Summit Financial, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in TOL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$364,647

+$104,079 QoQ

Shares Held

2,672

+38.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Summit Financial, LLC holds $7,811,976 across 6 Residential Construction names. TOL ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPH	Tri Pointe Homes, Inc.	123,017	$5,748,584
2	KBH	Kb Home	18,959	$981,128
3	TOL	Toll Brothers, Inc. This page	2,672	$364,647
4	DHI	Horton D R Inc /De/	1,923	$263,874
5	LEN	Lennar Corp /New/	2,813	$244,280
6	PHM	Pultegroup Inc/Mi/	1,781	$209,463

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$364,647	2,672	+38.7%	Shares	Sole	2026-05-15
2025-12-31	$260,568	1,927	+12.4%	Shares	Sole	2026-02-13
2025-09-30	$236,771	1,714	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.