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Portfolio (Quarterly) Guide ↗

Summit Financial Strategies, Inc.

· CIK 0001625246
13F Portfolio $1.4B AUM 173 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 43 Added 58 Reduced 16 Exited
Page 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLE SELECT SECTOR SPDR TR 6,440.0 $342K 0.02% +164.0 +2.6% $53.11 +19.8%
122 GEF GREIF INC Consumer Cyclical 4,563.0 $340K 0.02% $74.49 +18.0%
123 LMT LOCKHEED MARTIN CORP Industrials 665.0 $339K 0.02% -21.0 -3.1% $509.58 +10.6%
124 GLW CORNING INC Technology 1,270.0 $324K 0.02% NEW $255.43 -41.4%
125 VB VANGUARD INDEX FDS 1,045.0 $317K 0.02% +14.0 +1.4% $303.26 +0.5%
126 SOXX ISHARES TR 489.0 $313K 0.02% NEW $640.76 -18.8%
127 GE GE AEROSPACE Industrials 837.0 $313K 0.02% $373.91 -6.8%
128 CSCO CISCO SYS INC Technology 2,658.0 $312K 0.02% $117.47 -5.5%
129 MTD METTLER TOLEDO INTERNATIONAL Healthcare 244.0 $312K 0.02% -56.0 -18.7% $1277.51 +9.2%
130 WS WORTHINGTON STL INC Basic Materials 8,771.0 $295K 0.02% $33.58 +4.0%
131 PLTR PALANTIR TECHNOLOGIES INC Technology 2,509.0 $293K 0.02% +127.0 +5.3% $116.68 +54.2%
132 PDN INVESCO EXCH TRADED FD TR II 6,306.0 $284K 0.02% -238.0 -3.6% $44.98 +5.4%
133 AMD ADVANCED MICRO DEVICES INC Technology 487.0 $283K 0.02% NEW $581.36 -18.6%
134 KLAC KLA CORP Technology 932.0 $281K 0.02% NEW $301.68 -39.0%
135 AEP AMERICAN ELEC PWR CO INC Utilities 2,053.0 $281K 0.02% -3K -59.4% $136.78 -11.6%
136 XLF SELECT SECTOR SPDR TR 5,184.0 $278K 0.02% $53.61 +7.2%
137 VTIP VANGUARD MALVERN FDS 5,397.0 $271K 0.02% -592.0 -9.9% $50.23 -0.9%
138 VXUS VANGUARD STAR FDS 3,116.0 $266K 0.02% +139.0 +4.7% $85.50 +2.6%
139 PLD PROLOGIS INC. Real Estate 1,900.0 $257K 0.02% $135.47 +4.7%
140 VPU VANGUARD WORLD FD 1,275.0 $250K 0.02% $195.73 -5.5%
Page 7 of 9  ·  173 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 41.9%
Technology 24.2%
Financial Services 12.5%
Consumer Defensive 6.6%
Healthcare 5.3%
Industrials 3.2%
Communication Services 2.5%
Energy 2.3%
Basic Materials 0.7%
Utilities 0.6%