Fund Holdings — Summit Global Investments

Total Portfolio Value
$1.71M
Total Bought
$403.3K
Total Sold
$426.2K
Net Transaction
-$22.8K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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RBB FD INC
SGI ENHA MKT ETF
06,012,967+6,012,967019211.23%+192
REGENERON PHARMACEUTICALS(REGN)019,623+19,6230110.64%+11
ZOOM COMMUNICATIONS INC(ZM)17,529123,558+106,0291100.60%+9
MONSTER BEVERAGE CORP NEW(MNST)0121,025+121,025080.48%+8
RBB FD INC
SGI US LARGE CAP
2,125,7952,166,992+41,19772804.65%+7
RBB FD INC
SGI ENH NASD ETF
1,201,5021,335,130+133,62834412.42%+7
SPDR INDEX SHS FDS
ST STR PO EX ETF
635,596741,627+106,03126321.85%+6
SIMON PPTY GROUP INC NEW(SPG)11,46641,662+30,196280.46%+6
PAYCHEX INC(PAYX)2,36248,143+45,781060.36%+6
ELI LILLY & CO(LLY)4,03510,919+6,884380.49%+5
AMPHENOL CORP NEW29,10164,816+35,715380.47%+5
TESLA INC(TSLA)37,44937,487+3812170.97%+5
APPLE INC(AAPL)94,95994,682-27719241.41%+5
CF INDS HLDGS INC(CF)4,02650,454+46,428050.26%+4
NEUROCRINE BIOSCIENCES INC(NBIX)11,51636,155+24,639150.30%+4
ADOBE INC(ADBE)2,96812,681+9,713140.26%+3
SPDR INDEX SHS FDS
ST PORT MARK ETF
295,420338,424+43,00413160.93%+3
ALPHABET INC(GOOG)45,81645,796-208110.65%+3
EVEREST GROUP LTD(EG)08,175+8,175030.17%+3
ELECTRONIC ARTS INC5,91817,375+11,457140.20%+3
PEPSICO INC(PEP)107,514119,199+11,68514170.98%+3
UNILEVER PLC(UL)5,70848,103+42,395030.17%+3
CADENCE DESIGN SYSTEM INC(CDNS)06,662+6,662020.14%+2
MICRON TECHNOLOGY INC(MU)013,160+13,160020.13%+2
WORKDAY INC(WDAY)08,642+8,642020.12%+2
MANULIFE FINL CORP(MFC)066,280+66,280020.12%+2
VERISIGN INC17,32825,234+7,906570.41%+2
HDFC BANK LTD(HDB)055,791+55,791020.11%+2
ALPHABET INC(GOOG)25,98926,307+318560.37%+2
MASTERCARD INCORPORATED(MA)18,81521,610+2,79511120.72%+2
INTEL CORP(INTC)156,797153,729-3,068450.30%+2
DTE ENERGY CO(DTB)29,51638,790+9,274450.32%+2
RBB FD INC
SGI DIVERSI TAC
2,143,9242,125,574-18,35060623.60%+2
INCYTE CORP(INCY)107,572104,811-2,761790.52%+2
CARDINAL HEALTH INC(CAH)48,52361,714+13,1918100.57%+2
ORACLE CORP(ORCL)50,06544,259-5,80611120.73%+2
SPDR SERIES TRUST
ST STR SP600 SML
87,613112,776+25,163450.31%+1
ISHARES TR596,703605,293+8,59059613.54%+1
PERDOCEO ED CORP(PRDO)037,761+37,761010.08%+1
GOLD FIELDS LTD(GFI)24,07246,205+22,133120.11%+1
KULICKE & SOFFA INDS INC(KLIC)033,121+33,121010.08%+1
AMEREN CORP(AEE)23,54334,408+10,865240.21%+1
FREEPORT-MCMORAN INC(FCX)12,19846,157+33,959120.11%+1
ISHARES TR13,73932,453+18,714120.12%+1
A10 NETWORKS INC068,731+68,731010.07%+1
RADIAN GROUP INC(RDN)033,497+33,497010.07%+1
YELP INC(YELP)037,980+37,980010.07%+1
