Summit Financial, LLC

Source: SEC Form 13F · as of Mar 2026

Summit Financial, LLC holds 51 biotech & pharma companies tracked by BioSniper, totaling $209.3M in value as of Mar 2026 (SEC Form 13F).

Companies held

51

Total value held

$209.3M

CompanySharesValue
JNJJOHNSON & JOHNSON118,805$29.0M
LLYELI LILLY & Co28,323$26.1M
ABBVAbbVie Inc.89,029$19.4M
MRKMerck & Co., Inc.148,433$18.0M
REGNREGENERON PHARMACEUTICALS, INC.16,466$12.7M
AXSMAxsome Therapeutics, Inc.65,249$11.0M
GMOptec International, Inc.130,321$9.7M
AMGNAMGEN INC20,731$7.3M
UNHUnitedHealth Group Incorporated Common Stock (DE)26,290$7.1M
UTHRUNITED THERAPEUTICS Corp10,589$6.3M
PMPhilip Morris International Inc32,213$5.4M
SUNSUNSET ISLAND GROUP81,531$5.3M
BMYBRISTOL MYERS SQUIBB CO87,272$5.3M
ABTABBOTT LABORATORIES50,003$5.1M
MCKMcKesson Corporation5,603$4.9M
PFEPFIZER INC168,703$4.7M
GILDGILEAD SCIENCES, INC.32,149$4.5M
AZNASTRAZENECA PLC18,729$3.7M
WSTWest Pharmaceutical Services Inc.12,601$3.2M
TGTXTG THERAPEUTICS, INC.85,393$2.8M
VKTXViking Therapeutics, Inc.61,169$2.0M
IMRXImmuneering Corp376,749$2.0M
DERMJourney Medical Corp379,807$1.8M
ELVElevance Health Inc.4,931$1.4M
GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares)15,731$876K
ZBHZimmer Biomet Holdings Inc.9,571$868K
IDXXIDEXX LABORATORIES INC /DE1,464$823K
NVSNovartis AG5,353$818K
MDWDMediWound Ltd.47,271$762K
CAHCardinal Health Inc.3,110$657K
VRTXVERTEX PHARMACEUTICALS INC / MA1,429$638K
FMSFresenius Medical Care AG American Depositary Shares (Each representing 1/2 of an Ordinary Share)28,097$634K
CORCencora Inc.1,802$566K
ZTSZoetis Inc.4,301$508K
NVONovo Nordisk A/S13,280$504K
DGXQuest Diagnostics Incorporated2,483$487K
ESPREsperion Therapeutics, Inc.126,373$346K
GEHCGE HealthCare Technologies Inc.4,707$335K
INSMINSMED Inc2,040$334K
CRSPCRISPR Therapeutics AG6,940$330K
MRNAModerna, Inc.4,434$225K
DRTSAlpha Tau Medical Ltd.30,000$212K
CHRSCoherus Oncology, Inc.112,088$189K
CRDLCardiol Therapeutics Inc.104,059$140K
ELTXElicio Therapeutics, Inc.10,010$107K
REPLReplimune Group, Inc.11,386$87K
CMPSCOMPASS Pathways plc12,194$67K
FBIOFortress Biotech Inc.20,659$58K
TSHATaysha Gene Therapies, Inc.11,148$50K
ELDNEledon Pharmaceuticals, Inc.11,500$35K
UPXIUPEXI, INC.13,500$13K

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.