SUMMIT FINANCIAL GROUP, INC.

13F Portfolio Filings

  • Most recent 13F
    Q1 2024
  • Location
    moorefield, WV
  • CIK
    0000811808
  • All SEC filings
Q1 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

190

$281.26M
MSFT, SPY, RSP, LLY
13F-HR
Apr 5, 2024
000143774924011196

184

$261.18M
MSFT, SPY, RSP, IJR
13F-HR
Jan 12, 2024
000143774924001259

178

$237.86M
MSFT, SPY, RSP, IJR
13F-HR
Oct 17, 2023
000143774923028399

186

$257.14M
MSFT, SPY, RSP, IJR
13F-HR
Jul 13, 2023
000143774923019866

190

$263.79M
HON, MSFT, SPY, RSP
13F-HR
Apr 11, 2023
000143774923009997

193

$253.00K
MSFT, SPY, RSP, JNJ
13F-HR
Jan 9, 2023
000114036123001027

190

$240.77M
MSFT, SPY, SMMF, AGG
RESTATEMENT
Nov 16, 2022
000114036122041817

196

$259.09M
MSFT, SMMF, AGG, JNJ
13F-HR
Jul 7, 2022
000156761922013782

214

$295.36M
MSFT, SPY, AGG, RSP
13F-HR
Apr 8, 2022
000156761922008304

214

$307.17M
MSFT, IJR, AGG, SPY
13F-HR
Jan 10, 2022
000156761922000883

204

$276.36M
MSFT, AGG, IJR, PG
13F-HR
Oct 8, 2021
000156761921018146

196

$267.35M
MSFT, AGG, IJR, PG
13F-HR
Jul 6, 2021
000156761921012991

182

$240.83M
AGG, IJR, MSFT, IEI
13F-HR
Apr 7, 2021
000156761921007748

166

$228.46M
AGG, IEI, MSFT, IJR
13F-HR
Jan 7, 2021
000156761921000696

154

$201.59M
AGG, MSFT, IEI, PG
13F-HR
Oct 5, 2020
000156761920017551

153

$192.15M
AGG, MSFT, IEI, PG
13F-HR
Jul 6, 2020
000156761920012901

138

$167.55M
AGG, IEI, MSFT, EFA
13F-HR
Apr 3, 2020
000156761920007476

155

$208.66M
AGG, IEI, EFA, MSFT
13F-HR
Jan 6, 2020
000156761920000447

154

$196.75M
AGG, IEI, EFA, IJR
13F-HR
Oct 9, 2019
000156761919019386

159

$221.22M
AGG, IEI, IJH, JNJ
13F-HR
Jul 3, 2019
000156761919014383

110

$127.99M
JNJ, PG, MSFT, XOM
13F-HR
Apr 3, 2019
000156761919008302

111

$117.84M
JNJ, PG, MSFT, XOM
13F-HR
Jan 4, 2019
000156761919000434

120

$134.19M
JNJ, MSFT, XOM, PG
13F-HR
Oct 3, 2018
000156761918003624

124

$128.50M
JNJ, XOM, MSFT, PG
13F-HR
Jul 3, 2018
000114036118031256

126

$127.80M
JNJ, PG, MSFT, XOM
13F-HR
Apr 4, 2018
000114036118016945

117

$122.26M
JNJ, PG, XOM, SMMF
13F-HR
Jan 4, 2018
000114036118000659

118

$120.16M
JNJ, XOM, PG, SMMF
13F-HR
Oct 10, 2017
000114036117038013

109

$115.45M
JNJ, SMMF, XOM, PG
13F-HR
Aug 1, 2017
000114036117029552