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 19 of 36
00162Q858
Shares:
18618
Value:
$1.1B
WEC ENERGY GROUP, INC.
Shares:
9921(+0.1%)
Value:
$1.1B(+16.0%)
NIKE, Inc.
Shares:
16931(+26.7%)
Value:
$1.1B(+5.8%)
LyondellBasell Industries N.V.
Shares:
15048(+19.2%)
Value:
$1.1B(+12.9%)
GABELLI DIVIDEND & INCOME TRUST
Shares:
43669(+8.7%)
Value:
$1.1B(+8.6%)
85207H104
Shares:
43659(+25.8%)
Value:
$1.1B(+50.2%)
ENBRIDGE INC
Shares:
23585(+1.9%)
Value:
$1.0B(+6.4%)
Arthur J. Gallagher & Co.
Shares:
3004(-19.3%)
Value:
$1.0B(-1.8%)
74347G192
Shares:
26868
Value:
$1.0B
Intercontinental Exchange, Inc.
Shares:
5952(+2.1%)
Value:
$1.0B(+18.2%)
PAYCHEX INC
Shares:
6652(+12.0%)
Value:
$1.0B(+23.2%)
ROCKWELL AUTOMATION, INC
Shares:
3894(-3.7%)
Value:
$1.0B(-12.9%)
OLD REPUBLIC INTERNATIONAL CORP
Shares:
25427(+322.6%)
Value:
$997.2M(+358.0%)
KIMBERLY CLARK CORP
Shares:
6989(+11.2%)
Value:
$993.9M(+19.6%)
464287606
Shares:
11923(+4.9%)
Value:
$992.9M(-3.9%)
GARTNER INC
Shares:
2356(+289.4%)
Value:
$988.7M(+237.6%)
337345102
Shares:
5660(+22.1%)
Value:
$982.4M(+12.5%)
FEDERAL REALTY INVESTMENT TRUST
Shares:
9995(-0.6%)
Value:
$977.7M(-13.2%)
SCHLUMBERGER LIMITED/NV
Shares:
23390(-21.3%)
Value:
$977.7M(-14.8%)
Bank of New York Mellon Corp
Shares:
11642(+2.2%)
Value:
$976.4M(+11.5%)