Notify me when Summit Global Investments files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 476 | $1,691,574,000 | +$243,388,781 | -$285,701,564 | -$42,312,783 | USDX, LDRX, SGLC, GINX, DYTA | 13F-HR | 17 Feb 2026, 17:54 |
| Q3 2025 | 462 | $1,712,020,000 | +$377,023,664 | -$432,173,825 | -$55,150,161 | USDX, LDRX, SGLC, GINX, DYTA | 13F-HR | 03 Nov 2025, 15:28 |
| Q2 2025 | 458 | $1,695,736,000 | +$501,851,905 | -$214,881,649 | +$286,970,256 | USDX, GINX, SGLC, DYTA, AGG | 13F-HR | 12 Aug 2025, 15:09 |
| Q1 2025 | 426 | $1,373,271,000 | +$443,610,481 | -$665,255,003 | -$221,644,522 | USDX, GINX, SGLC, DYTA, AGG | 13F-HR | 07 Apr 2025, 17:27 |
| Q4 2024 | 519 | $1,598,482,000 | +$410,443,666 | -$340,657,266 | +$69,786,400 | USDX, SGLC, GINX, DYTA, AGG | 13F-HR | 11 Feb 2025, 12:30 |
| Q3 2024 | 494 | $1,568,614,000 | +$316,885,280 | -$298,371,236 | +$18,514,044 | USDX, SGLC, GINX, DYTA, AGG | 13F-HR | 31 Oct 2024, 13:57 |
| Q2 2024 | 488 | $1,481,412,000 | +$368,811,185 | -$230,948,630 | +$137,862,555 | USDX, SGLC, GINX, DYTA, AGG | 13F-HR | 22 Jul 2024, 13:56 |
| Q1 2024 | 492 | $1,344,879,000 | +$399,679,020 | -$692,349,043 | -$292,670,023 | SGLC, DYTA, GINX, AGG, USDX | 13F-HR | 29 Apr 2024, 10:47 |
| Q4 2023 | 502 | $1,526,917,000 | +$336,830,058 | -$437,328,702 | -$100,498,644 | SGLC, DYTA, AGG, MSFT, PULS | 13F-HR | 06 Feb 2024, 12:10 |
| Q3 2023 | 501 | $1,501,603,000 | +$377,572,145 | -$329,551,332 | +$48,020,813 | DYTA, SGLC, AGG, PULS, MSFT | 13F-HR | 13 Oct 2023, 18:05 |
| Q2 2023 | 517 | $1,510,629,000 | +$537,690,715 | -$361,205,457 | +$176,485,258 | DYTA, SGLC, AGG, PULS, MSFT | 13F-HR | 18 Jul 2023, 18:20 |
| Q1 2023 | 495 | $1,292,800,000 | +$331,936,326 | -$257,955,770 | +$73,980,556 | AGG, PULS, VOO, MSFT, AAPL | 13F-HR | 04 May 2023, 17:27 |
| Q4 2022 | 454 | $1,184,895,000 | +$161,911,462 | -$154,205,937 | +$7,705,525 | AGG, VOO, PULS, MRK, MSFT | 13F-HR | 31 Jan 2023, 11:19 |
| Q3 2022 | 454 | $1,081,375,000 | +$228,867,534 | -$211,749,600 | +$17,117,934 | VOO, PULS, AAPL, MSFT, VRTX | 13F-HR | 14 Nov 2022, 11:41 |
| Q2 2022 | 451 | $1,134,976,000 | +$243,039,460 | -$341,322,267 | -$98,282,807 | VOO, MSFT, VRTX, AAPL, BMY | 13F-HR | 23 Aug 2022, 11:07 |
| Q1 2022 | 463 | $1,356,838,000 | +$453,680,632 | -$582,125,818 | -$128,445,186 | AGG, AAPL, MSFT, WMT, VRTX | 13F-HR | 28 Apr 2022, 18:32 |
| Q4 2021 | 535 | $1,553,066,000 | +$350,023,362 | -$239,588,263 | +$110,435,099 | AGG, MSFT, AAPL, AMZN, QQQ | 13F-HR | 14 Feb 2022, 11:00 |
| Q3 2021 | 463 | $1,334,139,000 | +$375,913,354 | -$716,768,641 | -$340,855,287 | AGG, MSFT, AMZN, INTU, ADBE | 13F-HR | 08 Nov 2021, 14:56 |
