Top 50 Summit Global Investments Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USDX | RBB FD INC | 14.89% | 9.84M | $252.4M | -17.77%(-2.13M) | $22.95(+10.95%) | 2026-03-31 | |
| LDRX | RBB FD INC | 13.84% | 7.65M | $234.5M | +28.34%(+1.69M) | $30.93(+14.31%) | 2026-03-31 | |
| SGLC | RBB FD INC | 8.12% | 3.70M | $137.6M | +53.47%(+1.29M) | $23.01(+89.34%) | 2026-03-31 | |
| DYTA | RBB FD INC | 4.95% | 3.00M | $83.9M | +40.64%(+867.58K) | $25.82(+21.44%) | 2026-03-31 | |
| GINX | RBB FD INC | 4.91% | 2.55M | $83.2M | +10.19%(+235.46K) | $10.50(+234.18%) | 2026-03-31 | |
| QXQ | RBB FD INC | 4.04% | 2.67M | $68.5M | +35.98%(+706.65K) | $25.51(+24.06%) | 2026-03-31 | |
| IEF | ISHARES TR | 1.95% | 346.5K | $33.1M | +476.65%(+286.40K) | $95.52(-1.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.63% | 158.0K | $27.6M | +8.51%(+12.39K) | $165.06(+18.04%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.6% | 106.6K | $27.1M | +0.15%(+157) | $185.85(+66.06%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.12% | 51.3K | $19.0M | +15.36%(+6.83K) | $359.71(+8.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.43% | +20.55% |
| Top 20 Holdings Unweighted | +5.75% | +18.27% |
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