Summit Financial, LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
706
Total Value
3568500023
Accession Number
0001765536-25-000004
Form Type
13F-HR
Manager Name
Summit Financial, LLC
Data Enrichment
76% identified
534 identified172 unidentified

Holdings

706 positions
Manager:
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Page 13 of 36
CARLISLE COMPANIES INC
Shares:
6610
Value:
$2.3B
EMERSON ELECTRIC CO
Shares:
20519(+7.5%)
Value:
$2.2B(-4.9%)
Spotify Technology S.A.
Shares:
4044(-1.1%)
Value:
$2.2B(+21.6%)
HARMONY GOLD MINING CO LTD
Shares:
150136(+0.0%)
Value:
$2.2B(+79.9%)
BOEING CO
Shares:
12963(+1.4%)
Value:
$2.2B(-2.3%)
STANLEY BLACK & DECKER, INC.
Shares:
28750
Value:
$2.2B
464287481
Shares:
18728(-9.7%)
Value:
$2.2B(-16.3%)
SUNCOR ENERGY INC
Shares:
56789(+2.4%)
Value:
$2.2B(+11.1%)
PROSPERITY BANCSHARES INC
Shares:
30572
Value:
$2.2B
Frontline plc
Shares:
145000(-0.1%)
Value:
$2.2B(+4.5%)
Trane Technologies plc
Shares:
6390(-7.5%)
Value:
$2.2B(-15.7%)
46137V613
Shares:
53011(-18.5%)
Value:
$2.1B(-18.4%)
LOCKHEED MARTIN CORP
Shares:
4773(-1.9%)
Value:
$2.1B(-9.8%)
EOG RESOURCES INC
Shares:
16364(-1.9%)
Value:
$2.1B(+2.6%)
922908637
Shares:
8161(+5.4%)
Value:
$2.1B(+0.4%)
Medtronic plc
Shares:
22556(+10.9%)
Value:
$2.0B(+23.8%)
AMERICAN TOWER CORP /MA/
Shares:
9293(-2.4%)
Value:
$2.0B(+14.7%)
ADOBE INC.
Shares:
5251(+13.2%)
Value:
$2.0B(-2.3%)
DraftKings Inc.
Shares:
60491(-45.6%)
Value:
$2.0B(-51.4%)
REALTY INCOME CORP
Shares:
33483(-1.0%)
Value:
$1.9B(+7.5%)