Summit Financial Strategies, Inc.
Top Portfolio Positions
78 positions ·
$162,776,003 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
245,657 | $52,133,328 | 32.03% | |
| AAPL |
Apple Inc.
Technology
|
70,124 | $17,796,769 | 10.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
25,359 | $12,152,032 | 7.47% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
82,409 | $10,241,790 | 6.29% | |
| MSFT |
Microsoft Corp
Technology
|
21,102 | $7,811,327 | 4.80% | |
| GLD |
Spdr Gold Trust
|
10,249 | $4,410,042 | 2.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,110 | $3,758,392 | 2.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,181 | $3,369,411 | 2.07% | |
| CIVB |
Civista Bancshares, Inc.
Financial Services
|
142,614 | $3,250,173 | 2.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,600 | $3,118,096 | 1.92% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CDLX
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,700 | 14,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $16,100 | 14,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $34,020 | 14,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $23,030 | 14,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $25,480 | 14,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $51,940 | 14,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $44,800 | 14,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $114,940 | 14,000 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $202,860 | 14,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $128,940 | 14,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $231,000 | 14,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $88,480 | 14,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $47,530 | 14,000 | Shares | Sole | 2023-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||