Summit Financial Strategies, Inc.
Top Portfolio Positions
77 positions ·
$150,623,971 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 | 34.61% | |
| AAPL |
Apple Inc.
Technology
|
70,124 | $17,796,769 | 11.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
82,409 | $10,241,790 | 6.80% | |
| MSFT |
Microsoft Corp
Technology
|
21,102 | $7,811,327 | 5.19% | |
| GLD |
Spdr Gold Trust
|
10,249 | $4,410,042 | 2.93% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,110 | $3,758,392 | 2.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,181 | $3,369,411 | 2.24% | |
| CIVB |
Civista Bancshares, Inc.
Financial Services
|
142,614 | $3,250,173 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,600 | $3,118,096 | 2.07% | |
| ABBV |
AbbVie Inc.
Healthcare
|
14,151 | $3,077,700 | 2.04% |
Portfolio Trend
Holdings in FEAM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,200 | 12,286 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $37,472 | 12,286 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||