Summit Global Investments
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Summit Global Investments reported 483 stock positions worth $1.7 billion. Its top holding was Sgi Enhanced Core ETF (USDX) at 14.9% of the portfolio, followed by Sgi Enhanced Market Lea ETF (LDRX, 13.8%) and Sgi US Large Cap Core ETF (SGLC, 8.1%). Compared with Q4 2025, it opened 69 new positions, sold out of 62, added to 175 and reduced 209. The biggest buy was Sgi US Large Cap Core ETF (SGLC, shares +53%) and the biggest sale Sgi Enhanced Core ETF (USDX, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOUNTIFUL, UT
- CIK
- 0001697953
- Portfolio Value
- $1.7B (Q1 2026)
- SEC Filing
- 0001697953-26-000005 ↗ filed May 7, 2026
Holdings Value
Holdings 483 stocks · $1.7B
| USDX Sgi Enhanced Core ETF | 14.89% | 9,837,704 | $252.4M | Reduce -17.8% |
| LDRX Sgi Enhanced Market Lea ETF | 13.84% | 7,650,483 | $234.5M | Add +28.3% |
| SGLC Sgi US Large Cap Core ETF | 8.12% | 3,703,084 | $137.6M | Add +53.5% |
| DYTA Sgi Dynamic Tactical ETF | 4.95% | 3,002,332 | $83.9M | Add +40.6% |
| GINX Sgi Enh GL Inc. ETF | 4.91% | 2,546,955 | $83.2M | Add +10.2% |
| QXQ Sgi Enhanced Nasdaq 100 ETF | 4.04% | 2,670,413 | $68.5M | Add +36.0% |
| IEF iShares 7-10 Year Treasury B | 1.95% | 346,492 | $33.1M | Add +476.6% |
| NVDA Nvidia Corp. | 1.63% | 158,002 | $27.6M | Add +8.5% |
| AAPL Apple Inc. | 1.60% | 106,644 | $27.1M | Add +0.1% |
| MSFT Microsoft Corp. | 1.12% | 51,286 | $19.0M | Add +15.4% |
| TSLA Tesla Inc. | 1.08% | 49,075 | $18.2M | Add +0.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.89% | 328,991 | $15.0M | Reduce -69.2% |
| GOOGL Alphabet Inc. Class A | 0.78% | 46,207 | $13.3M | Reduce -4.4% |
| META Meta Platforms Inc. Class A | 0.74% | 22,069 | $12.6M | Reduce -9.1% |
| COST Costco Wholesale Corp. | 0.70% | 11,951 | $11.9M | Reduce -17.7% |
| VEA Vanguard Ftse Developed ETF | 0.69% | 182,398 | $11.7M | Add +814.4% |
| LLY Eli Lilly & Co. | 0.59% | 10,816 | $9.9M | Reduce -3.2% |
| SPEM State Street SP PTF Em ETF | 0.58% | 211,334 | $9.9M | Reduce -56.6% |
| VWO Vanguard Ftse Emerging Marke | 0.58% | 180,778 | $9.8M | Add +2126.6% |
| CL Colgate-Palmolive Co. | 0.56% | 110,952 | $9.5M | Reduce -23.6% |
| PEP Pepsico Inc. | 0.56% | 60,710 | $9.4M | Reduce -20.4% |
| VTIP Vanguard Short-Term Tips | 0.56% | 188,528 | $9.4M | Add +263.2% |
| AMZN Amazon.com Inc. | 0.53% | 42,948 | $8.9M | Reduce -0.0% |
| SCHP Schwab U.S. Tips ETF | 0.51% | 322,298 | $8.6M | Add +1886.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 17,886 | $8.6M | Add +105.5% |
| NEM Newmont Corp. | 0.49% | 76,322 | $8.3M | Reduce -12.9% |
| MRK Merck & Co. Inc. | 0.48% | 67,598 | $8.1M | Reduce -5.2% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.47% | 105,857 | $8.0M | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.47% | 99,231 | $7.9M | Add +33.9% |
