SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OLLI | 5K | $414.69K |
 | PEP | 5K | $901.50K |
 | WDAY | 5K | $1.14M |
 | CR | 5K | $455.84K |
 | BRKR | 5K | $316.18K |
 | GD | 5K | $1.12M |
 | HD | 5K | $346.24K |
 | AMGN | 5K | $1.33M |
 | DIOD | 5K | $387.10K |
 | OC | 5K | $662.00K |
 | AIG | 5K | $289.49K |
 | QLYS | 5K | $712.26K |
 | LOW | 5K | $968.25K |
 | UPS | 5K | $725.21K |
 | MDLZ | 5K | $318.55K |
 | NRC | 5K | $202.37K |
 | PLD | 5K | $507.70K |
 | STE | 4K | $984.23K |
 | FAST | 4K | $237.24K |
 | ADP | 4K | $1.04M |
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
5K
Value
$414.69K
PepsiCo, Inc.
PEP
Shares Held
5K
Value
$901.50K
Workday, Inc.
WDAY
Shares Held
5K
Value
$1.14M
Crane Company
CR
Shares Held
5K
Value
$455.84K
Bruker Corporation
BRKR
Shares Held
5K
Value
$316.18K
General Dynamics Corporation
GD
Shares Held
5K
Value
$1.12M
The Home Depot, Inc.
HD
Shares Held
5K
Value
$346.24K
Amgen Inc.
AMGN
Shares Held
5K
Value
$1.33M
Diodes Incorporated
DIOD
Shares Held
5K
Value
$387.10K
Owens Corning
OC
Shares Held
5K
Value
$662.00K
American International Group, Inc.
AIG
Shares Held
5K
Value
$289.49K
Qualys, Inc.
QLYS
Shares Held
5K
Value
$712.26K
Lowe's Companies, Inc.
LOW
Shares Held
5K
Value
$968.25K
United Parcel Service, Inc.
UPS
Shares Held
5K
Value
$725.21K
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$318.55K
National Research Corporation
NRC
Shares Held
5K
Value
$202.37K
Prologis, Inc.
PLD
Shares Held
5K
Value
$507.70K
STERIS plc
STE
Shares Held
4K
Value
$984.23K
Fastenal Company
FAST
Shares Held
4K
Value
$237.24K
Automatic Data Processing, Inc.
ADP
Shares Held
4K
Value
$1.04M