Summit Asset Management Llc (1509974) Portfolio


Number of Companies: 49
Inflow: $1,229 K
Outflow: $-586 K
Net Flow: $643 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
1 1 Nextera Energy Inc (NEE) Integrated Utilities 3,387 New Holding 3,387 $130.40 $441 $441
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 337 New Holding 337 $715.62 $241 $241
3030 69 Intel Corp (INTC) Semiconductor Devices 6,146 New Holding 6,146 $32.80 $201 $201
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 5,575 Added More 1,155 $74.17 $85 $413
3050 14 Wells Fargo And Co (WFC) Diversified Banks 11,962 Added More 1,544 $47.33 $73 $566
480 3 Phillips 66 (PSX) Refining And Marketing 3,645 Added More 525 $79.34 $41 $289
3077 22 Procter And Gamble Cothe (PG) Household Products 23,859 Added More 391 $84.67 $33 $2,020
3072 34 Microsoft Corp (MSFT) Infrastructure Software 11,486 Added More 501 $51.17 $25 $587
2927 6 Ford Motor Co (F) Automobiles 12,241 Added More 1,801 $12.57 $22 $153
3079 54 Apple Inc (AAPL) Communications Equipment 7,895 Added More 212 $95.60 $20 $754
2779 8 Schwab Charles Corp (SCHW) Wealth Management 12,088 Added More 688 $25.31 $17 $305
3019 8 Union Pacific Corp (UNP) Rail Freight 7,177 Added More 190 $87.25 $16 $626
3076 10 Johnson And Johnson (JNJ) Large Pharma 12,101 Added More 35 $121.30 $4 $1,467
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 7,668 Added More 35 $55.84 $1 $428
3029 24 Coca-Cola Cothe (KO) Beverages 19,718 Added More 19 $45.33 $0 $893
3031 8 Pfizer Inc (PFE) Large Pharma 21,012 Added More 21 $35.21 $0 $739
3059 25 Pepsico Inc (PEP) Beverages 5,572 Added More 3 $105.94 $0 $590
3022 6 Altria Group Inc (MO) Tobacco 3,805 Added More 4 $68.96 $0 $262
3049 6 General Electric Co (GE) Electrical Power Equipment 36,387 Added More 8 $31.48 $0 $1,145
2481 16 Torchmark Corp (TMK) Life Insurance 7,230 Added More 3 $61.82 $0 $446
2990 40 Mondelez International Inc-A (MDLZ) Packaged Food 5,643 Added More 1 $45.51 $0 $256
3017 8 Wal-Mart Stores Inc (WMT) Mass Merchants 11,687 No Change 0 $73.02 $0 $853
3061 12 Chevron Corp (CVX) Integrated Oils 6,322 No Change 0 $104.83 $0 $662
2284 246 Pinnacle Financial Partners (PNFP) Banks 9,529 No Change 0 $48.85 $0 $465
2790 12 Royal Bank Of Canada (RY) Diversified Banks 5,939 No Change 0 $59.09 $0 $350
19 1 Weyerhaeuser Co (WY) Reit 7,100 No Change 0 $29.77 $0 $211
175 2 3m Co (MMM) Containers And Packaging 2,378 No Change 0 $175.12 $0 $416
3035 2 United Parcel Service-Cl B (UPS) Courier Services 2,950 No Change 0 $107.72 $0 $317
3062 63 Atandt Inc (T) Telecom Carriers 41,822 No Change 0 $43.21 $0 $1,807
3041 130 Public Storage (PSA) Reit 1,720 No Change 0 $255.59 $0 $439
2911 4 Cme Group Inc (CME) Security And Cmdty Exchanges 3,000 No Change 0 $97.40 $0 $292
90 2 Marshall Monteagle Plc (MMP) Midstream Oil And Gas 3,050 No Change 0 $76.00 $0 $231
2856 20 Kinder Morgan Inc (KMI) Midstream Oil And Gas 11,453 No Change 0 $18.72 $0 $214
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 9,456 No Change 0 $104.15 $0 $984
2916 53 National Oilwell Varco Inc (NOV) Oil And Gas Services And Equip 8,468 No Change 0 $33.65 $0 $284
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 4,490 Sold Some -52 $77.23 $-4 $346
3069 19 Autozone Inc (AZO) Automotive Retailers 2,080 Sold Some -7 $793.84 $-5 $1,651
3025 1 Fedex Corp (FDX) Courier Services 7,270 Sold Some -49 $151.78 $-7 $1,103
3065 7 Philip Morris International (PM) Tobacco 3,864 Sold Some -96 $101.72 $-9 $393
2804 16 Tractor Supply Company (TSCO) Home Products Stores 4,155 Sold Some -135 $91.18 $-12 $378
3071 42 Intl Business Machines Corp (IBM) It Services 8,148 Sold Some -118 $151.78 $-17 $1,236
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 27,785 Sold Some -217 $93.74 $-20 $2,604
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 8,256 Sold Some -280 $73.55 $-20 $607
1138 127 First Horizon National Corp (FHN) Banks 99,448 Sold Some -2,464 $13.78 $-33 $1,370
2850 27 Southern Cothe (SO) Integrated Utilities 6,432 Sold Some -1,050 $53.63 $-56 $344
400 30 Mid-America Apartment Comm (MAA) Reit 7,527 Sold Some -549 $106.40 $-58 $800
2645 263 Suntrust Banks Inc (STI) Banks 12,861 Sold Some -1,575 $41.08 $-64 $528
16 2 Idexx Laboratories Inc (IDXX) Life Science Equipment 8,745 Sold Some -841 $92.86 $-78 $812
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 0 Sold All -3,562 $55.20 $-196 $0