Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Halliburton CompanyHAL13.92K$472.45K
Blend Labs, Inc.BLND14K$23.94K
Exelon CorporationEXC14.04K$654.66K
Rigetti Computing, Inc.RGTI14.34K$276.99K
Union Pacific CorporationUNP14.37K$3.91M
TransMedics Group, Inc.TMDX14.52K$964.05K
Interactive Brokers Group, Inc.IBKR14.89K$1.3M
Tenet Healthcare CorporationTHC14.93K$2.79M
Carrier Global CorporationCARR14.96K$1.1M
General Mills, Inc.GIS15.16K$527.71K
Lincoln National CorporationLNC15.44K$545.71K
Shake Shack Inc.SHAK15.48K$867.41K
Simon Property Group, Inc.SPG15.55K$3.48M
Cheniere Energy, Inc.LNG15.55K$3.72M
Phillips 66PSX15.56K$2.63M
United Community Banks, Inc.UCB15.83K$559.34K
GSK plcGSK15.86K$838.55K
Stryker CorporationSYK15.9K$5.02M
S&P Global Inc.SPGI16.09K$6.55M
T-Mobile US, Inc.TMUS16.12K$2.7M