StockDriftsStockDriftsTop 50 Summit Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.18% | 28.0K | $11.8M | -3.00%(-863) | — | 2024-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.92% | 21.1K | $11.0M | +4.27%(+863) | — | 2024-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.03% | 50.3K | $8.5M | -2.58%(-1.33K) | — | 2024-03-31 | |
| LLY | LILLY ELI & CO | 2.91% | 10.5K | $8.2M | +0.33%(+35) | — | 2024-03-31 | |
| IJR | ISHARES TR | 2.56% | 65.1K | $7.2M | -2.98%(-2.00K) | — | 2024-03-31 | |
| PG | PROCTER AND GAMBLE CO | 2.46% | 42.6K | $6.9M | -1.25%(-538) | — | 2024-03-31 | |
| EFA | ISHARES TR | 2.27% | 79.9K | $6.4M | -3.26%(-2.69K) | — | 2024-03-31 | |
| SMMF | SUMMIT FINL GROUP INC | 2.12% | 219.4K | $6.0M | +4.74%(+9.92K) | — | 2024-03-31 | |
| AGG | ISHARES TR | 2.11% | 60.7K | $5.9M | +10.70%(+5.87K) | — | 2024-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.06% | 36.6K | $5.8M | -0.51%(-186) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Summit Financial Group, Inc. reports $281.26M in US-listed equity holdings across 258 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.2%), SPY (3.9%) and RSP (3.0%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 811808). View Summit Financial Group, Inc.’s 13F filings on SEC