Summit Global Investments

Latest statistics and disclosures from Summit Global Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SGLC, DYTA, AGG, MSFT, PULS, and represent 22.38% of Summit Global Investments's stock portfolio.
  • Added to shares of these 10 stocks: ACN (+$19M), KMB (+$19M), PEP (+$16M), REGN (+$14M), DHI (+$13M), TJX (+$12M), VRTX (+$9.4M), VB (+$8.5M), EVRG (+$7.7M), HD (+$7.5M).
  • Started 123 new stock positions in VEA, ALEX, EFV, PBF, DVN, FHN, ASX, VB, EGP, ANDE.
  • Reduced shares in these 10 stocks: CRM (-$22M), IJR (-$18M), CL (-$17M), LW (-$15M), DYTA (-$14M), ADM (-$14M), SPLG (-$13M), USMV (-$10M), LNG (-$9.8M), UNH (-$9.2M).
  • Sold out of its positions in ATEN, Aegon, AL, ALG, AMT, AVD, AMPH, AMPL, AIRC, APLE.
  • Summit Global Investments was a net seller of stock by $-101M.
  • Summit Global Investments has $1.5B in assets under management (AUM), dropping by 1.72%.
  • Central Index Key (CIK): 0001697953

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Portfolio Holdings for Summit Global Investments

Summit Global Investments holds 502 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Summit Global Investments has 502 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
RBB Sgi Us Large Cap (SGLC) 6.7 $103M -3% 3.5M 29.66
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RBB Sgi Diversi Tac (DYTA) 6.3 $97M -12% 3.6M 27.04
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Ishares Tr Core Us Aggbd Et (AGG) 4.2 $63M +6% 639k 99.25
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Microsoft Corporation (MSFT) 2.7 $42M -7% 111k 376.04
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.4 $37M -2% 757k 49.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $37M -12% 91k 409.52
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Vertex Pharmaceuticals Incorporated (VRTX) 2.0 $30M +44% 75k 406.89
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Alphabet Cap Stk Cl A (GOOGL) 2.0 $30M -11% 213k 139.69
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Accenture Plc Ireland Shs Class A (ACN) 1.5 $23M +450% 66k 350.90
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Hershey Company (HSY) 1.5 $23M 122k 186.44
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Merck & Co (MRK) 1.5 $22M +23% 205k 109.02
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Kimberly-Clark Corporation (KMB) 1.4 $22M +673% 179k 121.51
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Electronic Arts (EA) 1.4 $21M +11% 154k 136.81
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Anthem (ELV) 1.3 $19M -8% 41k 471.55
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Prudential Financial (PRU) 1.2 $19M 184k 103.71
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McDonald's Corporation (MCD) 1.2 $18M +15% 61k 296.51
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Molina Healthcare (MOH) 1.2 $18M -17% 49k 361.31
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Pepsi (PEP) 1.1 $17M +2088% 99k 169.84
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Ishares Tr Core Msci Eafe (IEFA) 1.1 $16M +8% 232k 70.35
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D.R. Horton (DHI) 1.0 $16M +423% 103k 151.98
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Regeneron Pharmaceuticals (REGN) 0.9 $14M +5172% 16k 878.26
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McKesson Corporation (MCK) 0.9 $14M +13% 30k 462.98
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Progressive Corporation (PGR) 0.9 $14M -36% 86k 159.28
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TJX Companies (TJX) 0.9 $14M +774% 144k 93.81
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $13M 171k 76.13
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Apple (AAPL) 0.8 $13M +5% 66k 192.53
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Valero Energy Corporation (VLO) 0.8 $12M +12% 93k 130.00
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American Intl Group Com New (AIG) 0.8 $12M +24% 173k 67.75
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Cisco Systems (CSCO) 0.7 $11M +6% 209k 50.52
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Meta Platforms Cl A (META) 0.7 $10M +21% 29k 353.97
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Automatic Data Processing (ADP) 0.7 $10M +50% 43k 232.96
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NVIDIA Corporation (NVDA) 0.6 $9.8M -13% 20k 495.21
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Cincinnati Financial Corporation (CINF) 0.6 $9.7M +5% 94k 103.47
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Humana (HUM) 0.6 $9.0M 20k 457.78
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Abbvie (ABBV) 0.6 $9.0M -10% 58k 154.97
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Home Depot (HD) 0.6 $8.8M +579% 26k 346.56
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $8.5M NEW 40k 213.34
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Gilead Sciences (GILD) 0.5 $8.3M -45% 102k 81.01
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Steel Dynamics (STLD) 0.5 $8.0M -22% 68k 118.10
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Ishares Core Msci Emkt (IEMG) 0.5 $7.9M +208% 157k 50.58
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W.R. Berkley Corporation (WRB) 0.5 $7.8M 110k 70.72
