16.28M
ZIM Integrated Shipping Services Ltd.
ZIM
Shares Held
47K
Value
$639.49K
Coupang, Inc.
CPNG
Shares Held
47K
Value
$1.51M
Morgan Stanley
MS
Shares Held
47K
Value
$7.42M
Transocean Ltd.
RIG
Shares Held
45K
Value
$141.52K
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
44K
Value
$740.41K
Delta Air Lines, Inc.
DAL
Shares Held
44K
Value
$2.51M
CSX Corporation
CSX
Shares Held
42K
Value
$1.51M
PepsiCo, Inc.
PEP
Shares Held
42K
Value
$5.90M