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Home > Institutional Investor > Summit Global Investments > Profile

Instuitional Investor - Summit Global Investments

Fund Profile
Filing Period:
Fund Name: Summit Global Investments
Portfolio Value $1,527,412
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Rbb Fd Inc
 3,466,660 $102,817 6.73%
2.
Rbb Fd Inc
 3,568,119 $96,482 6.31%
3.
Ishares Trust
 IEF 638,855 $63,406 4.15%
4.
Microsoft Corp
 MSFT 110,930 $41,714 2.73%
5.
Pgim Etf Tr
 756,920 $37,384 2.44%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)