Summit Global Investments has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.6 Billion distributed in 519 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc S with a value of $149M, Rbb Fd Inc S with a value of $102M, Rbb Fd Inc S with a value of $72.7M, Rbb Fd Inc S with a value of $52.8M, and Ishares Core U.S. Aggregate Bo with a value of $52M.
Examining the 13F form we can see an increase of $29.9M in the current position value, from $1.57B to 1.6B.
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
$1.6 Billion
ETFs: $224 Million
Technology: $170 Million
Financial Services: $161 Million
Healthcare: $148 Million
Industrials: $110 Million
Consumer Defensive: $95.8 Million
Communication Services: $76 Million
Consumer Cyclical: $68.4 Million
Other: $125 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
