CIK 1697953
Summit Global Investments
Institutional 13F holdings & portfolio
Holdings
476
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USDX | RBB FD INC | 12.0M | $1M+ | SH |
| LDRX | RBB FD INC | 6.0M | $1M+ | SH |
| SGLC | RBB FD INC | 2.4M | $1M+ | SH |
| GINX | RBB FD INC | 2.3M | $1M+ | SH |
| DYTA | RBB FD INC | 2.1M | $1M+ | SH |
| AGG | ISHARES TR | 613K | $1M+ | SH |
| QXQ | RBB FD INC | 2.0M | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 1.1M | $1M+ | SH |
| AAPL | APPLE INC | 106K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 146K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 487K | $1M+ | SH |
| TSLA | TESLA INC | 49K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 44K | $1M+ | SH |
| META | META PLATFORMS INC | 24K | $1M+ | SH |
| GOOGL | ALPHABET INC | 48K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 15K | $1M+ | SH |
| LLY | ELI LILLY & CO | 11K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 145K | $1M+ | SH |
| PEP | PEPSICO INC | 76K | $1M+ | SH |
| AMZN | AMAZON COM INC | 43K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 35K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 16K | $1M+ | SH |
| NEM | NEWMONT CORP | 88K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 33K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 162K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 10K | $1M+ | SH |
| MRK | MERCK & CO INC | 71K | $1M+ | SH |
| AVGO | BROADCOM INC | 21K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 28K | $1M+ | SH |
| DTE | DTE ENERGY CO | 53K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 88K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 50K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 156K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 20K | $1M+ | SH |
| INCY | INCYTE CORP | 62K | $1M+ | SH |
| HYG | ISHARES TR | 74K | $1M+ | SH |
| IEF | ISHARES TR | 60K | $1M+ | SH |
| GOOG | ALPHABET INC | 18K | $1M+ | SH |
| CMS | CMS ENERGY CORP | 77K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 25K | $1M+ | SH |
| EBND | SPDR SERIES TRUST | 236K | $1M+ | SH |
| EVRG | EVERGY INC | 65K | $1M+ | SH |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 79K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| VRSN | VERISIGN INC | 18K | $1M+ | SH |
| COR | CENCORA INC | 13K | $1M+ | SH |
| ADBE | ADOBE INC | 12K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 35K | $1M+ | SH |
| MCK | MCKESSON CORP | 5K | $1M+ | SH |