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 7 of 8
NIKE, Inc.
Shares:4.1K
Value:$261.2K
VERIZON COMMUNICATIONS INC
Shares:5.7K
Value:$257.8K
GREIF, INC
Shares:4.6K
Value:$250.9K
464288257
Shares:2.1K
Value:$241.6K
CENTRAL GARDEN & PET CO
Shares:7.2K
Value:$234.5K
UNION PACIFIC CORP
Shares:977
Value:$230.8K
Shares:1.6K
Value:$228.2K
464287887
Shares:1.8K
Value:$226.8K
91232N207
Shares:2.9K
Value:$226.2K
PEPSICO INC
Shares:1.5K
Value:$225.7K
Worthington Steel, Inc.
Shares:8.8K
Value:$223.9K
Medtronic plc
Shares:2.4K
Value:$218.2K
464287176
Shares:2.0K
Value:$217.8K
STARBUCKS CORP
Shares:2.2K
Value:$216.4K
STARWOOD PROPERTY TRUST, INC.
Shares:10.9K
Value:$215.6K
92204A876
Shares:1.3K
Value:$214.2K
Prologis, Inc.
Shares:1.9K
Value:$212.4K
Broadcom Inc.
Shares:1.3K
Value:$209.5K
922908538
Shares:856
Value:$209.4K
SOUTHERN CO
Shares:2.2K
Value:$202.3K