SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CTSH | 3K | $225.01K |
 | BDX | 3K | $851.85K |
 | OKE | 3K | $208.51K |
 | ITW | 3K | $681.55K |
 | DRI | 3K | $466.41K |
 | OFLX | 3K | $255.64K |
 | TTWO | 3K | $419.49K |
 | POOL | 3K | $1.05M |
 | IT | 3K | $983.24K |
 | FIX | 3K | $463.73K |
 | SUI | 3K | $319.19K |
 | ARES | 3K | $272.70K |
 | WST | 3K | $985.25K |
 | DUK | 3K | $227.51K |
 | LSCC | 3K | $219.72K |
 | FDS | 3K | $1.11M |
 | PAYC | 3K | $652.36K |
 | BX | 2K | $257.79K |
 | KEYS | 2K | $288.44K |
 | BIIB | 2K | $551.54K |
Cognizant Technology Solutions Corporation
CTSH
Shares Held
3K
Value
$225.01K
Becton, Dickinson and Company
BDX
Shares Held
3K
Value
$851.85K
ONEOK, Inc.
OKE
Shares Held
3K
Value
$208.51K
Illinois Tool Works Inc.
ITW
Shares Held
3K
Value
$681.55K
Darden Restaurants, Inc.
DRI
Shares Held
3K
Value
$466.41K
Omega Flex, Inc.
OFLX
Shares Held
3K
Value
$255.64K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
3K
Value
$419.49K
Pool Corporation
POOL
Shares Held
3K
Value
$1.05M
Gartner, Inc.
IT
Shares Held
3K
Value
$983.24K
Comfort Systems USA, Inc.
FIX
Shares Held
3K
Value
$463.73K
Sun Communities, Inc.
SUI
Shares Held
3K
Value
$319.19K
Ares Management Corporation
ARES
Shares Held
3K
Value
$272.70K
West Pharmaceutical Services, Inc.
WST
Shares Held
3K
Value
$985.25K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$227.51K
Lattice Semiconductor Corporation
LSCC
Shares Held
3K
Value
$219.72K
FactSet Research Systems Inc.
FDS
Shares Held
3K
Value
$1.11M
Paycom Software, Inc.
PAYC
Shares Held
3K
Value
$652.36K
Blackstone Inc.
BX
Shares Held
2K
Value
$257.79K
Keysight Technologies, Inc.
KEYS
Shares Held
2K
Value
$288.44K
Biogen Inc.
BIIB
Shares Held
2K
Value
$551.54K