Fund Holdings — Summit Global Investments

Total Portfolio Value
$1.48M
Total Bought
$369.9K
Total Sold
$230.3K
Net Transaction
+$139.6K
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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RBB FD INC S
SGI ENHA CORE ET
1,849,3823,883,672+2,034,29046996.71%+53
NVIDIA CORPORATION C(NVDA)17,234236,535+219,30116291.97%+14
PROGRESSIVE CORP C(PGR)43,70998,887+55,1789211.39%+12
ALLSTATE CORP C(ALL)065,800+65,8000110.71%+11
AMAZON COM INC C(AMZN)50,488100,467+49,9799191.31%+10
RBB FD INC S
SGI ENHANCED GLB
1,931,8182,273,597+341,77950594.00%+9
RBB FD INC S
SGI US LARGE CAP
2,517,7192,659,612+141,89384936.26%+9
META PLATFORMS INC C(META)30,52544,554+14,02915221.52%+8
APPLE INC C(AAPL)70,06289,915+19,85312191.28%+7
MARATHON PETE CORP C(MPC)031,372+31,372050.37%+5
BHP GROUP LTD S091,712+91,712050.35%+5
CIVITAS RESOURCES INC C075,321+75,321050.35%+5
EQUINOR ASA S(EQNR)51,243199,823+148,580160.39%+4
RBB FD INC S
SGI ENH NASD ETF
0168,860+168,860040.29%+4
NOVO-NORDISK A S A(NVO)27,79953,127+25,328480.51%+4
NEUROCRINE BIOSCIENCES INC C(NBIX)49,47777,601+28,1247110.72%+4
WASTE MGMT INC DEL C(WM)97418,760+17,786040.27%+4
ALPHABET INC C(GOOG)45,75157,804+12,0537110.72%+4
QUALCOMM INC C(QCOM)44,96556,437+11,4728110.76%+4
DEVON ENERGY CORP NEW C(DVN)076,068+76,068040.24%+4
EVEREST GROUP LTD C(EG)25,33035,685+10,35510140.92%+4
BANCOLOMBIA S A S44,762146,944+102,182250.32%+3
AMERICAN FINL GROUP INC OHIO C7,87434,889+27,015140.29%+3
SYSCO CORP C(SYY)26,78475,320+48,536250.36%+3
UNITEDHEALTH GROUP INC C(UNH)11,16317,120+5,957690.59%+3
TPG INC C(TPG)071,948+71,948030.20%+3
ELI LILLY & CO C(LLY)2,9915,813+2,822250.36%+3
PILGRIMS PRIDE CORP C(PPC)075,674+75,674030.20%+3
MICROSOFT CORP C(MSFT)50,12153,597+3,47621241.62%+3
SIMON PPTY GROUP INC NEW C(SPG)1,61419,682+18,068030.20%+3
APPLIED MATLS INC C25,60233,431+7,829580.53%+3
EOG RES INC C(EOG)4,38525,146+20,761130.21%+3
LAM RESEARCH CORP C(LRCX)2,3364,500+2,164250.32%+3
UNITED PARCEL SERVICE INC C(UPS)26,67146,732+20,061460.43%+2
TIM S A S(TIMB)131,466325,462+193,996250.31%+2
ULTA BEAUTY INC C(ULTA)05,795+5,795020.15%+2
MICRON TECHNOLOGY INC C(MU)10,59125,516+14,925130.23%+2
MERCK & CO INC C(MRK)120,547145,406+24,85916181.21%+2
CHORD ENERGY CORPORATION C(CHRD)6,88819,804+12,916130.22%+2
FRONTLINE PLC C(FRO)077,464+77,464020.13%+2
PERMIAN RESOURCES CORP C(PR)0122,174+122,174020.13%+2
COMCAST CORP NEW C(CCZ)12,10362,684+50,581120.17%+2
ISHARES TR C475,688499,251+23,56347483.27%+2
INFOSYS LTD S(INFY)098,280+98,280020.12%+2
NETEASE INC S(NTES)10,80230,778+19,976130.20%+2
SHINHAN FINANCIAL GROUP CO L S(SHG)67,536121,081+53,545240.28%+2
ALPHABET INC C(GOOG)136,938123,008-13,93021221.51%+2
