$363 Million is the total value of Summit Asset Management, LLC's 152 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QCOM | New | QUALCOMM INC | $229,261 | – | 1,797 | +100.0% | 0.06% | – |
| AXP | New | AMERICAN EXPRESS CO | $216,909 | – | 1,315 | +100.0% | 0.06% | – |
| CNHI | New | CNH INDL N V | $160,335 | – | 10,500 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 18.4% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 8.9% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 8.6% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 7.1% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 7.9% |
| SPDR DOW JONES INDL AVRG ETF | 42 | Q3 2023 | 7.8% |
| ISHARES TR | 42 | Q3 2023 | 8.2% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 4.2% |
| ISHARES TR | 42 | Q3 2023 | 5.1% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.2% |
View Summit Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View Summit Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.