StockDrifts LogoStockDrifts

Summit Global Investments

Portfolio Manager
Summit Global Investments
Performance
-2.96% (2026 Q1)
AUM (13F)
$1.69B
# of Holdings
483
Performance Rank
Allocation (Top 20)
64.24%

Summit Global Investments Holdings Map

Top 50 Summit Global Investments Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USDX
RBB FD INC
14.89%9.84M$252.4M
-17.77%(-2.13M)
2025-Q1: 13.12M shares2025-Q2: 17.42M shares2025-Q3: 11.73M shares2025-Q4: 11.96M shares2026-Q1: 9.84M shares
$22.95(+10.95%)
2026-03-31
LDRX
RBB FD INC
13.84%7.65M$234.5M
+28.34%(+1.69M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 6.01M shares2025-Q4: 5.96M shares2026-Q1: 7.65M shares
$30.93(+14.31%)
2026-03-31
SGLC
RBB FD INC
8.12%3.70M$137.6M
+53.47%(+1.29M)
2025-Q1: 2.07M shares2025-Q2: 2.13M shares2025-Q3: 2.17M shares2025-Q4: 2.41M shares2026-Q1: 3.70M shares
$23.01(+89.34%)
2026-03-31
DYTA
RBB FD INC
4.95%3.00M$83.9M
+40.64%(+867.58K)
2025-Q1: 2.10M shares2025-Q2: 2.14M shares2025-Q3: 2.13M shares2025-Q4: 2.13M shares2026-Q1: 3.00M shares
$25.82(+21.44%)
2026-03-31
GINX
RBB FD INC
4.91%2.55M$83.2M
+10.19%(+235.46K)
2025-Q1: 2.80M shares2025-Q2: 2.76M shares2025-Q3: 2.65M shares2025-Q4: 2.31M shares2026-Q1: 2.55M shares
$10.50(+234.18%)
2026-03-31
QXQ
RBB FD INC
4.04%2.67M$68.5M
+35.98%(+706.65K)
2025-Q1: 1.12M shares2025-Q2: 1.20M shares2025-Q3: 1.34M shares2025-Q4: 1.96M shares2026-Q1: 2.67M shares
$25.51(+24.06%)
2026-03-31
IEF
ISHARES TR
1.95%346.5K$33.1M
+476.65%(+286.40K)
2025-Q1: 56.6K shares2025-Q2: 57.5K shares2025-Q3: 58.7K shares2025-Q4: 60.1K shares2026-Q1: 346.5K shares
$95.52(-1.47%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.63%158.0K$27.6M
+8.51%(+12.39K)
2025-Q1: 20.4K shares2025-Q2: 31.8K shares2025-Q3: 32.2K shares2025-Q4: 145.6K shares2026-Q1: 158.0K shares
$165.06(+18.04%)
2026-03-31
AAPL
APPLE INC
1.6%106.6K$27.1M
+0.15%(+157)
2025-Q1: 42.3K shares2025-Q2: 95.0K shares2025-Q3: 94.7K shares2025-Q4: 106.5K shares2026-Q1: 106.6K shares
$185.85(+66.06%)
2026-03-31
MSFT
MICROSOFT CORP
1.12%51.3K$19.0M
+15.36%(+6.83K)
2025-Q1: 19.6K shares2025-Q2: 48.6K shares2025-Q3: 47.7K shares2025-Q4: 44.5K shares2026-Q1: 51.3K shares
$359.71(+8.56%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Summit Global Investments, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all