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SUMMIT INVESTMENT ADVISORS, INC. Current Holdings: USA Stocks

SUMMIT INVESTMENT ADVISORS, INC. current holdings: USA Stocks

SUMMIT INVESTMENT ADVISORS, INC. reported $0.01 billion in share positions in stocks (listed in the US), 11 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are AAPL, MSFT, CINF.

  • AAPL: Country of operation United States; Class COM; Shares 6,740; Value $1,364,112.
  • MSFT: Country of operation United States; Class COM; Shares 1,870; Value $979,880.
  • CINF: Country of operation United States; Class COM; Shares 6,282; Value $918,353.
  • NVDA: Country of operation United States; Class COM; Shares 5,270; Value $915,515.

Form 13F-HR as filed (SEC CIK 2055275): quarter ended 2025-06-30, filed 2025-08-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
AAPL
APPLE INC
United StatesCOM6,740$1,364,11219.72%2025-06-302025-08-06
MSFT
MICROSOFT CORP
United StatesCOM1,870$979,88014.16%2025-06-302025-08-06+2.32%
CINF
CINCINNATI FINL CORP
United StatesCOM6,282$918,35313.27%2025-06-302025-08-06+8.20%
NVDA
NVIDIA CORPORATION
United StatesCOM5,270$915,51513.23%2025-06-302025-08-06+43.81%
AMZN
AMAZON COM INC
United StatesCOM4,142$889,38712.85%2025-06-302025-08-06+12.43%
LPLA
LPL FINL HLDGS INC
United StatesCOM1,147$424,3796.13%2025-06-302025-08-06-17.85%
COST
COSTCO WHSL CORP NEW
United StatesCOM366$348,5725.04%2025-06-302025-08-06-6.60%
META
META PLATFORMS INC
United StatesCL A437$327,8264.74%2025-06-302025-08-06+0.09%
TROW
PRICE T ROWE GROUP INC
United StatesCOM2,800$288,5684.17%2025-06-302025-08-06+8.30%
GOOGL
ALPHABET INC
United StatesCAP STK CL A1,222$231,2063.34%2025-06-302025-08-06+93.45%
PG
PROCTER AND GAMBLE CO
United StatesCOM1,534$231,1063.34%2025-06-302025-08-06-6.90%

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