SEC Form 13F · Q1 2026

Summit Global Investments

Institutional Holdings Report

13F-HRUT
$1.7M
Portfolio Value
483
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Summit Global Investments
CIK
1697953
Accession No.
0001697953-26-000005
Location
BOUNTIFUL, UT
Form Type
13F-HR
Portfolio Value
$1.7M
Holdings Reported
483
Reporting Period
Q1 2026
Filed
May 7, 2026

About this Filing

Summit Global Investments is an institutional investment manager based in BOUNTIFUL, UT reporting approximately $1.7M in 13(f) securities across 483 positions as of Q1 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.