INNOVATIVE INDL PPTYS INC(IIPR)021,982+21,982010.07%+1
AUTODESK INC03,674+3,674010.07%+1
CENTURY CMNTYS INC(CCS)018,339+18,339010.07%+1
VIRTU FINL INC(VIRT)031,247+31,247010.06%+1
UNITED MICROELECTRONICS CORP(UMC)0144,665+144,665010.06%+1
VANGUARD INDEX FDS9,74112,334+2,593340.24%+1
COTERRA ENERGY INC045,914+45,914010.06%+1
JBT MAREL CORPORATION(JBTM)07,491+7,491010.06%+1
VICOR CORP(VICR)021,127+21,127010.06%+1
CALIX INC(CALX)5,79321,895+16,102010.08%+1
BUCKLE INC(BKE)017,539+17,539010.06%+1
UNITED THERAPEUTICS CORP DEL(UTHR)18,33315,006-3,327560.37%+1
NATIONAL FUEL GAS CO(NFG)43,08950,391+7,302450.27%+1
NVIDIA CORPORATION(NVDA)31,79832,234+436560.35%+1
CENCORA INC4,5537,443+2,890120.14%+1
ANNALY CAPITAL MANAGEMENT IN13,83159,797+45,966010.07%+1
ARCBEST CORP(ARCB)013,442+13,442010.05%+1
DECKERS OUTDOOR CORP(DECK)09,227+9,227010.05%+1
ASTEC INDS INC018,635+18,635010.05%+1
TELUS CORPORATION(TU)056,721+56,721010.05%+1
MARATHON PETE CORP(MPC)04,597+4,597010.05%+1
RBB FD INC
SGI ENHANCED GLB
2,755,5762,652,106-103,47077784.57%+1
AUTOZONE INC(AZO)137319+182110.08%+1
STANDARD MTR PRODS INC(SMP)020,691+20,691010.05%+1
PROG HOLDINGS INC(PRG)12,80437,669+24,865010.07%+1
WESTAMERICA BANCORPORATION(WABC)016,759+16,759010.05%+1
BRISTOL-MYERS SQUIBB CO(BMY)017,933+17,933010.05%+1
NEWMONT CORP(NEM)48,60243,090-5,512340.21%+1
AXCELIS TECHNOLOGIES INC08,085+8,085010.05%+1
DEVON ENERGY CORP NEW(DVN)022,331+22,331010.05%+1
ALLIANT ENERGY CORP(LNT)011,445+11,445010.05%+1
NRG ENERGY INC(NRG)04,726+4,726010.04%+1
SIMMONS 1ST NATL CORP(SFNC)039,318+39,318010.04%+1
VANGUARD INTL EQUITY INDEX F010,177+10,177010.04%+1
ARCH CAP GROUP LTD
ORD
07,974+7,974010.04%+1
BROWN & BROWN INC(BRO)07,666+7,666010.04%+1
FOX FACTORY HLDG CORP(FOXF)16,52147,167+30,646010.07%+1
VANGUARD INDEX FDS1,2042,579+1,375110.07%+1
NETFLIX INC(NFLX)312931+619010.07%+1
NVR INC(NVR)087+87010.04%+1
BANKUNITED INC(BKU)018,300+18,300010.04%+1
CRESCENT ENERGY COMPANY(CRGY)075,319+75,319010.04%+1
BANCO BILBAO VIZCAYA ARGENTA(BBVA)139,298145,917+6,619230.16%+1
SUN CTRY AIRLS HLDGS INC056,339+56,339010.04%+1
BOOZ ALLEN HAMILTON HLDG COR06,479+6,479010.04%+1
NISOURCE INC(NI)266,698263,075-3,62311110.67%+1
PRIVIA HEALTH GROUP INC(PRVA)9,00733,677+24,670010.05%+1
INVESCO QQQ TR2,6753,472+797120.12%+1
SCANSOURCE INC(SCSC)013,726+13,726010.04%+1
ALKERMES PLC(ALKS)019,938+19,938010.03%+1
COLGATE PALMOLIVE CO(CL)175,710207,219+31,50916170.97%+1
ABBVIE INC(ABBV)14,21413,929-285330.19%+1
HEIDRICK & STRUGGLES INTL IN011,794+11,794010.03%+1
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Summit Global Investments — 13F Holdings — Q3 2025 | TickerTrail