Institutional Fund
Summit Global Investments
Bountiful, UTCIK 16979535 filings on record
Portfolio Value
$1.69M
Q1 2026
Holdings
483
Reported positions
New Buys
69
Opened this quarter
QoQ Change
+0.2%
from $1.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Rbb Fd Inc14.9%
- Rbb Fd Inc13.8%
- Rbb Fd Inc8.1%
- Rbb Fd Inc4.9%
- Rbb Fd Inc4.9%
- Rbb Fd Inc4.0%
- Other49.3%
Portfolio Holdings
483 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Rbb Fd Inc | 9.84M | $252.4K | 14.9% | −2.13M | Reduced |
| 2 | Rbb Fd Inc | 7.65M | $234.5K | 13.8% | +1.69M | Added |
| 3 | Rbb Fd Inc | 3.70M | $137.6K | 8.1% | +1.29M | Added |
| 4 | Rbb Fd Inc | 3.00M | $83.9K | 4.9% | +867.6K | Added |
| 5 | Rbb Fd Inc | 2.55M | $83.2K | 4.9% | +235.5K | Added |
| 6 | Rbb Fd Inc | 2.67M | $68.5K | 4.0% | +706.6K | Added |
| 7 | Ishares Tr | 346.5K | $33.1K | 2.0% | +286.4K | Added |
| 8 | Nvidia Corporation | 158.0K | $27.6K | 1.6% | +12.4K | Added |
| 9 | Apple Inc | 106.6K | $27.1K | 1.6% | +157 | Added |
| 10 | Microsoft Corp | 51.3K | $19.0K | 1.1% | +6.8K | Added |
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