Stock Taper

SUMMIT WEALTH GROUP LLC / CO

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
S&P Global Inc.SPGI2.24K$911.28K
Eli Lilly and CompanyLLY2.22K$2.67M
Amgen Inc.AMGN2.13K$771.1K
Packaging Corporation of AmericaPKG2.13K$506.58K
Robinhood Markets, Inc.HOOD2.1K$210.39K
Union Pacific CorporationUNP2.06K$560.54K
The TJX Companies, Inc.TJX2.02K$305.22K
Phillips 66PSX2K$337.54K
International Business Machines CorporationIBM1.96K$549.66K
General Dynamics CorporationGD1.94K$686.16K
UnitedHealth Group IncorporatedUNH1.88K$781.82K
Amphenol CorporationAPH1.79K$315.4K
Texas Instruments IncorporatedTXN1.77K$528.86K
Costco Wholesale CorporationCOST1.77K$1.65M
Corning IncGLW1.72K$439.77K
Palo Alto Networks, Inc.PANW1.69K$576.32K
Howmet Aerospace Inc.HWM1.68K$452.85K
Arista Networks, Inc.ANET1.66K$282K
Agilent Technologies, Inc.A1.65K$219.3K
Align Technology, Inc.ALGN1.64K$276.43K