Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SUMMIT FINANCIAL GROUP, INC.

Quarter ended Q1 2024 · Filed April 5, 2024 · Accession 0001437749-24-011196

Total Value
$281.3M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY21,073$11.0M3.92%
2MICROSOFT CORPMSFT23,251$9.8M3.48%
3INVESCO EXCHANGE TRADED FD TIVZ50,251$8.5M3.03%
4LILLY ELI & COLLY10,369$8.1M2.87%
5ISHARES TR46428780465,079$7.2M2.56%
6ISHARES TR46428746579,868$6.4M2.27%
7PROCTER AND GAMBLE CO74271810938,055$6.2M2.20%
8ISHARES TR46428722660,412$5.9M2.10%
9ISHARES TR46428750792,740$5.6M2.00%
10EXXON MOBIL CORPXOM46,176$5.4M1.91%
11JOHNSON & JOHNSONJNJ33,360$5.3M1.88%
12SUMMIT FINL GROUP INC86606G101194,052$5.3M1.87%
13ISHARES TR46428716841,005$5.1M1.80%
14INVESCO QQQ TRIVZ10,628$4.7M1.68%
15CSX CORPCSX127,024$4.7M1.67%
16APPLE INCAAPL24,984$4.3M1.52%
17ISHARES TR46428765520,197$4.2M1.51%
18ISHARES TR4642872007,788$4.1M1.46%
19ISHARES TR46428749942,508$3.6M1.27%
20ISHARES TR46429B66332,317$3.6M1.27%
21ISHARES TR464288687103,612$3.3M1.19%
22COCA COLA COKO51,209$3.1M1.11%
23WASTE MGMT INC DEL94106L10914,405$3.1M1.09%
24ISHARES TR46428723468,654$2.8M1.00%
25ISHARES TR46428866123,119$2.7M0.95%
26HOME DEPOT INCHD6,956$2.7M0.95%
27VANGUARD INTL EQUITY INDEX F92204285863,698$2.7M0.95%
28ISHARES TR4642876147,757$2.6M0.93%
29JPMORGAN CHASE & COVYLD12,185$2.4M0.87%
30DISNEY WALT CO25468710618,855$2.3M0.82%
31GLOBAL X FDS37954Y67357,280$2.3M0.81%
32ISHARES TR46428864644,241$2.3M0.81%
33VANGUARD INTL EQUITY INDEX F92204277538,165$2.2M0.80%
34SELECT SECTOR SPDR TR81369Y70417,348$2.2M0.78%
35VANECK ETF TRUST92189F6769,665$2.2M0.77%
36VANGUARD TAX-MANAGED INTL92194385842,439$2.1M0.76%
37FISERV INCFISV13,265$2.1M0.75%
38EMERSON ELEC COEMR18,377$2.1M0.74%
39MICROSOFT CORPMSFT4,700$2.0M0.70%
40ISHARES TR46428759810,925$2.0M0.70%
41PEPSICO INCPEP11,068$1.9M0.69%
42RTX CORPORATIONRTX19,693$1.9M0.68%
43NORFOLK SOUTHN CORP6558441087,078$1.8M0.64%
44AMAZON COM INCAMZN9,915$1.8M0.64%
45FIRST TR NAS100 EQ WEIGHTED33734410514,178$1.8M0.62%
46SELECT SECTOR SPDR TR81369Y60539,985$1.7M0.60%
47ISHARES TR46428730919,856$1.7M0.60%
48CISCO SYS INCCSCO32,011$1.6M0.57%
49ABBVIE INCABBV8,742$1.6M0.57%
50EDWARDS LIFESCIENCES CORPEW16,333$1.6M0.55%
51CHEVRON CORP NEWCVX9,692$1.5M0.54%
52SELECT SECTOR SPDR TR81369Y50615,995$1.5M0.54%
53ISHARES TR46428851319,244$1.5M0.53%
54FIRST TR EXCHANGE TRADED FD33734X84626,477$1.5M0.53%
55GENERAL DYNAMICS CORPGD5,262$1.5M0.53%
56ISHARES TR46428745718,103$1.5M0.53%
57ISHARES TR46428748112,882$1.5M0.52%
58ISHARES TR46428729118,744$1.4M0.50%
59ISHARES TR46428755610,149$1.4M0.50%
60INTEL CORPINTC31,393$1.4M0.49%
61INTERCONTINENTAL EXCHANGE IN45866F1049,978$1.4M0.49%
62BERKSHIRE HATHAWAY INC DELBRK-A3,102$1.3M0.46%
63AUTODESK INCADSK5,000$1.3M0.46%
64BERKSHIRE HATHAWAY INC DELBRK-A2$1.3M0.45%
