Summit Financial Strategies, Inc.

CIK

1625246

Location

Columbus, OH

Portfolio Value

Small $160,839,903

Diversification

Diversified

Filing Date

Global Rank

#4,673 / 8,603 ▲ 139 · as of Mar 2026

Top Industry

Packaging & Containers 34.4%

3Y Alpha vs SPY

-1.5%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.6%

SPY

+76.5%

Annualised alpha

-3.0%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.4%

+1.4 pts

Top 5

62.3%

−0.7 pts

Top 10

73.4%

−1.2 pts

HHI

1,341

Diversified+55

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	37.4%	$60,104,274	10
Technology	20.3%	$32,606,582	11
Financial Services	14.9%	$23,897,882	10
Consumer Defensive	7.5%	$12,059,367	3
Healthcare	5.7%	$9,226,329	11
Unclassified	5.3%	$8,457,062	3
Industrials	3.1%	$5,056,849	10
Communication Services	2.6%	$4,151,628	8
Energy	1.4%	$2,272,904	2
Utilities	0.9%	$1,442,777	4
Basic Materials	0.7%	$1,128,544	3
Real Estate	0.3%	$435,705	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
GERN	Geron Corp	+5,000	32,000	$47,680
ABBV	AbbVie Inc.	+4,672	14,151	$3,077,700
PKG	Packaging Corp Of America	+2,404	245,657	$52,133,328
ABT	Abbott Laboratories	+1,312	9,465	$971,771
AAPL	Apple Inc.	+1,212	70,124	$17,796,769
GOOGL	Alphabet Inc.	+500	7,748	$2,228,014
PHYS	Sprott Physical Gold Trust	+330	6,602	$233,974
NVDA	Nvidia Corp	+133	12,633	$2,203,195
PLTR	Palantir Technologies Inc.	+71	2,382	$348,438
META	Meta Platforms, Inc.	+56	797	$455,987
TSLA	Tesla, Inc.	+53	10,110	$3,758,392
MA	Mastercard Inc	+22	405	$202,362
COST	Costco Wholesale Corp /New	+5	408	$406,543
ET	Energy Transfer LP	+4	85,242	$1,645,170
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−1,388	5,360	$269,072
WMT	Walmart Inc.	−1,250	82,409	$10,241,790
CSCO	Cisco Systems, Inc.	−858	2,658	$206,234
BRK-B	Berkshire Hathaway Inc	−650	25,359	$12,152,032
MDT	Medtronic plc	−399	2,428	$210,386
PG	PROCTER & GAMBLE Co	−379	9,769	$1,411,034
T	At&T Inc.	−310	8,247	$239,080
JNJ	Johnson & Johnson	−299	4,962	$1,212,911
MSFT	Microsoft Corp	−275	21,102	$7,811,327
HBAN	Huntington Bancshares Inc /Md/	−260	37,926	$593,541
NFLX	Netflix Inc	−237	5,842	$561,708
FNGR	FingerMotion, Inc.	−200	15,002	$14,926
SPY	Spdr S&P 500 ETF Trust	−181	5,181	$3,369,411
JPM	Jpmorgan Chase & Co	−154	10,600	$3,118,096
AMZN	Amazon Com Inc	−141	8,224	$1,712,812
HD	Home Depot, Inc.	−112	1,191	$391,707
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−75	857	$289,623
UNH	Unitedhealth Group Inc	−75	1,407	$380,720
LMT	Lockheed Martin Corp	−49	686	$414,611
DE	Deere & Co	−42	1,289	$726,093
CVX	Chevron Corp	−38	3,034	$627,734
MTD	Mettler Toledo International Inc/	−36	300	$378,360
ETN	Eaton Corp plc	−30	1,460	$522,198
DIS	Walt Disney Co	−29	2,447	$235,841
NKE	NIKE, Inc.	−26	4,599	$242,919
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,009	$239,186
MTSI	MACOM Technology Solutions Holdings, Inc.	975	$216,518
ANF	Abercrombie & Fitch Co /De/	2,327	$212,617
SO	Southern Co	2,200	$212,344
INTC	Intel Corp	4,545	$200,570
STLA	Stellantis N.V.	11,733	$83,186
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	737	$255,075
IBM	International Business Machines Corp	795	$235,486
USO	United States Oil Fund, LP	2,925	$202,293
NUVB	Nuvation Bio Inc.	12,000	$107,520
MPX	Marine Products Group, LLC	11,432	$100,144
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 positions · $160,839,903 total · as of Mar 31, 2026

