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Home > Institutional Investor > Summit Financial Group Inc > Profile

Instuitional Investor - Summit Financial Group Inc

Fund Profile
Filing Period:
Fund Name: Summit Financial Group Inc
Portfolio Value $281,264,099
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 27,951 $11,759,544 4.18%
2.
Spdr S & P 500 Etf Trust
 SPY 21,086 $11,029,453 3.92%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 50,251 $8,511,011 3.03%
4.
Eli Lilly & Co
 LLY 10,534 $8,195,030 2.91%
5.
Ishares Trust
 IEF 65,079 $7,192,531 2.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)