Stock Taper 
SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Walmart Inc. | WMT | 286.14K | $32.41M |
 PG&E Corporation | PCG | 260.6K | $4.4M |
 The Wendy's Company | WEN | 244.71K | $2.03M |
 Wheaton Precious Metals Corp. | WPM | 242.78K | $27.27M |
 Microsoft Corporation | MSFT | 232.69K | $86.8M |
 Diversified Healthcare Trust | DHC | 225.88K | $2.1M |
 Dynex Capital, Inc. | DX | 222.31K | $2.92M |
 Netflix, Inc. | NFLX | 207.45K | $14.81M |
 Strive, Inc. | ASST | 198.3K | $2.16M |
 Pfizer Inc. | PFE | 192.21K | $4.63M |
 AGNC Investment Corp. | AGNC | 187.16K | $2.06M |
 Alphabet Inc. | GOOG | 187.11K | $66.11M |
 NexGen Energy Ltd. | NXE | 185.94K | $1.75M |
 Chipotle Mexican Grill, Inc. | CMG | 184.04K | $6.26M |
 Exxon Mobil Corporation | XOM | 180.12K | $24.63M |
 Verizon Communications Inc. | VZ | 179.9K | $7.62M |
 JPMorgan Chase & Co. | JPM | 174.53K | $57.13M |
 Berkshire Hathaway Inc. | BRK-B | 170.69K | $85.41M |
 Cisco Systems, Inc. | CSCO | 161.45K | $18.96M |
 Merck & Co., Inc. | MRK | 153.79K | $19.89M |