Summit Financial, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001765536
Manager Name: Summit Financial, LLC

Data Enrichment

76% identified

534 identified172 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

706 positions • $3,568,500.023K total value

706 positions

Manager:

SEC FilingSEC DataHachi Filing

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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

Instrument	Shares		Other Manager	Value
Lloyds Banking Group Plc(LYGcusip539439109)	28.6K	QoQ -1.53% (-444) YoY NEW(+28.6K)	All Managers (Combined)	$109.1K	QoQ +38.29% (-$30.2K) YoY NEW(+$109.1K)
Medical Properties Trust Inc(MPWcusip58463J304)	17.6K	QoQ -26.00% (-6.2K) YoY +18.93% (+2.8K)	All Managers (Combined)	$106.1K	QoQ +10.71% (-$10.3K) YoY +52.58% (+$36.6K)
Esperion Therapeutics, Inc.(ESPRcusip29664W105)	65.2K	QoQ +40.11% (-18.7K) YoY +152.06% (+39.3K)	All Managers (Combined)	$93.9K	QoQ -8.28% (-$8.5K) YoY +35.43% (+$24.6K)
Telefonica S A(TEFcusip879382208)	19.2K	QoQ 0.00% (+0) YoY NEW(+19.2K)	All Managers (Combined)	$89.5K	QoQ +11.60% (+$9.3K) YoY NEW(+$89.5K)
Banco Santander, S.A.(SANcusip05964H105)	13.0K	QoQ -28.17% (-5.1K) YoY NEW(+13.0K)	All Managers (Combined)	$86.9K	QoQ +5.54% (-$4.6K) YoY NEW(+$86.9K)
Cleveland-Cliffs Inc.(CLFcusip185899101)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$86.3K	QoQ NEW(+$86.3K) YoY NEW(+$86.3K)