Summit Global Investments 13F Holdings

CIK 0001697953 · BOUNTIFUL, UT

As of Sep 30, 2025, Summit Global Investments reported 462 positions worth .6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
RBB FD INC——11,732,094$302.7K19.06%
RBB FD INCLDRX—6,012,967 92.2K12.10%
RBB FD INC——2,166,992$79.7K5.02%
RBB FD INC——2,652,106$78.2K4.93%
RBB FD INC——2,125,574$61.7K3.88%
ISHARES CORE US AGGREGATE BOND ETFAGG—605,293$60.7K3.82%
RBB FD INCQXQ—1,335,130$41.4K2.61%
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETFSPDW—741,627$31.7K2.00%
MICROSOFT CORPMSFTTechnology47,741$24.7K1.56%
APPLE INCAAPLTechnology94,682$24.1K1.52%
PEPSICO INCPEPConsumer Defensive119,199 6.7K1.05%
TESLA INCTSLAConsumer Cyclical37,487 6.7K1.05%
COLGATE PALMOLIVE COCLConsumer Defensive207,219 6.6K1.04%
SPDR PORTFOLIO EMERGING MARKSPEM—338,424 5.8K1.00%
META PLATFORMS INCMETACommunication Services20,683 5.2K0.96%
ARISTA NETWORKS INCANETTechnology92,381 3.5K0.85%
HOME DEPOT INCHDConsumer Cyclical31,982 3.0K0.82%
PROGRESSIVE CORPPGRFinancial Services50,702 2.5K0.79%
ORACLE CORPORCLTechnology44,259 2.4K0.78%
MASTERCARD INCMAFinancial Services21,610 2.3K0.77%
COSTCO WHOLESALE CORPCOSTConsumer Defensive12,960 2.0K0.76%
AUTOMATIC DATA PROCESSING INCADPIndustrials40,438 1.9K0.75%
NISOURCE INCNIUtilities263,075 1.4K0.72%
ALPHABET INCGOOGLEquity45,796 1.1K0.70%
MERCK & CO INCMRKHealthcare132,632 1.1K0.70%