Summit Asset Management, LLC
Top Portfolio Positions
101 positions ·
$165,832,751 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
37,583 | $18,009,773 | 10.86% | |
| AAPL |
Apple Inc.
Technology
|
43,795 | $11,114,733 | 6.70% | |
| NVDA |
Nvidia Corp
Technology
|
60,056 | $10,473,766 | 6.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
41,740 | $8,693,189 | 5.24% | |
| MSFT |
Microsoft Corp
Technology
|
20,268 | $7,502,605 | 4.52% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
2,046 | $6,910,937 | 4.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
48,584 | $6,038,019 | 3.64% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
12,270 | $5,683,341 | 3.43% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
7,706 | $4,329,924 | 2.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,078 | $4,085,073 | 2.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WEST
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,401 | 13,271 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $54,012 | 13,271 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $64,497 | 13,271 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $76,042 | 13,271 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $95,816 | 13,271 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $85,199 | 13,271 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $86,261 | 13,271 | Shares | Sole | 2024-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||