Stock Taper 
SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Medtronic plc | MDT | 24.22K | $1.91M |
 Expedia Group, Inc. | EXPE | 24.4K | $6.24M |
 Occidental Petroleum Corporation | OXY | 24.51K | $1.2M |
 McCormick & Company, Incorporated | MKC | 24.63K | $1.24M |
 Butterfly Network, Inc. | BFLY | 24.97K | $210.26K |
 MSC Income Fund, Inc. | MSIF | 25.2K | $291.52K |
 Starbucks Corporation | SBUX | 25.34K | $2.59M |
 Patterson-UTI Energy, Inc. | PTEN | 25.34K | $232.64K |
 Golub Capital BDC, Inc. | GBDC | 25.81K | $332.42K |
 Redwood Trust, Inc. | RWT | 26.26K | $124.47K |
 Toll Brothers, Inc. | TOL | 26.54K | $4.37M |
 Costco Wholesale Corporation | COST | 26.54K | $24.83M |
 Jabil Inc. | JBL | 26.8K | $10.33M |
 GE Aerospace | GE | 26.87K | $10.04M |
 Ross Stores, Inc. | ROST | 26.93K | $5.73M |
 Lam Research Corporation | LRCX | 27.17K | $11.78M |
 V.F. Corporation | VFC | 27.25K | $454.61K |
 Truist Financial Corporation | TFC | 27.29K | $1.36M |
 UnitedHealth Group Incorporated | UNH | 27.42K | $11.4M |
 Space Exploration Technologies Corp. | SPCX | 27.49K | $4.7M |