Summit Global Investments Portfolio Holdings
Summit Global Investments
- $1.7 Billion
- Q2 2025
Summit Global Investments has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.7 Billion distributed in 458 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc with a value of $447M, Rbb Fd Inc with a value of $77.3M, Rbb Fd Inc with a value of $72.3M, Rbb Fd Inc with a value of $60.1M, and Ishares Core U.S. Aggregate Bo with a value of $59.2M.
Examining the 13F form we can see an increase of $322M in the current position value, from $1.37B to 1.7B.
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
$1.7 Billion
ETFs: $165 Million
Technology: $137 Million
Financial Services: $119 Million
Healthcare: $104 Million
Consumer Defensive: $92.9 Million
Industrials: $90.3 Million
Consumer Cyclical: $71.7 Million
Communication Services: $59 Million
Other: $131 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 458
- Current Value $1.7 Billion
- Prior Value $1.37 Billion
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 111 stocks
- Additional Purchases 176 stocks
- Sold out of 0 stocks
- Reduced holdings in 159 stocks