Position in BDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$259,860
+$3,917 QoQ
Shares Held
2,263
+3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Summit Financial, LLC holds $49,613,786 across 9 Communication Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
48,934 | $24,005,063 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
161,451 | $18,964,034 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
3,457 | $2,966,313 | |
| 4 | ASTS |
AST SpaceMobile, Inc.
|
10,981 | $975,771 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
2,154 | $894,534 | |
| 6 | ONDS |
Ondas Inc.
|
68,132 | $561,407 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
12,147 | $547,951 | |
| 8 | NOK |
Nokia Corp
|
34,882 | $463,232 |
All Filings in BDC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,860 | 2,263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $255,943 | 2,196 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $261,106 | 2,171 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $259,044 | 2,237 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $230,675 | 2,301 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||