Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Iron Mountain IncorporatedIRM5.98K$760.05K
Rockwell Automation, Inc.ROK6K$2.97M
United Airlines Holdings, Inc.UAL6.02K$818.8K
Unilever PLCUL6.09K$366.21K
Dover CorporationDOV6.09K$1.37M
Adobe Inc.ADBE6.11K$1.25M
Kimberly-Clark CorporationKMB6.11K$678.43K
Illinois Tool Works Inc.ITW6.22K$1.69M
Intercontinental Exchange, Inc.ICE6.24K$767.74K
L3Harris Technologies, Inc.LHX6.25K$1.82M
The Clorox CompanyCLX6.32K$602.67K
Welltower Inc.WELL6.34K$1.44M
Dine Brands Global, Inc.DIN6.34K$228.99K
CAVA Group, Inc.CAVA6.43K$504.75K
IREN LimitedIREN6.7K$306.44K
NetApp, Inc.NTAP6.72K$1.04M
The Carlyle Group Inc.CG6.76K$284.69K
Eastman Chemical CompanyEMN6.81K$461.62K
Rio Tinto GroupRIO6.87K$651.73K
Bloom Energy CorporationBE6.88K$2.08M