Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Citigroup Inc.C29.12K$4.08M
Slb N.V.SLB29.04K$1.36M
Chubb LimitedCB28.84K$9.85M
FS KKR Capital Corp.FSK28.34K$309.51K
KLA CorporationKLAC28.28K$8.53M
Fresenius Medical Care AG & Co. KGaAFMS28.23K$638.24K
Texas Instruments IncorporatedTXN27.93K$8.32M
Shopify Inc.SHOP27.87K$3.18M
The Macerich CompanyMAC27.58K$694.66K
Space Exploration Technologies Corp.SPCX27.49K$4.7M
UnitedHealth Group IncorporatedUNH27.42K$11.4M
Truist Financial CorporationTFC27.29K$1.36M
V.F. CorporationVFC27.25K$454.61K
Lam Research CorporationLRCX27.17K$11.78M
Ross Stores, Inc.ROST26.93K$5.73M
GE AerospaceGE26.87K$10.04M
Jabil Inc.JBL26.8K$10.33M
Costco Wholesale CorporationCOST26.54K$24.83M
Toll Brothers, Inc.TOL26.54K$4.37M
Redwood Trust, Inc.RWT26.26K$124.47K