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 36 of 36
Lloyds Banking Group plc
Shares:
28566(-1.5%)
Value:
$109.1M(+38.3%)
MEDICAL PROPERTIES TRUST INC
Shares:
17594(-26.0%)
Value:
$106.1M(+10.7%)
Esperion Therapeutics, Inc.
Shares:
65194(+40.1%)
Value:
$93.9M(-8.3%)
TELEFONICA S A
Shares:
19211(+0.0%)
Value:
$89.5M(+11.6%)
Banco Santander, S.A.
Shares:
12976(-28.2%)
Value:
$86.9M(+5.5%)
CLEVELAND-CLIFFS INC.
Shares:
10503
Value:
$86.3M