Summit Global Investments Incresed Positions 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
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
Rbb Fd Inc
58.7K
+ 2.84%
N/A
2.13M $72.3M
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
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
PGR
Progressive Corp

Financial Services
23.4K
+ 75.32%
$255.27 - $288.74 $5.96M - $6.75M
54.4K $14.5M
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
CMCSA
Comcast Corp

Communication Services
129K
+ 662.34%
$32.84 - $36.72 $4.24M - $4.74M
149K $5.3M
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
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
Veralto Corp
25.8K
+ 349.23%
N/A
33.1K $3.35M
MA
Mastercard Inc

Financial Services
3.73K
+ 24.69%
$479.92 - $590.74 $1.79M - $2.2M
18.8K $10.6M
TSLA
Tesla, Inc.

Consumer Cyclical
419
+ 1.13%
$221.86 - $362.89 $93K - $152K
37.4K $11.9M
Rbb Fd Inc
47.7K
+ 2.27%
N/A
2.14M $60.1M
NEM
Newmont Corp

Basic Materials
31.8K
+ 189.5%
$44.18 - $59.46 $1.41M - $1.89M
48.6K $2.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.5K
+ 3.2%
$96.84 - $99.46 $1.79M - $1.84M
597K $59.2M
CTSH
Cognizant Technology Solutions Corp

Technology
25.3K
+ 245.11%
$66.47 - $81.81 $1.68M - $2.07M
35.6K $2.78M
WELL
Welltower Inc.

Real Estate
12.7K
+ 125.34%
$136.49 - $155.22 $1.73M - $1.97M
22.8K $3.5M
ABBV
Abb Vie Inc.

Healthcare
10.9K
+ 333.49%
$170.16 - $206.27 $1.86M - $2.26M
14.2K $2.64M
FISV
Fiserv Inc

Technology
11.3K
+ 860.67%
N/A
12.7K $2.18M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
18K
+ 233.93%
$89.4 - $99.04 $1.61M - $1.79M
25.7K $2.49M
CSCO
Cisco Systems, Inc.

Technology
23.6K
+ 341.56%
$53.19 - $69.38 $1.26M - $1.64M
30.5K $2.12M
AJG
Arthur J. Gallagher & Co.

Financial Services
5.12K
+ 96.13%
$310.86 - $348.77 $1.59M - $1.78M
10.4K $3.34M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
30.9K
+ 54.41%
$35.35 - $42.68 $1.09M - $1.32M
87.6K $3.73M
BAC
Bank Of America Corp

Financial Services
28.1K
+ 198.69%
$34.39 - $47.46 $967K - $1.33M
42.3K $2M
EXC
Exelon Corp

Utilities
33.2K
+ 201.03%
$42.2 - $47.37 $1.4M - $1.57M
49.7K $2.16M
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
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