account_balance

Investment manager · 13F filer · SEC CIK 1697953

Summit Global Investments

Reported value$2.02Bas of Sep 30, 2026

Positions516 49 new, 56 sold out

Top 10 weight56.5%LDRX alone is 15%

FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

LDRXRBB Fd Inc

14.6%

USDXRBB Fd Inc

11.3%Added +3%

SGLCRBB Fd Inc

9.0%Added +2%

DYTARBB Fd Inc

5.1%Added +4%

GINXRBB Fd Inc

4.8%Added +3%

QXQRBB Fd Inc

4.1%Trimmed −11%

NVDANVIDIA Corp

2.1%Added +54%

AAPLApple Inc.

2.0%+50%

IEFiShares Tr

1.9%

MSFTMicrosoft Corp

1.6%+35%

GOOGL1.1%

LDRXRBB Fd Inc

14.6%

USDXRBB Fd Inc

11.3%Added +3%

SGLCRBB Fd Inc

9.0%Added +2%

DYTARBB Fd Inc

5.1%+4%

GINXRBB Fd Inc

4.8%

QXQRBB Fd Inc

4.1%

NVDA2.1%AAPL2.0%

IEF

GOOGL

SPDW

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

LDRX RBB Fd Inc 14.6% Held

USDX RBB Fd Inc 11.3% Added +3%

SGLC RBB Fd Inc 9.0% Added +2%

DYTA RBB Fd Inc 5.1% Added +4%

GINX RBB Fd Inc 4.8% Added +3%

QXQ RBB Fd Inc 4.1% Trimmed −11%

NVDA NVIDIA Corp 2.1% Added +54%AAPL Apple Inc. 2.0% Added +50%

IEF iShares Tr 1.9% Added +12%

MSFT Microsoft Corp 1.6% Added +35%GOOGL Alphabet Inc. 1.1% Added +93%

SPDW SPDR Index SHS FDS 0.9% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Aug 3, 2026 filing

add_circleNew

RSP $12.8M
STT $4.83M
XLI $3.91M
PANW $1.67M

arrow_upwardAdded

BNY +313%
FTNT +150%
CSCO +144%
AMZN +96%

arrow_downwardTrimmed

AGG −26%
NEM −24%
PLTR −24%
COST −14%

remove_circleSold out

AMBA $1.27M
UCTT $1.21M
FORM $970K
AAT $968K

Summit Global Investments

Where the money is

Biggest moves since Jun 30, 2026

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