Summit Global Investments

BOUNTIFUL, UT · CIK 1697953 · 13F filing filed 2026-08-03

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$2.3bn
Staff37 · 8 in investment roles
Main clients (by assets)Mutual funds and ETFs 58%, High net worth individuals 15%, Individuals 13%
Private funds1 (1 hedge) · $1.3m gross assets
Form ADV · 2026-06-24SEC adviser record

Kindhedge funds, mutual funds
Others nearbyBountiful, UT, Chattanooga, TN, Englewood, CO, Draper, UT, Sandy, UT, Mesa, AZ

As an employer

Offices in1 country
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Bountiful, UT (main office)United States	United States	about 6
Chattanooga, TNUnited States	United States	2
Centennial, COUnited States	United States
Centerville, OHUnited States	United States
Draper, UTUnited States	United States
Gunnison, COUnited States	United States
Layton, UTUnited States	United States
Mesa, AZUnited States	United States
St. George, UTUnited States	United States
Thatcher, AZUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.8bn reported value +8.0% vs Q1 2026

523positions

57.9%in top 10

84 new 161 added 227 reduced 44 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	RBB FD INC SGI ENHANCED MKT LDRX	LDRX	7,884,953	$278.4m15.20%	15.20%	Added +234.5k	+234,470 3.1%
2	RBB FD INC SGI ENHANCED COR USDX	USDX	8,719,186	$222.2m12.14%	12.14%	Reduced -1.1m	-1,118,518 -11.4%
3	RBB FD INC SGI US LARGE CAP SGLC	SGLC	3,922,348	$171.0m9.34%	9.34%	Added +219.3k	+219,264 5.9%
4	RBB FD INC SGI DIVERSI TAC DYTA	DYTA	3,131,767	$99.5m5.43%	5.43%	Added +129.4k	+129,435 4.3%
5	RBB FD INC SGI ENHANCED NAS QXQ	QXQ	2,838,692	$92.9m5.07%	5.07%	Added +168.3k	+168,279 6.3%
6	RBB FD INC SGI ENHANCED GLB GINX	GINX	2,658,073	$92.7m5.06%	5.06%	Added +111.1k	+111,118 4.4%
7	ISHARES TR 7-10 YR TRSY BD IEF	IEF	385,680	$36.5m1.99%	1.99%	Added +39.2k	+39,188 11.3%
8	NVIDIA CORPORATION COM NVDA	NVDA	122,669	$24.5m1.34%	1.34%	Reduced -35.3k	-35,333 -22.4%
9	APPLE INC COM AAPL	AAPL	81,878	$23.7m1.29%	1.29%	Reduced -24.8k	-24,766 -23.2%
10	TESLA INC COM TSLA	TSLA	44,981	$18.9m1.03%	1.03%	Reduced -4.1k	-4,094 -8.3%
11	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	352,222	$17.7m0.97%	0.97%	Added +23.2k	+23,231 7.1%
12	MICROSOFT CORP COM MSFT	MSFT	46,302	$17.3m0.94%	0.94%	Reduced -5.0k	-4,984 -9.7%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	214,351	$15.3m0.83%	0.83%	Added +32.0k	+31,953 17.5%
14	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	209,959	$12.5m0.68%	0.68%	Added +29.2k	+29,181 16.1%
15	ELI LILLY & CO COM LLY	LLY	10,407	$12.5m0.68%	0.68%	Reduced -409	-409 -3.8%
16	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	227,854	$11.8m0.64%	0.64%	Added +16.5k	+16,520 7.8%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	32,779	$11.7m0.64%	0.64%	Reduced -13.4k	-13,428 -29.1%
18	COSTCO WHSL CORP NEW COM COST	COST	12,461	$11.7m0.64%	0.64%	Added +510	+510 4.3%
