SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 29K | $1.97M |
 | TSCO | 29K | $1.63M |
 | CMG | 28K | $1.11M |
 | COST | 28K | $26.09M |
 | COP | 28K | $2.66M |
 | DVN | 28K | $982.67K |
 | EMR | 28K | $3.62M |
 | MAC | 28K | $501.59K |
 | GILD | 27K | $3.04M |
 | KHC | 27K | $705.58K |
 | COF | 27K | $5.68M |
 | ENB | 27K | $1.34M |
 | HON | 26K | $5.57M |
 | PCT | 26K | $342.30K |
 | C | 26K | $2.63M |
 | LOW | 26K | $6.49M |
 | SLB | 26K | $882.95K |
 | MET | 26K | $2.11M |
 | CRM | 26K | $6.06M |
 | GBDC | 25K | $347.17K |
Brookfield Corporation
BN
Shares Held
29K
Value
$1.97M
Tractor Supply Company
TSCO
Shares Held
29K
Value
$1.63M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
28K
Value
$1.11M
Costco Wholesale Corporation
COST
Shares Held
28K
Value
$26.09M
ConocoPhillips
COP
Shares Held
28K
Value
$2.66M
Devon Energy Corporation
DVN
Shares Held
28K
Value
$982.67K
Emerson Electric Co.
EMR
Shares Held
28K
Value
$3.62M
The Macerich Company
MAC
Shares Held
28K
Value
$501.59K
Gilead Sciences, Inc.
GILD
Shares Held
27K
Value
$3.04M
The Kraft Heinz Company
KHC
Shares Held
27K
Value
$705.58K
Capital One Financial Corporation
COF
Shares Held
27K
Value
$5.68M
Enbridge Inc.
ENB
Shares Held
27K
Value
$1.34M
Honeywell International Inc.
HON
Shares Held
26K
Value
$5.57M
PureCycle Technologies, Inc.
PCT
Shares Held
26K
Value
$342.30K
Citigroup Inc.
C
Shares Held
26K
Value
$2.63M
Lowe's Companies, Inc.
LOW
Shares Held
26K
Value
$6.49M
SLB N.V.
SLB
Shares Held
26K
Value
$882.95K
MetLife, Inc.
MET
Shares Held
26K
Value
$2.11M
Salesforce, Inc.
CRM
Shares Held
26K
Value
$6.06M
Golub Capital BDC, Inc.
GBDC
Shares Held
25K
Value
$347.17K