Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
66
+ 2.99%
$472.69 - $521.32 $31.2K - $34.4K
2.28K $1.08M
BR
Broadridge Financial Solutions, Inc.

Technology
13
+ 0.22%
$233.75 - $266.89 $3.04K - $3.47K
5.8K $1.38M
DKNG
Draft Kings Inc.

Consumer Cyclical
7.68K
+ 13.43%
$37.4 - $48.23 $287K - $371K
64.9K $2.43M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 4.32%
$5364.25 - $5815.92 $69.7K - $75.6K
314 $1.7M
PPG
Ppg Industries Inc

Basic Materials
115
+ 1.58%
$103.65 - $119.07 $11.9K - $13.7K
7.42K $779K
MAR
Marriott International Inc

Consumer Cyclical
114
+ 1.81%
$255.35 - $282.87 $29.1K - $32.2K
6.4K $1.67M
T
At&T Inc.

Communication Services
6.27K
+ 1.84%
$26.94 - $29.62 $169K - $186K
347K $9.79M
EOG
Eog Resources Inc

Energy
321
+ 2.47%
$112.12 - $126.1 $36K - $40.5K
13.3K $1.49M
WHR
Whirlpool Corp

Consumer Cyclical
146
+ 4.55%
$77.47 - $110.59 $11.3K - $16.1K
3.36K $263K
ICE
Intercontinental Exchange, Inc.

Financial Services
82
+ 1.24%
$167.28 - $188.45 $13.7K - $15.5K
6.7K $1.13M
KKR
Kkr & Co. Inc.

Financial Services
491
+ 0.98%
$129.95 - $152.16 $63.8K - $74.7K
50.8K $6.6M
AR
Antero Resources Corp

Energy
333
+ 2.17%
$29.87 - $37.66 $9.95K - $12.5K
15.7K $525K
CNC
Centene Corp

Healthcare
676
+ 10.14%
$25.21 - $56.65 $17K - $38.3K
7.34K $261K
INDY
Ishares India 50 ETF

ETFs
6.68K
+ 5.18%
$50.9 - $54.48 $340K - $364K
136K $6.91M
MOS
Mosaic CO

Basic Materials
4.56K
+ 3.03%
$30.93 - $37.81 $141K - $172K
155K $5.37M
CBSH
Commerce Bancshares Inc

Financial Services
13
+ 0.02%
$58.61 - $66.11 $762 - $859
58.8K $3.52M
MELI
Mercadolibre Inc

Consumer Cyclical
303
+ 9.58%
$2292.04 - $2514.05 $694K - $762K
3.47K $8.1M
PAYX
Paychex Inc

Industrials
155
+ 1.42%
$126.69 - $147.99 $19.6K - $22.9K
11K $1.4M
FCX
Freeport Mcmoran Inc

Basic Materials
433
+ 0.77%
$35.34 - $47.21 $15.3K - $20.4K
56.8K $2.23M
SPOT
Spotify Technology S.A.

Communication Services
59
+ 1.46%
$620.01 - $738.53 $36.6K - $43.6K
4.11K $2.87M
FSK
Fs Kkr Capital Corp

Financial Services
4.8K
+ 7.95%
$14.93 - $22.48 $71.6K - $108K
65.1K $972K
ROP
Roper Technologies Inc

Industrials
208
+ 3.62%
$495.03 - $573.0 $103K - $119K
5.95K $2.97M
IBM
International Business Machines Corp

Technology
1.43K
+ 2.5%
$234.77 - $292.47 $335K - $417K
58.5K $16.5M
PM
Philip Morris International Inc.

Consumer Defensive
1.6K
+ 5.51%
$157.77 - $183.27 $253K - $294K
30.7K $4.97M
INTU
Intuit Inc

Technology
88
+ 2.37%
$646.03 - $807.39 $56.9K - $71.1K
3.8K $2.6M
DE
Deere & CO

Industrials
52
+ 0.63%
$457.26 - $524.37 $23.8K - $27.3K
8.34K $3.81M
ET
Energy Transfer LP

Energy
8.24K
+ 1.2%
$17.11 - $18.16 $141K - $150K
697K $12M
SHAK
Shake Shack Inc.

Consumer Cyclical
96
+ 0.64%
$92.4 - $142.03 $8.87K - $13.6K
15.1K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
683
+ 2.48%
$915.95 - $994.57 $626K - $679K
28.2K $26.1M
NFLX
Netflix Inc

Communication Services
1.47K
+ 6.68%
$1147.87 - $1297.18 $1.69M - $1.91M
23.5K $28.2M
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email