Summit Global Investments Incresed Positions in Q2 2025

Summit Global Investments

  • $1.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAT
American Assets Trust, Inc.

Real Estate
716
+ 2.89%
$17.29 - $20.65 $12.4K - $14.8K
25.5K $504K
ACN
Accenture PLC

Technology
38
+ 3.64%
$279.23 - $323.21 $10.6K - $12.3K
1.08K $323K
TCBX
Third Coast Bancshares, Inc.

Financial Services
49
+ 0.75%
$27.48 - $33.21 $1.35K - $1.63K
6.56K $214K
MTH
Meritage Homes Corp

Consumer Cyclical
14
+ 0.45%
$62.44 - $71.44 $874 - $1K
3.14K $210K
QCRH
Qcr Holdings Inc

Financial Services
94
+ 1.6%
$63.6 - $71.9 $5.98K - $6.76K
5.95K $404K
GHC
Graham Holdings CO

Consumer Defensive
3
+ 0.26%
$876.56 - $1003.53 $2.63K - $3.01K
1.18K $1.12M
GTLB
Gitlab Inc.

Technology
331
+ 2.23%
$40.52 - $53.43 $13.4K - $17.7K
15.2K $685K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
238
+ 1.14%
$32.56 - $35.71 $7.75K - $8.5K
21.1K $697K
CMRE
Costamare Inc.

Industrials
176
+ 0.72%
$6.84 - $10.34 $1.2K - $1.82K
24.6K $224K
HCAT
Health Catalyst, Inc.

Healthcare
377
+ 1.41%
$3.58 - $4.52 $1.35K - $1.7K
27.1K $102K
IVT
Inven Trust Properties Corp.

Real Estate
951
+ 3.43%
$25.97 - $29.73 $24.7K - $28.3K
28.6K $785K
XEL
Xcel Energy Inc

Utilities
8
+ 0.07%
$65.65 - $72.39 $525 - $579
11.8K $805K
BXSL
Blackstone Secured Lending Fund

Financial Services
553
+ 1.79%
$26.88 - $32.74 $14.9K - $18.1K
31.5K $970K
QNST
Quinstreet, Inc

Communication Services
471
+ 1.77%
$14.71 - $18.96 $6.93K - $8.93K
27.1K $437K
UPS
United Parcel Service Inc

Industrials
531
+ 4.64%
$91.92 - $110.2 $48.8K - $58.5K
12K $1.21M
JD
Jd.Com, Inc.

Consumer Cyclical
2.3K
+ 15.31%
$31.44 - $41.32 $72.3K - $95.1K
17.3K $566K
MATX
Matson, Inc.

Industrials
683
+ 7.4%
$93.11 - $132.21 $63.6K - $90.3K
9.92K $1.1M
Masterbrand Inc
484
+ 0.9%
N/A
54.3K $593K
AMGN
Amgen Inc

Healthcare
147
+ 3.01%
$262.28 - $309.85 $38.6K - $45.5K
5.03K $1.4M
FLO
Flowers Foods Inc

Consumer Defensive
1.28K
+ 2.69%
$15.86 - $19.21 $20.2K - $24.5K
48.6K $777K
CAG
Conagra Brands Inc.

Consumer Defensive
1.4K
+ 4.85%
$20.4 - $26.78 $28.6K - $37.5K
30.3K $620K
TRGP
Targa Resources Corp.

Energy
333
+ 2.35%
$157.32 - $205.72 $52.4K - $68.5K
14.5K $2.53M
CL
Colgate Palmolive CO

Consumer Defensive
960
+ 0.55%
$87.57 - $96.0 $84.1K - $92.2K
176K $16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
108
+ 0.58%
$212.1 - $244.27 $22.9K - $26.4K
18.7K $4.08M
TSN
Tyson Foods, Inc.

Consumer Defensive
15K
+ 6.5%
$54.33 - $63.56 $815K - $954K
246K $13.8M
Activity Summary
Buys All Purchases 287 New Holdings 111 Increased Positions 176 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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