Summit Global Investments Top Holdings and 13F Report (2025) About Summit Global InvestmentsInvestment ActivitySummit Global Investments has $1.37 million in total holdings as of March 31, 2025.Summit Global Investments owns shares of 426 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 32.30% of the portfolio was purchased this quarter.About 48.44% of the portfolio was sold this quarter.This quarter, Summit Global Investments has purchased 519 new stocks and bought additional shares in 127 stocks.Summit Global Investments sold shares of 207 stocks and completely divested from 177 stocks this quarter.Largest Holdings RBB FD INC S $336,750RBB FD INC S $76,034SGI U.S. Large Cap Core ETF $64,285SGI Dynamic Tactical ETF $57,941iShares Core U.S. Aggregate Bond ETF $57,193 Largest New Holdings this Quarter 78463X889 - SPDR Portfolio Developed World ex-US ETF $19,189 Holding46138E354 - Invesco S&P 500 Low Volatility ETF $14,773 Holding78463X509 - SPDR Portfolio Emerging Markets ETF $9,522 Holding78467V608 - SPDR Blackstone Senior Loan ETF $5,618 Holding78464A391 - SPDR Bloomberg Barclays Emerging Markets Local Bond ETF $4,309 Holding Largest Purchases this Quarter RBB FD INC S 7,287,558 shares (about $187.07K)SPDR Portfolio Developed World ex-US ETF 527,036 shares (about $19.19K)Invesco S&P 500 Low Volatility ETF 197,712 shares (about $14.77K)Tyson Foods 157,092 shares (about $10.02K)RBB FD INC S 386,218 shares (about $9.60K) Largest Sales this Quarter SGI U.S. Large Cap Core ETF 1,036,622 shares (about $32.24K)Alphabet 127,289 shares (about $19.69K)Progressive 46,601 shares (about $13.19K)iShares iBoxx $ High Yield Corporate Bond ETF 166,549 shares (about $13.14K)QUALCOMM 85,448 shares (about $13.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummit Global Investments Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRBB FD INC S$336,750$187,071 ▲125.0%13,118,44524.5%GI ENHANCED CORRBB FD INC S$76,034$640 ▼-0.8%2,799,5035.5%GI ENHANCED GLBSGLCSGI U.S. Large Cap Core ETF$64,285$32,239 ▼-33.4%2,067,0494.7%ETFDYTASGI Dynamic Tactical ETF$57,941$5,306 ▲10.1%2,096,2714.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$57,193$4,085 ▲7.7%578,1764.2%FinanceRBB FD INC S$27,758$9,601 ▲52.9%1,116,5802.0%GI ENHANCED NASSPDWSPDR Portfolio Developed World ex-US ETF$19,189$19,189 ▲New Holding527,0361.