Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McDonald's CorporationMCD22.05K$5.96M
iShares Defense Industrials ActIDEF21.96K$697.76K
Boston Scientific CorporationBSX21.58K$921.08K
Jefferies Financial Group Inc.JEF21.51K$1.08M
CRH plcCRH21.41K$2.29M
Badger Meter, Inc.BMI21.24K$3.15M
IonQ, Inc.IONQ20.61K$1.1M
Jacobs Solutions Inc.J20.47K$2.58M
Western Digital CorporationWDC20.44K$13.06M
Edison InternationalEIX20.34K$1.51M
Essential Utilities, Inc.WTRG20.3K$777.6K
Levi Strauss & Co.LEVI20.2K$501.49K
W. P. Carey Inc.WPC19.81K$1.44M
Waste Management, Inc.WM19.81K$4.42M
Valley National BancorpVLY19.75K$291.5K
Amgen Inc.AMGN19.43K$7.04M
Ally Financial Inc.ALLY19.39K$890.96K
KB HomeKBH19.23K$1.2M
NIKE, Inc.NKE19.12K$792.44K
HP Inc.HPQ19.02K$422.98K