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 1251–1283 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RIG | TRANSOCEAN LTD | 45K | $100K–$500K | SH |
| HR | HEALTHCARE RLTY TR | 11K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA | 15K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 17K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 31K | $100K–$500K | SH |
| CIFR | CIPHER MINING INC | 11K | $100K–$500K | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 19K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 15K | $100K–$500K | SH |
| AI | C3 AI INC | 11K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION INC | 19K | $100K–$500K | SH |
| RA | BROOKFIELD REAL ASSETS INCOM | 10K | $100K–$500K | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 15K | $100K–$500K | SH |
| TAOX | TAO SYNERGIES INC | 31K | $100K–$500K | SH |
| RMT | ROYCE MICRO-CAP TR INC | 11K | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 14K | $100K–$500K | SH |
| LEO | BNY MELLON STRATEGIC MUNS IN | 18K | $100K–$500K | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 15K | $100K–$500K | SH |
| REPL | REPLIMUNE GROUP INC | 11K | $100K–$500K | SH |
| ONDS | ONDAS HLDGS INC | 10K | $100K–$500K | SH |
| HLN | HALEON PLC | 10K | $100K–$500K | SH |
| BITF | BITFARMS LTD | 42K | $50K–$100K | SH |
| CRDL | CARDIOL THERAPEUTICS INC | 104K | $50K–$100K | SH |
| MSTX | TIDAL TRUST II | 22K | $50K–$100K | SH |
| CMPS | COMPASS PATHWAYS PLC | 12K | $50K–$100K | SH |
| TELFY | TELEFONICA S A | 19K | $50K–$100K | SH |
| ELTX | ELICIO THERAPEUTICS INC | 10K | $50K–$100K | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 11K | $50K–$100K | SH |
| MPT | MEDICAL PPTYS TRUST INC | 12K | $50K–$100K | SH |
| JBLU | JETBLUE AWYS CORP | 12K | $50K–$100K | SH |
| TRUE | TRUECAR INC | 23K | $50K–$100K | SH |
| MSGM | MOTORSPORT GAMES INC | 15K | $15K–$50K | SH |
| SOWG | SOW GOOD INC | 93K | $15K–$50K | SH |
| ELDN | ELEDON PHARMACEUTICALS INC | 12K | $15K–$50K | SH |