Summit Global Investments has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.48 Billion distributed in 488 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc S with a value of $99.4M, Rbb Fd Inc S with a value of $92.8M, Rbb Fd Inc S with a value of $59.3M, Rbb Fd Inc S with a value of $53.7M, and Ishares Core U.S. Aggregate Bo with a value of $48.5M.
Examining the 13F form we can see an increase of $137M in the current position value, from $1.34B to 1.48B.
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
$1.48 Billion
ETFs: $207 Million
Technology: $182 Million
Healthcare: $167 Million
Financial Services: $144 Million
Industrials: $107 Million
Consumer Cyclical: $91.1 Million
Communication Services: $78.2 Million
Consumer Defensive: $74.8 Million
Other: $107 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions