Summit Financial, LLC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$2.2T

Holdings

487

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (487 positions)

StockValue
XELXCEL ENERGY INC.
$330.0M
STZCONSTELLATION BRANDS, INC.
$327.6M
EFXEQUIFAX INC COM
$325.9M
ROPROPER TECHNOLOGIES, INC.
$323.0M
AIGAMERICAN INTERNATIONAL GROUP, INC.
$322.8M
ITMVANECK:INTERMEDIATE MUNI
$321.8M
PKBINVESCO BUILDING & CONS
$320.3M
BABAALIBABA GROUP HOLDING LIMITED
$315.8M
GTLSCHART INDUSTRIES, INC.
$315.4M
WMBTHE WILLIAMS COMPANIES, INC.
$313.6M
AKXANSYS INC COM
$311.4M
AZOAUTOZONE, INC.
$311.2M
DDDUPONT DE NEMOURS, INC.
$303.0M
ADSKAUTODESK, INC.
$300.7M
PHOINVESCO WATER RES
$298.8M
SNASNAP-ON INCORPORATED
$295.9M
SCHXSCHWAB STR:US LG CAP ETF
$293.6M
DGDOLLAR GENERAL CORPORATION
$293.4M
NUENUCOR CORP COM
$292.6M
CTVACORTEVA, INC.
$292.4M
IDUISHARES:US UTL ETF
$290.4M
ITA*ISHARES:US AER&DEF ETF
$287.6M
FISFIDELITY NATIONAL INFORMATION SERVICES, INC.
$287.5M
AMEAMETEK, INC.
$286.5M
HUMHUMANA INC.
$284.2M
JBLUJETBLUE AIRWAYS CORPORATION
$282.9M
IAIISHARES:US BD & SE ETF
$278.6M
FTNTFORTINET, INC.
$276.8M
CITCINTAS CORPORATION
$275.9M
ITGARTNER, INC.
$273.0M
KDPKEURIG DR PEPPER INC.
$272.2M
RPMRPM INTERNATIONAL INC.
$270.7M
CEGCONSTELLATION ENERGY CORPORATION.
$269.8M
HLIHOULIHAN LOKEY, INC.
$268.9M
CPRTCOPART, INC.
$268.0M
YUMYUM! BRANDS, INC.
$266.9M
HIIHUNTINGTON INGALLS INDUSTRIES, INC.
$266.0M
GILDGILEAD SCIENCES, INC.
$265.0M
HIGTHE HARTFORD FINANCIAL SERVICES GROUP, INC.
$264.1M
OUSAALPS ETF GR OSHARES US QUALITY DIV
$263.9M
IPINTERNATIONAL PAPER COMPANY
$263.6M
VDEVANGUARD WORLD FDS ENERGY ETF
$263.1M
CMICUMMINS INC.
$261.7M
EQIXEQUINIX, INC.
$255.8M
XHBSPDR S&P HOMEBUILD
$248.6M
ROSTROSS STORES, INC.
$248.5M
SYYSYSCO CORPORATION.
$248.0M
IPGTHE INTERPUBLIC GROUP OF COMPANIES, INC.
$247.5M
GSLCGOLDMAN:AB US LG CAP EQ
$246.7M
GWWW.W. GRAINGER, INC.
$245.4M
CBSHCOMMERCE BANCSHARES, INC.
$240.1M
WOLF*WOLFSPEED INC
$239.4M
DINDINE BRANDS GLOBAL, INC.
$232.2M
TFISPDR NUVEEN BLMBRG MU
$228.8M
SLVISHARES:SILVER TRUST
$226.8M
RSPGRHYOLITE RESOURCES LTD.
$226.8M
DPZDOMINO'S PIZZA, INC.
$225.1M
JCIJOHNSON CONTROLS INTERNATIONAL PLC
$223.9M
TTDTHE TRADE DESK, INC.
$222.9M
CGWINVESCO S&P GL WTR
$222.0M
MNSTMONSTER BEVERAGE CORP NEW COM
$221.4M
TELTE CONNECTIVITY LTD
$221.3M
GNRCGENERAC HOLDINGS INC.
$219.4M
DGXQUEST DIAGNOSTICS INCORPORATED
$217.5M
KMIKINDER MORGAN, INC.
$216.6M
FLRNSPDR BBG IG FLOATNG RATE
$216.6M
SCHESCHWAB STRATEGIC TR EMRG MKTEQ ETF
$215.8M
PEOEXELON CORPORATION
$213.8M
EMNEASTMAN CHEMICAL COMPANY
$213.4M
AOSA. O. SMITH CORPORATION
$213.1M
HSTHOST HOTELS & RESORTS, INC.
$212.4M
XOPSPDR S&P OIL&GAS EXP
$210.7M
MGMMGM RESORTS INTERNATIONAL
$205.1M
WYNNWYNN RESORTS, LIMITED
$202.7M
ORIOLD REPUBLIC INTERNATIONAL CORPORATION
$201.9M
WSOWATSCO, INC.
$201.5M
SHYGISHARES:0-5 HY CORP BD
$201.0M
GLWCORNING INCORPORATED
$200.8M
XBXMXNUVEEN S&P 500 BUY-WRITE INCCOM
$167.6M
HBANHUNTINGTON BANCSHARES INCORPORATED
$148.1M
VALEVALE SA
$139.9M
VFCV.F. CORPORATION
$136.9M
DM*DESKTOP METAL, INC.
$136.1M
VLYVALLEY NATIONAL BANCORP
$135.5M
WBDWARNER BROS DISCOVERY INC COM SER A
$131.1M
MPTMEDICAL PROPERTIES TRUST, INC.
$116.1M
ESPRESPERION THERAPEUTICS INC NE COM
$72.6M
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