Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Taiwan Semiconductor Manufacturing Company LimitedTSM49.35K$23.62M
The Walt Disney CompanyDIS49.47K$4.8M
Marvell Technology, Inc.MRVL49.58K$14.77M
KKR & Co. Inc.KKR49.88K$4.58M
Abbott LaboratoriesABT51.29K$4.65M
Oracle CorporationORCL51.42K$7.54M
Fortinet, Inc.FTNT52.06K$8M
U.S. BancorpUSB53.31K$3.25M
Suncor Energy Inc.SU53.53K$2.87M
International Business Machines CorporationIBM53.8K$15.13M
The TJX Companies, Inc.TJX54.35K$8.23M
Applied Materials, Inc.AMAT55.31K$39.99M
Vontier CorporationVNT57.07K$1.66M
American Electric Power Company, Inc.AEP57.63K$7.88M
TAO Synergies Inc.TAOX57.76K$215.44K
BigBear.ai Holdings, Inc.BBAI58K$212.88K
Keurig Dr Pepper Inc.KDP59.08K$1.95M
SS&C Technologies Holdings, Inc.SSNC59.09K$3.67M
CSX CorporationCSX59.73K$2.84M
NOV Inc.NOV60.88K$1.13M