Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Macerich CompanyMAC27.58K$694.66K
Shopify Inc.SHOP27.87K$3.18M
Texas Instruments IncorporatedTXN27.93K$8.32M
Fresenius Medical Care AG & Co. KGaAFMS28.23K$638.24K
KLA CorporationKLAC28.28K$8.53M
FS KKR Capital Corp.FSK28.34K$309.51K
Chubb LimitedCB28.84K$9.85M
Slb N.V.SLB29.04K$1.36M
Citigroup Inc.C29.12K$4.08M
MetLife, Inc.MET29.21K$2.47M
Conagra Brands, Inc.CAG29.23K$393.45K
Palo Alto Networks, Inc.PANW29.63K$10.11M
Lowe's Companies, Inc.LOW30.01K$6.62M
Worthington Industries, Inc.WOR30.54K$1.64M
Tractor Supply CompanyTSCO30.65K$968.73K
GRAIL Inc.GRAL30.82K$2.1M
Capital One Financial CorporationCOF31.03K$6.23M
Oaktree Specialty Lending CorporationOCSL31.04K$370.64K
Gilead Sciences, Inc.GILD31.12K$3.93M
Innovative Industrial Properties, Inc.IIPR31.21K$1.99M