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$18,068$4,929 ▲37.5%192,9091.3%ETFCLColgate-Palmolive$16,374$10,802 ▼-39.7%174,7501.2%Consumer StaplesSPLVInvesco S&P 500 Low Volatility ETF$14,773$14,773 ▲New Holding197,7121.1%ETFTSNTyson Foods$14,735$10,024 ▲212.8%230,9211.1%Consumer StaplesCMSCMS Energy$14,684$2,791 ▼-16.0%195,4961.1%UtilitiesEVERGY INC C$13,873$3,233 ▲30.4%201,2081.0%OMMETAMeta Platforms$13,863$3,774 ▼-21.4%24,0521.0%Computer and TechnologyHDHome Depot$13,709$6,704 ▲95.7%37,4061.0%Retail/WholesaleADPAutomatic Data Processing$12,080$2,375 ▼-16.4%39,5390.9%Business ServicesKOCoca-Cola$10,799$4,488 ▲71.1%150,7860.8%Consumer StaplesBRK.BBerkshire Hathaway$10,040$1,618 ▼-13.9%18,8510.7%FinancePKGPackaging Co. of America$9,753$7,365 ▲308.4%49,2520.7%IndustrialsTSLATesla$9,597$57 ▲0.6%37,0300.7%Auto/Tires/TrucksGLWCorning$9,565$8,668 ▲965.8%208,9260.7%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$9,522$9,522 ▲New Holding241,8640.7%ETFAAPLApple$9,406$5,609 ▼-37.4%42,3440.7%Computer and TechnologyMSIMotorola Solutions$9,131$3,850 ▼-29.7%20,8570.7%Computer and TechnologyLMTLockheed Martin$8,989$1,484 ▲19.8%20,1220.7%AerospaceELVElevance Health$8,945$1,917 ▼-17.7%20,5640.7%MedicalPGRProgressive$8,780$13,189 ▼-60.0%31,0230.6%FinanceMAMastercard$8,270$1,659 ▼-16.7%15,0890.6%Business ServicesCAHCardinal Health$8,231$3,082 ▼-27.2%59,7410.6%MedicalMRKMerck & Co., Inc.$7,989$9,965 ▼-55.5%89,0070.6%MedicalUNPUnion Pacific$7,854$4,186 ▼-34.8%33,2470.6%TransportationMSFTMicrosoft$7,374$5,410 ▼-42.3%19,6440.5%Computer and TechnologyPEPPepsiCo$7,071$6,555 ▲1,271.3%47,1580.5%Consumer StaplesAEGON LTD A$6,8580.0%1,040,6680.5%MER REG 1 CERTLLYEli Lilly and Company$6,482$1,527 ▼-19.1%7,8480.5%MedicalWMWaste Management$6,435$709 ▼-9.9%27,7960.5%Business ServicesKMBKimberly-Clark$6,284$2,018 ▼-24.3%44,1840.5%Consumer StaplesHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,259$13,140 ▼-67.7%79,3340.5%ETFGDDYGoDaddy$6,152$2,827 ▼-31.5%34,1500.4%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$5,618$5,618 ▲New Holding136,5850.4%ETFCOSTCostco Wholesale$5,594$1,256 ▼-18.3%5,9140.4%Retail/WholesaleMCKMcKesson$5,588$7,969 ▼-58.8%8,3030.4%MedicalIEFiShares 7-10 Year Treasury Bond ETF$5,393$4,411 ▲449.2%56,5510.4%ETFTAKTakeda Pharmaceutical$5,215$5,627 ▼-51.9%350,7390.4%MedicalALLAllstate$4,990$7,220 ▼-59.1%24,0970.4%FinanceFANGDiamondback Energy$4,551$3,752 ▲469.5%28,4660.3%EnergyECLEcolab$4,537$1,688 ▲59.2%17,8980.3%Basic MaterialsMMCMarsh & McLennan Companies$4,529$4,158 ▲1,119.4%18,5590.3%FinanceEOGEOG Resources$4,504$1,001 ▲28.6%35,1190.3%EnergyAPHAmphenol$4,489$3,858 ▲611.5%68,4350.3%Computer and TechnologyRYRoyal Bank of Canada$4,456$120 ▼-2.6%39,5350.3%FinanceUTHRUnited Therapeutics$4,334$6,790 ▼-61.0%14,0580.3%MedicalEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$4,309$4,309 ▲New Holding214,6940.3%ETFNOCNorthrop Grumman$4,211$5,120 ▼-54.9%8,2240.3%AerospaceBKBank of New York Mellon$4,097$4,097 ▲New Holding48,8540.3%FinanceGILDGilead Sciences$3,930$1,794 ▼-31.3%35,0700.3%MedicalSPGIS&P Global$3,907$3,341 ▲590.2%7,6890.3%Business ServicesNFGNational Fuel Gas$3,829$514 ▼-11.8%48,3510.3%EnergyWMTWalmart$3,814$1,963 ▼-34.0%43,4400.3%Retail/WholesaleZMZoom Video Communications$3,743$228 ▼-5.7%50,7350.3%Computer and TechnologyTHE CAMPBELLS COMPANY C$3,573$3,573 ▲New Holding89,5060.3%OMBMRNBioMarin Pharmaceutical$3,498$3,498 ▲New Holding49,4880.3%MedicalTRVTravelers Companies$3,479$3,479 ▲New Holding13,1560.3%FinanceRSGRepublic Services$3,454$393 ▼-10.2%14,2620.3%Business ServicesSYYSysco$3,412$864 ▼-20.2%45,4710.2%Consumer StaplesUNHUnitedHealth Group$3,391$1,313 ▲63.2%6,4740.2%MedicalINCYIncyte$3,227$3,227 ▲New Holding53,2910.2%MedicalGDGeneral Dynamics$3,183$3,183 ▲New Holding11,6760.2%AerospaceDTEDTE Energy$3,012$90 ▼-2.9%21,7820.2%UtilitiesNGGNational Grid$2,950$4,946 ▼-62.6%44,9560.2%UtilitiesTRGPTarga Resources$2,844$3,225 ▼-53.1%14,1850.2%EnergyLLoews$2,832$2,533 ▲847.2%30,8130.2%FinanceDDominion Energy$2,724$2,724 ▲New Holding48,5860.2%UtilitiesDEMWisdomTree Emerging Markets High Dividend Fund$2,689$5,680 ▼-67.9%63,8970.2%FinanceVTIVanguard Total Stock Market ETF$2,515$10 ▼-0.4%9,1500.2%ETFDVYEiShares Emerging Markets Dividend ETF$2,452$5,119 ▼-67.6%89,8480.2%ETFBBVABanco Bilbao Vizcaya Argentaria$2,435$4,917 ▼-66.9%178,7750.2%FinanceGISGeneral Mills$2,342$2,342 ▲New Holding39,1700.2%Consumer StaplesVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,326$1,210 ▲108.5%46,6120.2%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,313$2,313 ▲New Holding56,7410.2%ETFNVDANVIDIA$2,213$11,475 ▼-83.8%20,4150.2%Computer and TechnologyCOPConocoPhillips$2,194$1,285 ▲141.4%20,8900.2%EnergyNINiSource$2,116$2,285 ▼-51.9%52,7810.2%UtilitiesIBNICICI Bank$2,080$1,198 ▲135.8%65,9970.2%FinanceEDIVSPDR S&P Emerging Markets Dividend ETF$2,064$2,922 ▼-58.6%57,8040.2%ETFQCOMQUALCOMM$2,039$13,126 ▼-86.6%13,2740.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$2,017$40 ▲2.0%13,8140.1%ETFUBSUBS Group$1,968$1,968 ▲New Holding64,2470.1%FinanceBSXBoston Scientific$1,925$1,925 ▲New Holding19,0770.1%MedicalCTVACorteva$1,892$1,662 ▲722.3%30,0640.1%Consumer StaplesTMUST-Mobile US$1,858$227 ▼-10.9%6,9670.1%Computer and TechnologyAJGArthur J. Gallagher & Co.$1,837$1,527 ▲493.3%5,3220.1%FinanceBRBRBellRing Brands$1,813$121 ▲7.1%24,3510.1%MedicalTSMTaiwan Semiconductor Manufacturing$1,798$1,325 ▲279.8%10,8290.1%Computer and TechnologyINFYInfosys$1,791$763 ▼-29.9%98,1290.1%Computer and TechnologyARISTA NETWORKS INC C$1,785$791 ▼-30.7%23,0370.1%OM SHS ADDEDREGNRegeneron Pharmaceuticals$1,758$4,656 ▼-72.6%2,7720.1%MedicalUHSUniversal Health Services$1,750$7,515 ▼-81.1%9,3110.1%MedicalVRTXVertex Pharmaceuticals$1,731$682 ▼-28.3%3,5700.1%MedicalEQHEquitable$1,704$5,523 ▼-76.4%32,7120.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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