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CIK: 0001697953
Total reported value
$1.8B
$1.8B
476 檔
39.9%
During the Q4 2025 filing period, Summit Global Investments (CIK: 0001697953) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 476 reported positions.
In Q4 2025, Summit Global Investments adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 476 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USDX | Sgi Enhanced Core ETF | ETF-Other | 18.12% | -2.75% | +1.98% | |
| 2 | LDRX | Sgi Enhanced Market Lea ETF | ETF-Other | 11.59% | +1.36% | -0.86% | |
| 3 | SGLC | Sgi US Large Cap Core ETF | ETF-Large Cap & Growth | 5.47% | +1.22% | +11.35% | |
| 4 | GINX | Sgi Enh Gl Inc ETF | ETF-Other | 4.27% | +0.15% | -12.84% | |
| 5 | DYTA | Sgi Dynamic Tactical ETF | ETF-Other | 3.68% | +0.48% | +0.43% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.62% | -0.14% | +1.34% | |
| 7 | QXQ | Sgi Enhanced Nasdaq 100 ETF | ETF-Tech | 3.19% | +1.03% | +47.08% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.81% | +0.08% | +44.15% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.71% | -0.31% | +12.47% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | -0.29% | +351.72% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.35% | +0.06% | +43.88% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.30% | -0.05% | +30.90% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.18% | -6.87% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.15% | +17.44% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.14% | +5.56% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.06% | +12.03% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.09% | +2.30% | |
| 18 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | -0.04% | -29.87% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.27% | -36.04% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.15% | +95.72% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.58% | — | +162.80% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.19% | -24.46% | |
| 23 | NEM | Newmont CORP | Stock-Materials | 0.52% | -0.14% | +103.25% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 0.45% | +0.01% | -33.97% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.45% | +0.02% | +43.98% | |
| 26 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.45% | -0.19% | -49.95% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.11% | -46.26% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.03% | +1347.15% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.42% | -0.27% | -31.64% | |
| 30 | DTE | Dte Energy Company | Stock-Utilities | 0.41% | -0.09% | +37.82% | |
| 31 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.40% | +0.05% | -27.45% | |
| 32 | ANET | Arista Networks Inc | Stock-Tech | 0.39% | +0.03% | -45.70% | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.38% | — | +2.97% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.05% | +32.50% | |
| 35 | INCY | Incyte CORP | Stock-Healthcare | 0.36% | +0.03% | -40.73% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.35% | -0.01% | -0.72% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.34% | +0.04% | +2.31% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.08% | -30.43% | |
| 39 | CMS | Cms Energy CORP | Stock-Utilities | 0.32% | -0.17% | -30.97% | |
| 40 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.31% | +0.01% | -59.16% | |
| 41 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.30% | -0.01% | +1.53% | |
| 42 | EVRG | Evergy Inc | Stock-Utilities | 0.28% | — | +60.54% | |
| 43 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.28% | -0.16% | -33.01% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.11% | +891.23% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.01% | +5.59% | |
| 46 | VRSN | Verisign Inc | Stock-Tech | 0.25% | -0.02% | -29.94% | |
