Position in SN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,475,453
+$754,261 QoQ
Shares Held
16,257
+0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#226
of 559 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SN Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Summit Financial, LLC holds $2,765,150 across 2 Furnishings, Fixtures & Appliances names. SN ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SN |
SharkNinja, Inc.
This page
|
16,257 | $2,475,453 | |
| 2 | WHR |
Whirlpool Corp /De/
|
7,349 | $289,697 |
All Filings in SN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,475,453 | 16,257 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,721,192 | 16,253 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||