Stock Taper 
SUMMIT WEALTH PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 331 | $396.62K |
 Casey's General Stores, Inc. | CASY | 478 | $379.91K |
 Sandisk Corporation | SNDK | 479 | $1.09M |
 Berkshire Hathaway Inc. | BRK-B | 487 | $243.69K |
 The Goldman Sachs Group, Inc. | GS | 534 | $540.07K |
 Ameriprise Financial, Inc. | AMP | 599 | $274.8K |
 Northrop Grumman Corporation | NOC | 690 | $351.42K |
 Trane Technologies plc | TT | 806 | $395.88K |
 Marvell Technology, Inc. | MRVL | 815 | $242.78K |
 GE Aerospace | GE | 881 | $329.26K |
 Illinois Tool Works Inc. | ITW | 900 | $243.42K |
 Royal Caribbean Cruises Ltd. | RCL | 932 | $295.94K |
 Lowe's Companies, Inc. | LOW | 933 | $205.72K |
 Cardinal Health, Inc. | CAH | 970 | $230.43K |
 The PNC Financial Services Group, Inc. | PNC | 973 | $239.57K |
 Waste Management, Inc. | WM | 992 | $221.1K |
 Texas Instruments Incorporated | TXN | 1.03K | $307.61K |
 Royal Gold, Inc. | RGLD | 1.14K | $226.82K |
 UnitedHealth Group Incorporated | UNH | 1.18K | $489.32K |
 The Boeing Company | BA | 1.25K | $271.45K |