Investments: Summit Financial, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q2
Investment ($)QoQ ($)QoQ (%)
2.974.948.753 $+610.442.037 $
+22,3 %
BANK OF AMERICA CORP /DE/BAC1.785.644.128 $+413.379.825 $
+30,1 %
BlackRock, Inc.BLK125.547.017 $-12.725.869 $
-9,2 %
APPFOLIO INCAPPF104.124.886 $+22.235.713 $
+27,2 %
NVIDIA CORPNVDA95.250.118 $+42.053.624 $
+79,1 %
MICROSOFT CORPMSFT92.245.039 $+30.079.806 $
+48,4 %
BERKSHIRE HATHAWAY INCBRK-B78.339.435 $-441.929 $
-0,6 %
AMAZON COM INCAMZN67.669.659 $+10.865.901 $
+19,1 %
JPMORGAN CHASE & COJPM48.321.962 $+18.016.355 $
+59,4 %
NETFLIX INCNFLX29.512.205 $+11.013.561 $
+59,5 %
Walmart Inc.WMT24.326.981 $+4.898.136 $
+25,2 %
SPS COMMERCE INCSPSC21.300.518 $+8.219.974 $
+62,8 %
ALPHA PRO TECH LTDAPT17.254.577 $+4.552.058 $
+35,8 %
ISHARES GOLD TRUSTIAU17.134.969 $+640.437 $
+3,9 %
EXXON MOBIL CORPXOM15.993.576 $+606.671 $
+3,9 %
JOHNSON & JOHNSONJNJ14.719.462 $+4.899.890 $
+49,9 %
VICTORY CAPITAL MANAGEMENT INC14.671.792 $+160.162 $
+1,1 %
AbbVie Inc.ABBV12.186.905 $-268.252 $
-2,2 %
ELI LILLY & CoLLY10.962.122 $+648.363 $
+6,3 %
AMERICAN EXPRESS COAXP10.580.285 $+2.643.329 $
+33,3 %
ORACLE CORPORCL10.197.153 $+4.552.762 $
+80,7 %
AT&T INC.T9.848.468 $+3.154.338 $
+47,1 %
MORGAN STANLEYMS9.268.269 $+340.740 $
+3,8 %
CAMECO CORPCCJ9.001.038 $+2.243.820 $
+33,2 %
COCA COLA COKO8.645.179 $+476.453 $
+5,8 %
MERCADOLIBRE INCMELI8.264.829 $+2.207.996 $
+36,5 %
STRYKER CORPSYK8.055.142 $+304.467 $
+3,9 %
SOUTHERN COSO7.942.329 $+566.686 $
+7,7 %
PROCTER & GAMBLE CoPG7.839.948 $+254.488 $
+3,4 %
NEXTERA ENERGY INCNEE6.627.534 $+113.599 $
+1,7 %
CHEVRON CORPCVX6.534.170 $+498.570 $
+8,3 %
Mastercard IncMA6.342.898 $+896.717 $
+16,5 %
ADVANCED MICRO DEVICES INCAMD6.232.981 $+2.488.985 $
+66,5 %
MCDONALDS CORPMCD6.050.775 $-5.713 $
-0,1 %
ENERGY FUELS INCUUUU5.903.312 $+2.309.222 $
+64,3 %
VERIZON COMMUNICATIONS INCVZ5.489.877 $+470.539 $
+9,4 %
MOSAIC COMOS5.482.581 $+1.555.786 $
+39,6 %
Bank of New York Mellon CorpBK5.299.595 $+4.323.180 $
+442,8 %
GOLDMAN SACHS GROUP INCGS5.187.603 $+1.935.098 $
+59,5 %
UNITEDHEALTH GROUP INCUNH5.183.769 $-8.040.225 $
-60,8 %
Constellation Energy CorpCEG5.145.176 $+2.473.191 $
+92,6 %
Walt Disney CoDIS5.086.705 $+1.549.811 $
+43,8 %
PEPSICO INCPEP5.081.442 $+843.929 $
+19,9 %
Sunoco LPSUN4.993.560 $-416.466 $
-7,7 %
AFLAC INCAFL4.825.362 $+105.673 $
+2,2 %
INTUITIVE SURGICAL INCISRG4.801.299 $+740.333 $
+18,2 %
CATERPILLAR INCCAT4.753.853 $-5.813.937 $
-55,0 %
ALBEMARLE CORPALB4.299.327 $-9.324 $
-0,2 %
