Summit Global Investments
All 13F Filings
- Location
- Bountiful, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,691,574
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 476 | 1,691,574 | 13F-HR | Summit Global Investments |
| Q3 2025 | 11/3/2025 | 462 | 1,712,020 | 13F-HR | Summit Global Investments |
| Q2 2025 | 8/12/2025 | 458 | 1,695,736 | 13F-HR | Summit Global Investments |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.669 M | 98.7% | 0 | 21.68 K | -21.68 K |
| ETFs | 21.77 K | 1.3% | 795 | 0 | 795 |
| Debt | 360 | 0.0% | 28 | 0 | 28 |
| Other | 414 | 0.0% | 414 | 0 | 414 |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
1,691,574
Holdings
476
QoQ value change ($000)
-20,446
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.