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Evergy (EVRG) 0.5 $7.7M NEW 147k 52.20
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Starbucks Corporation (SBUX) 0.5 $7.6M +58% 79k 96.01
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Chevron Corporation (CVX) 0.5 $7.4M +28% 50k 149.17
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Lennar Corp Cl A (LEN) 0.5 $7.3M +207% 49k 149.05
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Everest Re Group (EG) 0.5 $7.2M +81% 21k 353.59
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Lockheed Martin Corporation (LMT) 0.5 $7.2M +15% 16k 453.26
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Amazon (AMZN) 0.4 $6.9M +27% 45k 151.93
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United Parcel Service CL B (UPS) 0.4 $6.8M +151% 44k 157.24
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Alphabet Cap Stk Cl C (GOOG) 0.4 $6.8M +45% 48k 140.93
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $6.5M -61% 83k 78.03
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Colgate-Palmolive Company (CL) 0.4 $6.4M -72% 80k 79.71
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Cognizant Technology Solutio Cl A (CTSH) 0.4 $6.1M +30% 81k 75.53
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Kimco Realty Corporation (KIM) 0.4 $6.1M +6% 285k 21.31
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $6.0M -74% 55k 108.25
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Aegon Amer Reg 1 Cert Added (AEG) 0.4 $6.0M NEW 1.0M 5.76
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United Therapeutics Corporation (UTHR) 0.4 $6.0M +80% 27k 219.90
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Builders FirstSource (BLDR) 0.4 $5.9M +163% 35k 166.93
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Keysight Technologies (KEYS) 0.4 $5.7M +4% 36k 159.08
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Vanguard World Fds Consum Dis Etf (VCR) 0.4 $5.5M NEW 18k 304.54
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Rio Tinto Sponsored Adr (RIO) 0.4 $5.4M NEW 73k 74.45
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Costco Wholesale Corporation (COST) 0.4 $5.4M -2% 8.2k 660.15
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Vanguard World Fds Health Car Etf (VHT) 0.4 $5.4M NEW 22k 250.72
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Coca-Cola Company (KO) 0.4 $5.4M +28% 91k 58.93
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $5.4M +23% 15k 356.63
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Neurocrine Biosciences (NBIX) 0.4 $5.4M +35% 41k 131.76
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Vanguard World Fds Inf Tech Etf (VGT) 0.3 $5.3M NEW 11k 484.04
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Hdfc Bank Sponsored Ads (HDB) 0.3 $5.1M +3% 77k 67.11
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Thomson Reuters Corp. (TRI) 0.3 $5.1M -2% 35k 146.22
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.3 $4.8M 338k 14.27
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Ishares Tr Msci Usa Smcp Mn (SMMV) 0.3 $4.6M -65% 129k 35.69
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IDEXX Laboratories (IDXX) 0.3 $4.5M 8.2k 555.08
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Commercial Metals Company (CMC) 0.3 $4.5M +57% 89k 50.05
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UnitedHealth (UNH) 0.3 $4.4M -67% 8.3k 526.50
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.3 $4.3M 141k 30.91
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Adobe Systems Incorporated (ADBE) 0.3 $4.3M -42% 7.3k 596.54
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Incyte Corporation (INCY) 0.3 $4.3M -13% 69k 62.79
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Nice Sponsored Adr (NICE) 0.3 $4.3M +4% 22k 199.49
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $4.2M 41k 103.99
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Hubspot (HUBS) 0.3 $4.2M +57% 7.2k 580.60
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HSBC HLDGS Spon Adr New (HSBC) 0.3 $4.1M 102k 40.54
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Qualcomm (QCOM) 0.3 $4.1M +5% 29k 144.64
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Wal-Mart Stores (WMT) 0.3 $4.1M -47% 26k 157.66
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $4.0M -75% 72k 55.90
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JPMorgan Chase & Co. (JPM) 0.3 $3.8M -28% 23k 170.09
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Performance Food (PFGC) 0.2 $3.8M NEW 55k 69.16
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Manhattan Associates (MANH) 0.2 $3.8M 18k 215.35
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Fox Corp Cl A Com (FOXA) 0.2 $3.7M +46% 125k 29.67
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Intuit (INTU) 0.2 $3.5M -10% 5.6k 625.13
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Axis Cap Hldgs SHS (AXS) 0.2 $3.5M -22% 63k 55.37
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $3.4M -16% 117k 29.02
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Kellogg Company (K) 0.2 $3.4M -4% 61k 55.91
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Verisign (VRSN) 0.2 $3.4M +192% 16k 205.96
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Procter & Gamble Company (PG) 0.2 $3.4M +108% 23k 146.55