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

Showing 1–50 of 77 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	245,657	+2,404	$52,133,328	+3.9%	32.41%
AAPL	Apple Inc. Technology	Added	70,124	+1,212	$17,796,769	−5.0%	11.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	25,359	-650	$12,152,032	−7.0%	7.56%
WMT	Walmart Inc. Consumer Defensive	Reduced	82,409	-1,250	$10,241,790	+9.9%	6.37%
MSFT	Microsoft Corp Technology	Reduced	21,102	-275	$7,811,327	−24.4%	4.86%
GLD	Spdr Gold Trust	Reduced	10,249	-6	$4,410,042	+8.5%	2.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,110	+53	$3,758,392	−16.9%	2.34%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,181	-181	$3,369,411	−7.9%	2.09%
CIVB	Civista Bancshares, Inc. Financial Services	Held	142,614	0	$3,250,173	+2.6%	2.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,600	-154	$3,118,096	−10.0%	1.94%
ABBV	AbbVie Inc. Healthcare	Added	14,151	+4,672	$3,077,700	+42.1%	1.91%
PRK	Park National Corp /Oh/ Financial Services	Held	15,447	0	$2,524,812	+7.4%	1.57%
GOOGL	Alphabet Inc. Communication Services	Added	7,748	+500	$2,228,014	−1.8%	1.39%
NVDA	Nvidia Corp Technology	Added	12,633	+133	$2,203,195	−5.5%	1.37%
AMAT	Applied Materials Inc /De Technology	Held	5,331	0	$1,822,082	+33.0%	1.13%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,224	-141	$1,712,812	−11.3%	1.06%
LLY	ELI LILLY & Co Healthcare	Reduced	1,800	-20	$1,655,586	−15.4%	1.03%
ET	Energy Transfer LP Energy	Added	85,242	+4	$1,645,170	+17.0%	1.02%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,769	-379	$1,411,034	−3.0%	0.88%
CAT	Caterpillar Inc Industrials	Held	1,949	0	$1,380,788	+23.7%	0.86%
JNJ	Johnson & Johnson Healthcare	Reduced	4,962	-299	$1,212,911	+11.4%	0.75%
TXN	Texas Instruments Inc Technology	Held	5,791	0	$1,124,264	+11.9%	0.70%
BNY	Bank of New York Mellon Corp Financial Services	Held	8,478	0	$1,005,745	+2.2%	0.63%
ABT	Abbott Laboratories Healthcare	Added	9,465	+1,312	$971,771	−4.9%	0.60%
ECL	Ecolab Inc. Basic Materials	Held	3,177	0	$845,145	+1.3%	0.53%
IBP	Installed Building Products, Inc. Consumer Cyclical	Held	2,896	0	$767,874	+2.2%	0.48%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,057	-17	$728,596	+14.0%	0.45%
DE	Deere & Co Industrials	Reduced	1,289	-42	$726,093	+17.2%	0.45%
WOR	Worthington Enterprises, Inc. Industrials	Held	13,429	0	$700,188	+1.1%	0.44%
QQQ	Invesco Qqq Trust, Series 1	Held	1,174	0	$677,609	−6.0%	0.42%
AEP	American Electric Power Co Inc Utilities	Held	5,054	0	$662,478	+13.7%	0.41%
CINF	Cincinnati Financial Corp Financial Services	Held	4,052	0	$637,582	−3.7%	0.40%
CVX	Chevron Corp Energy	Reduced	3,034	-38	$627,734	+34.1%	0.39%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	37,926	-260	$593,541	−10.4%	0.37%
WYY	Widepoint Corp Technology	Held	117,748	0	$587,562	−7.1%	0.37%
NFLX	Netflix Inc Communication Services	Reduced	5,842	-237	$561,708	−1.4%	0.35%
AMGN	Amgen Inc Healthcare	Held	1,551	0	$545,719	+7.5%	0.34%
ETN	Eaton Corp plc Industrials	Reduced	1,460	-30	$522,198	+10.0%	0.32%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,594	0	$495,399	+1.7%	0.31%
META	Meta Platforms, Inc. Communication Services	Added	797	+56	$455,987	−6.8%	0.28%
LMT	Lockheed Martin Corp Industrials	Reduced	686	-49	$414,611	+16.6%	0.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	408	+5	$406,543	+17.0%	0.25%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,191	-112	$391,707	−12.6%	0.24%
GEV	GE Vernova Inc. Industrials	Held	448	0	$391,059	+33.6%	0.24%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,407	-75	$380,720	−22.2%	0.24%
MTD	Mettler Toledo International Inc/ Healthcare	Reduced	300	-36	$378,360	−19.2%	0.24%
PLTR	Palantir Technologies Inc. Technology	Added	2,382	+71	$348,438	−15.2%	0.22%
DTE	Dte Energy Co Utilities	Held	2,133	0	$311,887	+13.4%	0.19%
GEF	Greif, Inc Consumer Cyclical	Held	4,563	0	$306,040	−0.9%	0.19%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	857	-75	$289,623	+2.3%	0.18%