Summit Financial, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001765536
Manager Name
Summit Financial, LLC
Data Enrichment
76% identified
534 identified172 unidentified

Holdings

706 positions
Manager:
SEC
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Page 15 of 36
33734X192
33734X192
Shares:
16667(+204.0%)
Value:
$1.7B(+160.9%)
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APO|03769M106
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12414(+59.3%)
Value:
$1.7B(+32.1%)
ASML HOLDING NV
ASML|N07059210
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2563(-7.5%)
Value:
$1.7B(-11.6%)
33733B100
33733B100
Shares:
16706(+96.6%)
Value:
$1.7B(+94.0%)
Verisk Analytics, Inc.
VRSK|92345Y106
Shares:
5599(+2.3%)
Value:
$1.7B(+10.5%)
ServiceNow, Inc.
NOW|81762P102
Shares:
2077(+2.7%)
Value:
$1.7B(-22.9%)
US BANCORP \DE\
USB|902973304
Shares:
38954(+15.1%)
Value:
$1.6B(+0.6%)
Discover Financial Services
DFS|254709108
Shares:
9618(+2.0%)
Value:
$1.6B(+0.5%)
REGIONS FINANCIAL CORP
RF|7591EP100
Shares:
75388(+31.6%)
Value:
$1.6B(+20.3%)
33738D408
33738D408
Shares:
39889
Value:
$1.6B
808524607
SCHA|808524607
Shares:
69313(+505.2%)
Value:
$1.6B(+448.4%)
97717W471
97717W471
Shares:
59015
Value:
$1.6B
Prologis, Inc.
PLD|74340W103
Shares:
14170(+4.6%)
Value:
$1.6B(+10.6%)
TRACTOR SUPPLY CO /DE/
TSCO|892356106
Shares:
28345(+34.4%)
Value:
$1.6B(+39.5%)
CINTAS CORP
CTAS|172908105
Shares:
7555(+292.9%)
Value:
$1.6B(+341.9%)
Workday, Inc.
WDAY|98138H101
Shares:
6644(-9.8%)
Value:
$1.6B(-18.3%)
BROOKFIELD Corp /ON/
BN.TO|11271J107
Shares:
29345(+6.7%)
Value:
$1.5B(-2.7%)
CITIGROUP INC
C|172967424
Shares:
21627(+44.9%)
Value:
$1.5B(+46.1%)
464288760
464288760
Shares:
10007(+133.5%)
Value:
$1.5B(+145.9%)
NORTHROP GRUMMAN CORP /DE/
NOC|666807102
Shares:
2988(-5.2%)
Value:
$1.5B(+3.4%)