INVESCO EXCH TRADED FD TR II N
NASDAQ 100 ETF
08,801+8,801020.12%+2
EVERCORE INC C(EVR)07,944+7,944020.11%+2
BROADCOM INC C(AVGO)6011,486+885120.16%+2
CROWDSTRIKE HLDGS INC C(CRWD)2,5906,257+3,667120.16%+2
ISHARES TR I181,003202,638+21,63514161.05%+2
EMCOR GROUP INC C(EME)2,7786,830+4,052120.17%+2
KROGER CO C(KR)14,78247,132+32,350120.16%+2
COCA COLA CONS INC C(COKE)01,387+1,387020.10%+2
LOUISIANA PAC CORP C(LPX)018,204+18,204010.10%+1
SNOWFLAKE INC C(SNOW)010,878+10,878010.10%+1
LYONDELLBASELL INDUSTRIES N S
SHS - A -
8,85124,468+15,617120.16%+1
PRUDENTIAL FINL INC C(PFH)16,33028,596+12,266230.23%+1
SPOTIFY TECHNOLOGY S A S(SPOT)04,562+4,562010.10%+1
BANCO BILBAO VIZCAYA ARGENTA S(BBVA)55,425206,745+151,320120.14%+1
UBS GROUP AG S(UBS)047,732+47,732010.10%+1
TELEFONICA BRASIL SA N(VIV)287,053523,647+236,594340.29%+1
ICICI BANK LIMITED A(IBN)047,698+47,698010.09%+1
NEW JERSEY RES CORP C(NJR)031,250+31,250010.09%+1
LEIDOS HOLDINGS INC C(LDOS)09,090+9,090010.09%+1
JD.COM INC S(JD)9,04259,781+50,739020.10%+1
TAYLOR MORRISON HOME CORP C023,216+23,216010.09%+1
CIA ENERGETICA DE MINAS GERA S(CIG)96,854863,405+766,551020.10%+1
PARK HOTELS & RESORTS INC C(PK)083,423+83,423010.08%+1
EPR PPTYS C(EPR)029,698+29,698010.08%+1
PEPSICO INC C(PEP)9,22817,296+8,068230.19%+1
STEELCASE INC C094,008+94,008010.08%+1
AMERICAN EXPRESS CO C(AXP)2,5167,735+5,219120.12%+1
FEDEX CORP C(FDX)19,76323,092+3,329670.47%+1
PDD HOLDINGS INC S(PDD)2,54411,199+8,655010.10%+1
BAIDU INC S013,749+13,749010.08%+1
ROSS STORES INC C(ROST)2,39710,569+8,172020.10%+1
SYLVAMO CORP C(SLVM)017,055+17,055010.08%+1
COSTCO WHSL CORP NEW C(COST)5,6916,279+588450.36%+1
FORD MTR CO DEL C(F)11,619105,059+93,440010.09%+1
INSTALLED BLDG PRODS INC C(IBP)05,571+5,571010.08%+1
LULULEMON ATHLETICA INC C(LULU)03,779+3,779010.08%+1
H WORLD GROUP LTD S(HTHT)033,807+33,807010.08%+1
THE CIGNA GROUP C(CI)03,396+3,396010.08%+1
HOVNANIAN ENTERPRISES INC C(HOV)07,867+7,867010.08%+1
HNI CORP C(HNI)024,740+24,740010.08%+1
AMKOR TECHNOLOGY INC C12,87137,078+24,207010.10%+1
TJX COS INC NEW C(TJX)13,73322,253+8,520120.17%+1
SHELL PLC S(SHEL)3,71617,979+14,263010.09%+1
TESLA INC C(TSLA)4,9119,591+4,680120.13%+1
CSX CORP C(CSX)8,04438,777+30,733010.09%+1
BRISTOL-MYERS SQUIBB CO C(BMY)29,83563,194+33,359230.18%+1
HONEYWELL INTL INC C(HON)04,669+4,669010.07%+1
KLA CORP C(KLAC)1,5552,508+953120.14%+1
CITIZENS FINL GROUP INC C(CFG)026,690+26,690010.06%+1
SAP SE S(SAP)04,739+4,739010.06%+1
PACCAR INC C(PCAR)09,248+9,248010.06%+1
UNUM GROUP C(UNM)018,399+18,399010.06%+1
FERGUSON PLC NEW S1,9837,072+5,089010.09%+1
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Summit Global Investments — 13F Holdings — Q2 2024 | TickerTrail