Summit Investment Advisors, Inc. has filed its 13F-HR report, revealing a total of $186.6 million in holdings as of December 31, 2025. This filing is significant as it provides insights into the company's investment strategy and positions in various sectors, particularly technology and healthcare.

The report, filed on November 5, 2026, indicates that Summit Investment Advisors has made substantial investments in well-known companies, including Apple, Microsoft, and Amazon. These investments reflect the firm's focus on blue-chip stocks and established market leaders.

Background

Summit Investment Advisors, Inc. is a Kansas-based investment management firm. The company is registered under the Central Index Key (CIK) number 0002162251. It operates in the asset management industry, providing investment advisory services to clients. The firm has filed multiple reports with the SEC, including its most recent 13F-HR on November 5, 2026.

What the Filing Says

The 13F-HR filing discloses that Summit Investment Advisors holds investments in a diverse range of companies. The report lists a total of 97 entries, with a total value of $186,605,372. Notably, the filing highlights significant stakes in major firms such as:

  • Apple Inc: $2,960,537
  • Microsoft Corp: $939,712
  • Amazon.com Inc: $709,079
  • Alphabet Inc: $674,202

These figures indicate a strategic focus on technology companies, which have been pivotal in driving market growth.

Impact

The filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. By revealing its investment positions, Summit Investment Advisors provides valuable insights that can influence market perceptions and investment strategies among its peers.

What's Next

The filing does not specify what happens next for Summit Investment Advisors. However, it is common for firms to continue adjusting their portfolios based on market conditions and investment opportunities.

For further details, the full filing can be accessed through the SEC's EDGAR database under accession number 0002162251-26-000001.