| MA Mastercard Inc. Class A | 0.47% | 15,778 | $7.9M | Reduce -3.4% |
| AGG iShares Core U.S. Aggregate | 0.46% | 78,176 | $7.8M | Reduce -87.3% |
| MU Micron Technology Inc. | 0.45% | 22,803 | $7.7M | Reduce -34.1% |
| REGN Regeneron Pharmaceuticals | 0.45% | 9,804 | $7.6M | Reduce -0.2% |
| SRLN SS Blackstone Sr Loan ETF | 0.44% | 185,262 | $7.4M | Add +18.7% |
| AVGO Broadcom Inc. | 0.41% | 22,688 | $7.0M | Add +6.5% |
| EMB iShares JP Morgan Usd Emergi | 0.41% | 73,170 | $6.9M | New |
| EMLC Vaneck JPM Em Local Curr BND | 0.40% | 266,975 | $6.7M | New |
| PGR Progressive Corp. | 0.36% | 30,446 | $6.0M | Reduce -9.1% |
| JPM JPMorgan Chase & Co. | 0.35% | 20,206 | $5.9M | Add +3.3% |
| ADP Automatic Data Processing | 0.35% | 28,943 | $5.9M | Add +4.7% |
| XOM Exxon Mobil Corp. | 0.35% | 34,502 | $5.9M | Reduce -0.1% |
| MNST Monster Beverage Corp. | 0.34% | 78,987 | $5.7M | Reduce -10.0% |
| DTE DTE Energy Company | 0.33% | 38,444 | $5.6M | Reduce -28.1% |
| CMS CMS Energy Corp. | 0.32% | 70,243 | $5.4M | Reduce -8.8% |
| GOOG Alphabet Inc. Class C | 0.31% | 18,563 | $5.3M | Add +1.4% |
| INCY Incyte Corp. | 0.31% | 56,059 | $5.3M | Reduce -9.8% |
| EVRG Evergy Inc. | 0.30% | 63,001 | $5.2M | Reduce -3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 14,678 | $5.0M | Add +13.9% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 32,355 | $4.7M | Add +110.7% |
| BMRN Biomarin Pharmaceutical Inc. | 0.26% | 79,055 | $4.5M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.26% | 58,382 | $4.4M | Add +171.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 12,572 | $4.0M | Reduce -3.5% |
| EME Emcor Group Inc. | 0.21% | 4,768 | $3.5M | Add +30.1% |
| UTHR United Therapeutics Corp. | 0.21% | 5,917 | $3.5M | Reduce -3.9% |
| APH Amphenol Corp. Class A | 0.19% | 25,180 | $3.2M | Add +6.3% |
| ABBV Abbvie Inc. | 0.19% | 14,575 | $3.2M | Reduce -13.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 65,032 | $3.2M | Add +34.8% |
| EXC Exelon Corp. | 0.19% | 64,110 | $3.1M | Add +0.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.18% | 65,080 | $3.1M | Add +248.0% |
| SHEL Shell PLC-ADR | 0.18% | 33,475 | $3.1M | Add +450.9% |
| MGA Magna International Inc. | 0.18% | 55,744 | $3.1M | Add +11.3% |
| CAH Cardinal Health Inc. | 0.18% | 14,603 | $3.1M | Reduce -42.1% |
| VOO Vanguard S&P 500 ETF | 0.18% | 5,139 | $3.1M | Add +127.7% |
| ED Consolidated Edison Inc. | 0.18% | 27,005 | $3.1M | Reduce -2.9% |
| DVYE iShares Emerging Markets Div | 0.17% | 85,042 | $2.9M | Add +6.1% |
| DEM Wisdomtree Emerging Markets | 0.17% | 58,169 | $2.9M | Reduce -14.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.17% | 59,529 | $2.9M | Reduce -63.3% |
| COR Cencora Inc. | 0.17% | 9,130 | $2.9M | Reduce -27.4% |
| CVX Chevron Corp. | 0.17% | 13,712 | $2.8M | Reduce -11.8% |
| EDIV State Street SPDR S&P Emergi | 0.17% | 71,161 | $2.8M | Add +14.0% |