19	META PLATFORMS INC CL A META	META	19,327	$10.9m0.59%	0.59%	Reduced -2.7k	-2,742 -12.4%
20	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	200,465	$10.1m0.55%	0.55%	Added +11.9k	+11,937 6.3%
21	COLGATE PALMOLIVE CO COM CL	CL	103,583	$9.5m0.52%	0.52%	Reduced -7.4k	-7,369 -6.6%
22	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	349,362	$9.3m0.51%	0.51%	Added +27.1k	+27,064 8.4%
23	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	117,967	$8.9m0.49%	0.49%	Added +12.1k	+12,110 11.4%
24	ISHARES TR IBOXX HI YD ETF HYG	HYG	104,888	$8.4m0.46%	0.46%	Added +5.7k	+5,657 5.7%
25	MICRON TECHNOLOGY INC COM MU	MU	7,186	$8.3m0.45%	0.45%	Reduced -15.6k	-15,617 -68.5%
26	BROADCOM INC COM AVGO	AVGO	21,395	$8.1m0.44%	0.44%	Reduced -1.3k	-1,293 -5.7%
27	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	199,604	$8.0m0.44%	0.44%	Added +14.3k	+14,342 7.7%
28	ISHARES TR JPMORGAN USD EMG EMB	EMB	80,317	$7.7m0.42%	0.42%	Added +7.1k	+7,147 9.8%
29	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	295,865	$7.6m0.41%	0.41%	Added +28.9k	+28,890 10.8%
30	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	14,803	$7.4m0.40%	0.40%	Reduced -3.1k	-3,083 -17.2%
31	ALPHABET INC CAP STK CL C GOOG	GOOG	20,246	$7.2m0.39%	0.39%	Added +1.7k	+1,683 9.1%
32	MONSTER BEVERAGE CORP NEW COM MNST	MNST	74,162	$7.1m0.39%	0.39%	Reduced -4.8k	-4,825 -6.1%
33	AMAZON COM INC COM AMZN	AMZN	28,973	$6.9m0.38%	0.38%	Reduced -14.0k	-13,975 -32.5%
34	PROGRESSIVE CORP COM PGR	PGR	31,220	$6.8m0.37%	0.37%	Added +774	+774 2.5%
35	MERCK & CO INC COM MRK	MRK	52,039	$6.7m0.37%	0.37%	Reduced -15.6k	-15,559 -23.0%
36	NEWMONT CORP COM NEM	NEM	67,913	$6.3m0.35%	0.35%	Reduced -8.4k	-8,409 -11.0%
37	INCYTE CORP COM INCY	INCY	55,370	$6.3m0.34%	0.34%	Reduced -689	-689 -1.2%
38	ISHARES TR CORE US AGGBD ET AGG	AGG	59,325	$5.9m0.32%	0.32%	Reduced -18.9k	-18,851 -24.1%
39	ISHARES INC CORE MSCI EMKT IEMG	IEMG	67,757	$5.6m0.31%	0.31%	Added +61.8k	+61,781 1033.8%
40	EVERGY INC COM EVRG	EVRG	62,992	$5.4m0.30%	0.30%	Reduced -9	-9 -0.0%
41	JPMORGAN CHASE & CO COM JPM	JPM	16,542	$5.4m0.30%	0.30%	Reduced -3.7k	-3,664 -18.1%
42	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,789	$5.3m0.29%	0.29%	Added +2.6k	+2,650 51.6%
43	PEPSICO INC COM PEP	PEP	38,932	$5.3m0.29%	0.29%	Reduced -21.8k	-21,778 -35.9%
44	MASTERCARD INCORPORATED CL A MA	MA	9,852	$5.1m0.28%	0.28%	Reduced -5.9k	-5,926 -37.6%
45	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	29,424	$5.0m0.27%	0.27%	Added +12.3k	+12,341 72.2%
46	COCA COLA CO COM KO	KO	60,553	$4.9m0.27%	0.27%	Added +2.2k	+2,171 3.7%
47	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,527	$4.8m0.26%	0.26%	Added +2.9k	+2,876 78.8%
48	REGENERON PHARMACEUTICALS COM REGN	REGN	7,506	$4.7m0.26%	0.26%	Reduced -2.3k	-2,298 -23.4%
49	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	9,769	$4.7m0.25%	0.25%	Reduced -4.9k	-4,909 -33.4%
