13F Insight
DOSSIER · 13F-HR · Q1 2026

Summit Global Investments

$1.7B in tracked AUM across 483 positions as of Q1 2026.

SG
CIK 0001697953 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
483
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Summit Global Investments filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
USDX
RBB FD INC
$252M9.8M14.9%02
LDRX
RBB FD INC
$235M7.7M13.8%03
SGLC
RBB FD INC
$138M3.7M8.1%04
DYTA
RBB FD INC
$84M3.0M4.9%05
GINX
RBB FD INC
$83M2.5M4.9%06
QXQ
RBB FD INC
$68M2.7M4.0%07
IEF
ISHARES TR
$33M346K2.0%08
NVDA
NVIDIA CORPORATION
$28M158K1.6%09
AAPL
APPLE INC
$27M107K1.6%10
MSFT
MICROSOFT CORP
$19M51K1.1%

Filing history

2026Q1Mar 31
$1.7B▲ 0.2%
483 positionsView →2025Q4Dec 31
$1.7B▲ 41.5%
476 positionsView →2025Q3Sep 30
$1.2B▼ 29.5%
229 positionsView →2025Q2Jun 30
$1.7B▲ 23.5%
458 positionsLocked2025Q1Mar 31
$1.4B▼ 14.1%
426 positionsLocked2024Q4Dec 31
$1.6B▲ 1.9%
519 positionsLocked2024Q3Sep 30
$1.6B▲ 5.8%
494 positionsLocked2024Q2Jun 30
$1.5B▲ 10.2%
488 positionsLocked2024Q1Mar 31
$1.3B▼ 12.0%
492 positionsLocked2023Q4Dec 31
$1.5B▲ 1.7%
502 positionsLocked2023Q3Sep 30
$1.5B▼ 0.6%
501 positionsLocked2023Q2Jun 30
$1.5B▲ 16.8%
517 positionsLocked
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