| TSN Tyson Foods Inc. Class A | 0.16% | 42,414 | $2.7M | Add +5.2% |
| BKNG Booking Holdings Inc. | 0.16% | 636 | $2.7M | Add +5.0% |
| NI Nisource Inc. | 0.16% | 57,087 | $2.7M | Reduce -37.4% |
| PG The Procter & Gamble Co. | 0.15% | 17,744 | $2.6M | Add +42.2% |
| JNJ Johnson & Johnson | 0.15% | 10,332 | $2.5M | Reduce -19.6% |
| CSCO Cisco Systems Inc. | 0.14% | 31,678 | $2.5M | Reduce -7.8% |
| LMT Lockheed Martin Corp. | 0.14% | 4,064 | $2.5M | Reduce -41.8% |
| V Visa Inc. Class A | 0.14% | 7,849 | $2.4M | Add +1.4% |
| NFG National Fuel Gas Co. | 0.14% | 24,536 | $2.3M | Reduce -3.9% |
| NFLX Netflix Inc. | 0.14% | 23,806 | $2.3M | Add +0.0% |
| HD Home Depot Inc. | 0.13% | 6,869 | $2.3M | Reduce -20.8% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.13% | 72,671 | $2.3M | New |
| NBIX Neurocrine Biosciences Inc. | 0.13% | 17,083 | $2.3M | Reduce -31.1% |
| XLE SS Energy Select Sector | 0.13% | 36,343 | $2.2M | New |
| MCK McKesson Corp. | 0.13% | 2,549 | $2.2M | Reduce -48.9% |
| TAK Takeda Pharmaceutic-SP ADR | 0.13% | 116,494 | $2.2M | Add +11.6% |
| AZO AutoZone Inc. | 0.13% | 634 | $2.1M | Reduce -30.6% |
| ALL Allstate Corp. | 0.13% | 10,252 | $2.1M | Reduce -1.9% |
| TRV The Travelers Cos Inc. | 0.13% | 7,276 | $2.1M | Add +42.8% |
| QCOM Qualcomm Inc. | 0.13% | 16,465 | $2.1M | Add +6.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 3,651 | $2.1M | Add +7.6% |
| EG Everest Group Ltd. | 0.12% | 6,365 | $2.1M | Add +0.3% |
| CBRE CBRE Group Inc. Class A | 0.12% | 15,215 | $2.1M | Reduce -24.9% |
| UPS United Parcel Service Class B | 0.12% | 20,780 | $2.0M | Add +56.2% |
| CME Cme Group Inc. | 0.12% | 6,795 | $2.0M | Reduce -34.1% |
| ANET Arista Networks Inc. | 0.12% | 16,003 | $2.0M | Reduce -68.1% |
| ADBE Adobe Inc. | 0.11% | 7,979 | $1.9M | Reduce -33.0% |
| AEE Ameren Corporation | 0.11% | 17,346 | $1.9M | Reduce -28.3% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.11% | 87,242 | $1.9M | Add +7.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.11% | 25,822 | $1.9M | New |
Portfolio Sells Q4 2025 → Q1 2026
| USDX Sgi Enhanced Core ETF | Reduce -17.8% | 14.89% | −3.23 |
| AGG iShares Core U.S. Aggregate | Reduce -87.3% | 0.46% | −3.16 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -69.2% | 0.89% | −1.92 |
| SPEM State Street SP PTF Em ETF | Reduce -56.6% | 0.58% | −0.76 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -63.3% | 0.17% | −0.28 |
| EBND State Street SPDR Bloomberg | Reduce -91.0% | 0.03% | −0.27 |
| ANET Arista Networks Inc. | Reduce -68.1% | 0.12% | −0.27 |
| META Meta Platforms Inc. Class A | Reduce -9.1% | 0.74% | −0.20 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.18 |
| VRSN Verisign Inc. | Reduce -60.8% | 0.10% | −0.15 |
| WM Waste Management Inc. | Reduce -91.7% | 0.01% | −0.15 |
| INFY Infosys Ltd.-SP ADR | Reduce -82.0% | 0.02% | −0.15 |
| ADBE Adobe Inc. | Reduce -33.0% | 0.11% | −0.13 |
