Summit Global Investments Portfolio Holdings

Summit Global Investments

  • $1.7 Billion
  • Q2 2025

Summit Global Investments has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.7 Billion distributed in 458 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc with a value of $447M, Rbb Fd Inc with a value of $77.3M, Rbb Fd Inc with a value of $72.3M, Rbb Fd Inc with a value of $60.1M, and Ishares Core U.S. Aggregate Bo with a value of $59.2M.

Examining the 13F form we can see an increase of $322M in the current position value, from $1.37B to 1.7B.

Summit Global Investments is based out at Bountiful, UT

Below you can find more details about Summit Global Investments portfolio as well as his latest detailed transactions.

Portfolio value $1.7 Billion
ETFs: $165 Million
Technology: $137 Million
Financial Services: $119 Million
Healthcare: $104 Million
Consumer Defensive: $92.9 Million
Industrials: $90.3 Million
Consumer Cyclical: $71.7 Million
Communication Services: $59 Million
Other: $131 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.3B
$4.75 Million 0.28% of portfolio
8,532
Q2 2025 Added 732.39%
$1.24T
$4.61 Million 0.27% of portfolio
25,989
Q2 2025 Added 1,034.89%
$302B
$4.42 Million 0.26% of portfolio
55,109
Q2 2025 New
$4.42B
$4.47 Million 0.26% of portfolio
59,561
Q2 2025 New
$99.2B
$4.26 Million 0.25% of portfolio
15,468
Q2 2025 Added 742.03%
$51.4B
$3.99 Million 0.24% of portfolio
53,559
Q2 2025 Added 19.14%
$101B
$4.08 Million 0.24% of portfolio
18,667
Q2 2025 Added 0.58%
$27.1B
$3.91 Million 0.23% of portfolio
29,516
Q2 2025 Added 35.51%
$8.02B
$3.65 Million 0.22% of portfolio
43,089
Q2 2025 Reduced 10.88%
$89.6B
$3.51 Million 0.21% of portfolio
156,797
Q2 2025 New
$76.4B
$3.5 Million 0.21% of portfolio
22,780
Q2 2025 Added 125.34%
$40.9B
$3.44 Million 0.2% of portfolio
45,395
Q2 2025 Reduced 0.17%
$73.8B
$3.48 Million 0.2% of portfolio
14,094
Q2 2025 Reduced 1.18%
$6.4B
$3.45 Million 0.2% of portfolio
38,304
Q2 2025 New
$61.1B
$3.34 Million 0.2% of portfolio
10,438
Q2 2025 Added 96.13%
$608B
$3.15 Million 0.19% of portfolio
4,035
Q2 2025 Reduced 48.59%
$45.5B
$2.81 Million 0.17% of portfolio
181,653
Q2 2025 Reduced 48.21%
$1.27T
$2.86 Million 0.17% of portfolio
12,623
Q2 2025 Added 16.57%
$66.5B
$2.87 Million 0.17% of portfolio
29,101
Q2 2025 Reduced 57.48%
$54.7B
$2.83 Million 0.17% of portfolio
48,602
Q2 2025 Added 189.5%
$87.3B
$2.8 Million 0.17% of portfolio
18,419
Q2 2025 New
$35.6B
$2.78 Million 0.16% of portfolio
35,588
Q2 2025 Added 245.11%
$51B
$2.79 Million 0.16% of portfolio
49,416
Q2 2025 Added 1.71%
$351B
$2.64 Million 0.16% of portfolio
14,214
Q2 2025 Added 333.49%
$38.1B
$2.53 Million 0.15% of portfolio
14,518
Q2 2025 Added 2.35%
$17.9B
$2.49 Million 0.15% of portfolio
25,746
Q2 2025 Added 233.93%
$306B
$2.42 Million 0.14% of portfolio
9,412
Q2 2025 New
$6.17B
$2.3 Million 0.14% of portfolio
12,190
Q2 2025 Added 39.63%
$261B
$2.33 Million 0.14% of portfolio
12,800
Q2 2025 New
$217B
$2.42 Million 0.14% of portfolio
418
Q2 2025 New
$188B
$2.24 Million 0.13% of portfolio
17,033
Q2 2025 Reduced 56.92%
$79.5B
$2.18 Million 0.13% of portfolio
12,652
Q2 2025 Added 860.67%
$44.3B
$2.16 Million 0.13% of portfolio
49,685
Q2 2025 Added 201.03%
$173B
$2.14 Million 0.13% of portfolio
13,407
Q2 2025 Added 1.0%
$26.1B
$2.26 Million 0.13% of portfolio
23,543
Q2 2025 New
$111B
$2.14 Million 0.13% of portfolio
139,298
Q2 2025 Reduced 22.08%
$368B
$2.08 Million 0.12% of portfolio
13,073
Q2 2025 Added 42.77%
$293B
$2.12 Million 0.12% of portfolio
30,543
Q2 2025 Added 341.56%
$61.9B
$2.05 Million 0.12% of portfolio
7,663
Q2 2025 Reduced 41.75%
$113B
$2.01 Million 0.12% of portfolio
59,600
Q2 2025 Reduced 9.69%
$147B
$2.08 Million 0.12% of portfolio
19,377
Q2 2025 Added 1.57%
$24.6B
$2.11 Million 0.12% of portfolio
15,342
Q2 2025 Reduced 46.1%
$381B
$2 Million 0.12% of portfolio
42,258
Q2 2025 Added 198.69%
$201B
$1.93 Million 0.11% of portfolio
2,448
Q2 2025 Added 146.28%
$245B
$1.87 Million 0.11% of portfolio
5,986
Q2 2025 Reduced 7.54%
$40.8B
$1.9 Million 0.11% of portfolio
6,092
Q2 2025 New
$95.8B
$1.79 Million 0.11% of portfolio
15,194
Q2 2025 Added 113.22%
$46.7B
$1.94 Million 0.11% of portfolio
57,396
Q2 2025 New
$2.31B
$1.86 Million 0.11% of portfolio
123,508
Q2 2025 Reduced 1.34%

Summary

  • Portfolio
  • No. of Stocks 458
  • Current Value $1.7 Billion
  • Prior Value $1.37 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 111 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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