65INVESCO EXCH TRADED FD TR IIIVZ51,765$1.2M0.44%
66FIRST CMNTY BANKSHARES INC V31983A10335,247$1.2M0.43%
67ISHARES TR46434G76420,999$1.2M0.43%
68DIREXION SHS ETF TR25460E30741,465$1.2M0.42%
69INVESCO EXCH TRADED FD TR IIIVZ13,225$1.2M0.41%
70EXCHANGE TRADED CONCEPTS TR30150570719,441$1.1M0.41%
71VERIZON COMMUNICATIONS INCVZ27,121$1.1M0.40%
72FIRST TR EXCHANGE-TRADED FD33733E3025,418$1.1M0.40%
73PROSHARES TR74347R20612,700$1.1M0.40%
74SELECT SECTOR SPDR TR81369Y8035,220$1.1M0.39%
75ALPHABET INCGOOG7,176$1.1M0.39%
76523 TRACT HOLDONGS LLC33828A9001$1.1M0.38%
77AIR PRODS & CHEMS INCAIIR4,400$1.1M0.38%
78HERSHEY COHSY5,225$1.0M0.36%
79ISHARES TR46428881016,440$963,2190.34%
80SPDR SER TR78468R40837,758$952,2560.34%
81TRUIST FINL CORP89832Q10924,264$945,8100.34%
82COLGATE PALMOLIVE COCL10,306$928,0550.33%
83HONEYWELL INTL INC4385161064,517$927,1140.33%
84AMERICAN ELEC PWR CO INC02553710110,727$923,5940.33%
85LOWES COS INC5486611073,428$873,2140.31%
86INTERNATIONAL BUSINESS MACHSINTR4,404$840,9870.30%
87DUKE ENERGY CORP NEWDUKB8,544$826,2900.29%
88NVIDIA CORPORATIONNVDA903$815,9140.29%
89PFIZER INCPFE29,352$814,5180.29%
90WALMART INCWMT13,509$812,8360.29%
91RGC RES INCRGCO40,025$810,1060.29%
92ISHARES TR46428777011,928$790,8260.28%
93CATERPILLAR INCCAT2,142$784,8930.28%
94VISA INCV2,786$777,5160.28%
95ISHARES TR4642876222,674$770,1920.27%
96ISHARES TR4642871013,093$765,2390.27%
97PROCTER AND GAMBLE CO7427181094,535$735,8030.26%
98SELECT SECTOR SPDR TR81369Y2094,885$721,6610.26%
99INVESCO EXCHANGE TRADED FD TIVZ6,660$716,0160.25%
100MCDONALDS CORPMCD2,485$700,6450.25%
101WELLS FARGO CO NEW94974610111,889$689,0860.24%
102SUMMIT FINL GROUP INC86606G10125,334$688,0710.24%
103QUALCOMM INCQCOM4,064$688,0350.24%
104SOUTHERN COSOMN9,409$675,0010.24%
105NEXTERA ENERGY INCNEE-PW10,480$669,7760.24%
106AT&T INCT-PC37,745$664,3120.24%
107ALPHABET INCGOOG4,254$647,7140.23%
108MERCK & CO INCMRK4,644$612,7750.22%
109WELLTOWER INCWELL6,465$604,0890.21%
110SCHLUMBERGER LTDSLB10,937$599,4560.21%
111GENERAL MLS INC3703341048,208$574,3130.20%
112BRISTOL-MYERS SQUIBB COCELG-RI10,405$564,2630.20%
113SPDR SER TR78464A6075,877$553,9070.20%
114AUTOMATIC DATA PROCESSING INADP2,120$529,4480.19%
115HOME DEPOT INCHD1,358$520,9280.19%
116META PLATFORMS CDR CIBCMETA1,069$519,0850.18%
117JOHNSON & JOHNSONJNJ3,275$518,0720.18%
118ABBOTT LABSABLZF4,523$514,0840.18%
119APPLIED MATLS INC0382221052,447$504,6440.18%
120VANGUARD SPECIALIZED FUNDS9219088442,653$484,4640.17%
121DARDEN RESTAURANTS INCDRI2,785$465,5120.17%
122ORACLE CORPORCL-PD3,700$464,7570.17%
123PHILIP MORRIS INTL INC7181721095,065$464,0550.16%
124SHELL PLCRYDAF6,910$463,2460.16%
125TARGET CORPTGT2,600$460,7460.16%
126VANECK ETF TRUST92189H4098,455$441,8580.16%
127ISHARES TR46428844815,730$441,0690.16%
