Summit Global Investments
Summit Global Investments reported 516 stocks worth $2M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are LDRX (14.6%), USDX (11.3%) and SGLC (9.0%). Compared with Q2 2026, the fund opened new positions in RSP, STT and XLI, added to LDRX, USDX and SGLC, trimmed QXQ, COST and MRK and sold out of XOM, AMBA and UCTT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LDRX Rbb FD Inc | $295K | 14.6% | 8M | +115K (+1%) | 5 of 8 | |
| 2 |  USDX Rbb FD Inc | $230K | 11.3% | 9M | +240K (+3%) | 8 of 8 | |
| 3 |  SGLC Rbb FD Inc | $182K | 9.0% | 4M | +82K (+2%) | 8 of 8 | |
| 4 |  DYTA Rbb FD Inc | $103K | 5.1% | 3.2M | +110K (+4%) | 8 of 8 | |
| 5 |  GINX Rbb FD Inc | $96K | 4.8% | 2.7M | +67K (+3%) | 8 of 8 | |
| 6 |  QXQ Rbb FD Inc | $83K | 4.1% | 2.5M | −325K (−11%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $43K | 2.1% | 189K | +66K (+54%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $41K | 2.0% | 123K | +41K (+50%) | 8 of 8 | |
| 9 |  IEF Ishares TR | $38K | 1.9% | 430K | +44K (+12%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $32K | 1.6% | 63K | +16K (+35%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4K | 29K |
 AMBA Ambarella Inc | $1K | 15K |
 UCTT Ultra Clean Hldgs Inc | $1K | 8,487 |
 FORM Formfactor Inc | $970 | 6,063 |
 AAT American Assets TR Inc | $968 | 39K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Summit Global Investments 13F FAQ
What does Summit Global Investments own?
Summit Global Investments reported 516 stocks worth $2M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are LDRX (14.6%), USDX (11.3%) and SGLC (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Summit Global Investments buy and sell in Q3 2026?
Compared with Q2 2026: 50 new positions, 265 added to, 136 trimmed and 57 sold out. New positions include RSP, STT and XLI. It sold all of XOM, AMBA and UCTT.
When will Summit Global Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Summit Global Investments's portfolio worth?
The Q3 2026 filing reports $2M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.