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:
Search and click to pin securities to the top
Page 8 of 36
921937819
Shares:
64318(+2057.6%)
Value:
$4.9B(+2111.0%)
808524805
Shares:
247187(+699.1%)
Value:
$4.9B(+754.5%)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:
142914(+0.4%)
Value:
$4.9B(+9.3%)
AFLAC INC
Shares:
42447(+120.3%)
Value:
$4.7B(+136.8%)
92189F601
Shares:
64291
Value:
$4.7B
Nutrien Ltd.
Shares:
94495(+2.1%)
Value:
$4.7B(+12.0%)
SHERWIN WILLIAMS CO
Shares:
12653(+1.4%)
Value:
$4.4B(+4.1%)
BROWN & BROWN, INC.
Shares:
35415(+404.1%)
Value:
$4.4B(+514.7%)
Accenture plc
Shares:
13894(-0.9%)
Value:
$4.3B(-12.1%)
UNION PACIFIC CORP
Shares:
18318(+6.8%)
Value:
$4.3B(+10.6%)
ALBEMARLE CORP
Shares:
59826
Value:
$4.3B
BANK OF AMERICA CORP /DE/
Shares:
102500(+27.9%)
Value:
$4.3B(+21.5%)
PEPSICO INC
Shares:
28261(+8.2%)
Value:
$4.2B(+6.0%)
EQUITY RESIDENTIAL
Shares:
58628
Value:
$4.2B
78468R622
Shares:
43831(+5.5%)
Value:
$4.2B(+5.3%)
Kayne Anderson Energy Infrastructure Fund, Inc.
Shares:
320051(+0.2%)
Value:
$4.1B(+1.1%)
INTUITIVE SURGICAL INC
Shares:
8200(-2.7%)
Value:
$4.1B(-7.7%)
LINDE PLC
Shares:
8643(+5.7%)
Value:
$4.0B(+17.6%)
TEXAS INSTRUMENTS INC
Shares:
22341(+12.5%)
Value:
$4.0B(+7.8%)
MOSAIC CO
Shares:
145383(+0.2%)
Value:
$3.9B(+10.1%)