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 32 of 36
92189H201
Shares:
6265(+1.0%)
Value:
$285.1M(-0.3%)
464287499
Shares:
3334
Value:
$283.6M
WATSCO INC
Shares:
551(-22.4%)
Value:
$279.9M(-16.8%)
UNILEVER PLC
Shares:
4674(+0.4%)
Value:
$278.3M(+5.4%)
Monster Beverage Corp
Shares:
4738(-0.1%)
Value:
$277.3M(+11.3%)
Super Micro Computer, Inc.
Shares:
8096
Value:
$277.2M
ANSYS INC
Shares:
872(+0.5%)
Value:
$276.2M(-5.7%)
Allegion plc
Shares:
2107
Value:
$274.8M
QUEST DIAGNOSTICS INC
Shares:
1621(+8.9%)
Value:
$274.3M(+22.2%)
W.W. GRAINGER, INC.
Shares:
277(+6.1%)
Value:
$273.6M(-0.5%)
922042742
Shares:
2357(+12.6%)
Value:
$273.3M(+11.2%)
Shares:
3800(-3.5%)
Value:
$271.2M(-22.1%)
78468R408
Shares:
10742
Value:
$270.3M
NISOURCE INC.
Shares:
6728(+9.9%)
Value:
$269.7M(+19.9%)
381430503
Shares:
2433(+26.3%)
Value:
$267.9M(+20.7%)
abrdn Platinum ETF Trust
Shares:
2927(+0.0%)
Value:
$267.4M(+10.0%)
KEYCORP /NEW/
Shares:
16675(+8.9%)
Value:
$266.6M(+1.6%)
46434V407
Shares:
6173(+26.2%)
Value:
$262.5M(+25.9%)
Interactive Brokers Group, Inc.
Shares:
1585(+9.0%)
Value:
$262.4M(+2.2%)
HALLIBURTON CO
Shares:
10337
Value:
$262.3M