SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRL | 2K | $302.79K |
 | CI | 2K | $434.54K |
 | MKTX | 1K | $312.25K |
 | CDW | 1K | $292.16K |
 | HUM | 1K | $267.20K |
 | RGEN | 1K | $221.50K |
 | ADI | 1K | $240.47K |
 | MPWR | 1K | $630.97K |
 | INTU | 1K | $637.30K |
 | UFPT | 1K | $200.52K |
 | CW | 1K | $237.50K |
 | ALGN | 1K | $363.33K |
 | VMI | 1K | $257.75K |
 | AVGO | 1K | $887.74K |
 | CAT | 1K | $290.75K |
 | ILMN | 1K | $243.71K |
 | ULTA | 956 | $381.87K |
 | ISRG | 704 | $205.77K |
 | IEX | 594 | $288.99K |
 | LMT | 576 | $235.53K |
Charles River Laboratories International, Inc.
CRL
Shares Held
2K
Value
$302.79K
Cigna Corporation
CI
Shares Held
2K
Value
$434.54K
MarketAxess Holdings Inc.
MKTX
Shares Held
1K
Value
$312.25K
CDW Corporation
CDW
Shares Held
1K
Value
$292.16K
Humana Inc.
HUM
Shares Held
1K
Value
$267.20K
Repligen Corporation
RGEN
Shares Held
1K
Value
$221.50K
Analog Devices, Inc.
ADI
Shares Held
1K
Value
$240.47K
Monolithic Power Systems, Inc.
MPWR
Shares Held
1K
Value
$630.97K
Intuit Inc.
INTU
Shares Held
1K
Value
$637.30K
UFP Technologies, Inc.
UFPT
Shares Held
1K
Value
$200.52K
Curtiss-Wright Corporation
CW
Shares Held
1K
Value
$237.50K
Align Technology, Inc.
ALGN
Shares Held
1K
Value
$363.33K
Valmont Industries, Inc.
VMI
Shares Held
1K
Value
$257.75K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$887.74K
Caterpillar Inc.
CAT
Shares Held
1K
Value
$290.75K
Illumina, Inc.
ILMN
Shares Held
1K
Value
$243.71K
Ulta Beauty, Inc.
ULTA
Shares Held
956
Value
$381.87K
Intuitive Surgical, Inc.
ISRG
Shares Held
704
Value
$205.77K
IDEX Corporation
IEX
Shares Held
594
Value
$288.99K
Lockheed Martin Corporation
LMT
Shares Held
576
Value
$235.53K