Summit Global Investments Purchases in Q3 2025

Summit Global Investments

  • $1.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Rbb Fd Inc
6.01M
New
N/A
6.01M $192M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
19.6K
New
$534.91 - $598.71 $10.5M - $11.7M
19.6K $11M
ZM
Zoom Video Communications, Inc.

Technology
106K
+ 604.88%
$69.77 - $86.83 $7.4M - $9.21M
124K $10.2M
MNST
Monster Beverage Corp

Consumer Defensive
121K
New
$58.65 - $67.31 $7.1M - $8.15M
121K $8.15M
Rbb Fd Inc
41.2K
+ 1.94%
N/A
2.17M $79.7M
Rbb Fd Inc
134K
+ 11.12%
N/A
1.34M $41.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
106K
+ 16.68%
$39.8 - $42.86 $4.22M - $4.54M
742K $31.7M
SPG
Simon Property Group Inc

Real Estate
30.2K
+ 263.35%
$159.93 - $187.67 $4.83M - $5.67M
41.7K $7.82M
PAYX
Paychex Inc

Industrials
45.8K
+ 1938.23%
$126.69 - $147.99 $5.8M - $6.78M
48.1K $6.1M
LLY
Eli Lilly & CO

Healthcare
6.88K
+ 170.61%
$625.65 - $812.69 $4.31M - $5.59M
10.9K $8.33M
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 0.1%
$293.94 - $444.72 $11.2K - $16.9K
37.5K $16.7M
CF
Cf Industries Holdings, Inc.

Basic Materials
46.4K
+ 1153.2%
$80.91 - $98.75 $3.76M - $4.58M
50.5K $4.53M
NBIX
Neurocrine Biosciences Inc

Healthcare
24.6K
+ 213.95%
$123.98 - $146.67 $3.05M - $3.61M
36.2K $5.08M
ADBE
Adobe Inc.

Technology
9.71K
+ 327.26%
$333.65 - $392.1 $3.24M - $3.81M
12.7K $4.47M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
43K
+ 14.56%
$42.67 - $46.91 $1.83M - $2.02M
338K $15.8M
RE
Everest Re Group LTD

Financial Services
8.18K
New
N/A
8.18K $2.86M
EA
Electronic Arts Inc.

Communication Services
11.5K
+ 193.6%
$147.79 - $202.05 $1.69M - $2.31M
17.4K $3.51M
PEP
Pepsico Inc

Consumer Defensive
11.7K
+ 10.87%
$133.81 - $152.16 $1.56M - $1.78M
119K $16.7M
UL
Unilever PLC

Consumer Defensive
42.4K
+ 742.73%
$58.43 - $65.01 $2.48M - $2.76M
48.1K $2.85M
CDNS
Cadence Design Systems Inc

Technology
6.66K
New
$309.46 - $373.37 $2.06M - $2.49M
6.66K $2.34M
MU
Micron Technology Inc

Technology
13.2K
New
$104.88 - $168.89 $1.38M - $2.22M
13.2K $2.2M
WDAY
Workday, Inc.

Technology
8.64K
New
$213.69 - $247.69 $1.85M - $2.14M
8.64K $2.08M
MFC
Manulife Financial Corp

Financial Services
66.3K
New
$29.9 - $32.34 $1.98M - $2.14M
66.3K $2.07M
VRSN
Verisign Inc

Technology
7.91K
+ 45.63%
$263.02 - $305.98 $2.08M - $2.42M
25.2K $7.06M
HDB
Hdfc Bank LTD

Financial Services
55.8K
New
$34.14 - $78.94 $1.9M - $4.4M
55.8K $1.91M
GOOG
Alphabet Inc.

Communication Services
318
+ 1.22%
$175.16 - $255.24 $55.7K - $81.2K
26.3K $6.41M
MA
Mastercard Inc

Financial Services
2.8K
+ 14.86%
$550.18 - $598.96 $1.54M - $1.67M
21.6K $12.3M
DTE
Dte Energy CO

Utilities
9.27K
+ 31.42%
$130.26 - $141.49 $1.21M - $1.31M
38.8K $5.49M
CAH
Cardinal Health Inc

Healthcare
13.2K
+ 27.19%
$146.04 - $167.63 $1.93M - $2.21M
61.7K $9.69M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
25.2K
+ 28.72%
$42.26 - $47.16 $1.06M - $1.19M
113K $5.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.59K
+ 1.44%
$97.75 - $100.75 $840K - $865K
605K $60.7M
PRDO
Perdoceo Education Corp

Consumer Defensive
37.8K
New
$28.08 - $37.66 $1.06M - $1.42M
37.8K $1.42M
GFI
Gold Fields LTD

Basic Materials
22.1K
+ 91.94%
$23.36 - $42.3 $517K - $936K
46.2K $1.94M
KLIC
Kulicke & Soffa Industries Inc

Technology
33.1K
New
$32.11 - $43.03 $1.06M - $1.43M
33.1K $1.35M
AEE
Ameren Corp

Utilities
10.9K
+ 46.15%
$95.0 - $104.38 $1.03M - $1.13M
34.4K $3.59M
FCX
Freeport Mcmoran Inc

Basic Materials
34K
+ 278.4%
$35.34 - $47.21 $1.2M - $1.6M
46.2K $1.81M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
18.7K
+ 136.21%
$60.01 - $65.01 $1.12M - $1.22M
32.5K $2.11M
ATEN
A10 Networks, Inc.

Technology
68.7K
New
$16.99 - $20.14 $1.17M - $1.38M
68.7K $1.25M
RDN
Radian Group Inc

Financial Services
33.5K
New
$32.61 - $37.23 $1.09M - $1.25M
33.5K $1.21M
YELP
Yelp Inc

Communication Services
38K
New
$30.48 - $35.26 $1.16M - $1.34M
38K $1.19M
IIPR
Innovative Industrial Properties Inc

Real Estate
22K
New
$45.83 - $58.26 $1.01M - $1.28M
22K $1.18M
ADSK
Autodesk, Inc.

Technology
3.67K
New
N/A
3.67K $1.17M
CCS
Century Communities, Inc.

Consumer Cyclical
18.3K
New
$56.29 - $69.8 $1.03M - $1.28M
18.3K $1.16M
VIRT
Virtu Financial, Inc.

Financial Services
31.2K
New
$34.87 - $45.12 $1.09M - $1.41M
31.2K $1.11M
UMC
United Microelectronics Corp

Technology
145K
New
$6.58 - $7.86 $952K - $1.14M
145K $1.1M
VTI
Vanguard Total Stock Market Et

ETFs
2.59K
+ 26.62%
$303.93 - $329.86 $788K - $855K
12.3K $4.05M
CTRA
Coterra Energy Inc.

Energy
45.9K
New
$23.09 - $25.45 $1.06M - $1.17M
45.9K $1.09M
JBT
John Bean Technologies Corp

Industrials
7.49K
New
N/A
7.49K $1.05M
VICR
Vicor Corp

Technology
21.1K
New
$43.84 - $54.72 $926K - $1.16M
21.1K $1.05M
Activity Summary
Buys All Purchases 249 New Holdings 101 Increased Positions 148 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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