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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72201R874
Shares:17.1K
Value:$856.5K
922042775
Shares:13.5K
Value:$821.6K
JOHNSON & JOHNSON
Shares:4.9K
Value:$817.0K
ECOLAB INC.
Shares:3.2K
Value:$805.4K
APPLIED MATERIALS INC /DE
Shares:5.2K
Value:$751.7K
UNITEDHEALTH GROUP INC
Shares:1.4K
Value:$742.0K
808524300
Shares:29.1K
Value:$728.2K
Bank of New York Mellon Corp
Shares:8.4K
Value:$708.7K
WORTHINGTON ENTERPRISES, INC.
Shares:13.4K
Value:$672.8K
CATERPILLAR INC
Shares:1.9K
Value:$619.4K
Eaton Corp plc
Shares:2.2K
Value:$609.7K
921937827
Shares:7.7K
Value:$605.8K
47103U753
Shares:12.3K
Value:$599.1K
CINCINNATI FINANCIAL CORP
Shares:4.1K
Value:$598.6K
464287168
Shares:4.4K
Value:$589.9K
464287226
Shares:5.9K
Value:$581.9K
46435G672
Shares:11.6K
Value:$577.7K
AMERICAN ELECTRIC POWER CO INC
Shares:5.2K
Value:$563.1K
HUNTINGTON BANCSHARES INC /MD/
Shares:36.5K
Value:$548.1K
MCDONALDS CORP
Shares:1.7K
Value:$529.3K