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Portfolio (Quarterly) Guide ↗

Summit Financial Strategies, Inc.

· CIK 0001625246
13F Portfolio $1.2B AUM 166 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New
Page 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GEF GREIF INC Consumer Cyclical 4,563.0 $309K 0.03% NEW $67.70 -5.8%
122 WS WORTHINGTON STL INC Basic Materials 8,771.0 $304K 0.03% NEW $34.62 +19.2%
123 SCHC SCHWAB STRATEGIC TR 6,607.0 $301K 0.03% NEW $45.53 +11.4%
124 NKE NIKE INC Consumer Cyclical 4,625.0 $295K 0.02% NEW $63.71 -27.8%
125 GEV GE VERNOVA INC Utilities 448.0 $293K 0.02% NEW $653.28 +58.0%
126 AVDE AMERICAN CENTY ETF TR 3,506.0 $289K 0.02% NEW $82.32 +11.2%
127 TUSI TOUCHSTONE ETF TRUST 11,359.0 $288K 0.02% NEW $25.33 +0.1%
128 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 932.0 $283K 0.02% NEW $303.91 +39.1%
129 DIS DISNEY WALT CO Communication Services 2,476.0 $282K 0.02% NEW $113.76 -8.4%
130 XLE SELECT SECTOR SPDR TR 6,298.0 $282K 0.02% NEW $44.71 +27.4%
131 SCHH SCHWAB STRATEGIC TR 13,292.0 $278K 0.02% NEW $20.89 +13.7%
132 DTE DTE ENERGY CO Utilities 2,133.0 $275K 0.02% NEW $128.98 +12.6%
133 VZ VERIZON COMMUNICATIONS INC Communication Services 6,748.0 $275K 0.02% NEW $40.73 +18.4%
134 MDT MEDTRONIC PLC Healthcare 2,827.0 $272K 0.02% NEW $96.05 -20.9%
135 CSCO CISCO SYS INC Technology 3,516.0 $271K 0.02% NEW $77.02 +55.4%
136 VCSH VANGUARD SCOTTSDALE FDS 3,281.0 $262K 0.02% NEW $79.73 -0.8%
137 GE GE AEROSPACE Industrials 837.0 $258K 0.02% NEW $308.17 +2.9%
138 AVGO BROADCOM INC Technology 737.0 $255K 0.02% NEW $346.08 +21.9%
139 MMM 3M CO Industrials 1,580.0 $253K 0.02% NEW $160.07 -3.1%
140 IJJ ISHARES TR 1,892.0 $249K 0.02% NEW $131.59 +8.1%
Page 7 of 9  ·  166 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 38.8%
Technology 23.9%
Financial Services 13.7%
Consumer Defensive 7.4%
Healthcare 5.8%
Communication Services 3.7%
Industrials 2.7%
Energy 2.2%
Utilities 0.8%
Basic Materials 0.8%