Summit Global Investments New Holdings in Q1 2025

Summit Global Investments

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGRC
Mcgrath Rentcorp

Industrials
4.86K
New
$109.58 - $128.96 $532K - $626K
4.86K $541K
VOD
Vodafone Group Public LTD CO

Communication Services
55.6K
New
$8.05 - $9.86 $447K - $548K
55.6K $521K
PRO
Pros Holdings, Inc.

Technology
27.3K
New
$19.89 - $27.39 $544K - $749K
27.3K $520K
CPF
Central Pacific Financial Corp

Financial Services
18.4K
New
$26.39 - $30.61 $486K - $564K
18.4K $498K
FFIV
F5, Inc.

Technology
1.86K
New
$251.75 - $310.6 $468K - $577K
1.86K $495K
WK
Workiva Inc

Technology
6.34K
New
$78.73 - $114.09 $499K - $724K
6.34K $481K
QNST
Quinstreet, Inc

Communication Services
26.7K
New
$17.0 - $25.17 $454K - $671K
26.7K $476K
HTGC
Hercules Capital, Inc.

Financial Services
24.2K
New
$18.01 - $22.0 $436K - $532K
24.2K $465K
IPI
Intrepid Potash, Inc.

Basic Materials
14.2K
New
$21.7 - $30.32 $308K - $431K
14.2K $417K
CDE
Coeur Mining, Inc.

Basic Materials
69.6K
New
$5.02 - $7.29 $349K - $507K
69.6K $412K
FSK
Fs Kkr Capital Corp

Financial Services
18.8K
New
$20.47 - $24.06 $385K - $452K
18.8K $394K
CRDO
Credo Technology Group Holding LTD

Technology
9.71K
New
$39.45 - $85.5 $383K - $830K
9.71K $390K
DOW
Dow Inc.

Basic Materials
10.9K
New
$34.36 - $41.92 $376K - $459K
10.9K $382K
SMG
Scotts Miracle Gro CO

Basic Materials
6.37K
New
$54.76 - $77.7 $349K - $495K
6.37K $350K
CRC
California Resources Corp

Energy
7.87K
New
$39.17 - $54.42 $308K - $428K
7.87K $346K
YMM
Full Truck Alliance Co. Ltd.

Technology
26.5K
New
$10.41 - $13.69 $276K - $363K
26.5K $339K
IBOC
International Bancshares Corp

Financial Services
5.2K
New
$60.62 - $67.91 $315K - $353K
5.2K $328K
NRIM
Northrim Bancorp Inc

Financial Services
4.43K
New
$71.67 - $90.54 $317K - $401K
4.43K $324K
Annaly Capital Management In C
14.1K
New
N/A
14.1K $285K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.53K
New
$169.43 - $182.84 $260K - $280K
1.53K $266K
RMBS
Rambus Inc

Technology
5.01K
New
$51.55 - $68.59 $258K - $343K
5.01K $259K
PATH
Ui Path, Inc.

Technology
24.6K
New
$9.97 - $15.19 $246K - $374K
24.6K $254K
Sitio Royalties Corp C
12.5K
New
N/A
12.5K $248K
DGRO
Ishares Core Dividend Growth E

ETFs
4K
New
$60.46 - $64.42 $242K - $258K
4K $247K
LFST
Life Stance Health Group, Inc.

Healthcare
36.1K
New
$6.6 - $8.17 $238K - $295K
36.1K $241K
V
Visa Inc.

Financial Services
663
New
$306.92 - $362.71 $203K - $240K
663 $232K
VT
Vanguard Total World Stk Index

ETFs
1.88K
New
$115.08 - $123.97 $216K - $233K
1.88K $218K
HBNC
Horizon Bancorp Inc

Financial Services
13.9K
New
$15.0 - $17.76 $209K - $248K
13.9K $210K
DAKT
Daktronics Inc

Technology
17.1K
New
$11.95 - $17.59 $204K - $300K
17.1K $208K
GCO
Genesco Inc

Consumer Cyclical
9.63K
New
$20.17 - $43.42 $194K - $418K
9.63K $204K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
13K
New
$13.24 - $14.63 $172K - $190K
13K $172K
HCAT
Health Catalyst, Inc.

Healthcare
26.7K
New
$3.97 - $7.42 $106K - $198K
26.7K $121K
CIO
City Office Reit, Inc.

Real Estate
11K
New
$4.81 - $5.52 $53K - $60.8K
11K $57K
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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