SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TDY | 2K | $867.82K |
 | EOG | 2K | $253.83K |
 | PTC | 2K | $280.95K |
 | SNA | 2K | $503.00K |
 | SAIA | 2K | $753.45K |
 | COST | 2K | $1.07M |
 | PSX | 2K | $223.52K |
 | ABG | 2K | $427.47K |
 | ESS | 2K | $393.75K |
 | KMB | 2K | $218.94K |
 | AWK | 2K | $223.76K |
 | WSM | 2K | $280.31K |
 | WSO | 2K | $668.89K |
 | RMD | 2K | $256.66K |
 | LLY | 2K | $922.38K |
 | APD | 2K | $476.02K |
 | TSCO | 2K | $340.31K |
 | TMUS | 2K | $229.54K |
 | MEDP | 2K | $394.43K |
 | DECK | 2K | $814.58K |
Teledyne Technologies Incorporated
TDY
Shares Held
2K
Value
$867.82K
EOG Resources, Inc.
EOG
Shares Held
2K
Value
$253.83K
PTC Inc.
PTC
Shares Held
2K
Value
$280.95K
Snap-on Incorporated
SNA
Shares Held
2K
Value
$503.00K
Saia, Inc.
SAIA
Shares Held
2K
Value
$753.45K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.07M
Phillips 66
PSX
Shares Held
2K
Value
$223.52K
Asbury Automotive Group, Inc.
ABG
Shares Held
2K
Value
$427.47K
Essex Property Trust, Inc.
ESS
Shares Held
2K
Value
$393.75K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$218.94K
American Water Works Company, Inc.
AWK
Shares Held
2K
Value
$223.76K
Williams-Sonoma, Inc.
WSM
Shares Held
2K
Value
$280.31K
Watsco, Inc.
WSO
Shares Held
2K
Value
$668.89K
ResMed Inc.
RMD
Shares Held
2K
Value
$256.66K
Eli Lilly and Company
LLY
Shares Held
2K
Value
$922.38K
Air Products and Chemicals, Inc.
APD
Shares Held
2K
Value
$476.02K
Tractor Supply Company
TSCO
Shares Held
2K
Value
$340.31K
T-Mobile US, Inc.
TMUS
Shares Held
2K
Value
$229.54K
Medpace Holdings, Inc.
MEDP
Shares Held
2K
Value
$394.43K
Deckers Outdoor Corporation
DECK
Shares Held
2K
Value
$814.58K