Summit Global Investments Purchases in Q2 2025

Summit Global Investments

  • $1.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Rbb Fd Inc
4.3M
+ 32.8%
N/A
17.4M $447M
MSFT
Microsoft Corp

Technology
29K
+ 147.53%
$354.56 - $497.45 $10.3M - $14.4M
48.6K $24.2M
Arista Networks Inc
109K
+ 474.93%
N/A
132K $13.6M
ORCL
Oracle Corp

Technology
50.1K
New
$122.82 - $218.63 $6.15M - $10.9M
50.1K $10.9M
JPM
Jpmorgan Chase & CO

Financial Services
35.5K
+ 1133.21%
$210.28 - $289.91 $7.46M - $10.3M
38.6K $11.2M
AAPL
Apple Inc.

Technology
52.6K
+ 124.26%
$172.42 - $223.89 $9.07M - $11.8M
95K $19.5M
ABT
Abbott Laboratories

Healthcare
69.6K
+ 2629.91%
$123.95 - $138.08 $8.63M - $9.62M
72.3K $9.83M
NI
Nisource Inc.

Utilities
214K
+ 405.29%
$37.11 - $40.64 $7.94M - $8.69M
267K $10.8M
MCO
Moodys Corp

Financial Services
16.9K
New
$396.7 - $501.59 $6.7M - $8.47M
16.9K $8.47M
Rbb Fd Inc
58.7K
+ 2.84%
N/A
2.13M $72.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
27.5K
New
$248.61 - $294.96 $6.83M - $8.1M
27.5K $7.75M
DIS
Walt Disney CO

Communication Services
60.5K
New
$81.72 - $124.01 $4.94M - $7.5M
60.5K $7.5M
GOOGL
Alphabet Inc.

Communication Services
41.4K
+ 941.98%
$144.7 - $178.6 $5.99M - $7.4M
45.8K $8.07M
PEP
Pepsico Inc

Consumer Defensive
60.4K
+ 127.99%
$128.02 - $151.37 $7.73M - $9.14M
108K $14.2M
COST
Costco Wholesale Corp

Consumer Defensive
6.4K
+ 108.23%
$908.13 - $1056.85 $5.81M - $6.76M
12.3K $12.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109K
+ 20.6%
$32.66 - $40.75 $3.55M - $4.42M
636K $25.7M
XOM
Exxon Mobil Corp

Energy
61.8K
+ 512.64%
$99.93 - $119.04 $6.18M - $7.36M
73.9K $7.96M
Rbb Fd Inc
84.9K
+ 7.61%
N/A
1.2M $34.1M
JNJ
Johnson & Johnson

Healthcare
41.5K
+ 1705.05%
$146.36 - $159.82 $6.08M - $6.64M
44K $6.72M
HD
Home Depot, Inc.

Consumer Cyclical
17K
+ 45.45%
$335.24 - $380.78 $5.7M - $6.47M
54.4K $19.9M
CHKP
Check Point Software Technologies LTD

Technology
28K
New
$204.26 - $233.47 $5.73M - $6.55M
28K $6.2M
ATO
Atmos Energy Corp

Utilities
39.1K
New
$145.06 - $162.66 $5.67M - $6.36M
39.1K $6.03M
PGR
Progressive Corp

Financial Services
23.4K
+ 75.32%
$255.27 - $288.74 $5.96M - $6.75M
54.4K $14.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
30.1K
New
$151.62 - $183.47 $4.57M - $5.53M
30.1K $5.53M
TMUS
T Mobile Us, Inc.

Communication Services
22.9K
+ 329.22%
$220.99 - $268.54 $5.07M - $6.16M
29.9K $7.13M
ECL
Ecolab Inc.

Basic Materials
18.1K
+ 101.08%
$225.65 - $270.95 $4.08M - $4.9M
36K $9.7M
YUM
Yum Brands Inc

Consumer Cyclical
33.6K
New
$138.36 - $161.45 $4.65M - $5.42M
33.6K $4.98M
CMCSA
Comcast Corp

Communication Services
129K
+ 662.34%
$32.84 - $36.72 $4.24M - $4.74M
149K $5.3M
CBT
Cabot Corp

Basic Materials
59.6K
New
$72.47 - $84.35 $4.32M - $5.02M
59.6K $4.47M
WFC
Wells Fargo & Company

Financial Services
55.1K
New
$60.98 - $80.12 $3.36M - $4.42M
55.1K $4.42M
MRK
Merck & Co., Inc.

Healthcare
66.7K
+ 74.99%
$73.47 - $87.12 $4.9M - $5.81M
156K $12.3M
WMT
Walmart Inc.

Consumer Defensive
39.4K
+ 90.6%
$81.79 - $99.98 $3.22M - $3.93M
82.8K $8.1M
GOOG
Alphabet Inc.

Communication Services
23.7K
+ 1034.89%
$146.58 - $180.01 $3.47M - $4.27M
26K $4.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.34K
+ 1066.86%
$456.74 - $568.03 $3.35M - $4.17M
8.03K $4.56M
LMT
Lockheed Martin Corp

Industrials
8.28K
+ 41.13%
$430.82 - $486.45 $3.57M - $4.03M
28.4K $13.2M
HUBS
Hubspot Inc

Technology
7.51K
+ 732.39%
$487.07 - $672.24 $3.66M - $5.05M
8.53K $4.75M
UNP
Union Pacific Corp

Industrials
18.7K
+ 56.35%
$208.27 - $238.46 $3.9M - $4.47M
52K $12M
INCY
Incyte Corp

Healthcare
54.3K
+ 101.86%
$55.17 - $71.22 $2.99M - $3.87M
108K $7.33M
CME
Cme Group Inc.

Financial Services
13.6K
+ 742.03%
$252.37 - $290.71 $3.44M - $3.96M
15.5K $4.26M
AMZN
Amazon Com Inc

Consumer Cyclical
16.4K
+ 278.72%
$167.32 - $223.3 $2.74M - $3.65M
22.2K $4.87M
VRSN
Verisign Inc

Technology
12.1K
+ 228.62%
$234.49 - $288.8 $2.83M - $3.48M
17.3K $5M
INTC
Intel Corp

Technology
157K
New
$18.13 - $22.69 $2.84M - $3.56M
157K $3.51M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
38.3K
New
$87.84 - $1441.89 $3.36M - $55.2M
38.3K $3.45M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
76.4K
+ 154.39%
$54.08 - $68.32 $4.13M - $5.22M
126K $6.92M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
53.6K
+ 22.14%
$34.72 - $42.74 $1.86M - $2.29M
295K $12.6M
NVDA
Nvidia Corp

Technology
11.4K
+ 55.76%
$94.31 - $157.99 $1.07M - $1.8M
31.8K $5.02M
MMM
3 M CO

Industrials
18.4K
New
$126.09 - $154.15 $2.32M - $2.84M
18.4K $2.8M
Veralto Corp
25.8K
+ 349.23%
N/A
33.1K $3.35M
GE
General Electric CO

Industrials
9.41K
New
$166.81 - $257.39 $1.57M - $2.42M
9.41K $2.42M
Activity Summary
Buys All Purchases 287 New Holdings 111 Increased Positions 176 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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