50	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	12,497	$4.6m0.25%	0.25%	Reduced -75	-75 -0.6%
51	CONSOLIDATED EDISON INC COM ED	ED	41,488	$4.6m0.25%	0.25%	Added +14.5k	+14,483 53.6%
52	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	38,665	$4.5m0.25%	0.25%	Added +6.3k	+6,310 19.5%
53	DTE ENERGY CO COM DTE	DTE	29,060	$4.4m0.24%	0.24%	Reduced -9.4k	-9,384 -24.4%
54	EVEREST GROUP LTD COM EG	EG	11,691	$4.2m0.23%	0.23%	Added +5.3k	+5,326 83.7%
55	AMPHENOL CORP CL A APH	APH	23,503	$4.1m0.23%	0.23%	Reduced -1.7k	-1,677 -6.7%
56	ALLSTATE CORP COM ALL	ALL	17,019	$4.0m0.22%	0.22%	Added +6.8k	+6,767 66.0%
57	MAGNA INTL INC COM MGA	MGA	60,578	$4.0m0.22%	0.22%	Added +4.8k	+4,834 8.7%
58	CITIGROUP INC COM NEW C	C	28,065	$3.9m0.21%	0.21%	Added +14.4k	+14,428 105.8%
59	EXXON MOBIL CORP COM XOM	XOM	28,648	$3.9m0.21%	0.21%	Reduced -5.9k	-5,854 -17.0%
60	BANK AMERICA CORP COM BAC	BAC	67,455	$3.8m0.21%	0.21%	Added +2.4k	+2,423 3.7%
61	EMCOR GROUP INC COM EME	EME	4,568	$3.8m0.21%	0.21%	Reduced -200	-200 -4.2%
62	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	7,182	$3.6m0.19%	0.19%	Added +3.3k	+3,286 84.3%
63	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	61,830	$3.6m0.19%	0.19%	Added +2.3k	+2,301 3.9%
64	CARDINAL HEALTH INC COM CAH	CAH	14,684	$3.5m0.19%	0.19%	Added +81	+81 0.6%
65	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	71,280	$3.5m0.19%	0.19%	Added +6.2k	+6,200 9.5%
66	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,927	$3.4m0.19%	0.19%	Reduced -1.5k	-1,548 -20.7%
67	NISOURCE INC COM NI	NI	71,984	$3.4m0.19%	0.19%	Added +14.9k	+14,897 26.1%
68	WISDOMTREE TR EMER MKT HIGH FD DEM	DEM	58,580	$3.2m0.17%	0.17%	Added +411	+411 0.7%
69	CHEVRON CORP NEW COM CVX	CVX	18,804	$3.1m0.17%	0.17%	Added +5.1k	+5,092 37.1%
70	DUKE ENERGY CORP NEW COM NEW DUK	DUK	23,397	$3.0m0.16%	0.16%	Added +14.4k	+14,432 161.0%
71	CUMMINS INC COM CMI	CMI	4,102	$2.9m0.16%	0.16%	Added +3.1k	+3,051 290.3%
72	ABBVIE INC COM ABBV	ABBV	11,572	$2.9m0.16%	0.16%	Reduced -3.0k	-3,003 -20.6%
73	ISHARES INC EM MKTS DIV ETF DVYE	DVYE	89,250	$2.9m0.16%	0.16%	Added +4.2k	+4,208 5.0%
74	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	6,860	$2.8m0.16%	0.16%	Added +3.2k	+3,242 89.6%
75	ARISTA NETWORKS INC COM SHS ANET	ANET	15,893	$2.7m0.15%	0.15%	Reduced -110	-110 -0.7%
76	CMS ENERGY CORP COM CMS	CMS	34,813	$2.7m0.15%	0.15%	Reduced -35.4k	-35,430 -50.4%
77	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	31,733	$2.6m0.14%	0.14%	Added +25.8k	+25,846 439.0%
78	SPDR SERIES TRUST BLOOMBERG INTL IBND	IBND	80,831	$2.5m0.14%	0.14%	Added +8.2k	+8,160 11.2%
79	JOHNSON & JOHNSON COM JNJ	JNJ	9,808	$2.5m0.14%	0.14%	Reduced -524	-524 -5.1%
80	CENCORA INC COM COR	COR	8,066	$2.3m0.12%	0.12%	Reduced -1.1k	-1,064 -11.7%
81	HOME DEPOT INC COM HD	HD	6,471	$2.3m0.12%	0.12%	Reduced -398	-398 -5.8%
82	CISCO SYS INC COM CSCO	CSCO	19,330	$2.3m0.12%	0.12%	Reduced -12.3k	-12,348 -39.0%