128BLACK HILLS CORPBKH8,000$436,8000.16%
129GAMING & LEISURE PPTYS INC36467J1089,416$433,7950.15%
130ISHARES TR4642872915,784$432,7010.15%
131FIRST TR EXCH TRADED FD III33739E10824,475$423,9070.15%
132CONOCOPHILLIPSCOP3,202$407,5500.14%
133FRANKLIN RESOURCES INCBEN14,360$403,6590.14%
134ISHARES TR4642877543,200$402,2720.14%
135ISHARES TR4642877394,465$401,4030.14%
136GENERAL ELECTRIC CO3696043012,221$389,8520.14%
137ISHARES TR46429B26717,021$387,5680.14%
138CAPITAL ONE FINL CORP14040H1052,547$379,2220.13%
139ALPS ETF TR00162Q4527,880$373,9840.13%
140BK OF AMERICA CORP0605051049,809$371,9570.13%
141CATERPILLAR INCCAT1,000$366,4300.13%
142STRYKER CORPORATIONSYK1,000$357,8700.13%
143NOVARTIS AGNVSEF3,654$353,4510.13%
144VANECK ETF TRUST92189F6923,835$347,8340.12%
145AMERICAN EXPRESS COAXP1,500$341,5350.12%
146MANULIFE FINL CORP56501R10613,639$340,8380.12%
147ISHARES TR4642882573,092$340,5210.12%
148SSGA ACTIVE ETF TR78467V6088,085$340,4590.12%
149UNION PAC CORPUNP1,380$339,3830.12%
150ELEVANCE HEALTH INCELV649$336,5320.12%
151WELLS FARGO CO NEW9497461015,746$333,0380.12%
152ISHARES TR4642876063,490$318,4620.11%
153MERCK & CO INCMRK2,400$316,6800.11%
154CHEVRON CORP NEWCVX2,000$315,4800.11%
155AMERICAN EXPRESS COAXP1,385$315,3500.11%
156STARBUCKS CORPSBUX3,441$314,4720.11%
157PHILIP MORRIS INTL INC7181721093,420$313,3400.11%
158ADOBE SYSTMS INCORPORATEDADBE607$306,2920.11%
159MONDELEZ INTL INC6092071054,360$305,2000.11%
160ISHARES TR4642878872,330$304,6000.11%
161HARTFORD FINL SVCS GROUP INHIG-PG2,945$303,4820.11%
162COSTCO WHSL CORP NEW22160K105408$298,9130.11%
163CHUBB LIMITEDCB1,151$298,2580.11%
164INVESCO EXCHANGE TRADED FD TIVZ4,515$297,8090.11%
165ISHARES TR4642875723,230$288,7940.10%
166BOEING COBA-PA1,460$281,7650.10%
167ACCENTURE PLC IRELANDACN804$278,6740.10%
168CAPITAL ONE FINL CORP14040H1051,865$277,6790.10%
169SPDR SER TR78464A3593,790$276,8210.10%
170OREILLY AUTOMOTIVE67103H107244$275,4460.10%
171UNITEDHEALTH GROUP INCUNH556$275,0530.10%
172I SHARES GOLD TRIAU6,544$274,9130.10%
173JPMORGAN CHASE & COVYLD1,346$269,6030.10%
174ISHARES INC46434G8223,750$267,5620.10%
175ISHARES TR4642871502,310$266,3430.09%
176KRAFT HEINZ COKHC7,200$265,6800.09%
177DOMINION ENERGY INCD5,341$262,7230.09%
178TRACTOR SUPPLY COTSCO1,003$262,5050.09%
179INTUITINTU401$260,6500.09%
180DOW INCDOW4,366$252,9220.09%
181NESTLE S A6410694062,373$252,2640.09%
182ISHARES TR46435G6725,000$249,7500.09%
183ISHARES TR4642888692,050$248,4390.09%
184DUPONT DE NEMOURS INCDD3,201$245,4200.09%
185ABBVIE INCABBV1,325$241,2820.09%
186ALTRIA GROUP INCMO5,465$238,3830.08%
187NUCOR CORPNUE1,200$237,4800.08%
188ISHARES TR46429B6554,585$234,1100.08%
189TEXAS INSTRS INC8825081041,336$232,7440.08%
190COMCAST CORP NEWCCZ5,361$232,3990.08%
191EXXON MOBIL CORPXOM1,984$230,6200.08%
