SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 42K | $1.18M |
 | OCSL | 41K | $535.31K |
 | HTGC | 41K | $771.85K |
 | CCL | 41K | $1.18M |
 | OBDC | 41K | $517.54K |
 | USB | 40K | $1.95M |
 | MUR | 40K | $1.14M |
 | SOUN | 40K | $637.04K |
 | PTEN | 39K | $204.44K |
 | QS | 39K | $478.73K |
 | SCHW | 38K | $3.63M |
 | RBLX | 38K | $5.25M |
 | RTX | 36K | $6.06M |
 | UPS | 36K | $2.97M |
 | AVDL | 35K | $541.46K |
 | AXP | 35K | $11.55M |
 | LYG | 34K | $156.19K |
 | DELL | 34K | $4.84M |
 | HD | 34K | $13.76M |
 | PSKY | 34K | $640.39K |
Kinder Morgan, Inc.
KMI
Shares Held
42K
Value
$1.18M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
41K
Value
$535.31K
Hercules Capital, Inc.
HTGC
Shares Held
41K
Value
$771.85K
Carnival Corporation & plc
CCL
Shares Held
41K
Value
$1.18M
Blue Owl Capital Corporation
OBDC
Shares Held
41K
Value
$517.54K
U.S. Bancorp
USB
Shares Held
40K
Value
$1.95M
Murphy Oil Corporation
MUR
Shares Held
40K
Value
$1.14M
SoundHound AI, Inc.
SOUN
Shares Held
40K
Value
$637.04K
Patterson-UTI Energy, Inc.
PTEN
Shares Held
39K
Value
$204.44K
QuantumScape Corporation
QS
Shares Held
39K
Value
$478.73K
The Charles Schwab Corporation
SCHW
Shares Held
38K
Value
$3.63M
Roblox Corporation
RBLX
Shares Held
38K
Value
$5.25M
RTX Corporation
RTX
Shares Held
36K
Value
$6.06M
United Parcel Service, Inc.
UPS
Shares Held
36K
Value
$2.97M
Avadel Pharmaceuticals plc
AVDL
Shares Held
35K
Value
$541.46K
American Express Company
AXP
Shares Held
35K
Value
$11.55M
Lloyds Banking Group plc
LYG
Shares Held
34K
Value
$156.19K
Dell Technologies Inc.
DELL
Shares Held
34K
Value
$4.84M
The Home Depot, Inc.
HD
Shares Held
34K
Value
$13.76M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
34K
Value
$640.39K