| Q2 2021 | 558 | $1,670,839,000 | +$451,964,703 | -$453,145,880 | -$1,181,177 | QQQ, AGG, AMZN, MSFT, TGT | 13F-HR | 27 Jan 2022, 19:19 |
| Q1 2021 | 547 | $1,560,519,000 | +$794,085,317 | -$232,172,394 | +$561,912,923 | QQQ, TLT, AGG, AMZN, MSFT | 13F-HR | 26 Jan 2022, 19:14 |
| Q4 2020 | 254 | $998,332,000 | +$162,836,131 | -$213,922,224 | -$51,086,093 | AMZN, WMT, INTU, TTWO, IDXX | 13F-HR | 11 Feb 2021, 13:33 |
| Q3 2020 | 245 | $967,768,000 | +$184,671,696 | -$122,140,972 | +$62,530,724 | QQQ, AMZN, WMT, INTU, ADBE | 13F-HR | 13 Nov 2020, 17:40 |
| Q2 2020 | 234 | $866,752,000 | +$263,082,531 | -$179,636,783 | +$83,445,748 | AMZN, INTU, MSFT, WMT, ADBE | 13F-HR | 10 Aug 2020, 20:45 |
| Q1 2020 | 213 | $685,979,000 | +$282,884,291 | -$438,438,828 | -$155,554,537 | WMT, AMZN, VZ, CLX, FLO | 13F-HR | 14 May 2020, 16:26 |
| Q4 2019 | 265 | $922,325,000 | +$156,180,405 | -$125,670,370 | +$30,510,035 | WMT, SPGI, NVR, VZ, ESS | 13F-HR | 12 Feb 2020, 19:39 |
| Q3 2019 | 267 | $860,466,000 | +$160,151,626 | -$125,533,304 | +$34,618,322 | WMT, HSY, VZ, NVR, SPGI | 13F-HR | 07 Nov 2019, 19:55 |
| Q2 2019 | 279 | $794,279,000 | +$163,715,021 | -$175,911,209 | -$12,196,188 | WMT, SPGI, NVR, BMY, TER | 13F-HR | 15 Aug 2019, 17:59 |
| Q1 2019 | 275 | $783,490,000 | +$188,150,144 | -$128,175,757 | +$59,974,387 | SPGI, WMT, NVR, RHI, TJX | 13F-HR | 14 May 2019, 14:50 |
| Q4 2018 | 249 | $645,590,000 | +$259,792,292 | -$270,074,551 | -$10,282,259 | WMT, SPGI, LLY, RHI, NVR | 13F-HR | 08 Feb 2019, 13:25 |
| Q3 2018 | 252 | $743,763,000 | +$30,766,345 | -$3,303,766 | +$27,462,579 | WMT, INTU, SPGI, RHI, TJX | 13F-HR | 14 Nov 2018, 18:12 |
| Q2 2018 | 251 | $663,148,000 | +$289,512,008 | -$281,464,196 | +$8,047,812 | WMT, SPGI, INTU, RHI, VLO | 13F-HR | 10 Aug 2018, 12:02 |
| Q1 2018 | 262 | $628,502,000 | +$150,884,456 | -$156,224,812 | -$5,340,356 | WMT, INTU, TJX, SPGI, SYY | 13F-HR | 03 May 2018, 14:36 |
| Q4 2017 | 253 | $645,800,000 | +$144,426,964 | -$177,001,680 | -$32,574,716 | WMT, PGR, ACN, HD, SYY | 13F-HR | 14 Feb 2018, 11:14 |
| Q3 2017 | 230 | $639,214,000 | +$314,033,700 | -$17,780,960 | +$296,252,740 | PGR, WMT, MMC, PFE, CB | 13F-HR | 14 Nov 2017, 12:47 |
| Q2 2017 | 235 | $334,128,000 | +$121,419,964 | -$97,920,201 | +$23,499,763 | WMT, CB, PGR, PFE, LH | 13F-HR | 10 Aug 2017, 13:57 |
| Q1 2017 | 232 | $307,177,871 | +$45,567,687 | -$20,411,339 | +$25,156,348 | WMT, AAPL, JNJ, CHRW, T | 13F-HR | 16 May 2017, 19:04 |
| Q4 2016 | 209 | $275,270,000 | $0 | $0 | $0 | T, CHRW, VZ, SYY, TGT | 13F-HR | 14 Feb 2017, 19:21 |