LINDE PLCLIN4.240.815 $+216.389 $
+5,4 %
DEERE & CODE4.227.027 $+977.071 $
+30,1 %
Accenture plcACN4.220.724 $-114.630 $
-2,6 %
URANIUM ENERGY CORPUEC4.164.973 $+1.237.242 $
+42,3 %
SHERWIN WILLIAMS COSHW4.132.840 $-285.567 $
-6,5 %
EQUITY RESIDENTIALEQR4.058.409 $-138.184 $
-3,3 %
GENERAL ELECTRIC COGE4.006.378 $+2.140.897 $
+114,8 %
AMGEN INCAMGN3.861.238 $+416.071 $
+12,1 %
BROWN & BROWN, INC.BRO3.750.736 $-654.875 $
-14,9 %
BADGER METER INCBMI3.718.869 $+909.260 $
+32,4 %
Palo Alto Networks IncPANW3.616.193 $+986.631 $
+37,5 %
BOEING COBA3.580.569 $+1.369.802 $
+62,0 %
BOSTON SCIENTIFIC CORPBSX3.514.305 $+538.890 $
+18,1 %
Parker-Hannifin CorpPH3.376.559 $+420.858 $
+14,2 %
ROPER TECHNOLOGIES INCROP3.252.965 $-346.200 $
-9,6 %
SCHWAB CHARLES CORPSCHW3.246.023 $+537.668 $
+19,9 %
PEMBINA PIPELINE CORPPBA3.168.020 $-212.834 $
-6,3 %
EMERSON ELECTRIC COEMR2.900.727 $+650.998 $
+28,9 %
PFIZER INCPFE2.896.667 $+521.634 $
+22,0 %
Eaton Corp plcETN2.799.837 $+157.821 $
+6,0 %
MSA Safety IncMSA2.755.783 $+413.854 $
+17,7 %
UNITED PARCEL SERVICE INCUPS2.728.309 $-640.373 $
-19,0 %
MICRON TECHNOLOGY INCMU2.650.741 $+2.191.631 $
+477,4 %
Trane Technologies plcTT2.543.072 $+390.247 $
+18,1 %
CONOCOPHILLIPSCOP2.450.169 $-774.831 $
-24,0 %
FREEPORT-MCMORAN INCFCX2.444.006 $+507.425 $
+26,2 %
Frontline plcFRO2.379.450 $+226.200 $
+10,5 %
SEABRIDGE GOLD INCSA2.323.200 $+444.330 $
+23,6 %
PROSPERITY BANCSHARES INCPB2.321.980 $+140.030 $
+6,4 %
ANALOG DEVICES INCADI2.280.006 $-1.126.605 $
-33,1 %
LOCKHEED MARTIN CORPLMT2.269.674 $+137.725 $
+6,5 %
DYNEX CAPITAL INCDX2.217.552 $+2.217.552 $
Phillips 66PSX2.216.039 $-187.038 $
-7,8 %
Duke Energy CORPDUK2.138.602 $+666.690 $
+45,3 %
HARMONY GOLD MINING CO LTDHMY2.113.465 $-104.044 $
-4,7 %
Tennessee Valley AuthorityTVE2.107.729 $+32.855 $
+1,6 %
SUNCOR ENERGY INCSU2.086.789 $-112.086 $
-5,1 %
STARBUCKS CORPSBUX2.047.394 $-1.594.144 $
-43,8 %
Medtronic plcMDT2.007.488 $-19.387 $
-1,0 %
METLIFE INCMET1.965.800 $+224.727 $
+12,9 %
AGNICO EAGLE MINES LTDAEM1.931.600 $+739.290 $
+62,0 %
CVS HEALTH CorpCVS1.901.681 $+53.405 $
+2,9 %
REALTY INCOME CORPO1.838.541 $-103.817 $
-5,3 %
KB HOMEKBH1.804.264 $+719.629 $
+66,3 %
DELTA AIR LINES, INC.DAL1.797.925 $+915.020 $
+103,6 %
REGIONS FINANCIAL CORPRF1.795.254 $+157.073 $
+9,6 %
CHIPOTLE MEXICAN GRILL INCCMG1.784.559 $-51.570 $
-2,8 %
CITIGROUP INCC1.757.429 $+222.117 $
+14,5 %
Booking Holdings Inc.BKNG1.742.907 $+374.535 $
+27,4 %
Douglas Emmett IncDEI1.671.771 $-79.941 $
-4,6 %
ON SEMICONDUCTOR CORPON1.617.635 $+1.617.635 $