| SPG Simon Property Group Inc. | Reduce -75.2% | 0.04% | −0.13 |
| MU Micron Technology Inc. | Reduce -34.1% | 0.45% | −0.13 |
| ATO Atmos Energy Corp. | Reduce -57.9% | 0.11% | −0.13 |
| GILD Gilead Sciences Inc. | Reduce -61.0% | 0.10% | −0.12 |
| CAH Cardinal Health Inc. | Reduce -42.1% | 0.18% | −0.12 |
| ELV Elevance Health Inc. | Reduce -54.0% | 0.08% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -3.2% | 0.59% | −0.12 |
| CL Colgate-Palmolive Co. | Reduce -23.6% | 0.56% | −0.12 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.12 |
| MCK McKesson Corp. | Reduce -48.9% | 0.13% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -4.4% | 0.78% | −0.11 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.10 |
| PGR Progressive Corp. | Reduce -9.1% | 0.36% | −0.09 |
| PEP Pepsico Inc. | Reduce -20.4% | 0.56% | −0.09 |
| FTNT Fortinet Inc. | Reduce -63.9% | 0.05% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -3.4% | 0.47% | −0.09 |
| FCX Freeport-McMoran Inc. | Reduce -58.2% | 0.08% | −0.08 |
| COR Cencora Inc. | Reduce -27.4% | 0.17% | −0.08 |
| DTE DTE Energy Company | Reduce -28.1% | 0.33% | −0.08 |
| NBIX Neurocrine Biosciences Inc. | Reduce -31.1% | 0.13% | −0.08 |
| ZM Zoom Communications Inc. | Reduce -78.4% | 0.02% | −0.07 |
| VIRT Virtu Financial Inc. Class A | Sold out | 0.00% | −0.07 |
| CBRE CBRE Group Inc. Class A | Reduce -24.9% | 0.12% | −0.07 |
| NI Nisource Inc. | Reduce -37.4% | 0.16% | −0.07 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.07 |
| NGG National Grid PLC-SP ADR | Reduce -50.4% | 0.08% | −0.07 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -53.8% | 0.04% | −0.06 |
| MNST Monster Beverage Corp. | Reduce -10.0% | 0.34% | −0.06 |
| TPH Tri Pointe Homes Inc. | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 0.53% | −0.06 |
| GDDY GoDaddy Inc. Class A | Reduce -33.4% | 0.05% | −0.06 |
| AZO AutoZone Inc. | Reduce -30.6% | 0.13% | −0.06 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.06 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.06 |
| KOF Coca-Cola Femsa Sab-SP ADR | Reduce -56.4% | 0.05% | −0.06 |
| COP Conocophillips | Reduce -66.9% | 0.05% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -41.8% | 0.14% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| SGLC Sgi US Large Cap Core ETF | Add +53.5% | 8.12% | +2.64 |
| LDRX Sgi Enhanced Market Lea ETF | Add +28.3% | 13.84% | +2.24 |
| IEF iShares 7-10 Year Treasury B | Add +476.6% | 1.95% | +1.61 |
| DYTA Sgi Dynamic Tactical ETF | Add +40.6% | 4.95% | +1.26 |
| QXQ Sgi Enhanced Nasdaq 100 ETF | Add +36.0% | 4.04% | +0.85 |
| GINX Sgi Enh GL Inc. ETF | Add +10.2% | 4.91% | +0.64 |
| VEA Vanguard Ftse Developed ETF | Add +814.4% | 0.69% | +0.62 |
| VWO Vanguard Ftse Emerging Marke | Add +2126.6% | 0.58% | +0.55 |
| SCHP Schwab U.S. Tips ETF | Add +1886.9% | 0.51% | +0.48 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.47% | +0.47 |
