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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.22 Million 0.31% of portfolio
112,776
Q3 2025 Added 28.72%
$13.9B
$5.08 Million 0.3% of portfolio
36,155
Q3 2025 Added 213.95%
$143B
$5.16 Million 0.3% of portfolio
153,729
Q3 2025 Reduced 1.96%
$0
$4.97 Million 0.29% of portfolio
232,742
Q3 2025 Added 1.88%
$156B
$5.03 Million 0.29% of portfolio
45,329
Q3 2025 Added 0.06%
$2.39T
$4.82 Million 0.28% of portfolio
21,950
Q3 2025 Reduced 1.2%
$85.9B
$4.6 Million 0.27% of portfolio
20,816
Q3 2025 Reduced 24.9%
$78.2B
$4.61 Million 0.27% of portfolio
14,255
Q3 2025 Reduced 6.1%
$7.41B
$4.66 Million 0.27% of portfolio
50,391
Q3 2025 Added 16.95%
$120B
$4.57 Million 0.27% of portfolio
145,415
Q3 2025 Reduced 2.11%
$881B
$4.66 Million 0.27% of portfolio
14,765
Q3 2025 Reduced 61.77%
$16.9B
$4.53 Million 0.26% of portfolio
50,454
Q3 2025 Added 1,153.2%
$136B
$4.5 Million 0.26% of portfolio
19,048
Q3 2025 Reduced 63.36%
$317B
$4.53 Million 0.26% of portfolio
54,027
Q3 2025 Reduced 1.96%
$151B
$4.47 Million 0.26% of portfolio
12,681
Q3 2025 Added 327.26%
$0
$4.05 Million 0.24% of portfolio
12,334
Q3 2025 Added 26.62%
$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%
Veralto Corp
-
$3.39 Million 0.2% of portfolio
-
Q3 2025 Reduced 4.01%
$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%
$0
$2.87 Million 0.17% of portfolio
62,349
Q3 2025 Reduced 0.79%
$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%
$319B
$2.7 Million 0.16% of portfolio
39,440
Q3 2025 Added 29.13%
$0
$2.66 Million 0.16% of portfolio
89,605
Q3 2025 Added 0.48%
$1.46T
$2.57 Million 0.15% of portfolio
9,209
Q3 2025 Reduced 27.05%
$0
$2.49 Million 0.15% of portfolio
49,212
Q3 2025 Added 1.51%
$39.2B
$2.42 Million 0.14% of portfolio
14,433
Q3 2025 Reduced 0.59%
$0
$2.41 Million 0.14% of portfolio
62,056
Q3 2025 Added 8.48%
$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%

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
Track This Portfolio

Track Summit Global Investments Portfolio

Follow Summit Global Investments and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Global Investments, based on Form 13F filings with the SEC.

News

Stay updated on Summit Global Investments with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email