GENERAL DYNAMICS CORPGD1.592.575 $+497.656 $
+45,5 %
PAYCHEX INCPAYX1.584.289 $+558.052 $
+54,4 %
NICOLET BANKSHARES INCNIC1.577.875 $+503.097 $
+46,8 %
Strategy IncMSTR1.447.952 $+1.213.012 $
+516,3 %
CINTAS CORPCTAS1.408.750 $-144.022 $
-9,3 %
BARRICK MINING CORPB1.402.622 $+1.402.622 $
ARES CAPITAL CORPARCC1.397.814 $+547.430 $
+64,4 %
COLGATE PALMOLIVE COCL1.394.506 $+45.330 $
+3,4 %
3M COMMM1.340.195 $+22.132 $
+1,7 %
MCKESSON CORPMCK1.318.990 $+149.806 $
+12,8 %
DOVER CorpDOV1.229.840 $+70.528 $
+6,1 %
INTEL CORPINTC1.219.331 $-33.996 $
-2,7 %
AppLovin CorpAPP1.215.478 $+1.215.478 $
ENBRIDGE INCENB1.184.693 $+139.628 $
+13,4 %
CSX CORPCSX1.141.147 $+186.703 $
+19,6 %
ROYAL BANK OF CANADARY1.123.770 $+156.685 $
+16,2 %
CARNIVAL CORPCCL1.119.485 $+412.636 $
+58,4 %
FAIR ISAAC CORPFICO1.111.400 $-6.161 $
-0,6 %
SYNOPSYS INCSNPS1.102.262 $+789.201 $
+252,1 %
Synchrony FinancialSYF963.493 $+197.981 $
+25,9 %
MURPHY OIL CORPMUR906.413 $-232.370 $
-20,4 %
FEDEX CORPFDX899.555 $+17.754 $
+2,0 %
Archer-Daniels-Midland CoADM894.993 $+94.103 $
+11,7 %
WELLTOWER INC.WELL893.334 $+169.412 $
+23,4 %
TARGET CORPTGT873.871 $+119.750 $
+15,9 %
CMS ENERGY CORPCMS857.893 $-76.438 $
-8,2 %
ASML HOLDING NVASML838.438 $-859.822 $
-50,6 %
TransDigm Group INCTDG834.004 $+68.414 $
+8,9 %
KROGER COKR829.811 $+180.309 $
+27,8 %
WEYERHAEUSER COWY800.733 $-63.696 $
-7,4 %
SYSCO CORPSYY788.343 $+138.053 $
+21,2 %
LAM RESEARCH CORPLRCX771.253 $+259.330 $
+50,7 %
Zoetis Inc.ZTS748.723 $-70.983 $
-8,7 %
EQT CorpEQT739.149 $+81.319 $
+12,4 %
EQUINIX INCEQIX687.656 $-56.602 $
-7,6 %
NORDSON CORPNDSN682.230 $-24.831 $
-3,5 %
Kraft Heinz CoKHC662.076 $+221.138 $
+50,2 %
AMEREN CORPAEE646.849 $+65.194 $
+11,2 %
NUCOR CORPNUE644.983 $+54.354 $
+9,2 %
PRICE T ROWE GROUP INCTROW641.823 $-122.398 $
-16,0 %
FACTSET RESEARCH SYSTEMS INCFDS631.269 $+119.860 $
+23,4 %
HERSHEY COHSY623.895 $+215.649 $
+52,8 %
ALLSTATE CORPALL619.142 $+28.976 $
+4,9 %
ANTERO RESOURCES CorpAR617.331 $-11.551 $
-1,8 %
ASTRAZENECA PLCAZN613.337 $-40.005 $
-6,1 %
PPL CorpPPL579.644 $-121.684 $
-17,4 %
CIENA CORPCIEN577.118 $+164.804 $
+40,0 %
Aon plcAON576.049 $+287.108 $
+99,4 %
NOVARTIS AGNVS552.188 $+70.645 $
+14,7 %
KLA CORPKLAC542.133 $-77.911 $
-12,6 %
XCEL ENERGY INCXEL536.380 $+25.811 $
+5,1 %
AramarkARMK533.543 $+92.680 $
+21,0 %
BP PLCBP529.121 $-13.149 $
-2,4 %
AUTOZONE INCAZO486.302 $-13.172 $
-2,6 %
Encompass Health CorpEHC486.266 $+85.818 $
+21,4 %
CARDINAL HEALTH INCCAH484.543 $+156.887 $
+47,9 %
FORD MOTOR COF483.018 $+54.602 $
+12,7 %
