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
Masterbrand Inc C
27.5K
+ 104.79%
N/A
53.8K $703K
KRYS
Krystal Biotech, Inc.

Healthcare
1.26K
+ 36.43%
$142.64 - $194.44 $179K - $245K
4.71K $849K
FTNT
Fortinet, Inc.

Technology
3.03K
+ 74.37%
$92.49 - $114.57 $280K - $347K
7.1K $683K
GHC
Graham Holdings CO

Consumer Defensive
201
+ 20.64%
$854.34 - $983.77 $172K - $198K
1.18K $1.13M
SAP
Sap Se

Technology
574
+ 10.3%
$241.4 - $293.69 $139K - $169K
6.15K $1.65M
VMI
Valmont Industries Inc

Industrials
1.14K
+ 47.48%
$285.5 - $376.98 $326K - $430K
3.54K $1.01M
OGE
Oge Energy Corp.

Utilities
4.22K
+ 25.51%
$39.76 - $46.32 $168K - $195K
20.7K $953K
BCO
Brinks CO

Industrials
3.15K
+ 95.02%
$83.39 - $96.29 $262K - $303K
6.46K $557K
PAHC
Phibro Animal Health Corp

Healthcare
10.8K
+ 39.76%
$20.05 - $26.22 $217K - $283K
38K $811K
ESNT
Essent Group Ltd.

Financial Services
3.02K
+ 15.15%
$53.6 - $59.25 $162K - $179K
22.9K $1.32M
IVV
Ishares Core S&P 500 ETF

ETFs
422
+ 56.34%
$554.06 - $615.85 $234K - $260K
1.17K $658K
SM
Sm Energy CO

Energy
10.4K
+ 90.47%
$27.15 - $44.69 $281K - $463K
21.8K $653K
BHE
Benchmark Electronics Inc

Technology
6.35K
+ 119.16%
$37.74 - $48.97 $240K - $311K
11.7K $444K
CRUS
Cirrus Logic, Inc.

Technology
2.01K
+ 21.63%
$97.89 - $111.4 $196K - $223K
11.3K $1.12M
QCRH
Qcr Holdings Inc

Financial Services
2.94K
+ 100.75%
$71.51 - $81.55 $210K - $240K
5.86K $418K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
38.4K
+ 66.33%
N/A
96.4K $710K
MWA
Mueller Water Products, Inc.

Industrials
687
+ 1.28%
$21.65 - $28.24 $14.9K - $19.4K
54.4K $1.38M
EE
Excelerate Energy, Inc.

Utilities
6.62K
+ 53.5%
$27.92 - $32.38 $185K - $214K
19K $545K
Perimeter Solutions Inc C
29K
+ 58.57%
N/A
78.5K $791K
XLV
Select Sector Spdr Fund Health

ETFs
272
+ 2.01%
$137.61 - $149.68 $37.4K - $40.7K
13.8K $2.02M
ABC
Amerisourcebergen Corp

Healthcare
265
+ 20.06%
N/A
1.59K $441K
LYTS
Lsi Industries Inc

Technology
10.4K
+ 62.35%
$17.04 - $24.72 $177K - $256K
27K $459K
ZG
Zillow Group, Inc.

Communication Services
2.32K
+ 45.25%
$66.41 - $85.29 $154K - $198K
7.46K $499K
AX
Axos Financial, Inc.

Financial Services
2.46K
+ 33.33%
$61.63 - $73.1 $151K - $180K
9.83K $634K
BRBR
Bellring Brands, Inc.

Consumer Defensive
1.62K
+ 7.14%
$65.4 - $79.39 $106K - $129K
24.4K $1.81M
JXN
Jackson Financial Inc.

Financial Services
1.65K
+ 13.75%
$79.36 - $97.88 $131K - $161K
13.6K $1.14M
RTX
Raytheon Technologies Corp

Industrials
49
+ 0.92%
$114.1 - $135.66 $5.59K - $6.65K
5.35K $709K
CGDV
Capital Group Divid Value ETF

ETFs
2.38K
+ 12.02%
$34.95 - $37.36 $83.1K - $88.8K
22.2K $790K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
204
+ 42.15%
$507.05 - $563.67 $103K - $115K
688 $354K
SPY
Spdr S&P 500 ETF Trust

ETFs
188
+ 26.26%
$551.42 - $612.93 $104K - $115K
904 $505K
PNC
Pnc Financial Services Group, Inc.

Financial Services
760
+ 22.93%
$168.84 - $202.89 $128K - $154K
4.07K $716K
FSS
Federal Signal Corp

Industrials
1.72K
+ 61.84%
$75.18 - $101.32 $130K - $175K
4.51K $332K
NWPX
Northwest Pipe CO

Industrials
2.47K
+ 49.07%
$40.07 - $53.13 $98.9K - $131K
7.49K $310K
UMH
Umh Properties, Inc.

Real Estate
3.58K
+ 26.16%
$17.49 - $19.0 $62.6K - $68K
17.3K $323K
IAU
Ishares Gold Trust

ETFs
50
+ 0.83%
$49.74 - $58.96 $2.49K - $2.95K
6.08K $359K
SKYW
Skywest Inc

Industrials
1.82K
+ 22.63%
$81.46 - $120.92 $149K - $221K
9.89K $864K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.82K
+ 47.97%
$59.37 - $95.63 $167K - $270K
8.7K $558K
Capital Group Core Balanced S
1.89K
+ 18.99%
N/A
11.8K $366K
GFF
Griffon Corp

Industrials
725
+ 22.32%
$68.06 - $80.91 $49.3K - $58.7K
3.97K $284K
CRS
Carpenter Technology Corp

Industrials
104
+ 3.42%
$172.39 - $212.53 $17.9K - $22.1K
3.14K $569K
VTV
Vanguard Value ETF

ETFs
124
+ 4.6%
$167.73 - $179.21 $20.8K - $22.2K
2.82K $487K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.09K
+ 13.87%
$33.98 - $39.84 $70.9K - $83.1K
17.1K $587K
VGSH
Vanguard

ETFs
197
+ 0.83%
$58.07 - $58.68 $11.4K - $11.6K
24K $1.41M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
126
+ 0.95%
$77.7 - $78.94 $9.79K - $9.95K
13.4K $1.06M
OKE
Oneok Inc

Energy
263
+ 10.86%
$89.57 - $109.85 $23.6K - $28.9K
2.69K $266K
DHR
Danaher Corp

Healthcare
161
+ 17.97%
$201.62 - $250.59 $32.5K - $40.3K
1.06K $217K
NMIH
Nmi Holdings, Inc.

Financial Services
1.04K
+ 2.64%
$34.46 - $39.13 $36K - $40.9K
40.6K $1.46M
NBN
Northeast Bk Lewiston Me Com

Financial Services
117
+ 1.37%
$89.03 - $109.56 $10.4K - $12.8K
8.65K $792K
BXSL
Blackstone Secured Lending Fund

Financial Services
83
+ 0.27%
$31.3 - $34.5 $2.6K - $2.86K
31K $1M
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
Track This Portfolio

Track Summit Global Investments Portfolio

Follow Summit Global Investments and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Global Investments, based on Form 13F filings with the SEC.

News

Stay updated on Summit Global Investments with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email