Stock Taper 
SUMMIT WEALTH GROUP LLC / CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 1.13K | $381.45K |
 Western Digital Corporation | WDC | 1.12K | $714.5K |
 Cardinal Health, Inc. | CAH | 1.1K | $262.34K |
 Deere & Company | DE | 1.09K | $691.96K |
 Ecolab Inc. | ECL | 1.04K | $290.31K |
 Linde plc | LIN | 983 | $509.95K |
 Vertiv Holdings Co | VRT | 978 | $327.46K |
 Mastercard Incorporated | MA | 958 | $492.24K |
 The Sherwin-Williams Company | SHW | 943 | $324.78K |
 FedEx Corporation | FDX | 937 | $293.37K |
 Intuitive Surgical, Inc. | ISRG | 932 | $370.64K |
 Welltower Inc. | WELL | 923 | $209.53K |
 Eaton Corporation plc | ETN | 901 | $383.94K |
 The Goldman Sachs Group, Inc. | GS | 783 | $792.3K |
 Analog Devices, Inc. | ADI | 746 | $296.36K |
 Thermo Fisher Scientific Inc. | TMO | 707 | $354.57K |
 Royal Caribbean Cruises Ltd. | RCL | 694 | $220.21K |
 Parker-Hannifin Corporation | PH | 657 | $642.78K |
 Northrop Grumman Corporation | NOC | 639 | $325.57K |
 Dell Technologies Inc. | DELL | 615 | $265.35K |