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:
Search and click to pin securities to the top
Page 26 of 36
PNC FINANCIAL SERVICES GROUP, INC.
Shares:
2960(-18.7%)
Value:
$520.2M(-25.9%)
Keysight Technologies, Inc.
Shares:
3468(+2.1%)
Value:
$519.4M(-4.8%)
46432F859
Shares:
10739(+68.3%)
Value:
$519.2M(+70.3%)
EDISON INTERNATIONAL
Shares:
8765(+0.3%)
Value:
$516.5M(-26.0%)
78468R853
Shares:
12589
Value:
$513.1M
LAM RESEARCH CORP
Shares:
7042(-13.8%)
Value:
$511.9M(-13.5%)
78464A870
Shares:
6309(-1.1%)
Value:
$511.7M(-11.0%)
FACTSET RESEARCH SYSTEMS INC
Shares:
1125(+0.3%)
Value:
$511.4M(-5.0%)
XCEL ENERGY INC
Shares:
7212(+30.0%)
Value:
$510.6M(+36.3%)
Enphase Energy, Inc.
Shares:
8186
Value:
$507.9M
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:
6166(+2.2%)
Value:
$507.5M(-0.4%)
464288448
Shares:
16301(+0.3%)
Value:
$505.7M(+13.7%)
AUTOZONE INC
Shares:
131(+0.8%)
Value:
$499.5M(+20.0%)
HUMANA INC
Shares:
1886(+33.9%)
Value:
$498.9M(+39.0%)
STIFEL FINANCIAL CORP
Shares:
5268
Value:
$496.6M
OCCIDENTAL PETROLEUM CORP /DE/
Shares:
9999
Value:
$493.6M
92203J407
Shares:
10062(-42.0%)
Value:
$491.2M(-42.3%)
922042874
Shares:
6952
Value:
$488.1M
233051200
Shares:
11271
Value:
$488.0M
464287457
Shares:
5881(+49.1%)
Value:
$486.5M(+50.5%)