Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Golub Capital BDC, Inc.GBDC25.81K$332.42K
Patterson-UTI Energy, Inc.PTEN25.34K$232.64K
Starbucks CorporationSBUX25.34K$2.59M
MSC Income Fund, Inc.MSIF25.2K$291.52K
Butterfly Network, Inc.BFLY24.97K$210.26K
McCormick & Company, IncorporatedMKC24.63K$1.24M
Occidental Petroleum CorporationOXY24.51K$1.2M
Expedia Group, Inc.EXPE24.4K$6.24M
Medtronic plcMDT24.22K$1.91M
AstraZeneca PLCAZN23.68K$4.49M
Hyatt Hotels CorporationH23.65K$4.59M
CrowdStrike Holdings, Inc.CRWD23.63K$18.03M
Vodafone Group Public Limited CompanyVOD23.6K$318.58K
Arch Capital Group Ltd.ACGL23.52K$2.28M
Coinbase Global, Inc.COIN23.39K$3.42M
Duke Energy CorporationDUK23.2K$2.94M
Rithm Capital Corp.RITM23.17K$217.59K
Aflac IncorporatedAFL22.97K$2.69M
Nano Nuclear Energy Inc.NNE22.52K$476.18K
Cintas CorporationCTAS22.4K$3.81M