Summit Global Investments

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Summit Global Investments maintained a portfolio of 557 distinct positions. They heavily accumulated shares in RBB FD INC, increasing their position by 2.0%. Conversely, Summit Global Investments completely exited their position in PAYCHEX INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
557
Quarter
2025 Q4
Top Holding
USDX (18.1%)
Top 10 Concentration
56.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 557
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
USDX
RBB FD INC
Unknown 18.12% 17.68% #1
Prev: #1
9.3 232,117 2.0%
P
S
11,964,211 $306,493,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LDRX
RBB FD INC
Unknown 11.59% 11.23% #2
Prev: #2
4.6 -51,658 -0.9%
P
S
5,961,309 $196,125,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGLC
RBB FD INC
Unknown 5.47% 4.65% #3
Prev: #3
4.2 245,913 11.3%
P
S
2,412,905 $92,603,000 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GINX
RBB FD INC
Unknown 4.27% 4.57% #4
Prev: #4
1.7 -340,612 -12.8%
P
S
2,311,494 $72,234,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DYTA
RBB FD INC
Unknown 3.68% 3.60% #5
Prev: #5
3.5 9,174 0.4%
P
S
2,134,748 $62,313,000 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 3.62% 3.54% #6
Prev: #6
3.5 8,103 1.3%
P
S
613,396 $61,266,000 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QXQ
RBB FD INC
Unknown 3.19% 2.42% #7
Prev: #7
3.4 628,636 47.1%
P
S
1,963,766 $53,943,000 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 2.81% 1.85% #8
Prev: #8
3.3 327,436 44.2%
P
S
1,069,063 $47,477,000 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.71% 1.41% #9 1
Prev: #10
2.7 11,805 12.5%
P
S
106,487 $28,950,000 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.61% 0.35% #10 38
Prev: #48
2.9 113,373 351.7%
P
S
145,607 $27,156,000 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPEM
SPDR INDEX SHS ...
ETF 1.35% 0.93% #11 3
Prev: #14
2.7 148,516 43.9%
P
S
486,940 $22,794,000 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 1.30% 0.97% #12
Prev: #12
2.6 11,583 30.9%
P
S
49,070 $22,068,000 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.27% 1.44% #13 4
Prev: #9
0.5 -3,282 -6.9%
P
S
44,459 $21,501,000 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.95% 0.89% #14 1
Prev: #15
2.4 3,607 17.4%
P
S
24,290 $16,034,000 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.89% 0.65% #15 9
Prev: #24
2.4 2,546 5.6%
P
S
48,342 $15,131,000 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.74% 0.70% #16 5
Prev: #21
2.3 1,559 12.0%
P
S
14,519 $12,520,000 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.71% 0.49% #17 13
Prev: #30
2.3 251 2.3%
P
S
11,170 $12,004,000 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CL
COLGATE PALMOLI...
Consumer Defensive 0.68% 0.97% #18 5
Prev: #13
0.4 -61,893 -29.9%
P
S
145,326 $11,484,000 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PEP
PEPSICO INC
Consumer Defensive 0.65% 0.98% #19 8
Prev: #11
0.4 -42,963 -36.0%
P
S
76,236 $10,941,000 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.59% 0.28% #20 36
Prev: #56
2.5 21,011 95.7%
P
S
42,961 $9,916,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 0.58% 0.13% #21 76
Prev: #97
2.5 21,425 162.8%
P
S
34,585 $9,871,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 0.55% 0.72% #22 2
Prev: #20
0.3 -5,285 -24.5%
P
S
16,325 $9,320,000 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NEM
NEWMONT CORP
Basic Materials 0.52% 0.21% #23 46
Prev: #69
2.5 44,491 103.3%
P
S
87,581 $8,745,000 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 0.45% 0.73% #24 6
Prev: #18
0.3 -17,222 -34.0%
P
S
33,480 $7,624,000 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSM
SPDR SERIES TRU...
ETF 0.45% 0.31% #25 26
Prev: #51
2.3 49,595 44.0%
P
S
162,371 $7,609,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PAYX
PAYCHEX INC
Technology 0.00% 0.36%
Sold All 😨
(Was: #45)
0.3 -48,143 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
YUM
YUM BRANDS INC
Consumer Cyclical 0.00% 0.21%
Sold All 😨
(Was: #70)
0.3 -23,834 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EA
ELECTRONIC ARTS...
Communication Services 0.00% 0.20%
Sold All 😨
(Was: #74)
0.3 -17,375 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UL
UNILEVER PLC
Consumer Defensive 0.00% 0.17%
Sold All 😨
(Was: #81)
0.3 -48,103 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TRGP
TARGA RES CORP
Energy 0.00% 0.14%
Sold All 😨
(Was: #89)
0.3 -14,433 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWX
ISHARES TR
ETF 0.00% 0.12%
Sold All 😨
(Was: #101)
0.3 -32,453 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WDAY
WORKDAY INC
Technology 0.00% 0.12%
Sold All 😨
(Was: #103)
0.3 -8,642 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FANG
DIAMONDBACK ENE...
Energy 0.00% 0.10%
Sold All 😨
(Was: #118)
0.3 -12,262 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.09%
Sold All 😨
(Was: #122)
0.3 -5,963 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CVCO
CAVCO INDS INC ...
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #140)
0.3 -2,257 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHD
CHURCH & DWIGHT...
Consumer Defensive 0.00% 0.08%
Sold All 😨
(Was: #141)
0.3 -14,924 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IT
GARTNER INC
Technology 0.00% 0.07%
Sold All 😨
(Was: #159)
0.3 -4,559 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ADEA
ADEIA INC
Technology 0.00% 0.07%
Sold All 😨
(Was: #164)
0.3 -70,621 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TCBI
TEXAS CAP BANCS...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #172)
0.3 -13,761 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALEX
ALEXANDER & BAL...
Real Estate 0.00% 0.07%
Sold All 😨
(Was: #182)
0.3 -61,773 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRUS
CIRRUS LOGIC IN...
Technology 0.00% 0.06%
Sold All 😨
(Was: #184)
0.3 -8,874 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JBTM
JBT MAREL CORPO...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #193)
0.3 -7,491 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VICR
VICOR CORP
Technology 0.00% 0.06%
Sold All 😨
(Was: #194)
0.3 -21,127 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEV
GE VERNOVA INC
Industrials 0.00% 0.06%
Sold All 😨
(Was: #203)
0.3 -1,573 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCB
ARCBEST CORP
Industrials 0.00% 0.05%
Sold All 😨
(Was: #208)
0.3 -13,442 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DECK
DECKERS OUTDOOR...
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #209)
0.3 -9,227 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XEL
XCEL ENERGY INC
Utilities 0.00% 0.05%
Sold All 😨
(Was: #211)
0.3 -11,386 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DT
DYNATRACE INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #217)
0.3 -17,871 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KR
KROGER CO
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #223)
0.3 -12,511 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
NUTANIX INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #229)
0.3 -10,990 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WELL
WELLTOWER INC
Real Estate 0.00% 0.05%
Sold All 😨
(Was: #236)
0.3 -4,381 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LNT
ALLIANT ENERGY ...
Utilities 0.00% 0.05%
Sold All 😨
(Was: #239)
0.3 -11,445 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SFNC
SIMMONS 1ST NAT...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #241)
0.3 -39,318 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWV
ISHARES INC
ETF 0.00% 0.04%
Sold All 😨
(Was: #242)
0.3 -6,222 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRO
BROWN & BROWN I...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #247)
0.3 -7,666 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #258)
0.3 -6,479 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NMRK
NEWMARK GROUP I...
Real Estate 0.00% 0.04%
Sold All 😨
(Was: #261)
0.3 -34,524 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VMI
VALMONT INDS IN...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #263)
0.3 -1,638 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LYTS
LSI INDS INC OH...
Technology 0.00% 0.04%
Sold All 😨
(Was: #265)
0.3 -26,307 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOK
NOKIA CORP
Technology 0.00% 0.04%
Sold All 😨
(Was: #266)
0.3 -128,014 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HSII
HEIDRICK & STRU...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #272)
0.3 -11,794 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TW
TRADEWEB MKTS I...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #285)
0.3 -4,758 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRSR
CORSAIR GAMING ...
