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CIK: 0001697953
Total reported value
$1.8B
$1.8B
483 檔
43.2%
At the close of Q1 2026, Summit Global Investments disclosed equity holdings valued at approximately $1.8B, spread across 483 reported holdings.
Summit Global Investments executed strategic sector rebalancing during Q1 2026, establishing 36 new positions while fully exiting 36 holdings and trimming 78 positions.
Showing top 200 holdings (of 483 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USDX | Sgi Enhanced Core ETF | ETF-Other | 14.89% | -2.75% | -17.77% | |
| 2 | LDRX | Sgi Enhanced Market Lea ETF | ETF-Other | 13.84% | +1.36% | +28.34% | |
| 3 | SGLC | Sgi US Large Cap Core ETF | ETF-Large Cap & Growth | 8.12% | +1.22% | +53.47% | |
| 4 | DYTA | Sgi Dynamic Tactical ETF | ETF-Other | 4.95% | +0.48% | +40.64% | |
| 5 | GINX | Sgi Enh Gl Inc ETF | ETF-Other | 4.91% | +0.15% | +10.19% | |
| 6 | QXQ | Sgi Enhanced Nasdaq 100 ETF | ETF-Tech | 4.04% | +1.03% | +35.98% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.95% | +0.04% | +476.65% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | -0.29% | +8.51% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.60% | -0.31% | +0.15% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.18% | +15.36% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | -0.05% | +0.01% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.89% | +0.08% | -69.23% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | -0.14% | -4.42% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.15% | -9.14% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.06% | -17.69% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.14% | +814.37% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.09% | -3.17% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.58% | +0.06% | -56.60% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | +0.10% | +2126.60% | |
| 20 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.56% | -0.04% | -23.65% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.27% | -20.37% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.56% | -0.01% | +263.22% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.15% | -0.03% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.51% | — | +1886.92% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.11% | +105.52% | |
| 26 | NEM | Newmont CORP | Stock-Materials | 0.49% | -0.14% | -12.86% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.11% | -5.15% | |
| 28 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.47% | +0.02% | — | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.47% | -0.01% | +33.92% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.19% | -3.35% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | -0.14% | -87.26% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.45% | — | -34.07% | |
| 33 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.45% | -0.19% | -0.18% | |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.44% | — | +18.66% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.03% | +6.51% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.41% | +0.01% | — | |
| 37 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.40% | +0.01% | — | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.36% | +0.01% | -9.06% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.05% | +3.29% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.35% | -0.27% | +4.70% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.14% | -0.08% | |
| 42 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.34% | +0.05% | -10.04% | |
| 43 | DTE | Dte Energy Company | Stock-Utilities | 0.33% | -0.09% | -28.09% | |
| 44 | CMS | Cms Energy CORP | Stock-Utilities | 0.32% | -0.17% | -8.76% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.08% | +1.43% | |
| 46 | INCY | Incyte CORP | Stock-Healthcare | 0.31% | +0.03% | -9.77% | |
| 47 | EVRG | Evergy Inc | Stock-Utilities | 0.30% | — | -3.37% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | -0.04% | +13.94% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.28% | -0.03% | +110.73% | |
| 50 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.26% | -0.16% | -0.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGLC | Sgi US Large Cap Core ETF | +2.7% | +53.47% | Add |
| 2 | LDRX | Sgi Enhanced Market Lea ETF | +2.3% | +28.34% | Add |
| 3 | IEF | Ishares 7-10 Year Treasury B | +1.6% | +476.65% | Add |
| 4 | DYTA | Sgi Dynamic Tactical ETF | +1.3% | +40.64% | Add |
| 5 | QXQ | Sgi Enhanced Nasdaq 100 ETF | +0.9% | +35.98% | Add |
| 6 | GINX | Sgi Enh Gl Inc ETF | +0.6% | +10.19% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.6% | +814.37% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.6% | +2126.60% | Add |
| 9 | SCHP | Schwab U.s. Tips ETF | +0.5% | +1886.92% | Add |
| 10 | VTIP | Vanguard Short-term Tips | +0.4% | +263.22% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +105.52% | Add |
| 12 | KO | Coca-cola Co/the | +0.2% | +171.82% | Add |
| 13 | SHEL | Shell Plc-adr | +0.2% | +450.85% | Add |
| 14 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +247.97% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +110.73% | Add |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +33.92% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -0.08% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +127.69% | Add |
| 19 | EME | Emcor Group Inc | +0.1% | +30.13% | Add |
| 20 | CBOE | Cboe Global Markets Inc | +0.1% | +353.18% | Add |
| 21 | DIOD | Diodes Inc | +0.1% | +365.91% | Add |
| 22 | GD | General Dynamics CORP | +0.1% | +249.76% | Add |
| 23 | MSI | Motorola Solutions Inc | +0.1% | +207.13% | Add |
| 24 | VB | Vanguard Small-cap ETF | +0.1% | +338.61% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +13.94% | Add |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +18.66% | Add |
| 27 | VEXC | Vanguard Emer Mark Ex-ch ETF | +0.1% | +159.79% | Add |
| 28 | AGO | Assured Guaranty Ltd. | +0.1% | +417.84% | Add |
| 29 | OKE | Oneok Inc | +0.1% | +205.46% | Add |
| 30 | CTAS | Cintas CORP | +0.1% | +396.09% | Add |
| 31 | BKU | Bankunited Inc | 0% | +298.05% | Add |
| 32 | PG | Procter & Gamble Co/the | 0% | +42.20% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | 0% | +64.21% | Add |
| 34 | UPS | United Parcel Service-cl B | 0% | +56.22% | Add |
| 35 | UE | Urban Edge Properties | 0% | +288.50% | Add |
| 36 | TRV | Travelers Cos Inc/the | 0% | +42.78% | Add |
| 37 | PFE | Pfizer Inc | 0% | +42.90% | Add |
| 38 | MRK | Merck & Co. Inc. | 0% | -5.15% | Trim |
| 39 | ACN | Accenture plc | 0% | +120.96% | Add |
| 40 | TAK | Takeda Pharmaceutic-sp Adr | 0% | +11.61% | Add |
| 41 | SM | Sm Energy Co | 0% | -3.44% | Trim |
| 42 | BAC | Bank Of America CORP | 0% | +34.79% | Add |
| 43 | UTHR | United Therapeutics CORP | 0% | -3.88% | Trim |
| 44 | CUBI | Customers Bancorp Inc | 0% | +93.45% | Add |
| 45 | CVX | Chevron CORP | 0% | -11.75% | Trim |
| 46 | ROP | Roper Technologies Inc | 0% | +165.71% | Add |
| 47 | MGA | Magna International Inc | 0% | +11.31% | Add |
| 48 | EVRG | Evergy Inc | 0% | -3.37% | Trim |
| 49 | DVYE | Ishares Emerging Markets Div | 0% | +6.08% | Add |
| 50 | CTSH | Cognizant Tech Solutions-a | 0% | -20.67% | Trim |
According to official SEC Form 13F filings, Summit Global Investments reported a total U.S. public equity portfolio value of $1.8B across 483 disclosed positions in Q1 2026.
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 43.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VBIL
市值: $8.0M
Top Position Liquidated / Trimmed
CF
前期市值: $3.0M
During Q1 2026, Summit Global Investments's top holdings by market value included USDX (14.9%)、LDRX (13.8%)、SGLC (8.1%). The largest single position, USDX, represented 14.9% of total portfolio value.
In Q1 2026, Summit Global Investments made 200 total portfolio adjustments, initiating 36 new buys, adding to 50 positions, trimming 78 holdings, and fully liquidating 36 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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