Summit Global Investments

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Bountiful, UT
CIK
0001697953
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 502 1,527,412 RBB FD INC, AGG, MSFT, PULS 13F-HR 2/6/2024 000169795324000002
Q3 2023 501 1,501,603 RBB FD INC S, AGG, PULS, MSFT 13F-HR 10/16/2023 000169795323000008
Q2 2023 517 1,510,629 RBB FD INC, AGG, PULS, MSFT 13F-HR 7/18/2023 000169795323000007
Q1 2023 495 1,292,800 AGG, PULS, VOO, MSFT 13F-HR 5/4/2023 000169795323000006
Q4 2022 454 1,184,895 AGG, VOO, PULS, MRK 13F-HR 1/31/2023 000169795323000001
Q3 2022 454 1,081,375 VOO, PULS, AAPL, MSFT 13F-HR 11/14/2022 000169795322000009
Q2 2022 451 1,135,213 VOO, MSFT, VRTX, AAPL 13F-HR 8/23/2022 000169795322000008
Q1 2022 463 1,356,838 AGG, AAPL, MSFT, WMT 13F-HR 4/28/2022 000169795322000007
Q4 2021 535 1,557,967 AGG, MSFT, AAPL, AMZN 13F-HR 2/14/2022 000169795322000003
Q3 2021 463 1,334,139 AGG, MSFT, AMZN, INTU 13F-HR 11/8/2021 000169795321000013
Q2 2021 558 1,670,839 QQQ, AGG, AMZN, MSFT 13F-HR 1/27/2022 000169795322000002
Q1 2021 554 1,560,520 QQQ, TLT, AGG, AMZN 13F-HR 1/26/2022 000169795322000001
Q4 2020 255 1,000,611 AMZN, WMT, INTU, TTWO 13F-HR 2/11/2021 000169795321000001
Q3 2020 248 967,768 QQQ, AMZN, WMT, INTU 13F-HR 11/16/2020 000169795320000005
Q2 2020 234 866,752 AMZN, INTU, MSFT, WMT 13F-HR 8/11/2020 000169795320000004
Q1 2020 215 685,979 WMT, AMZN, VZ, CLX 13F-HR 5/14/2020 000169795320000003
Q4 2019 265 922,325 WMT, SPGI, NVR, VZ 13F-HR 2/13/2020 000169795320000001
Q3 2019 269 860,466 WMT, HSY, VZ, NVR 13F-HR 11/8/2019 000169795319000004
Q2 2019 281 795,095 WMT, SPGI, NVR, BMY 13F-HR 8/16/2019 000169795319000003
Q1 2019 277 783,490 SPGI, WMT, NVR, RHI 13F-HR 5/14/2019 000169795319000002
Q4 2018 251 645,590 WMT, SPGI, LLY, RHI 13F-HR 2/8/2019 000169795319000001
Q3 2018 254 744,613 WMT, INTU, SPGI, RHI 13F-HR 11/15/2018 000169795318000004
Q2 2018 253 663,148 WMT, SPGI, INTU, RHI 13F-HR 8/10/2018 000169795318000003
Q1 2018 264 628,502 WMT, INTU, TJX, SPGI 13F-HR 5/3/2018 000169795318000002
Q4 2017 253 645,800 WMT, PGR, ACN, HD 13F-HR 2/14/2018 000169795318000001
Q3 2017 230 639,503 PGR, WMT, MMC, PFE 13F-HR 11/14/2017 000169795317000006
Q2 2017 235 334,128 WMT, CB, PGR, PFE 13F-HR 8/10/2017 000169795317000005
Q1 2017 232 307,177 WMT, AAPL, JNJ, CHRW 13F-HR 5/17/2017 000169795317000004
Q4 2016 209 275,270 T, CHRW, VZ, SYY 13F-HR 2/15/2017 000169795317000001