Public StoragePSA479.374 $-46.335 $
-8,8 %
HUMANA INCHUM466.464 $-32.483 $
-6,5 %
MACERICH COMAC445.694 $-27.288 $
-5,8 %
BARCLAYS BANK PLCATMP438.841 $-261.846 $
-37,4 %
GENUINE PARTS COGPC438.591 $-17.583 $
-3,9 %
STIFEL FINANCIAL CORPSF409.827 $-86.735 $
-17,5 %
Talen Energy CorpTLN403.880 $+107.370 $
+36,2 %
MCCORMICK & CO INCMKC394.874 $-36.736 $
-8,5 %
YUM BRANDS INCYUM394.509 $-30.407 $
-7,2 %
JABIL INCJBL389.274 $+389.274 $
DEXCOM INCDXCM386.433 $+85.684 $
+28,5 %
EQUIFAX INCEFX385.434 $+40.066 $
+11,6 %
QUEST DIAGNOSTICS INCDGX378.171 $+103.898 $
+37,9 %
EXELON CORPEXC374.816 $+77.681 $
+26,1 %
HP INCHPQ371.407 $-35.595 $
-8,7 %
NBT BANCORP INCNBTB370.792 $+370.792 $
SAP SESAP370.125 $+117.760 $
+46,7 %
CENTENE CORPCNC361.722 $+361.722 $
BECTON DICKINSON & COBDX359.703 $-467.409 $
-56,5 %
TotalEnergies SETTE345.074 $-16.802 $
-4,6 %
DIAGEO PLCDEO337.297 $-93.739 $
-21,7 %
CURTISS WRIGHT CORPCW335.810 $+120.059 $
+55,6 %
CONSOLIDATED EDISON INCED323.714 $+7.051 $
+2,2 %
nVent Electric plcNVT319.158 $+84.736 $
+36,1 %
UNILEVER PLCUL314.482 $+36.158 $
+13,0 %
ATMOS ENERGY CORPATO313.107 $+13.306 $
+4,4 %
TE Connectivity plcTEL302.555 $+64.918 $
+27,3 %
GSK plcGSK299.722 $+41.824 $
+16,2 %
Chemours CoCC297.643 $+297.643 $
CUMMINS INCCMI295.746 $-12.992 $
-4,2 %
MICROCHIP TECHNOLOGY INCMCHP293.102 $+40.491 $
+16,0 %
Edwards Lifesciences CorpEW291.332 $-7.358 $
-2,5 %
GARTNER INCIT291.241 $-697.457 $
-70,5 %
QWEST CORPCTBB286.560 $+286.560 $
Monster Beverage CorpMNST280.314 $+3.035 $
+1,1 %
CENTRUS ENERGY CORPLEU263.779 $+263.779 $
NBC SECURITIES, INC.262.462 $+262.462 $
NATIONAL GRID PLCNGG257.380 $+257.380 $
CORCEPT THERAPEUTICS INCCORT257.267 $-85.393 $
-24,9 %
AIR LEASE CORPAL252.979 $+39.474 $
+18,5 %
Meritage Homes CORPMTH252.091 $+252.091 $
COPART INCCPRT248.196 $-57.277 $
-18,8 %
GRACO INCGGG243.656 $+28.312 $
+13,1 %
SEMPRASRE243.505 $-27.655 $
-10,2 %
STATE STREET CORPSTT238.016 $+238.016 $
FRANKLIN RESOURCES INCBEN235.664 $+235.664 $
PAN AMERICAN SILVER CORPPAAS234.896 $+234.896 $
BERKLEY W R CORPWRB230.326 $+230.326 $
HALLIBURTON COHAL227.221 $-35.035 $
-13,4 %
FASTENAL COFAST225.685 $+225.685 $
DOLLAR GENERAL CORPDG215.164 $+12.174 $
+6,0 %
SBA COMMUNICATIONS CORPSBAC204.313 $+204.313 $
VALLEY NATIONAL BANCORPVLY170.259 $+5.314 $
+3,2 %
V F CORPVFC159.777 $-54.896 $
-25,6 %
Lloyds Banking Group plcLYG146.078 $+36.956 $
+33,9 %
JETBLUE AIRWAYS CORPJBLU145.085 $-54.786 $
-27,4 %
TELEFONICA S ATEFOF103.792 $+14.269 $
+15,9 %
2.974.948.753 $+610.442.037 $
+22,3 %
Erweitert ×