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $3.3M -60% 251k 13.30
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National Fuel Gas (NFG) 0.2 $3.2M -3% 65k 50.17
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FedEx Corporation (FDX) 0.2 $3.2M NEW 13k 252.93
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Credicorp (BAP) 0.2 $3.1M 21k 149.94
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PPL Corporation (PPL) 0.2 $3.1M 114k 27.10
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Fox Corp Cl B Com (FOX) 0.2 $2.9M +204% 106k 27.65
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Applied Materials (AMAT) 0.2 $2.9M +14% 18k 162.06
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.9M 6.6k 436.78
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Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.2 $2.8M +2% 30k 94.64
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Pfizer (PFE) 0.2 $2.7M +3% 94k 28.79
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Ufp Industries (UFPI) 0.2 $2.7M -26% 21k 125.55
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United Microelectronics Corp Spon Adr New (UMC) 0.2 $2.6M NEW 312k 8.46
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Metropcs Communications (TMUS) 0.2 $2.6M -55% 16k 160.31
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Lyondellbasell Industries N Shs - A - (LYB) 0.2 $2.5M +397% 27k 95.09
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Synopsys (SNPS) 0.2 $2.5M -35% 4.9k 514.77
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Novo-nordisk A S Adr (NVO) 0.2 $2.5M -22% 24k 103.46
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Dr Reddys Labs Adr (RDY) 0.2 $2.5M +13% 35k 69.59
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Novartis Sponsored Adr (NVS) 0.2 $2.4M -32% 24k 100.95
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $2.4M -15% 46k 52.00
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MetLife (MET) 0.2 $2.4M -58% 36k 66.14
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SYSCO Corporation (SYY) 0.2 $2.3M -70% 32k 73.13
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Mastercard Incorporated Cl A (MA) 0.2 $2.3M +10% 5.5k 426.45
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Owens Corning (OC) 0.2 $2.3M -15% 16k 148.20
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Archer Daniels Midland Company (ADM) 0.1 $2.3M -85% 32k 72.22
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Toyota Motor Corp Ads (TM) 0.1 $2.2M 12k 183.35
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Loews Corporation (L) 0.1 $2.2M NEW 31k 69.59
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Ferguson SHS (FERG) 0.1 $2.2M NEW 11k 193.03
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Oshkosh Corporation (OSK) 0.1 $2.1M +20% 20k 108.43
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Mongodb Cl A (MDB) 0.1 $2.0M 5.0k 408.82
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Yum! Brands (YUM) 0.1 $2.0M -41% 15k 130.67
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.0M +16% 4.2k 475.34
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Travelers Companies (TRV) 0.1 $2.0M 10k 190.46
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Bristol Myers Squibb (BMY) 0.1 $2.0M -77% 38k 51.31
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Hca Holdings (HCA) 0.1 $1.9M -32% 7.1k 270.67
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NVR (NVR) 0.1 $1.9M -81% 273.00 6989.01
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Eagle Materials (EXP) 0.1 $1.9M +126% 9.2k 202.81
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Listed Fd Tr Stf Tactical Grw (TUG) 0.1 $1.9M +211% 63k 29.42
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AGCO Corporation (AGCO) 0.1 $1.8M -24% 15k 121.38
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Boise Cascade (BCC) 0.1 $1.8M +18% 14k 129.34
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Msci (MSCI) 0.1 $1.8M +5% 3.1k 565.61
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Smartsheet Com Cl A (SMAR) 0.1 $1.8M +527% 37k 47.83
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Zoetis Cl A (ZTS) 0.1 $1.7M -22% 8.9k 197.38
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Marsh & McLennan Companies (MMC) 0.1 $1.7M +188% 9.0k 189.49
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Ready Cap Corp Com reit (RC) 0.1 $1.7M -2% 166k 10.25
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Beazer Homes Usa Com New (BZH) 0.1 $1.7M -7% 49k 33.79
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Hartford Financial Services (HIG) 0.1 $1.6M +4% 20k 80.36
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Cavco Industries (CVCO) 0.1 $1.6M +24% 4.7k 346.54
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Gms (GMS) 0.1 $1.6M +25% 20k 82.42
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.6M +5% 3.3k 489.86
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Griffon Corporation (GFF) 0.1 $1.6M -6% 27k 60.97
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Kilroy Realty Corporation (KRC) 0.1 $1.6M NEW 41k 39.84
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M/I Homes (MHO) 0.1 $1.6M -4% 12k 137.74
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Rush Enterprises Cl A (RUSHA) 0.1 $1.6M NEW 31k 50.29
