| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MCDONALDS CORP COM | 42 | Q2 2024 | 3.7% |
| AT&T INC | 42 | Q2 2024 | 2.2% |
| STANDARD AND POORS DEP RCPT E | 41 | Q2 2024 | 12.8% |
| MICROSOFT CORP | 41 | Q2 2024 | 10.4% |
| CISCO SYSTEMS INC COM | 41 | Q2 2024 | 4.4% |
| ABBVIE INC SHS COM | 41 | Q2 2024 | 1.2% |
| JPMORGAN CHASE & CO. | 40 | Q2 2024 | 4.8% |
| QUALCOMM INC | 39 | Q2 2024 | 5.1% |
| HOME DEPOT INC | 39 | Q4 2023 | 1.8% |
| GILEAD SCIENCES INC COM | 38 | Q2 2024 | 8.3% |
View SUMMIT SECURITIES GROUP LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-13 |
| X-17A-5 | 2024-02-28 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| X-17A-5 | 2023-03-01 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-02 |
View SUMMIT SECURITIES GROUP 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.