Summit Global Investments
CIK 1697953
13F filing for Q2 2026・No. 1,744
- Holdings
- US$1.83B
- Quarter change
- +US$136.23M
- Entries
- 523
- Net bought (estimate)
- −US$22.26M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 84
- Sold out 44
- Cut 223
- Added 165
- Corporate actions 0
- Unchanged 51
Largest holdings
523 stocks worth US$1.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RBB FD INCSGI ENHA MKT ETF | Added | 7,884,953 | US$278.41M | 15.20% |
| RBB FD INCSGI ENHA CORE ET | Cut | 8,719,186 | US$222.23M | 12.14% |
| RBB FD INCSGI US LARGE CAP | Added | 3,922,348 | US$170.97M | 9.34% |
| RBB FD INCSGI DIVERSI TAC | Added | 3,131,767 | US$99.51M | 5.43% |
| RBB FD INCSGI ENH NASD ETF | Added | 2,838,692 | US$92.88M | 5.07% |
| RBB FD INCSGI ENHANCED GLB | Added | 2,658,073 | US$92.7M | 5.06% |
| IEFISHARES TR7-10 YR TRSY BD | Added | 385,680 | US$36.47M | 1.99% |
| NVDANvidiaCOM | Cut | 122,669 | US$24.55M | 1.34% |
| AAPLAppleCOM | Cut | 81,878 | US$23.69M | 1.29% |
| TSLATeslaCOM | Cut | 44,981 | US$18.92M | 1.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.