Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Global Investments (CIK 1697953) reported $1.69B across 481 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USDX ($252.4M, 14.89%), LDRX ($234.5M, 13.84%), SGLC ($137.6M, 8.12%), DYTA ($83.9M, 4.95%), GINX ($83.2M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USDX | RBB FD INC | $252.4M | 14.89% | 9.8M | Trimmed |
| 2 | LDRX | RBB FD INC | $234.5M | 13.84% | 7.7M | Added |
| 3 | SGLC | RBB FD INC | $137.6M | 8.12% | 3.7M | Added |
| 4 | DYTA | RBB FD INC | $83.9M | 4.95% | 3.0M | Added |
| 5 | GINX | RBB FD INC | $83.2M | 4.91% | 2.5M | Added |
| 6 | QXQ | RBB FD INC | $68.5M | 4.04% | 2.7M | Added |
| 7 | IEF | ISHARES TR | $33.1M | 1.95% | 346,492 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $27.6M | 1.63% | 158,002 | Added |
| 9 | AAPL | APPLE INC | $27.1M | 1.60% | 106,644 | Added |
| 10 | MSFT | MICROSOFT CORP | $19.0M | 1.12% | 51,286 | Added |
| 11 | TSLA | TESLA INC | $18.2M | 1.08% | 49,075 | Added |
| 12 | SPDW | SPDR INDEX SHS FDS | $15.0M | 0.89% | 328,991 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $13.3M | 0.78% | 46,207 | Trimmed |
| 14 | META | META PLATFORMS INC | $12.6M | 0.74% | 22,069 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $11.9M | 0.70% | 11,951 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $11.7M | 0.69% | 182,398 | Added |
| 17 | LLY | ELI LILLY & CO | $9.9M | 0.59% | 10,816 | Trimmed |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $9.8M | 0.58% | 180,778 | Added |
| 19 | SPEM | SPDR INDEX SHS FDS | $9.9M | 0.58% | 211,334 | Trimmed |
| 20 | CL | COLGATE PALMOLIVE CO | $9.5M | 0.56% | 110,952 | Trimmed |
| 21 | VTIP | VANGUARD MALVERN FDS | $9.4M | 0.56% | 188,528 | Added |
| 22 | PEP | PEPSICO INC | $9.4M | 0.56% | 60,710 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $8.9M | 0.53% | 42,948 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.6M | 0.51% | 17,886 | Added |
| 25 | SCHP | SCHWAB STRATEGIC TR | $8.6M | 0.51% | 322,298 | Added |
Source: SEC Form 13F filings · as of 2026-03-31