Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

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Showing Q1 2024 data

SUMMIT FINANCIAL GROUP, INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

SUMMIT FINANCIAL GROUP, INC.

•CIK: 811808•Filing: Q1 2024

**SUMMIT FINANCIAL GROUP, INC.** manages $281M across a diversified portfolio of 190 positions. The fund exhibits significant allocations to technology and broad market exposure, notably holding $11.8M in MSFT and $11.0M in SPY. Key strategic weights include $8.5M in RSP and $8.2M in LLY, alongside substantial positions in IJR ($7.2M) and PG ($6.9M). This structure suggests a core focus on established mega-cap growth and diversified equity market exposure.

Total AUM

$281.3M

QoQ Performance

+7.7%

Positions

133

Top 10 Concentration

27.6%

Latest Filing

Q1 2024

Top Holdings Allocation

MSFT4.2%

SPY3.9%

RSP3.0%

LLY2.9%

IJR2.6%

PG2.5%

EFA2.3%

SUMMIT2.1%

📈 Biggest Buys

ISHARES TR

+385.5%

2.0% of portfolio

ISHARES TR

+16.8%

1.5% of portfolio

ISHARES TR

+10.7%

2.1% of portfolio

WALMART INC

+192.5%

0.3% of portfolio

ISHARES TR

+200.0%

0.3% of portfolio

📉 Biggest Sells

ISHARES TR

-16.3%

1.0% of portfolio

CSX CORP

-9.6%

1.7% of portfolio

MICROSOFT CORP

-3.0%

4.2% of portfolio

ISHARES TR

-43.8%

0.1% of portfolio

INVESCO EXCHANGE TRADED FD T

-2.6%

3.0% of portfolio

Sector Breakdown

Other62.7%

Technology9.1%

Healthcare7.0%

ETF5.4%

Financial3.7%

Consumer2.9%

Energy2.4%

Consumer Staples2.3%

🚪 Exited Positionssold since Q4 2023

ISHARES TR

SOLD

$257.1K

Changes from Q4 2023

NEW7 new positions

↑36 increased

↓77 decreased

Historical Filings

Q1 2024Q4 2023

📌 Top Holdings

SPDR S&P 500 ETF TR

INVESCO EXCHANGE TRADED FD T

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