| EMB iShares JP Morgan Usd Emergi | New | 0.41% | +0.41 |
| VTIP Vanguard Short-Term Tips | Add +263.2% | 0.56% | +0.40 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.40% | +0.40 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +105.5% | 0.51% | +0.25 |
| KO The Coca-Cola Co. | Add +171.8% | 0.26% | +0.17 |
| SHEL Shell PLC-ADR | Add +450.9% | 0.18% | +0.16 |
| IBND SS SPDR BB Intl Corp. BD ETF | New | 0.13% | +0.13 |
| XLE SS Energy Select Sector | New | 0.13% | +0.13 |
| BNDX Vanguard Total Intl Bond ETF | Add +248.0% | 0.18% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +110.7% | 0.28% | +0.12 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +33.9% | 0.47% | +0.11 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.11% | +0.11 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +127.7% | 0.18% | +0.10 |
| WELL Welltower Inc. | New | 0.10% | +0.10 |
| EME Emcor Group Inc. | Add +30.1% | 0.21% | +0.08 |
| CBOE Cboe Global Markets Inc. | Add +353.2% | 0.09% | +0.07 |
| DIOD Diodes Inc. | Add +365.9% | 0.08% | +0.07 |
| FCPT Four Corners Property Trust | New | 0.07% | +0.07 |
| MSI Motorola Solutions Inc. | Add +207.1% | 0.09% | +0.07 |
| MRP Millrose Properties | New | 0.06% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +338.6% | 0.08% | +0.06 |
| GD General Dynamics Corp. | Add +249.8% | 0.09% | +0.06 |
| IOSP Innospec Inc. | New | 0.06% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.9% | 0.29% | +0.06 |
| VTOL Bristow Group Inc. | New | 0.06% | +0.06 |
| SRLN SS Blackstone Sr Loan ETF | Add +18.7% | 0.44% | +0.06 |
| VEXC Vanguard Emer Mark Ex-CH ETF | Add +159.8% | 0.09% | +0.06 |
| HAFC Hanmi Financial Corporation | New | 0.05% | +0.05 |
| OKE Oneok Inc. | Add +205.5% | 0.07% | +0.05 |
| AGO Assured Guaranty Ltd. | Add +417.8% | 0.07% | +0.05 |
| MTH Meritage Homes Corp. | New | 0.05% | +0.05 |
| BKU Bankunited Inc. | Add +298.1% | 0.06% | +0.05 |
| PFS Provident Financial Services | New | 0.05% | +0.05 |
| PG The Procter & Gamble Co. | Add +42.2% | 0.15% | +0.05 |
| AZN Astrazeneca PLC | New | 0.04% | +0.04 |
| CTAS Cintas Corp. | Add +396.1% | 0.06% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +64.2% | 0.10% | +0.04 |
| UPS United Parcel Service Class B | Add +56.2% | 0.12% | +0.04 |
| KEY Keycorp | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 522 | $1.8B | LDRX, USDX, SGLC, DYTA, QXQ |
| Q1 2026 | 483 | $1.7B | USDX, LDRX, SGLC, DYTA, GINX |
| Q4 2025 | 476 | $1.7B | USDX, LDRX, SGLC, GINX, DYTA |
| Q3 2025 | 462 | $1.7B | USDX, LDRX, SGLC, GINX, DYTA |
| Q2 2025 | 458 | $1.7B | USDX, GINX, SGLC, DYTA, AGG |
| Q1 2025 | 426 | $1.4B | USDX, GINX, SGLC, DYTA, AGG |
| Q4 2024 | 519 | $1.6B | USDX, SGLC, GINX, DYTA, AGG |
| Q3 2024 | 494 | $1.6B | USDX, SGLC, GINX, DYTA, AGG |
| Q2 2024 | 488 | $1.4B | USDX, GINX, DYTA, AGG, NVDA |
| Q1 2024 | 492 | $1.3B | SGLC, DYTA, GINX, AGG, USDX |