Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Carrier Global CorporationCARR14.96K$1.1M
Tenet Healthcare CorporationTHC14.93K$2.79M
Interactive Brokers Group, Inc.IBKR14.89K$1.3M
TransMedics Group, Inc.TMDX14.52K$964.05K
Union Pacific CorporationUNP14.37K$3.91M
Rigetti Computing, Inc.RGTI14.34K$276.99K
Exelon CorporationEXC14.04K$654.66K
Blend Labs, Inc.BLND14K$23.94K
Halliburton CompanyHAL13.92K$472.45K
Sixth Street Specialty Lending, Inc.TSLX13.76K$236.31K
Dominion Energy, Inc.D13.7K$935.67K
Univest Financial CorporationUVSP13.57K$593.67K
Dow Inc.DOW13.56K$370.89K
The Kraft Heinz CompanyKHC13.46K$318K
Sysco CorporationSYY13.4K$1.12M
Brown & Brown, Inc.BRO13.35K$856.49K
The New York Times CompanyNYT13.17K$921.68K
Honeywell International Inc.HON13.16K$2.95M
Autodesk, Inc.ADSK13.08K$2.54M
Brookfield Infrastructure Partners L.P.BIP13.07K$476.81K