SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BBDC | 34K | $293.71K |
 | VRT | 33K | $4.95M |
 | BRO | 33K | $3.06M |
 | O | 33K | $1.98M |
 | SCCO | 32K | $3.93M |
 | OHI | 32K | $1.36M |
 | MSTR | 32K | $10.41M |
 | BSX | 32K | $3.15M |
 | FAST | 32K | $1.58M |
 | QCOM | 32K | $5.36M |
 | WY | 32K | $796.38K |
 | CVS | 31K | $2.37M |
 | AEP | 31K | $3.49M |
 | PM | 31K | $4.97M |
 | BITF | 31K | $86.01K |
 | OKE | 30K | $2.22M |
 | SHOP | 30K | $4.52M |
 | SIRI | 30K | $690.30K |
 | IOT | 29K | $1.08M |
 | MDT | 29K | $2.76M |
Barings BDC, Inc.
BBDC
Shares Held
34K
Value
$293.71K
Vertiv Holdings Co
VRT
Shares Held
33K
Value
$4.95M
Brown & Brown, Inc.
BRO
Shares Held
33K
Value
$3.06M
Realty Income Corporation
O
Shares Held
33K
Value
$1.98M
Southern Copper Corporation
SCCO
Shares Held
32K
Value
$3.93M
Omega Healthcare Investors, Inc.
OHI
Shares Held
32K
Value
$1.36M
MicroStrategy Incorporated
MSTR
Shares Held
32K
Value
$10.41M
Boston Scientific Corporation
BSX
Shares Held
32K
Value
$3.15M
Fastenal Company
FAST
Shares Held
32K
Value
$1.58M
QUALCOMM Incorporated
QCOM
Shares Held
32K
Value
$5.36M
Weyerhaeuser Company
WY
Shares Held
32K
Value
$796.38K
CVS Health Corporation
CVS
Shares Held
31K
Value
$2.37M
American Electric Power Company, Inc.
AEP
Shares Held
31K
Value
$3.49M
Philip Morris International Inc.
PM
Shares Held
31K
Value
$4.97M
Bitfarms Ltd.
BITF
Shares Held
31K
Value
$86.01K
ONEOK, Inc.
OKE
Shares Held
30K
Value
$2.22M
Shopify Inc.
SHOP
Shares Held
30K
Value
$4.52M
Sirius XM Holdings Inc.
SIRI
Shares Held
30K
Value
$690.30K
Samsara Inc.
IOT
Shares Held
29K
Value
$1.08M
Medtronic plc
MDT
Shares Held
29K
Value
$2.76M