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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 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBM INTERNATIONAL BUSINESS MACHS Technology 729.0 $205K 0.01% NEW $281.21 -16.2%
162 CAH CARDINAL HEALTH INC Healthcare 851.0 $202K 0.01% NEW $237.60 -3.4%
163 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,692.0 $202K 0.01% +90.0 +1.4% $30.17 +16.0%
164 FITB FIFTH THIRD BANCORP Financial Services 3,568.0 $201K 0.01% NEW $56.37 -2.7%
165 CMF ISHARES TR 3,480.0 $201K 0.01% NEW $57.64 -2.0%
166 STWD STARWOOD PPTY TR INC Real Estate 10,718.0 $176K 0.01% $16.38 -0.0%
167 STLA STELLANTIS N.V Consumer Cyclical 11,717.0 $67K 0.01% $5.74 -5.8%
168 UA UNDER ARMOUR INC 10,000.0 $62K 0.00% $6.22
169 GERN GERON CORP Healthcare 27,000.0 $35K 0.00% $1.28 +18.8%
170 MYO MYOMO INC Healthcare 25,000.0 $26K 0.00% $1.04 +66.3%
171 FEAM 5E ADVANCED MATERIALS INC Basic Materials 12,286.0 $17K 0.00% $1.39 +20.1%
172 FNGR FINGERMOTION INC Communication Services 13,903.0 $5K -1K -7.3% $0.38 -41.8%
173 GERN CALL GERON CORP Healthcare 4,000.0 $5K -1K -20.0% $1.28 +18.8%
Page 9 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%