192ISHARES TR4642874402,422$229,2660.08%
193PEPSICO INCPEP1,350$228,3880.08%
194ISHARES TR4642874731,795$224,9670.08%
195NAVO-NORDISK A SNONOF1,750$224,7000.08%
1963M COMMM2,116$224,4440.08%
197AMGEN INCAMGN787$223,7590.08%
198ISHARES SILVER TRSLV9,835$223,7460.08%
199SELECT SECTOR SPDR TR81369Y1002,288$212,5320.08%
200MASTERCARD INCORPORATEDMA441$212,3720.08%
201ISHARES TR4642888448,915$210,8390.07%
202INTERNATIONAL BUSINESS MACHSINTR1,100$210,0560.07%
203FORTUNE BRANDS INNOVATIONS IFBIN2,400$203,2080.07%
204SELECT SECTOR SPDR TR81369Y3082,630$200,8260.07%
205ALTRIA GROUP INCMO4,485$195,6350.07%
206VANECK ETF TRUST92189F42910,720$189,6360.07%
207MARSH & MCLENNAN COS INC571748102900$185,3820.07%
208LOWES COS INC548661107715$182,1310.06%
209BOEING COBA-PA882$170,2170.06%
210EMERSON ELEC COEMR1,500$170,1300.06%
211BECTON DICKINSON & COBDX600$148,4700.05%
212DISNEY WALT CO2546871061,200$146,8320.05%
213AMGEN INCAMGN500$142,1600.05%
214THE CIGNA GROUP125523100354$128,5690.05%
215LILLY ELI & COLLY165$128,3630.05%
2163M COMMM1,200$127,2840.05%
217ABBOTT LABSABLZF1,100$125,0260.04%
218AMERICAN ELEC PWR CO INC0255371011,312$112,9630.04%
219MONDELEZ INTL INC6092071051,600$112,0000.04%
220FIRST CMNTY BANKSHARES INC V31983A1033,195$110,6420.04%
221ISHARES TR4642888101,870$109,5630.04%
222RTX CORPORATIONRTX1,080$105,3320.04%
223COLGATE PALMOLIVE COCL1,150$103,5570.04%
224BECTON DICKINSON & COBDX412$101,9490.04%
225THE CIGNA GROUP125523100262$95,1550.03%
226INTEL CORPINTC2,000$88,3400.03%
227NORFOLK SOUTHN CORP655844108300$76,4610.03%
228BK OF AMERICA CORP0605051042,000$75,8400.03%
229DUPONT DE NEMOURS INCDD964$73,9090.03%
230VERIZON COMMUNICATIONS INCVZ1,705$71,5410.03%
231SCHLUMBERGER LTDSLB1,300$71,2530.03%
232PFIZER INCPFE2,550$70,7620.03%
233COMCAST CORP NEWCCZ1,467$63,5940.02%
234HONEYWELL INTL INC438516106275$56,4430.02%
235DOW INCDOW964$55,8440.02%
236DUKE ENERGY CORP NEWDUKB513$49,6120.02%
237QUALCOMM INCQCOM275$46,5570.02%
238DOMINION ENERGY INCD911$44,8120.02%
239WASTE MGMT INC DEL94106L109200$42,6300.02%
240CISCO SYS INCCSCO850$42,4230.02%
241ISHARES TR4642886871,150$37,0640.01%
242KRAFT HEINZ COKHC858$31,6600.01%
243ISHARES TR464287226305$29,8710.01%
244AUTOMATIC DATA PROCESSING INADP100$24,9740.01%
245ISHARES TR464287499285$23,9650.01%
246MCDONALDS CORPMCD85$23,9650.01%
247NESTLE S A641069406220$23,3870.01%
248SOUTHERN COSOMN325$23,3150.01%
249MARSH & MCLENNAN COS INC57174810293$19,1560.01%
250ISHARES TR464288513225$17,4890.01%
251ISHARES TR46429B663138$15,2080.01%
252CHUBB LIMITEDCB57$14,7700.01%
253SELECT SECTOR SPDR TR81369Y704110$13,8550.00%
254ISHARES SILVER TRSLV550$12,5120.00%
255ISHARES TR46428716896$11,8250.00%
256ISHARES TR464287234275$11,2970.00%
257SPDR S&P 500 ETF TRSPY13$6,7990.00%
258FIRST TR EXCH TRADED FD III33739E108213$3,6890.00%