§ 13F · FUND PROFILE
Summit Global Investments.
AUM · $2M (13F)Positions · 523Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$44K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LDRX | RBB FD INC | 7.88M | $278K | 15.2% | +3% |
| 2 | USDX | RBB FD INC | 8.72M | $222K | 12.1% | −11% |
| 3 | SGLC | RBB FD INC | 3.92M | $171K | 9.3% | +6% |
| 4 | DYTA | RBB FD INC | 3.13M | $100K | 5.4% | +4% |
| 5 | QXQ | RBB FD INC | 2.84M | $93K | 5.1% | +6% |
| 6 | GINX | RBB FD INC | 2.66M | $93K | 5.1% | +4% |
| 7 | IEF | ISHARES TR | 386K | $36K | 2.0% | +11% |
| 8 | NVDA | NVIDIA CORPORATION | 123K | $25K | 1.3% | −22% |
| 9 | AAPL | APPLE INC | 82K | $24K | 1.3% | −23% |
| 10 | TSLA | TESLA INC | 45K | $19K | 1.0% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Global Investments is a Other fund managing $2 million in assets. The fund runs a broad portfolio of 523 positions.
Read the full dossier →