Summit Financial Strategies, Inc.

CIK

1625246

Location

Columbus, OH

Portfolio Value

Small $182,309,173

Diversification

Diversified

Filing Date

Global Rank

#1,247 / 2,968 ▲ 3425

Top Industry

Packaging & Containers 36.5%

3Y Alpha vs SPY

-4.0%

Period ended 30 days ago

Filed Jul 24, 2026 · 6d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+74.3%

SPY

+67.9%

Annualised alpha

+1.5%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

34.6%

+2.6 pts

Top 5

61.9%

+0.4 pts

Top 10

72.6%

+0.1 pts

HHI

1,459

Diversified+148

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	39.4%	$71,799,937	8
Technology	22.4%	$40,865,290	15
Financial Services	13.8%	$25,189,719	12
Consumer Defensive	6.1%	$11,166,401	3
Healthcare	4.9%	$8,883,473	12
Unclassified	4.6%	$8,337,721	3
Industrials	3.3%	$5,945,444	9
Communication Services	2.3%	$4,160,772	6
Energy	2.1%	$3,839,281	3
Basic Materials	0.7%	$1,196,750	3
Utilities	0.3%	$491,432	2
Real Estate	0.2%	$432,953	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
PKG	Packaging Corp Of America	+19,442	265,099	$63,167,789
IBP	Installed Building Products, Inc.	+2,293	5,189	$1,192,639
PG	PROCTER & GAMBLE Co	+470	10,239	$1,501,446
XOM	ExxonMobil Holdings Corp	+225	12,482	$1,706,539
META	Meta Platforms, Inc.	+135	932	$524,986
PLTR	Palantir Technologies Inc.	+127	2,509	$292,725
PHYS	Sprott Physical Gold Trust	+90	6,692	$201,897
NVDA	Nvidia Corp	+70	12,703	$2,541,743
CAT	Caterpillar Inc	+55	2,004	$2,134,059
QQQ	Invesco Qqq Trust, Series 1	+33	1,207	$888,834
MSFT	Microsoft Corp	+31	21,133	$7,883,031
HBAN	Huntington Bancshares Inc /Md/	+30	37,956	$672,959
GEV	GE Vernova Inc.	+17	465	$546,309
COST	Costco Wholesale Corp /New	+13	421	$393,832
GOOGL	Alphabet Inc.	+8	7,756	$2,771,761
TSLA	Tesla, Inc.	+1	10,111	$4,252,686
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WYY	Widepoint Corp	−19,291	98,457	$1,722,997
PRK	Park National Corp /Oh/	−6,389	9,058	$1,657,523
ABBV	AbbVie Inc.	−4,873	9,278	$2,334,715
AEP	American Electric Power Co Inc	−3,001	2,053	$280,870
ABT	Abbott Laboratories	−2,239	7,226	$655,687
FNGR	FingerMotion, Inc.	−1,099	13,903	$5,255
MRK	Merck & Co., Inc.	−1,005	5,052	$649,182
GERN	Geron Corp	−1,000	31,000	$39,680
AAPL	Apple Inc.	−673	69,451	$20,096,341
WMT	Walmart Inc.	−552	81,857	$9,271,123
BRK-B	Berkshire Hathaway Inc	−505	24,854	$12,436,693
VZ	Verizon Communications Inc	−428	4,932	$208,820
JPM	Jpmorgan Chase & Co	−272	10,328	$3,380,664
SPY	Spdr S&P 500 ETF Trust	−262	4,919	$3,673,361
JNJ	Johnson & Johnson	−235	4,727	$1,200,516
INTC	Intel Corp	−166	4,379	$611,439
HD	Home Depot, Inc.	−72	1,119	$394,648
MMM	3M Co	−72	1,508	$244,160
MTD	Mettler Toledo International Inc/	−56	244	$311,712
LLY	ELI LILLY & Co	−45	1,755	$2,104,999
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−44	813	$388,264
DE	Deere & Co	−42	1,247	$791,009
NFLX	Netflix Inc	−35	5,807	$414,619
AMAT	Applied Materials Inc /De	−30	5,301	$3,832,623
AMZN	Amazon Com Inc	−25	8,199	$1,954,149
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,270	$324,396
AMD	Advanced Micro Devices Inc	487	$282,903
KLAC	Kla Corp	932	$281,193
CVS	CVS HEALTH Corp	2,057	$212,796
V	Visa Inc.	599	$205,510
IBM	International Business Machines Corp	729	$205,002
CAH	Cardinal Health Inc	851	$202,163
FITB	Fifth Third Bancorp	3,568	$201,128
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
DTE	Dte Energy Co	2,133	$311,887
ETR	Entergy Corp /De/	2,279	$256,068
NKE	NIKE, Inc.	4,599	$242,919
T	At&T Inc.	8,247	$239,080
HON	Honeywell International Inc	1,009	$228,064
ANF	Abercrombie & Fitch Co /De/	2,327	$212,617
MDT	Medtronic plc	2,428	$210,386
CDLX	Cardlytics, Inc.	14,000	$14,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $182,309,173 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PKG	Packaging Corp Of America Consumer Cyclical	Added	265,099	+19,442	$63,167,789	+21.2%	34.65%
