CIK 1765536
Summit Financial, LLC
Institutional 13F holdings & portfolio
Holdings
1,283
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1151–1200 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DG | DOLLAR GEN CORP NEW | 2K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 5K | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 5K | $100K–$500K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| EXAS | EXACT SCIENCES CORP | 2K | $100K–$500K | SH |
| ALLE | ALLEGION PLC | 2K | $100K–$500K | SH |
| WHR | WHIRLPOOL CORP | 3K | $100K–$500K | SH |
| CCAP | CRESCENT CAP BDC INC | 17K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 18K | $100K–$500K | SH |
| IMCV | ISHARES TR | 3K | $100K–$500K | SH |
| GAP | GAP INC | 10K | $100K–$500K | SH |
| ISCV | ISHARES TR | 4K | $100K–$500K | SH |
| VFC | V F CORP | 14K | $100K–$500K | SH |
| TFPM | TRIPLE FLAG PRECIOUS METAL | 7K | $100K–$500K | SH |
| AGQ | PROSHARES TR II | 2K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| CBC | CENTRAL BANCOMPANY | 10K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 1K | $100K–$500K | SH |
| SDS | PROSHARES TR | 4K | $100K–$500K | SH |
| PCAR | PACCAR INC | 2K | $100K–$500K | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 18K | $100K–$500K | SH |
| MSIF | MSC INCOME FUND INC | 18K | $100K–$500K | SH |
| FUTY | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| IFRA | ISHARES TR | 4K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 914 | $100K–$500K | SH |
| CALC | CALCIMEDICA INC | 35K | $100K–$500K | SH |
| CNC | CENTENE CORP DEL | 6K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 3K | $100K–$500K | SH |
| TKR | TIMKEN CO | 3K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO | 2K | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 1K | $100K–$500K | SH |
| SPBO | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| SPVU | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| MTGP | WISDOMTREE TR | 5K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | 10K | $100K–$500K | SH |
| BKGI | BNY MELLON ETF TRUST | 6K | $100K–$500K | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 5K | $100K–$500K | SH |
| CORT | CORCEPT THERAPEUTICS INC | 7K | $100K–$500K | SH |
| GNT | GAMCO NAT RES GOLD & INCOME | 30K | $100K–$500K | SH |
| WEN | WENDYS CO | 27K | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 3K | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| SECT | NORTHERN LTS FD TR IV | 3K | $100K–$500K | SH |
| RSPG | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| ETB | EATON VANCE TAX MNGED BUY WR | 15K | $100K–$500K | SH |
| IVLU | ISHARES TR | 6K | $100K–$500K | SH |