Stock Taper 
SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Strive, Inc. | ASST | 198.3K | $2.16M |
 Netflix, Inc. | NFLX | 207.45K | $14.81M |
 Dynex Capital, Inc. | DX | 222.31K | $2.92M |
 Diversified Healthcare Trust | DHC | 225.88K | $2.1M |
 Microsoft Corporation | MSFT | 232.69K | $86.8M |
 Wheaton Precious Metals Corp. | WPM | 242.78K | $27.27M |
 The Wendy's Company | WEN | 244.71K | $2.03M |
 PG&E Corporation | PCG | 260.6K | $4.4M |
 Walmart Inc. | WMT | 286.14K | $32.41M |
 Global Net Lease, Inc. | GNL | 302.83K | $2.71M |
 Bank of America Corporation | BAC | 306.12K | $17.44M |
 Palantir Technologies Inc. | PLTR | 332.17K | $38.75M |
 Journey Medical Corporation | DERM | 346.75K | $2.45M |
 Invesco Mortgage Capital Inc. | IVR | 388.45K | $3.11M |
 AT&T Inc. | T | 388.48K | $8.04M |
 CleanSpark, Inc. | CLSK | 391.63K | $5.7M |
 Blue Owl Technology Finance Corp. | OTF | 395.44K | $4.25M |
 Amazon.com, Inc. | AMZN | 415.03K | $98.92M |
 Immuneering Corporation | IMRX | 452.26K | $2.26M |
 Kayne Anderson Energy Infrastructure Fund Inc. | KYN | 454.62K | $6.29M |