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 27 of 36
92189F676
Shares:
2290
Value:
$484.3M
NOVARTIS AG
Shares:
4320(-4.3%)
Value:
$481.5M(+9.6%)
Gildan Activewear Inc.
Shares:
10855(-31.2%)
Value:
$480.0M(-35.4%)
United Airlines Holdings, Inc.
Shares:
6850(+2.8%)
Value:
$473.0M(-26.9%)
MACERICH CO
Shares:
27547(+0.0%)
Value:
$473.0M(-13.8%)
ServisFirst Bancshares, Inc.
Shares:
5725
Value:
$472.9M
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:
6714(+21.8%)
Value:
$471.4M(+18.1%)
NEWMONT Corp /DE/
Shares:
9663
Value:
$466.5M
GENERAL MILLS INC
Shares:
7788(+2.2%)
Value:
$465.6M(-4.2%)
464287168
Shares:
3466(+0.6%)
Value:
$465.5M(+2.9%)
HCA Healthcare, Inc.
Shares:
1335(+0.0%)
Value:
$461.2M(+15.1%)
MICRON TECHNOLOGY INC
Shares:
5284(+15.8%)
Value:
$459.1M(+19.3%)
97717X701
Shares:
9665
Value:
$458.9M
GENUINE PARTS CO
Shares:
3829(+57.5%)
Value:
$456.2M(+59.5%)
316092709
Shares:
6650(-2.7%)
Value:
$455.3M(-5.3%)
03073E105
Shares:
1628(+50.3%)
Value:
$452.8M(+86.0%)
DIGITAL REALTY TRUST, INC.
Shares:
3140
Value:
$449.9M
78468R663
Shares:
4826
Value:
$442.7M
Kraft Heinz Co
Shares:
14490
Value:
$440.9M
Shares:
12771(+0.2%)
Value:
$440.9M(-7.3%)