Institutions / Summit Global Investments
Summit Global Investments
CIK 1697953 · Institution · as of Dec 31, 2025
Portfolio value
$1.69M
Positions
476
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 476 →
| Company | Value | % of portfolio |
|---|---|---|
| Rbb Fd Inc | $306.5K | 18.1% |
| Rbb Fd Inc | $196.1K | 11.6% |
| Rbb Fd Inc | $92.6K | 5.5% |
| Rbb Fd Inc | $72.2K | 4.3% |
| Rbb Fd Inc | $62.3K | 3.7% |
| iShares Tr | $61.3K | 3.6% |
| Rbb Fd Inc | $53.9K | 3.2% |
| SPDR Index Shs Fds | $47.5K | 2.8% |
| Apple Inc. | $28.9K | 1.7% |
| NVIDIA Corp | $27.2K | 1.6% |
| SPDR Index Shs Fds | $22.8K | 1.3% |
| Tesla Inc | $22.1K | 1.3% |
| Microsoft Corp | $21.5K | 1.3% |
| Meta Platforms Inc | $16.0K | 0.9% |
| Alphabet Inc. | $15.1K | 0.9% |
| Costco Wholesale Corp /New | $12.5K | 0.7% |
| ELI LILLY & Co | $12.0K | 0.7% |
| Colgate Palmolive Co | $11.5K | 0.7% |
| Pepsico Inc | $10.9K | 0.6% |
| Amazon.com Inc | $9.9K | 0.6% |
| Micron Technology Inc | $9.9K | 0.6% |
| Mastercard Inc | $9.3K | 0.6% |
| Newmont Corp | $8.7K | 0.5% |
| Progressive CORP/OH | $7.6K | 0.5% |
| SPDR Series Trust | $7.6K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.