§ 13F · FUND PROFILE
Summit Global Investments.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2M (13F)Positions · 462Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$58K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | USDX | RBB FD INC | 9.84M | $252K | 14.9% | −18% |
| 2 | LDRX | RBB FD INC | 7.65M | $235K | 13.8% | +28% |
| 3 | SGLC | RBB FD INC | 3.70M | $138K | 8.1% | +53% |
| 4 | DYTA | RBB FD INC | 3.00M | $84K | 4.9% | +41% |
| 5 | GINX | RBB FD INC | 2.55M | $83K | 4.9% | +10% |
| 6 | QXQ | RBB FD INC | 2.67M | $68K | 4.0% | +36% |
| 7 | IEF | ISHARES TR | 346K | $33K | 2.0% | +477% |
| 8 | NVDA | NVIDIA CORPORATION | 158K | $28K | 1.6% | +9% |
| 9 | AAPL | APPLE INC | 107K | $27K | 1.6% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 51K | $19K | 1.1% | +15% |
§ 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 462 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed