Summit Global Investments

Institutional manager (13F) · CIK 1697953

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1M

#	Issuer	Value	Shares
1	RBB FD INC	$252k	9,837,704
2	RBB FD INC	$235k	7,650,483
3	RBB FD INC	$138k	3,703,084
4	RBB FD INC	$84k	3,002,332
5	RBB FD INC	$83k	2,546,955
6	RBB FD INC	$68k	2,670,413
7	ISHARES TR	$33k	346,492
8	NVIDIA CORPORATION	$28k	158,002
9	APPLE INC	$27k	106,644
10	MICROSOFT CORP	$19k	51,286
11	TESLA INC	$18k	49,075
12	SPDR INDEX SHS FDS	$15k	328,991
13	ALPHABET INC	$13k	46,207
14	META PLATFORMS INC	$13k	22,069
15	COSTCO WHOLESALE CORPORATION	$12k	11,951
16	VANGUARD TAX-MANAGED FDS	$12k	182,398
17	ELI LILLY & CO	$10k	10,816
18	SPDR INDEX SHS FDS	$10k	211,334
19	VANGUARD INTL EQUITY INDEX F	$10k	180,778
20	COLGATE PALMOLIVE CO	$9k	110,952
21	PEPSICO INC	$9k	60,710
22	VANGUARD MALVERN FDS	$9k	188,528
23	AMAZON COM INC	$9k	42,948
24	SCHWAB STRATEGIC TR	$9k	322,298
25	BERKSHIRE HATHAWAY INC DEL	$9k	17,886
26	NEWMONT CORP	$8k	76,322
27	MERCK & CO INC	$8k	67,598
28	VANGUARD INSTL INDEX FD	$8k	105,857
29	ISHARES TR	$8k	99,231
30	MASTERCARD INCORPORATED	$8k	15,778
31	ISHARES TR	$8k	78,176
32	MICRON TECHNOLOGY INC	$8k	22,803
33	REGENERON PHARMACEUTICALS	$8k	9,804
34	SSGA ACTIVE ETF TR	$7k	185,262
35	BROADCOM INC	$7k	22,688
36	ISHARES TR	$7k	73,170
37	VANECK ETF TRUST	$7k	266,975
38	PROGRESSIVE CORP	$6k	30,446
39	JPMORGAN CHASE & CO	$6k	20,206
40	AUTOMATIC DATA PROCESSING IN	$6k	28,943
41	EXXON MOBIL CORP	$6k	34,502
42	MONSTER BEVERAGE CORP NEW	$6k	78,987
43	DTE ENERGY CO	$6k	38,444
44	CMS ENERGY CORP	$5k	70,243
45	ALPHABET INC	$5k	18,563
46	INCYTE CORP	$5k	56,059
47	EVERGY INC	$5k	63,001
48	TAIWAN SEMICONDUCTOR MANUFAC	$5k	14,678
49	PALANTIR TECHNOLOGIES INC	$5k	32,355
50	BIOMARIN PHARMACEUTICAL INC	$4k	79,055

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.