Stock Taper

SUMMIT FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AST SpaceMobile, Inc.ASTS10.98K$975.77K
Lennar CorporationLEN10.94K$990.36K
Viatris Inc.VTRS10.89K$172.9K
C3.ai, Inc.AI10.85K$98.6K
Marsh & McLennan Companies, Inc.MRSH10.77K$1.8M
DraftKings Inc.DKNG10.72K$270.92K
United Therapeutics CorporationUTHR10.7K$5.8M
Healthcare Realty Trust IncorporatedHR10.66K$214.98K
Consolidated Edison, Inc.ED10.52K$1.16M
NuScale Power CorporationSMR10.52K$105.52K
Analog Devices, Inc.ADI10.44K$4.15M
SoundHound AI, Inc.SOUN10.39K$67.2K
Seagate Technology Holdings plcSTX10.34K$9.98M
RenaissanceRe Holdings Ltd.RNR10.33K$3.27M
UiPath Inc.PATH10.25K$111.42K
Fermi Inc. Common StockFRMI10.14K$92.93K
Coursera, Inc.COUR10.1K$56.99K
Cigna CorporationCI10.01K$2.76M
Brookfield Asset Management Ltd.BAM9.93K$445.29K
Planet Labs PBCPL9.82K$325.47K