Summit Global Investments - Portfolio overview

Summit Global Investments has 604 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USDX - RBB FD INC, 14.89%
2. LDRX - RBB FD INC, 13.84%
3. SGLC - RBB FD INC, 8.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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