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Biogen Idec (BIIB) 0.1 $1.6M NEW 6.1k 258.71
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CommVault Systems (CVLT) 0.1 $1.6M NEW 20k 79.87
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Enova Intl (ENVA) 0.1 $1.6M +46% 28k 55.36
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Matson (MATX) 0.1 $1.6M +9% 14k 109.59
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Louisiana-Pacific Corporation (LPX) 0.1 $1.6M 22k 70.82
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Century Communities (CCS) 0.1 $1.6M +18% 17k 91.16
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Minerals Technologies (MTX) 0.1 $1.6M NEW 22k 71.29
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Consolidated Edison (ED) 0.1 $1.5M NEW 17k 90.99
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Ryanair Holdings Sponsored Ads (RYAAY) 0.1 $1.5M -40% 12k 133.37
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Korn Ferry Com New (KFY) 0.1 $1.5M +19% 26k 59.37
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Catalyst Pharmaceutical Partners (CPRX) 0.1 $1.5M -7% 91k 16.82
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Virtus Investment Partners (VRTS) 0.1 $1.5M +66% 6.3k 241.74
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Buckle (BKE) 0.1 $1.5M +111% 32k 47.51
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Orion Engineered Carbons (OEC) 0.1 $1.5M +23% 54k 27.73
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Public Storage (PSA) 0.1 $1.5M +17% 4.9k 305.08
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Tri Pointe Homes (TPH) 0.1 $1.5M +24% 42k 35.40
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Nmi Hldgs Cl A (NMIH) 0.1 $1.5M +19% 50k 29.69
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.5M +4% 25k 58.31
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Essent (ESNT) 0.1 $1.5M 28k 52.75
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Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $1.5M +6% 42k 34.78
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GSK Sponsored Adr (GSK) 0.1 $1.5M 39k 37.05
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Advanced Micro Devices (AMD) 0.1 $1.4M -19% 9.8k 147.41
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Innovative Industria A (IIPR) 0.1 $1.4M +22% 14k 100.83
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Oxford Industries (OXM) 0.1 $1.4M NEW 14k 100.02
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MGIC Investment (MTG) 0.1 $1.4M NEW 74k 19.30
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Herc Hldgs (HRI) 0.1 $1.4M +35% 9.5k 148.93
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Wiley John & Sons Cl A (WLY) 0.1 $1.4M NEW 45k 31.74
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Prog Holdings Com Npv (PRG) 0.1 $1.4M +31% 46k 30.90
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Zuora Com Cl A (ZUO) 0.1 $1.4M -28% 150k 9.40
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Pulte (PHM) 0.1 $1.4M -42% 14k 103.21
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $1.4M 51k 27.65
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Texas Instruments Incorporated (TXN) 0.1 $1.4M -4% 8.2k 170.42
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Teekay Tankers Cl A (TNK) 0.1 $1.4M -25% 28k 49.95
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Eli Lilly & Co. (LLY) 0.1 $1.4M -75% 2.4k 582.98
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Reliance Steel & Aluminum (RS) 0.1 $1.4M +3% 5.0k 279.72
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Ligand Pharmaceuticals Com New (LGND) 0.1 $1.4M -12% 19k 71.40
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Pinnacle West Capital Corporation (PNW) 0.1 $1.4M +188% 19k 71.84
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Check Point Software Tech Lt Ord (CHKP) 0.1 $1.4M 8.9k 152.85
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Booking Holdings (BKNG) 0.1 $1.3M 379.00 3546.17
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.3M +28% 5.7k 237.28
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Hub Group Cl A (HUBG) 0.1 $1.3M -21% 15k 91.92
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Titan Machinery (TITN) 0.1 $1.3M +20% 46k 28.88
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Frontdoor (FTDR) 0.1 $1.3M NEW 37k 35.21
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Brighthouse Finl (BHF) 0.1 $1.3M +8% 25k 52.93
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Veeva Sys Cl A Com (VEEV) 0.1 $1.3M NEW 6.8k 192.55
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Genuine Parts Company (GPC) 0.1 $1.3M +5% 9.4k 138.54
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Meta Financial (CASH) 0.1 $1.3M NEW 24k 52.92
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Tim S A Sponsored Adr (TIMB) 0.1 $1.3M +68% 70k 18.46
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Allegiant Travel Company (ALGT) 0.1 $1.3M +17% 16k 82.63
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Par Pac Holdings Com New (PARR) 0.1 $1.3M +28% 35k 36.38
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Ultra Clean Holdings (UCTT) 0.1 $1.3M +44% 37k 34.13
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Pbf Energy Cl A (PBF) 0.1 $1.3M NEW 29k 43.96