83	LOCKHEED MARTIN CORP COM LMT	LMT	4,411	$2.2m0.12%	0.12%	Added +347	+347 8.5%
84	CME GROUP INC COM CME	CME	10,145	$2.2m0.12%	0.12%	Added +3.4k	+3,350 49.3%
85	UNITEDHEALTH GROUP INC COM UNH	UNH	5,356	$2.2m0.12%	0.12%	Reduced -1.2k	-1,164 -17.9%
86	VANGUARD WORLD FD EMERGING MRKTS E VEXC	VEXC	23,043	$2.2m0.12%	0.12%	Added +4.4k	+4,390 23.5%
87	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	44,466	$2.2m0.12%	0.12%	Added +3.1k	+3,133 7.6%
88	UNITED PARCEL SERVICE INC CL B UPS	UPS	20,101	$2.2m0.12%	0.12%	Reduced -679	-679 -3.3%
89	PPL CORP COM PPL	PPL	57,691	$2.1m0.11%	0.11%	New
90	FORTINET INC COM FTNT	FTNT	13,542	$2.1m0.11%	0.11%	Added +2.5k	+2,530 23.0%
91	AMEREN CORP COM AEE	AEE	18,370	$2.1m0.11%	0.11%	Added +1.0k	+1,024 5.9%
92	SALESFORCE INC COM CRM	CRM	13,227	$2.1m0.11%	0.11%	Added +6.8k	+6,849 107.4%
93	ISHARES TR CORE S&P SCP ETF IJR	IJR	13,936	$2.1m0.11%	0.11%	Reduced -258	-258 -1.8%
94	PROCTER AND GAMBLE CO COM PG	PG	13,617	$2.0m0.11%	0.11%	Reduced -4.1k	-4,127 -23.3%
95	EOG RES INC COM EOG	EOG	15,277	$2.0m0.11%	0.11%	Added +8.0k	+8,017 110.4%
96	BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR BBVA	BBVA	78,692	$2.0m0.11%	0.11%	Reduced -8.6k	-8,550 -9.8%
97	EXELON CORP COM EXC	EXC	42,290	$2.0m0.11%	0.11%	Reduced -21.8k	-21,820 -34.0%
98	KULICKE & SOFFA INDS INC COM KLIC	KLIC	14,687	$2.0m0.11%	0.11%	Reduced -3.5k	-3,478 -19.1%
99	NATIONAL GRID PLC SPONSORED ADR NE NGG	NGG	23,716	$2.0m0.11%	0.11%	Added +8.0k	+8,038 51.3%
100	WELLTOWER INC COM WELL	WELL	8,449	$1.9m0.10%	0.10%	Added +141	+141 1.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR INDEX SHS FDS EDIV	EDIV	71,161	$2.8m71.2k shares
SELECT SECTOR SPDR TR XLE	XLE	36,343	$2.2m36.3k shares
ELEVANCE HEALTH INC ELV	ELV	4,421	$1.3m4.4k shares
ONEOK INC NEW OKE	OKE	13,425	$1.2m13.4k shares
INNOSPEC INC IOSP	IOSP	14,430	$1.1m14.4k shares
CARETRUST REIT INC CTRE	CTRE	26,128	$958.0k26.1k shares
HDFC BANK LTD HDB	HDB	38,152	$949.0k38.2k shares
HONEYWELL INTL INC		2,048	$926.0k2.0k shares
CLEARWAY ENERGY INC		23,010	$901.0k23.0k shares
DEVON ENERGY CORP NEW DVN	DVN	16,161	$813.0k16.2k shares
CHUNGHWA TELECOM CO LTD CHT	CHT	18,350	$775.0k18.4k shares
YELP INC YELP	YELP	30,280	$749.0k30.3k shares
DR REDDYS LABS LTD RDY	RDY	53,845	$746.0k53.8k shares
NETEASE INC NTES	NTES	6,130	$686.0k6.1k shares
UNITED AIRLS HLDGS INC UAL	UAL	7,007	$645.0k7.0k shares
PRIMORIS SVCS CORP PRIM	PRIM	4,494	$643.0k4.5k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	10,326	$634.0k10.3k shares
TALKSPACE INC TALK	TALK	117,718	$609.0k117.7k shares
DIAMONDROCK HOSPITALITY CO DRH	DRH	62,984	$590.0k63.0k shares
CATALYST PHARMACEUTICALS INC CPRX	CPRX	23,573	$584.0k23.6k shares
BLACK HILLS CORP BKH	BKH	7,670	$532.0k7.7k shares
JOHN BEAN TECHNOLOGIES CORP JBTM	JBTM	4,043	$517.0k4.0k shares
BP PLC BP	BP	10,949	$515.0k10.9k shares
CENTURY ALUM CO CENX	CENX	7,866	$462.0k7.9k shares
CINCINNATI FINL CORP CINF	CINF	2,879	$453.0k2.9k shares