| 47 | COR | Cencora Inc | Stock-Healthcare | 0.25% | -0.05% | +68.90% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.25% | -0.03% | -6.06% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.14% | -41.38% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.24% | -0.07% | -36.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +351.72% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | +44.15% | Add |
| 3 | SGLC | Sgi US Large Cap Core ETF | +0.8% | +11.35% | Add |
| 4 | QXQ | Sgi Enhanced Nasdaq 100 ETF | +0.8% | +47.08% | Add |
| 5 | MU | Micron Technology Inc | +0.5% | +162.80% | Add |
| 6 | USDX | Sgi Enhanced Core ETF | +0.4% | +1.98% | Add |
| 7 | SPEM | State Street Sp Ptf Em ETF | +0.4% | +43.88% | Add |
| 8 | AVGO | Broadcom Inc | +0.4% | +1347.15% | Add |
| 9 | LDRX | Sgi Enhanced Market Lea ETF | +0.4% | -0.86% | Trim |
| 10 | TSLA | Tesla Inc | +0.3% | +30.90% | Add |
| 11 | NEM | Newmont CORP | +0.3% | +103.25% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | +95.72% | Add |
| 13 | AAPL | Apple Inc | +0.3% | +12.47% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.56% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +891.23% | Add |
| 16 | LLY | Eli Lilly & Co | +0.2% | +2.30% | Add |
| 17 | CMS | Cms Energy CORP | -0.2% | -30.97% | Trim |
| 18 | MSFT | Microsoft CORP | -0.2% | -6.87% | Trim |
| 19 | MA | Mastercard Inc - A | -0.2% | -24.46% | Trim |
| 20 | VLTO | Veralto CORP | -0.2% | -85.97% | Trim |
| 21 | WFC | Wells Fargo & Co | -0.2% | -73.91% | Trim |
| 22 | CMCSA | Comcast Corp-class A | -0.2% | -64.00% | Trim |
| 23 | REGN | Regeneron Pharmaceuticals | -0.2% | -49.95% | Trim |
| 24 | UTHR | United Therapeutics CORP | -0.2% | -58.98% | Trim |
| 25 | MRK | Merck & Co. Inc. | -0.2% | -46.26% | Trim |
| 26 | UNP | Union Pacific CORP | -0.2% | -82.75% | Trim |
| 27 | CAH | Cardinal Health Inc | -0.3% | -59.16% | Trim |
| 28 | INTC | Intel CORP | -0.3% | -87.86% | Trim |
| 29 | ADP | Automatic Data Processing | -0.3% | -31.64% | Trim |
| 30 | TSN | Tyson Foods Inc-cl A | -0.3% | -69.16% | Trim |
| 31 | PGR | Progressive CORP | -0.3% | -33.97% | Trim |
| 32 | SPG | Simon Property Group Inc | -0.3% | -61.50% | Trim |
| 33 | APH | Amphenol Corp-cl A | -0.3% | -63.46% | Trim |
| 34 | CL | Colgate-palmolive Co | -0.3% | -29.87% | Trim |
| 35 | TMUS | T-mobile US Inc | -0.3% | -71.72% | Trim |
| 36 | GINX | Sgi Enh Gl Inc ETF | -0.3% | -12.84% | Trim |
| 37 | PEP | Pepsico Inc | -0.3% | -36.04% | Trim |
| 38 | WMT | Walmart Inc | -0.4% | -88.80% | Trim |
| 39 | ANET | Arista Networks Inc | -0.4% | -45.70% | Trim |
| 40 | NI | Nisource Inc | -0.4% | -65.32% | Trim |
| 41 | ZM | Zoom Communications Inc | -0.5% | -85.48% | Trim |
| 42 | HD | Home Depot Inc | -0.6% | -72.87% | Trim |
| 43 | ORCL | Oracle CORP | -0.6% | -81.91% | Trim |
| 44 | PAYX | Paychex Inc | — | EXIT | Sold out |
| 45 | YUM | Yum! Brands Inc | — | EXIT | Sold out |
| 46 | EA | Electronic Arts Inc | — | EXIT | Sold out |
| 47 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 48 | INFY | Infosys Ltd-sp Adr | — | NEW | New buy |
| 49 | UL | Unilever PLC | — | EXIT | Sold out |
| 50 | ED | Consolidated Edison Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Summit Global Investments reported a total U.S. public equity portfolio value of $1.8B across 476 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USDX, LDRX, SGLC) accounted for 39.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
CBRE
市值: $3.3M
Top Position Liquidated / Trimmed
PAYX
前期市值: $6.1M
During Q4 2025, Summit Global Investments's top holdings by market value included USDX (18.1%)、LDRX (11.6%)、SGLC (5.5%). The largest single position, USDX, represented 18.1% of total portfolio value.
In Q4 2025, Summit Global Investments made 50 total portfolio adjustments, initiating 3 new buys, adding to 15 positions, trimming 28 holdings, and fully liquidating 4 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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