Summit Global Investments Portfolio Holdings

Summit Global Investments

  • $1.71 Billion
  • Q3 2025

Summit Global Investments has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.71 Billion distributed in 462 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc with a value of $303M, Rbb Fd Inc with a value of $192M, Rbb Fd Inc with a value of $79.7M, Rbb Fd Inc with a value of $78.2M, and Rbb Fd Inc with a value of $61.7M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $1.7B to 1.71B.

Summit Global Investments is based out at Bountiful, UT

Below you can find more details about Summit Global Investments portfolio as well as his latest detailed transactions.

Portfolio value $1.71 Billion
ETFs: $181 Million
Technology: $156 Million
Healthcare: $115 Million
Financial Services: $91.7 Million
Consumer Defensive: $85.6 Million
Industrials: $66.7 Million
Consumer Cyclical: $64.6 Million
Communication Services: $59.7 Million
Other: $110 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19B
$3.93 Million 0.23% of portfolio
8,391
Q3 2025 Reduced 1.65%
$20.3B
$3.77 Million 0.22% of portfolio
27,538
Q3 2025 Added 0.9%
$42.4B
$3.62 Million 0.21% of portfolio
23,834
Q3 2025 Reduced 29.02%
$100B
$3.53 Million 0.21% of portfolio
13,060
Q3 2025 Reduced 15.57%
$69.1B
$3.63 Million 0.21% of portfolio
43,090
Q3 2025 Reduced 11.34%
$27.1B
$3.59 Million 0.21% of portfolio
34,408
Q3 2025 Added 46.15%
$56.6B
$3.59 Million 0.21% of portfolio
49,395
Q3 2025 Reduced 7.77%
$55.8B
$3.51 Million 0.2% of portfolio
17,375
Q3 2025 Added 193.6%
$414B
$3.23 Million 0.19% of portfolio
13,929
Q3 2025 Reduced 2.01%
$123B
$3.27 Million 0.19% of portfolio
6,544
Q3 2025 Reduced 76.96%
$17.6B
$3.09 Million 0.18% of portfolio
40,610
Q3 2025 Reduced 56.18%
$150B
$2.85 Million 0.17% of portfolio
48,103
Q3 2025 Added 742.73%
$14.5B
$2.86 Million 0.17% of portfolio
8,175
Q3 2025 New
$91.4B
$2.74 Million 0.16% of portfolio
17,640
Q3 2025 Reduced 4.23%
$66.3B
$2.74 Million 0.16% of portfolio
11,957
Q3 2025 Reduced 15.16%
$128B
$2.81 Million 0.16% of portfolio
145,917
Q3 2025 Added 4.75%
$1.46T
$2.57 Million 0.15% of portfolio
9,209
Q3 2025 Reduced 27.05%
$39.2B
$2.42 Million 0.14% of portfolio
14,433
Q3 2025 Reduced 0.59%
$86.4B
$2.34 Million 0.14% of portfolio
6,662
Q3 2025 New
$38.4B
$2.33 Million 0.14% of portfolio
7,443
Q3 2025 Added 63.47%
$522B
$2.3 Million 0.13% of portfolio
12,392
Q3 2025 Reduced 71.82%
$268B
$2.2 Million 0.13% of portfolio
13,160
Q3 2025 New
$37.6B
$2.24 Million 0.13% of portfolio
33,406
Q3 2025 Reduced 6.13%
$89.7B
$2.3 Million 0.13% of portfolio
11,425
Q3 2025 Reduced 38.8%
$45.6B
$2.14 Million 0.13% of portfolio
47,606
Q3 2025 Reduced 4.18%
$187B
$2.19 Million 0.13% of portfolio
13,143
Q3 2025 Reduced 1.97%
$6.2B
$2.21 Million 0.13% of portfolio
20,494
Q3 2025 Reduced 46.5%
$413B
$2.14 Million 0.12% of portfolio
41,417
Q3 2025 Reduced 1.99%
$300B
$2.03 Million 0.12% of portfolio
5,871
Q3 2025 Reduced 1.92%
$67.3B
$2.05 Million 0.12% of portfolio
7,337
Q3 2025 Reduced 4.25%
$64.9B
$2.07 Million 0.12% of portfolio
66,280
Q3 2025 New
$46.4B
$2.08 Million 0.12% of portfolio
8,642
Q3 2025 New
$191B
$1.81 Million 0.11% of portfolio
334
Q3 2025 Reduced 20.1%
$5.23B
$1.82 Million 0.11% of portfolio
8,290
Q3 2025 Reduced 31.99%
$237B
$1.81 Million 0.11% of portfolio
11,143
Q3 2025 Reduced 12.95%
$109B
$1.8 Million 0.11% of portfolio
59,516
Q3 2025 Reduced 0.14%
$68.4B
$1.91 Million 0.11% of portfolio
55,791
Q3 2025 New
$36.4B
$1.94 Million 0.11% of portfolio
46,205
Q3 2025 Added 91.94%
$57.4B
$1.81 Million 0.11% of portfolio
46,157
Q3 2025 Added 278.4%
$89.3B
$1.85 Million 0.11% of portfolio
16,971
Q3 2025 Added 10.85%
$147B
$1.83 Million 0.11% of portfolio
18,748
Q3 2025 Reduced 3.25%
$111B
$1.95 Million 0.11% of portfolio
4,974
Q3 2025 Added 27.15%
$18.5B
$1.8 Million 0.1% of portfolio
8,245
Q3 2025 Reduced 84.62%
$2.31B
$1.74 Million 0.1% of portfolio
124,364
Q3 2025 Added 0.69%
$26.5B
$1.76 Million 0.1% of portfolio
12,262
Q3 2025 Reduced 20.08%
$34B
$1.55 Million 0.09% of portfolio
133,600
Q3 2025 Reduced 6.31%
$33.9B
$1.5 Million 0.09% of portfolio
5,963
Q3 2025 Reduced 2.12%
$6.08B
$1.46 Million 0.09% of portfolio
14,403
Q3 2025 Reduced 3.32%
$3.65B
$1.37 Million 0.08% of portfolio
36,919
Q3 2025 Added 10.85%

Summary

  • Portfolio
  • No. of Stocks 462
  • Current Value $1.71 Billion
  • Prior Value $1.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 101 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 190 stocks
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