Technology 0.00% 0.03%
Sold All 😨
(Was: #286)
0.3 -59,174 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NWN
NORTHWEST NAT H...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #298)
0.3 -11,182 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TFX
TELEFLEX INCORP...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #311)
0.3 -3,805 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BUSE
FIRST BUSEY COR...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #322)
0.3 -19,012 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC
Technology 0.00% 0.03%
Sold All 😨
(Was: #331)
0.3 -1,344 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCPC
BALCHEM CORP
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #341)
0.3 -2,774 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OMC
OMNICOM GROUP I...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #350)
0.3 -4,785 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AROC
ARCHROCK INC
Energy 0.00% 0.02%
Sold All 😨
(Was: #355)
0.3 -14,367 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TENB
TENABLE HLDGS I...
Technology 0.00% 0.02%
Sold All 😨
(Was: #357)
0.3 -12,930 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OC
OWENS CORNING N...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #362)
0.3 -2,632 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FMC
FMC CORP
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #363)
0.3 -10,916 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WK
WORKIVA INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #376)
0.3 -3,951 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRRM
VERRA MOBILITY ...
Technology 0.00% 0.02%
Sold All 😨
(Was: #378)
0.3 -13,677 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUE
NUCOR CORP
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #379)
0.3 -2,484 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JD
JD.COM INC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #386)
0.3 -9,213 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MBC
MASTERBRAND INC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #389)
0.3 -23,941 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.02%
Sold All 😨
(Was: #390)
0.3 -5,236 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RCKY
ROCKY BRANDS IN...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #392)
0.3 -10,291 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FMX
FOMENTO ECONOMI...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #399)
0.3 -2,995 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
F
FORD MTR CO
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #401)
0.3 -24,136 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FSV
FIRSTSERVICE CO...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #405)
0.3 -1,478 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMFG
SUMITOMO MITSUI...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #407)
0.3 -16,582 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DV
DOUBLEVERIFY HL...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #411)
0.3 -22,581 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGEE
MGE ENERGY INC
Utilities 0.00% 0.02%
Sold All 😨
(Was: #416)
0.3 -3,119 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GIS
GENERAL MLS INC
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #418)
0.3 -5,155 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNQ
CANADIAN NAT RE...
Energy 0.00% 0.01%
Sold All 😨
(Was: #421)
0.3 -7,882 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CIVB
CIVISTA BANCSHA...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #422)
0.3 -12,275 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
REPX
RILEY EXPLORATI...
Energy 0.00% 0.01%
Sold All 😨
(Was: #428)
0.3 -8,805 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VIAV
VIAVI SOLUTIONS...
Technology 0.00% 0.01%
Sold All 😨
(Was: #435)
0.3 -18,056 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BBWI
BATH & BODY WOR...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #437)
0.3 -8,832 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ASIX
ADVANSIX INC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #436)
0.3 -11,769 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 0.00% 0.01%
Sold All 😨
(Was: #439)
0.3 -8,315 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SAP
SAP SE
Technology 0.00% 0.01%
Sold All 😨
(Was: #440)
0.3 -846 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BVS
BIOVENTUS INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #443)
0.3 -33,286 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOG
NORTHERN OIL & ...
Energy 0.00% 0.01%
Sold All 😨
(Was: #444)
0.3 -8,869 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XP
XP INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #445)
0.3 -11,624 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
USNA
USANA HEALTH SC...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #446)
0.3 -7,871 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTH
MERITAGE HOMES ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #447)
0.3 -2,967 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INVA
INNOVIVA INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #449)
0.3 -11,509 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 0.00% 0.01%
Sold All 😨
(Was: #452)
0.3 -2,707 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRT
LIBERTY ENERGY ...
Energy 0.00% 0.01%
Sold All 😨
(Was: #457)
0.3 -13,062 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EMBC
EMBECTA CORP
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #456)
0.3 -11,404 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DVAX
DYNAVAX TECHNOL...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #459)
0.3 -11,372 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HCAT
HEALTH CATALYST...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #460)
0.3 -27,116 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 557 holdings

Unlock Full Summit Global Investments Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics