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 9 of 36
CrowdStrike Holdings, Inc.
Shares:
11032(+13.4%)
Value:
$3.9B(+16.8%)
Western Midstream Partners, LP
Shares:
94024(+0.1%)
Value:
$3.9B(+6.6%)
464289438
Shares:
18053(+154.6%)
Value:
$3.8B(+128.2%)
ADVANCED MICRO DEVICES INC
Shares:
36441(+1.6%)
Value:
$3.7B(-13.6%)
78463X889
Shares:
101870(-0.9%)
Value:
$3.7B(+5.7%)
464287663
Shares:
39799(+16.4%)
Value:
$3.7B(+16.1%)
464287176
Shares:
33001(-0.1%)
Value:
$3.7B(+4.1%)
78463X541
Shares:
68684(+3.2%)
Value:
$3.7B(+10.4%)
COMMERCE BANCSHARES INC /MO/
Shares:
58739(-0.8%)
Value:
$3.7B(-1.0%)
STARBUCKS CORP
Shares:
37124(+5.1%)
Value:
$3.6B(+13.0%)
ROPER TECHNOLOGIES INC
Shares:
6105(+1020.2%)
Value:
$3.6B(+1170.4%)
ENERGY FUELS INC
Shares:
963563(+2.1%)
Value:
$3.6B(-25.7%)
SOUTHERN COPPER CORP/
Shares:
38004(+21.4%)
Value:
$3.6B(+24.5%)
Walt Disney Co
Shares:
35835(+5.1%)
Value:
$3.5B(-7.2%)
92647P126
Shares:
90722
Value:
$3.5B
81369Y407
Shares:
17689(+32.9%)
Value:
$3.5B(+16.9%)
AMERICAN ELECTRIC POWER CO INC
Shares:
31879(+7.2%)
Value:
$3.5B(+27.0%)
922908553
Shares:
38297(+225.0%)
Value:
$3.5B(+230.3%)
46429B697
Shares:
36894(+270.5%)
Value:
$3.5B(+290.9%)
AMGEN INC
Shares:
11058(+4.7%)
Value:
$3.4B(+25.1%)