Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arm Holdings plc American Depositary SharesARM9.39K$3.33M
American Water Works Company, Inc.AWK9.39K$1.24M
Roper Technologies, Inc.ROP9.44K$3.2M
Republic Services, Inc.RSG9.45K$2.01M
Public Service Enterprise Group IncorporatedPEG9.46K$767.6K
Digital Realty Trust, Inc.DLR9.49K$1.7M
Eaton Corporation plcETN9.56K$4.07M
Trane Technologies plcTT9.6K$4.72M
Royal Bank of CanadaRY9.69K$2.01M
Planet Labs PBCPL9.82K$325.47K
Brookfield Asset Management Ltd.BAM9.93K$445.29K
Cigna CorporationCI10.01K$2.76M
Coursera, Inc.COUR10.1K$56.99K
Fermi Inc. Common StockFRMI10.14K$92.93K
UiPath Inc.PATH10.25K$111.42K
RenaissanceRe Holdings Ltd.RNR10.33K$3.27M
Seagate Technology Holdings plcSTX10.34K$9.98M
SoundHound AI, Inc.SOUN10.39K$67.2K
Analog Devices, Inc.ADI10.44K$4.15M
NuScale Power CorporationSMR10.52K$105.52K