Stock Taper 
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Norfolk Southern Corporation | NSC | 1.14K | $359.26K |
 Mastercard Incorporated | MA | 1.1K | $565.99K |
 Visa Inc. | V | 1.08K | $372.25K |
 Eli Lilly and Company | LLY | 1.06K | $1.27M |
 UnitedHealth Group Incorporated | UNH | 992 | $412.31K |
 Huntington Ingalls Industries, Inc. | HII | 953 | $266.74K |
 Meta Platforms, Inc. | META | 849 | $478.23K |
 McDonald's Corporation | MCD | 824 | $222.75K |
 GE Aerospace | GE | 691 | $258.26K |
 Trane Technologies plc | TT | 658 | $323.18K |
 Chubb Limited | CB | 605 | $206.15K |
 Costco Wholesale Corporation | COST | 573 | $536.03K |
 Deere & Company | DE | 565 | $358.4K |
 Lam Research Corporation | LRCX | 490 | $212.33K |
 Caterpillar Inc. | CAT | 463 | $493.05K |
 BlackRock, Inc. | BLK | 403 | $387.51K |
 Applied Materials, Inc. | AMAT | 300 | $216.9K |
 GE Vernova Inc. | GEV | 171 | $200.9K |