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 31 of 36
Evercore Inc.
Shares:
1548(+60.9%)
Value:
$309.2M(+15.9%)
CUMMINS INC
Shares:
985(-1.6%)
Value:
$308.7M(-11.5%)
WHIRLPOOL CORP /DE/
Shares:
3404(-9.5%)
Value:
$306.8M(-28.7%)
COPART INC
Shares:
5398(-1.5%)
Value:
$305.5M(-2.9%)
DuPont de Nemours, Inc.
Shares:
4077(+3.7%)
Value:
$304.5M(+1.6%)
RPM INTERNATIONAL INC/DE/
Shares:
2631(+1.8%)
Value:
$304.3M(-4.3%)
37954Y780
Shares:
9190(+0.0%)
Value:
$302.7M(-6.1%)
DEXCOM INC
Shares:
4404
Value:
$300.7M
ATMOS ENERGY CORP
Shares:
1939(+21.2%)
Value:
$299.8M(+34.5%)
abrdn Gold ETF Trust
Shares:
10034
Value:
$299.2M
Edwards Lifesciences Corp
Shares:
4121(-32.2%)
Value:
$298.7M(-33.6%)
EXELON CORP
Shares:
6448(-2.7%)
Value:
$297.1M(+19.1%)
J M SMUCKER Co
Shares:
2505(-10.2%)
Value:
$296.6M(-3.4%)
Talen Energy Corp
Shares:
1485(+1.0%)
Value:
$296.5M(+0.1%)
46138G656
Shares:
6040
Value:
$294.9M
464287697
Shares:
2904(+0.0%)
Value:
$294.5M(+5.5%)
SERVICE CORP INTERNATIONAL
Shares:
3664(+0.0%)
Value:
$293.9M(+0.5%)
Aon plc
Shares:
724(+10.5%)
Value:
$288.9M(+22.8%)
INTERPUBLIC GROUP OF COMPANIES, INC.
Shares:
10580
Value:
$287.3M
464288653
Shares:
2761
Value:
$286.5M