Summit Asset Management, LLC Incresed Positions in Q2 2025

Summit Asset Management, LLC

  • $605 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
18
+ 0.2%
$34.79 - $42.99 $626 - $774
9.24K $397K
CME
Cme Group Inc.

Financial Services
10
+ 1.18%
$252.37 - $290.71 $2.52K - $2.91K
855 $235K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
42
+ 0.47%
$36.25 - $42.28 $1.52K - $1.78K
9K $380K
STXS
Stereotaxis, Inc.

Healthcare
1.3K
+ 6.6%
$1.6 - $2.37 $2.08K - $3.08K
21K $44K
ENB
Enbridge Inc

Energy
47
+ 0.97%
$41.09 - $47.16 $1.93K - $2.22K
4.88K $221K
TXN
Texas Instruments Inc

Technology
8
+ 0.56%
N/A
1.43K $277K
Victory Portfolios Ii
19.2K
+ 55.48%
N/A
53.8K $0
Canadian Pacific Kansas City
100
+ 1.69%
N/A
6.01K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
775
+ 1.79%
N/A
44.1K $0
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
669
+ 0.4%
$39.34 - $40.41 $26.3K - $27K
170K $6.8M
PSX
Phillips 66

Energy
1
+ 0.05%
$92.87 - $125.73 $92.9 - $126
1.88K $223K
DUK
Duke Energy Corp

Utilities
20
+ 0.63%
$112.46 - $124.05 $2.25K - $2.48K
3.18K $374K
VZ
Verizon Communications Inc

Communication Services
378
+ 2.64%
$41.67 - $45.62 $15.8K - $17.2K
14.7K $635K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.25%
$236.71 - $261.92 $710 - $786
1.19K $296K
FAST
Fastenal CO

Industrials
6.69K
+ 76.98%
$40.65 - $83.16 $272K - $556K
15.4K $645K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.34%
$285.55 - $321.23 $1.43K - $1.61K
1.47K $428K
TMUS
T Mobile Us, Inc.

Communication Services
10
+ 0.89%
$220.99 - $268.54 $2.21K - $2.69K
1.13K $269K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.94K
+ 1400.0%
$87.84 - $1441.89 $610K - $10M
7.44K $670K
GL
Globe Life Inc.

Financial Services
3
+ 0.05%
$113.29 - $133.09 $340 - $399
6.01K $747K
TSCO
Tractor Supply CO

Consumer Cyclical
50
+ 0.24%
$47.86 - $55.77 $2.39K - $2.79K
20.5K $1.08M
CVX
Chevron Corp

Energy
300
+ 6.66%
$133.73 - $168.51 $40.1K - $50.6K
4.8K $687K
ABBV
Abb Vie Inc.

Healthcare
29
+ 0.6%
$170.16 - $206.27 $4.93K - $5.98K
4.86K $901K
AAPL
Apple Inc.

Technology
52
+ 0.12%
$172.42 - $223.89 $8.97K - $11.6K
44.8K $9.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
650
+ 1.72%
$483.48 - $539.8 $314K - $351K
38.4K $18.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.6K
+ 0.69%
$24.32 - $27.87 $330K - $378K
1.97M $52.3M
Activity Summary
Buys All Purchases 84 New Holdings 8 Increased Positions 76 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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