AAPL	Apple Inc. Technology	Reduced	69,451	-673	$20,096,341	+12.9%	11.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	24,854	-505	$12,436,693	+2.3%	6.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	81,857	-552	$9,271,123	−9.5%	5.09%
MSFT	Microsoft Corp Technology	Added	21,133	+31	$7,883,031	+0.9%	4.32%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,111	+1	$4,252,686	+13.2%	2.33%
CIVB	Civista Bancshares, Inc. Financial Services	Held	142,614	0	$4,024,567	+23.8%	2.21%
AMAT	Applied Materials Inc /De Technology	Reduced	5,301	-30	$3,832,623	+110.3%	2.10%
GLD	Spdr Gold Trust	Held	10,249	0	$3,775,526	−14.4%	2.07%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,919	-262	$3,673,361	+9.0%	2.01%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,328	-272	$3,380,664	+8.4%	1.85%
GOOGL	Alphabet Inc. Communication Services	Added	7,756	+8	$2,771,761	+24.4%	1.52%
NVDA	Nvidia Corp Technology	Added	12,703	+70	$2,541,743	+15.4%	1.39%
ABBV	AbbVie Inc. Healthcare	Reduced	9,278	-4,873	$2,334,715	−24.1%	1.28%
CAT	Caterpillar Inc Industrials	Added	2,004	+55	$2,134,059	+54.6%	1.17%
LLY	ELI LILLY & Co Healthcare	Reduced	1,755	-45	$2,104,999	+27.1%	1.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,199	-25	$1,954,149	+14.1%	1.07%
WYY	Widepoint Corp Technology	Reduced	98,457	-19,291	$1,722,997	+193.2%	0.95%
TXN	Texas Instruments Inc Technology	Reduced	5,769	-22	$1,719,565	+53.0%	0.94%
XOM	ExxonMobil Holdings Corp Energy	Added	12,482	+225	$1,706,539	−17.9%	0.94%
PRK	Park National Corp /Oh/ Financial Services	Reduced	9,058	-6,389	$1,657,523	−34.4%	0.91%
ET	Energy Transfer LP Energy	Held	85,242	0	$1,629,827	−0.9%	0.89%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,239	+470	$1,501,446	+6.4%	0.82%
BNY	Bank of New York Mellon Corp Financial Services	Held	8,478	0	$1,226,003	+21.9%	0.67%
JNJ	Johnson & Johnson Healthcare	Reduced	4,727	-235	$1,200,516	−1.0%	0.66%
IBP	Installed Building Products, Inc. Consumer Cyclical	Added	5,189	+2,293	$1,192,639	+55.3%	0.65%
QQQ	Invesco Qqq Trust, Series 1	Added	1,207	+33	$888,834	+31.2%	0.49%
ECL	Ecolab Inc. Basic Materials	Held	3,177	0	$885,143	+4.7%	0.49%
DE	Deere & Co Industrials	Reduced	1,247	-42	$791,009	+8.9%	0.43%
CINF	Cincinnati Financial Corp Financial Services	Held	4,052	0	$750,187	+17.7%	0.41%
WOR	Worthington Enterprises, Inc. Industrials	Held	13,429	0	$721,943	+3.1%	0.40%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	37,956	+30	$672,959	+13.4%	0.37%
ABT	Abbott Laboratories Healthcare	Reduced	7,226	-2,239	$655,687	−32.5%	0.36%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,052	-1,005	$649,182	−10.9%	0.36%
ETN	Eaton Corp plc Industrials	Reduced	1,459	-1	$621,709	+19.1%	0.34%
INTC	Intel Corp Technology	Reduced	4,379	-166	$611,439	+204.9%	0.34%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,406	-1	$584,375	+53.5%	0.32%
AMGN	Amgen Inc Healthcare	Held	1,551	0	$561,648	+2.9%	0.31%
GEV	GE Vernova Inc. Industrials	Added	465	+17	$546,309	+39.7%	0.30%
META	Meta Platforms, Inc. Communication Services	Added	932	+135	$524,986	+15.1%	0.29%
CVX	Chevron Corp Energy	Held	3,034	0	$502,915	−19.9%	0.28%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,594	0	$430,874	−13.0%	0.24%
NFLX	Netflix Inc Communication Services	Reduced	5,807	-35	$414,619	−26.2%	0.23%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,119	-72	$394,648	+0.8%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	421	+13	$393,832	−3.1%	0.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	813	-44	$388,264	+34.1%	0.21%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	Held	975	0	$370,860	+71.3%	0.20%
GEF	Greif, Inc Consumer Cyclical	Held	4,563	0	$339,897	+11.1%	0.19%
LMT	Lockheed Martin Corp Industrials	Reduced	665	-21	$338,790	−18.3%	0.19%
GLW	Corning Inc /Ny Technology	NEW	1,270	NEW	$324,396	NEW	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.