SEC Form 13F · Q3 2026

Summit Global Investments

Institutional Holdings Report

13F-HRUT
$2.0M
Portfolio Value
516
Holdings
Q3 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Summit Global Investments
CIK
1697953
Accession No.
0001697953-26-000007
Location
BOUNTIFUL, UT
Form Type
13F-HR
Portfolio Value
$2.0M
Holdings Reported
516
Reporting Period
Q3 2026
Filed
October 28, 2026

About this Filing

Summit Global Investments is an institutional investment manager based in BOUNTIFUL, UT reporting approximately $2.0M in 13(f) securities across 516 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.