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
INGR
Ingredion Inc

Consumer Defensive
10.2K
+ 686.38%
$123.22 - $140.95 $1.26M - $1.44M
11.7K $1.59M
INTU
Intuit Inc

Technology
1.45K
+ 146.28%
$544.07 - $787.63 $791K - $1.15M
2.45K $1.93M
IVV
Ishares Core S&P 500 ETF

ETFs
1.88K
+ 160.2%
$498.8 - $620.9 $936K - $1.16M
3.05K $1.89M
OKE
Oneok Inc

Energy
15K
+ 557.28%
$78.71 - $100.37 $1.18M - $1.5M
17.6K $1.44M
GILD
Gilead Sciences, Inc.

Healthcare
10.2K
+ 29.18%
$96.91 - $113.0 $992K - $1.16M
45.3K $5.02M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.79K
+ 16.57%
$141.37 - $228.57 $254K - $410K
12.6K $2.86M
NGG
National Grid PLC

Utilities
8.6K
+ 19.14%
$62.74 - $74.79 $540K - $643K
53.6K $3.99M
GIB
Cgi Inc

Technology
9.45K
+ 238.05%
$96.47 - $109.59 $912K - $1.04M
13.4K $1.41M
VOD
Vodafone Group Public LTD CO

Communication Services
87K
+ 156.5%
$8.19 - $10.66 $713K - $927K
143K $1.52M
UTHR
United Therapeutics Corp

Healthcare
4.28K
+ 30.41%
$276.47 - $328.4 $1.18M - $1.4M
18.3K $5.27M
DUK
Duke Energy Corp

Utilities
8.07K
+ 113.22%
$112.46 - $124.05 $907K - $1M
15.2K $1.79M
DTE
Dte Energy CO

Utilities
7.73K
+ 35.51%
$127.39 - $139.49 $985K - $1.08M
29.5K $3.91M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
3.46K
+ 39.63%
$162.37 - $200.76 $562K - $695K
12.2K $2.3M
GFF
Griffon Corp

Industrials
10.8K
+ 272.84%
$64.73 - $74.97 $702K - $813K
14.8K $1.07M
Natwest Group PLC
45.3K
+ 108.32%
N/A
87.1K $1.23M
BHE
Benchmark Electronics Inc

Technology
18.4K
+ 157.92%
$32.53 - $39.36 $600K - $726K
30.1K $1.17M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1.58K
+ 304.62%
$396.53 - $537.62 $628K - $852K
2.1K $914K
EBND
Spdr Bloomberg Emerging Market

ETFs
13.7K
+ 6.4%
$19.57 - $21.4 $269K - $294K
228K $4.89M
FOX
Fox Corp Cl B (De)

Communication Services
10.6K
+ 131.92%
$43.81 - $53.0 $466K - $564K
18.7K $965K
PG
Procter & Gamble CO

Consumer Defensive
3.92K
+ 42.77%
$157.66 - $172.39 $617K - $675K
13.1K $2.08M
SM
Sm Energy CO

Energy
25.7K
+ 117.81%
$20.39 - $30.52 $524K - $784K
47.5K $1.17M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
7.48K
+ 86.04%
$52.22 - $73.66 $391K - $551K
16.2K $1.07M
SRLN
Ssga Active Trust

ETFs
10.6K
+ 7.73%
$39.47 - $41.59 $417K - $439K
147K $6.12M
ADEA
Adeia Inc.

Technology
31.4K
+ 62.13%
$11.23 - $14.24 $352K - $447K
81.8K $1.16M
CTRE
Care Trust Reit, Inc.

Real Estate
13.3K
+ 54.37%
$26.65 - $30.69 $354K - $408K
37.7K $1.15M
VTI
Vanguard Total Stock Market Et

ETFs
591
+ 6.46%
$243.75 - $303.93 $144K - $180K
9.74K $2.96M
NOK
Nokia Corp

Technology
78.9K
+ 202.59%
$4.65 - $5.43 $367K - $428K
118K $610K
MCD
Mcdonalds Corp

Consumer Cyclical
1.46K
+ 124.19%
$285.55 - $321.23 $418K - $470K
2.64K $771K
PKG
Packaging Corp Of America

Consumer Cyclical
4.35K
+ 8.82%
$175.97 - $201.36 $765K - $875K
53.6K $10.1M
FBP
First Bancorp

Financial Services
12.4K
+ 29.1%
$16.84 - $21.1 $208K - $261K
54.9K $1.14M
SKYW
Skywest Inc

Industrials
1.68K
+ 16.98%
$79.41 - $103.84 $133K - $174K
11.6K $1.19M
CRC
California Resources Corp

Energy
6.35K
+ 80.65%
$32.4 - $47.27 $206K - $300K
14.2K $649K
CGDV
Capital Group Divid Value ETF

ETFs
4.75K
+ 21.46%
$31.93 - $39.49 $152K - $188K
26.9K $1.06M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.92K
+ 22.86%
$30.53 - $40.65 $120K - $159K
21K $855K
Ishares Bitcoin Trust ETF
1.59K
+ 14.21%
N/A
12.8K $781K
ENVA
Enova International, Inc.

Financial Services
648
+ 5.28%
$85.91 - $111.52 $55.7K - $72.3K
12.9K $1.44M
NBIX
Neurocrine Biosciences Inc

Healthcare
638
+ 5.87%
$87.54 - $128.18 $55.9K - $81.8K
11.5K $1.45M
V
Visa Inc.

Financial Services
671
+ 101.21%
$308.27 - $373.31 $207K - $250K
1.33K $474K
AMBA
Ambarella Inc

Technology
823
+ 6.95%
$40.3 - $69.3 $33.2K - $57K
12.7K $837K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
5.89K
+ 21.3%
$28.96 - $32.46 $171K - $191K
33.6K $1.07M
ADI
Analog Devices Inc

Technology
67
+ 1.42%
$164.6 - $238.02 $11K - $15.9K
4.8K $1.14M
AZO
Autozone Inc

Consumer Cyclical
52
+ 61.18%
$3478.38 - $3880.15 $181K - $202K
137 $509K
WIT
Wipro LTD

Technology
63.9K
+ 20.63%
$2.7 - $3.09 $173K - $198K
374K $1.13M
FSK
Fs Kkr Capital Corp

Financial Services
8.09K
+ 43.02%
$17.95 - $21.5 $145K - $174K
26.9K $558K
CARG
Car Gurus, Inc.

Communication Services
570
+ 1.74%
$25.19 - $33.64 $14.4K - $19.2K
33.3K $1.12M
KEX
Kirby Corp

Industrials
309
+ 3.09%
$87.32 - $114.99 $27K - $35.5K
10.3K $1.17M
JXN
Jackson Financial Inc.

Financial Services
1.04K
+ 7.64%
$70.35 - $89.5 $73.1K - $93K
14.6K $1.3M
BSX
Boston Scientific Corp

Healthcare
300
+ 1.57%
$89.7 - $107.41 $26.9K - $32.2K
19.4K $2.08M
QTWO
Q2 Holdings, Inc.

Technology
198
+ 2.0%
$68.72 - $95.27 $13.6K - $18.9K
10.1K $945K
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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