Summit Financial, LLC
Top Portfolio Positions
714 positions ·
$2,778,755,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
660,017 | $167,505,714 | 6.03% | |
| NVDA |
Nvidia Corp
Technology
|
689,910 | $120,320,304 | 4.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
148,667 | $96,684,096 | 3.48% | |
| MSFT |
Microsoft Corp
Technology
|
237,139 | $87,781,743 | 3.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
407,933 | $84,960,205 | 3.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
122,925 | $70,949,851 | 2.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
196,239 | $57,725,664 | 2.08% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
330,251 | $48,309,116 | 1.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
80,683 | $46,161,164 | 1.66% | |
| AVGO |
Broadcom Inc.
Technology
|
141,104 | $43,673,099 | 1.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,297,069 | 81,531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,884,926 | 93,206 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,659,931 | 93,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,993,569 | 93,181 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,410,030 | 93,180 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,932,485 | 76,448 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,823,948 | 71,236 | Shares | Sole | 2024-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||