Summit Global Investments Incresed Positions in Q3 2025

Summit Global Investments

  • $1.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZM
Zoom Video Communications, Inc.

Technology
106K
+ 604.88%
$69.77 - $86.83 $7.4M - $9.21M
124K $10.2M
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
APH
Amphenol Corp

Technology
35.7K
+ 122.73%
$97.39 - $125.4 $3.48M - $4.48M
64.8K $8.02M
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
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
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
VRSN
Verisign Inc

Technology
7.91K
+ 45.63%
$263.02 - $305.98 $2.08M - $2.42M
25.2K $7.06M
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
GFI
Gold Fields LTD

Basic Materials
22.1K
+ 91.94%
$23.36 - $42.3 $517K - $936K
46.2K $1.94M
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
VTI
Vanguard Total Stock Market Et

ETFs
2.59K
+ 26.62%
$303.93 - $329.86 $788K - $855K
12.3K $4.05M
CALX
Calix, Inc

Technology
16.1K
+ 277.96%
$50.08 - $64.04 $806K - $1.03M
21.9K $1.34M
NFG
National Fuel Gas CO

Energy
7.3K
+ 16.95%
$82.19 - $93.72 $600K - $684K
50.4K $4.66M
NVDA
Nvidia Corp

Technology
436
+ 1.37%
$153.3 - $186.58 $66.8K - $81.3K
32.2K $6.01M
ABC
Amerisourcebergen Corp

Healthcare
2.89K
+ 63.47%
N/A
7.44K $2.33M
Annaly Capital Management In
46K
+ 332.34%
N/A
59.8K $1.21M
AZO
Autozone Inc

Consumer Cyclical
182
+ 132.85%
$3649.42 - $4354.54 $664K - $793K
319 $1.37M
PRG
Prog Holdings, Inc.

Industrials
24.9K
+ 194.2%
$28.2 - $36.35 $701K - $904K
37.7K $1.22M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
30.6K
+ 185.5%
$24.29 - $30.41 $744K - $932K
47.2K $1.15M
VUG
Vanguard Growth ETF

ETFs
1.38K
+ 114.2%
$433.97 - $484.08 $597K - $666K
2.58K $1.24M
NFLX
Netflix Inc

Communication Services
619
+ 198.4%
$1147.87 - $1297.18 $711K - $803K
931 $1.12M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
6.62K
+ 4.75%
$14.73 - $19.31 $97.5K - $128K
146K $2.81M
PRVA
Privia Health Group, Inc.

Healthcare
24.7K
+ 273.9%
$18.86 - $24.9 $465K - $614K
33.7K $839K
QQQ
Invesco Qqq Trust, Series 1

ETFs
797
+ 29.79%
$546.99 - $602.2 $436K - $480K
3.47K $2.08M
CL
Colgate Palmolive CO

Consumer Defensive
31.5K
+ 17.93%
$79.36 - $93.33 $2.5M - $2.94M
207K $16.6M
CSCO
Cisco Systems, Inc.

Technology
8.9K
+ 29.13%
$66.2 - $71.79 $589K - $639K
39.4K $2.7M
FELE
Franklin Electric CO Inc

Industrials
5.69K
+ 176.38%
$89.51 - $99.6 $509K - $567K
8.92K $849K
CRDO
Credo Technology Group Holding LTD

Technology
692
+ 8.18%
$87.59 - $172.31 $60.6K - $119K
9.15K $1.33M
PRU
Prudential Financial Inc

Financial Services
5.41K
+ 71.13%
$100.68 - $109.89 $545K - $595K
13K $1.35M
TJX
Tjx Companies Inc

Consumer Cyclical
2.81K
+ 83.49%
$121.35 - $144.54 $341K - $406K
6.18K $893K
CGDV
Capital Group Divid Value ETF

ETFs
9.6K
+ 35.69%
$39.59 - $42.21 $380K - $405K
36.5K $1.54M
BK
Bank Of New York Mellon Corp

Financial Services
1.66K
+ 10.85%
$90.65 - $109.75 $151K - $182K
17K $1.85M
FOX
Fox Corp Cl B (De)

Communication Services
5.66K
+ 30.25%
$49.06 - $57.29 $277K - $324K
24.4K $1.4M
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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