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CIK: 0001697953
Total reported value
$1.8B
$1.8B
458 檔
39.1%
In Q2 2025, Summit Global Investments's U.S. equity holdings reached a combined market value of $1.8B, distributed across 458 disclosed stock positions.
During Q2 2025, Summit Global Investments's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 458 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USDX | Sgi Enhanced Core ETF | ETF-Other | 26.35% | -2.75% | +32.80% | |
| 2 | GINX | Sgi Enh Gl Inc ETF | ETF-Other | 4.56% | +0.15% | -1.57% | |
| 3 | SGLC | Sgi US Large Cap Core ETF | ETF-Large Cap & Growth | 4.26% | +1.22% | +2.84% | |
| 4 | DYTA | Sgi Dynamic Tactical ETF | ETF-Other | 3.55% | +0.48% | +2.27% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.49% | -0.14% | +3.20% | |
| 6 | QXQ | Sgi Enhanced Nasdaq 100 ETF | ETF-Tech | 2.01% | +1.03% | +7.61% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.52% | +0.08% | +20.60% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.18% | +147.53% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.01% | +45.45% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.31% | +124.26% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.15% | -5.17% | |
| 12 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.94% | -0.04% | +0.55% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 0.86% | +0.01% | +75.32% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.27% | +127.99% | |
| 15 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.81% | -0.12% | +6.50% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 0.80% | +0.03% | +474.93% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.78% | -0.02% | +41.13% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | +0.06% | +22.14% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.11% | +74.99% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.06% | +108.23% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | -0.01% | +56.35% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.05% | +1.13% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | -0.27% | -3.07% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.05% | +1133.21% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.03% | — | |
| 26 | NI | Nisource Inc | Stock-Utilities | 0.63% | +0.03% | +405.29% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.19% | +24.69% | |
| 28 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.60% | — | +8.82% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.02% | +2629.91% | |
| 30 | ECL | Ecolab Inc | Stock-Materials | 0.57% | — | +101.08% | |
| 31 | MCO | Moody's CORP | Stock-Financials | 0.50% | — | — | |
| 32 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.48% | +0.01% | -18.78% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.01% | +90.60% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | -0.14% | +941.98% | |
| 35 | CMS | Cms Energy CORP | Stock-Utilities | 0.47% | -0.17% | -40.80% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | -0.01% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.14% | +512.64% | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.46% | — | — | |
| 39 | AEG | Aegon Ltd-ny Reg Shr | Stock-Other | 0.44% | — | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | +0.01% | — | |
| 41 | INCY | Incyte CORP | Stock-Healthcare | 0.43% | +0.03% | +101.86% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.42% | -0.02% | +329.22% | |
| 43 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.41% | -0.16% | +154.39% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.01% | +1705.05% | |
| 45 | EVRG | Evergy Inc | Stock-Utilities | 0.38% | — | -53.94% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.37% | — | -0.28% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.11% | -31.04% | |
| 48 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.37% | — | — | |
| 49 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.36% | — | +7.73% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.36% | -0.01% | -4.44% |
According to official SEC Form 13F filings, Summit Global Investments reported a total U.S. public equity portfolio value of $1.8B across 458 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including USDX, GINX, SGLC) accounted for 39.1% of total reported equity market value during Q2 2025.
During Q2 2025, Summit Global Investments's top holdings by market value included USDX (26.4%)、GINX (4.6%)、SGLC (4.3%). The largest single position, USDX, represented 26.4% of total portfolio value.
In Q2 2025, Summit Global Investments made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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