Summit Global Investments Portfolio Holdings
Summit Global Investments
- $1.71 Billion
- Q3 2025
Summit Global Investments has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.71 Billion distributed in 462 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc with a value of $303M, Rbb Fd Inc with a value of $192M, Rbb Fd Inc with a value of $79.7M, Rbb Fd Inc with a value of $78.2M, and Rbb Fd Inc with a value of $61.7M.
Examining the 13F form we can see an increase of $16.3M in the current position value, from $1.7B to 1.71B.
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
$1.71 Billion
ETFs: $181 Million
Technology: $156 Million
Healthcare: $115 Million
Financial Services: $91.7 Million
Consumer Defensive: $85.6 Million
Industrials: $66.7 Million
Consumer Cyclical: $64.6 Million
Communication Services: $59.7 Million
Other: $110 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 462
- Current Value $1.71 Billion
- Prior Value $1.7 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 101 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 190 stocks