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
$126B
$1.8 Million 0.11% of portfolio
53,198
Q2 2025 Reduced 17.2%
$55.4B
$1.84 Million 0.11% of portfolio
11,466
Q2 2025 New
$306B
$1.66 Million 0.1% of portfolio
23,503
Q2 2025 Reduced 84.41%
$99.5B
$1.74 Million 0.1% of portfolio
3,912
Q2 2025 Added 9.58%
$120B
$1.75 Million 0.1% of portfolio
19,536
Q2 2025 Reduced 6.48%
$22.4B
$1.46 Million 0.09% of portfolio
15,134
Q2 2025 New
$31.8B
$1.52 Million 0.09% of portfolio
142,591
Q2 2025 Added 156.5%
$11.5B
$1.51 Million 0.09% of portfolio
8,321
Q2 2025 Reduced 10.63%
$12.3B
$1.45 Million 0.09% of portfolio
11,516
Q2 2025 Added 5.87%
$323B
$1.53 Million 0.09% of portfolio
5,034
Q2 2025 Reduced 18.13%
$8.3B
$1.59 Million 0.09% of portfolio
11,717
Q2 2025 Added 686.38%
$94.4B
$1.27 Million 0.08% of portfolio
17,913
Q2 2025 New
$8B
$1.3 Million 0.08% of portfolio
14,644
Q2 2025 Added 7.64%
$33.1B
$1.44 Million 0.08% of portfolio
17,648
Q2 2025 Added 557.28%
$18.1B
$1.41 Million 0.08% of portfolio
3,481
Q2 2025 Reduced 2.27%
$152B
$1.4 Million 0.08% of portfolio
5,026
Q2 2025 Added 3.01%
$38.4B
$1.37 Million 0.08% of portfolio
4,553
Q2 2025 Added 187.07%
$83.7B
$1.4 Million 0.08% of portfolio
15,310
Q2 2025 Reduced 68.66%
$3.49B
$1.44 Million 0.08% of portfolio
12,916
Q2 2025 Added 5.28%
$14.9B
$1.29 Million 0.08% of portfolio
22,360
Q2 2025 New
$30.2B
$1.39 Million 0.08% of portfolio
2,601
Q2 2025 Reduced 0.76%
$19.9B
$1.41 Million 0.08% of portfolio
13,424
Q2 2025 Added 238.05%
$17.6B
$1.37 Million 0.08% of portfolio
17,529
Q2 2025 Reduced 65.45%
$5.94B
$1.17 Million 0.07% of portfolio
10,321
Q2 2025 Added 3.09%
$1.48B
$1.16 Million 0.07% of portfolio
81,833
Q2 2025 Added 62.13%
$52.6B
$1.21 Million 0.07% of portfolio
16,871
Q2 2025 Reduced 0.87%
$119B
$1.14 Million 0.07% of portfolio
4,801
Q2 2025 Added 1.42%
$2.3B
$1.12 Million 0.07% of portfolio
59,896
Q2 2025 New
$1.4B
$1.17 Million 0.07% of portfolio
30,123
Q2 2025 Added 157.92%
$8.5B
$1.19 Million 0.07% of portfolio
10,765
Q2 2025 Reduced 40.93%
$4.06B
$1.12 Million 0.07% of portfolio
1,178
Q2 2025 Added 0.26%
$3.14B
$1.12 Million 0.07% of portfolio
33,305
Q2 2025 Added 1.74%
$3.96B
$1.14 Million 0.07% of portfolio
54,870
Q2 2025 Added 29.1%
$4.21B
$1.1 Million 0.07% of portfolio
9,917
Q2 2025 Added 7.4%
$8.86B
$1.14 Million 0.07% of portfolio
7,017
Q2 2025 New
$3.2B
$1.15 Million 0.07% of portfolio
37,720
Q2 2025 Added 54.37%
$3.83B
$1.21 Million 0.07% of portfolio
16,548
Q2 2025 Reduced 10.43%
$6.68B
$1.12 Million 0.07% of portfolio
18,441
Q2 2025 Reduced 19.63%
$6.1B
$1.17 Million 0.07% of portfolio
14,947
Q2 2025 Reduced 12.13%
$3.36B
$1.2 Million 0.07% of portfolio
28,333
Q2 2025 Reduced 30.23%
$8.12B
$1.16 Million 0.07% of portfolio
3,546
Q2 2025 Added 0.06%
$2.09B
$1.22 Million 0.07% of portfolio
56,415
Q2 2025 Reduced 19.41%
$14.7B
$1.13 Million 0.07% of portfolio
373,738
Q2 2025 Added 20.63%
$9.34B
$1.22 Million 0.07% of portfolio
5,268
Q2 2025 Reduced 37.4%
$5.93B
$1.19 Million 0.07% of portfolio
11,563
Q2 2025 Added 16.98%
$63.8B
$1.21 Million 0.07% of portfolio
11,976
Q2 2025 Added 4.64%
$3.31B
$1.17 Million 0.07% of portfolio
47,481
Q2 2025 Added 117.81%
$5.28B
$1.18 Million 0.07% of portfolio
14,897
Q2 2025 Added 0.45%
$157B
$1.15 Million 0.07% of portfolio
2,968
Q2 2025 Reduced 0.9%

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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