Summit Global Investments Incresed Positions in Q1 2025

Summit Global Investments

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Rbb Fd Inc S
7.29M
+ 124.98%
N/A
13.1M $337M
TSN
Tyson Foods, Inc.

Consumer Defensive
157K
+ 212.78%
$54.27 - $63.81 $8.53M - $10M
231K $14.7M
GLW
Corning Inc

Technology
189K
+ 965.84%
$44.91 - $54.25 $8.5M - $10.3M
209K $9.57M
Rbb Fd Inc S
386K
+ 52.88%
N/A
1.12M $27.8M
PKG
Packaging Corp Of America

Consumer Cyclical
37.2K
+ 308.43%
$192.03 - $242.13 $7.14M - $9.01M
49.3K $9.75M
PEP
Pepsico Inc

Consumer Defensive
43.7K
+ 1271.27%
$142.64 - $156.42 $6.24M - $6.84M
47.2K $7.07M
HD
Home Depot, Inc.

Consumer Cyclical
18.3K
+ 95.71%
$347.25 - $424.87 $6.35M - $7.77M
37.4K $13.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
52.6K
+ 37.51%
$87.68 - $94.52 $4.61M - $4.97M
193K $18.1M
KO
Coca Cola CO

Consumer Defensive
62.7K
+ 71.11%
$60.81 - $72.32 $3.81M - $4.53M
151K $10.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
41.3K
+ 7.69%
$95.85 - $99.25 $3.96M - $4.1M
578K $57.2M
IEF
Ishares Barclays

ETFs
46.3K
+ 449.2%
$91.17 - $95.39 $4.22M - $4.41M
56.6K $5.39M
EVRG
Evergy, Inc.

Utilities
46.9K
+ 30.39%
$59.9 - $69.52 $2.81M - $3.26M
201K $13.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
17K
+ 1119.38%
$208.48 - $244.03 $3.55M - $4.16M
18.6K $4.53M
APH
Amphenol Corp

Technology
58.8K
+ 611.46%
$61.62 - $78.55 $3.62M - $4.62M
68.4K $4.49M
FANG
Diamondback Energy, Inc.

Energy
23.5K
+ 469.55%
$139.9 - $180.18 $3.28M - $4.23M
28.5K $4.55M
SPGI
S&P Global Inc.

Financial Services
6.58K
+ 590.22%
$478.26 - $543.77 $3.14M - $3.58M
7.69K $3.91M
L
Loews Corp

Financial Services
27.6K
+ 847.22%
$81.13 - $91.91 $2.24M - $2.53M
30.8K $2.83M
ECL
Ecolab Inc.

Basic Materials
6.66K
+ 59.25%
$229.72 - $269.82 $1.53M - $1.8M
17.9K $4.54M
CTVA
Corteva, Inc.

Basic Materials
26.4K
+ 722.32%
$55.94 - $66.15 $1.48M - $1.75M
30.1K $1.89M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.43K
+ 493.31%
$275.89 - $345.24 $1.22M - $1.53M
5.32K $1.84M
UNH
Unitedhealth Group Inc

Healthcare
2.51K
+ 63.16%
$461.52 - $548.18 $1.16M - $1.37M
6.47K $3.39M
COP
Conocophillips

Energy
12.2K
+ 141.36%
$88.6 - $105.85 $1.08M - $1.3M
20.9K $2.19M
IBN
Icici Bank LTD

Financial Services
38K
+ 135.75%
$27.55 - $31.67 $1.05M - $1.2M
66K $2.08M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24.3K
+ 108.47%
$48.43 - $49.86 $1.17M - $1.21M
46.6K $2.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.98K
+ 279.83%
$165.25 - $224.62 $1.32M - $1.79M
10.8K $1.8M
EOG
Eog Resources Inc

Energy
7.81K
+ 28.59%
$120.54 - $138.05 $941K - $1.08M
35.1K $4.5M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
65.6K
+ 169.81%
$14.13 - $16.72 $928K - $1.1M
104K $1.61M
ADBE
Adobe Inc.

Technology
2.52K
+ 530.53%
$377.84 - $464.11 $952K - $1.17M
3K $1.15M
LMT
Lockheed Martin Corp

Industrials
3.32K
+ 19.78%
$423.19 - $506.29 $1.41M - $1.68M
20.1K $8.99M
VRSN
Verisign Inc

Technology
2.68K
+ 103.36%
$205.1 - $254.74 $550K - $683K
5.27K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
4.21K
+ 85.18%
$158.56 - $176.26 $668K - $742K
9.16K $1.56M
NEE
Nextera Energy Inc

Utilities
10.3K
+ 332.07%
$66.96 - $76.16 $691K - $786K
13.4K $952K
WELL
Welltower Inc.

Real Estate
3.18K
+ 45.98%
$124.05 - $156.86 $395K - $499K
10.1K $1.55M
LGND
Ligand Pharmaceuticals Inc

Healthcare
6.41K
+ 145.02%
$105.14 - $122.23 $674K - $783K
10.8K $1.14M
TILE
Interface Inc

Consumer Cyclical
34K
+ 258.96%
$18.26 - $25.12 $620K - $853K
47.1K $934K
XOM
Exxon Mobil Corp

Energy
3.45K
+ 40.13%
$105.44 - $118.93 $364K - $411K
12.1K $1.43M
NEM
Newmont Corp

Basic Materials
8.13K
+ 93.92%
$37.79 - $48.39 $307K - $393K
16.8K $811K
ADMA
Adma Biologics, Inc.

Healthcare
18.4K
+ 40.48%
$15.44 - $20.61 $284K - $379K
63.8K $1.27M
BKH
Black Hills Corp

Utilities
7.14K
+ 61.79%
$55.74 - $61.86 $398K - $441K
18.7K $1.13M
MLI
Mueller Industries Inc

Industrials
5.87K
+ 65.51%
$76.14 - $82.67 $447K - $485K
14.8K $1.13M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.13K
+ 33.2%
$89.88 - $110.11 $281K - $344K
12.6K $1.26M
GTLB
Gitlab Inc.

Technology
9.62K
+ 183.52%
$47.0 - $73.14 $452K - $704K
14.9K $699K
PTC
Ptc Inc.

Technology
2.76K
+ 161.12%
$153.3 - $193.48 $423K - $534K
4.47K $693K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.75K
+ 25.09%
$160.89 - $187.27 $282K - $328K
8.73K $1.51M
EIX
Edison International

Utilities
7.98K
+ 153.97%
$50.06 - $80.01 $400K - $639K
13.2K $776K
MATX
Matson, Inc.

Industrials
3.1K
+ 50.61%
$127.06 - $149.06 $394K - $463K
9.23K $1.18M
TDS
Telephone & Data Systems Inc

Communication Services
7.43K
+ 54.72%
$32.18 - $40.31 $239K - $300K
21K $814K
PRIM
Primoris Services Corp

Industrials
8.77K
+ 106.44%
$57.27 - $89.03 $502K - $781K
17K $977K
BPOP
Popular, Inc.

Financial Services
3.9K
+ 27.26%
$87.14 - $106.33 $340K - $415K
18.2K $1.68M
Activity Summary
Buys All Purchases 211 New Holdings 84 Increased Positions 127 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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