Summit-Financial-Strategies

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
148
Total Value
991491699
Accession Number
0001172661-25-001645
Form Type
13F-HR
Manager Name
Summit-Financial-Strategies
Data Enrichment
78% identified
115 identified33 unidentified

Holdings

148 positions
Manager:
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Page 1 of 8
25434V799
Shares:3.9M
Value:$107.9M
46641Q670
Shares:1.9M
Value:$90.6M
316188309
Shares:1.9M
Value:$86.4M
808524102
Shares:3.9M
Value:$83.6M
464287200
Shares:132.2K
Value:$74.3M
25434V666
Shares:1.8M
Value:$55.5M
025072604
Shares:867.2K
Value:$52.2M
808524508
Shares:1.9M
Value:$49.4M
PACKAGING CORP OF AMERICA
Shares:230.6K
Value:$45.7M
464287507
Shares:631.7K
Value:$36.9M
922908595
Shares:136.3K
Value:$34.3M
808524607
Shares:1.1M
Value:$24.8M
464287804
Shares:211.5K
Value:$22.1M
25434V658
Shares:808.0K
Value:$21.2M
25434V609
Shares:327.0K
Value:$16.8M
Apple Inc.
Shares:69.7K
Value:$15.5M
BERKSHIRE HATHAWAY INC
Shares:26.5K
Value:$14.1M
808524839
Shares:493.8K
Value:$11.4M
MICROSOFT CORP
Shares:21.7K
Value:$8.2M
Walmart Inc.
Shares:84.5K
Value:$7.4M