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Masonite International (DOOR) 0.1 $1.3M +47% 15k 84.66
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Malibu Boats Com Cl A (MBUU) 0.1 $1.3M +25% 23k 54.81
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Ingles Mkts Cl A (IMKTA) 0.1 $1.3M -35% 15k 86.39
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Appfolio Com Cl A (APPF) 0.1 $1.2M NEW 7.2k 173.29
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Martin Marietta Materials (MLM) 0.1 $1.2M -35% 2.5k 499.00
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Allete Com New (ALE) 0.1 $1.2M +13% 20k 61.15
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.2M +151% 12k 105.21
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Lam Research Corporation (LRCX) 0.1 $1.2M +7% 1.6k 783.02
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American Woodmark Corporation (AMWD) 0.1 $1.2M +18% 13k 92.83
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Atmos Energy Corporation (ATO) 0.1 $1.2M NEW 10k 115.92
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Travel Leisure Ord (TNL) 0.1 $1.2M +71% 30k 39.09
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Ryerson Tull (RYI) 0.1 $1.2M +15% 33k 34.69
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Bluelinx Hldgs Com New (BXC) 0.1 $1.1M +21% 10k 113.28
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Parsons Corporation (PSN) 0.1 $1.1M 18k 62.71
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Simpson Manufacturing (SSD) 0.1 $1.1M -22% 5.7k 197.94
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Addus Homecare Corp (ADUS) 0.1 $1.1M -17% 12k 92.83
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Northwest Natural Holdin (NWN) 0.1 $1.1M -2% 29k 38.95
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Mueller Industries (MLI) 0.1 $1.1M +27% 24k 47.14
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Cheniere Energy Com New (LNG) 0.1 $1.1M -89% 6.5k 170.75
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Spartannash (SPTN) 0.1 $1.1M -20% 48k 22.94
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LeMaitre Vascular (LMAT) 0.1 $1.1M +13% 19k 56.77
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Ryman Hospitality Pptys (RHP) 0.1 $1.1M -48% 10k 110.07
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Chubb (CB) 0.1 $1.1M -69% 4.9k 225.98
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Boeing Company (BA) 0.1 $1.1M 4.2k 260.58
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Cargurus Com Cl A (CARG) 0.1 $1.1M -18% 45k 24.16
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H&E Equipment Services (HEES) 0.1 $1.1M +13% 21k 52.33
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Forestar Group (FOR) 0.1 $1.1M +21% 33k 33.07
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Entergy Corporation (ETR) 0.1 $1.1M NEW 11k 101.19
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Equitable Holdings (EQH) 0.1 $1.1M NEW 32k 33.30
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F5 Networks (FFIV) 0.1 $1.1M NEW 5.9k 178.96
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.1M +3% 14k 77.40
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Innospec (IOSP) 0.1 $1.1M NEW 8.6k 123.28
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Forward Air Corporation (FWRD) 0.1 $1.1M +18% 17k 62.84
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National Grid Sponsored Adr Ne (NGG) 0.1 $1.0M NEW 15k 67.96
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Nike CL B (NKE) 0.1 $1.0M -74% 9.6k 108.58
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Murphy Usa (MUSA) 0.1 $1.0M +78% 2.9k 356.40
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Duke Energy Corp Com New (DUK) 0.1 $1.0M -15% 11k 97.00
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Netflix (NFLX) 0.1 $1.0M 2.1k 486.91
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Constellation Energy (CEG) 0.1 $999k NEW 8.5k 116.90
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Cenovus Energy (CVE) 0.1 $998k NEW 60k 16.64
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $995k -2% 21k 47.49
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Cardinal Health (CAH) 0.1 $991k NEW 9.8k 100.81
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American Homes 4 Rent Cl A (AMH) 0.1 $964k -40% 27k 35.98
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Tesla Motors (TSLA) 0.1 $962k +10% 3.9k 248.51
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Brown & Brown (BRO) 0.1 $960k NEW 14k 71.14
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $952k NEW 2.0k 477.67
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Shell Spon Ads (SHEL) 0.1 $950k 14k 65.78
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Target Corporation (TGT) 0.1 $948k -10% 6.7k 142.45
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S&p Global (SPGI) 0.1 $946k +19% 2.1k 440.61
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Heidrick & Struggles International (HSII) 0.1 $941k +18% 32k 29.52
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Microchip Technology (MCHP) 0.1 $931k -8% 10k 90.19
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Past Filings by Summit Global Investments

SEC 13F filings are viewable for Summit Global Investments going back to 2016

View all past filings