Summit Global Investments Incresed Positions in Q3 2025

Summit Global Investments

  • $1.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
7.57K
+ 35.98%
$40.2 - $44.58 $304K - $338K
28.6K $1.26M
CVCO
Cavco Industries Inc.

Consumer Cyclical
153
+ 7.27%
$403.12 - $585.63 $61.7K - $89.6K
2.26K $1.31M
OFG
Ofg Bancorp

Financial Services
8.42K
+ 58.67%
$41.72 - $45.47 $351K - $383K
22.8K $991K
AAT
American Assets Trust, Inc.

Real Estate
16.4K
+ 64.28%
$18.7 - $21.32 $307K - $350K
41.9K $852K
SAN
Banco Santander, S.A.

Financial Services
8.75K
+ 8.12%
$8.27 - $10.48 $72.4K - $91.7K
116K $1.22M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.02K
+ 17.22%
$113.83 - $154.45 $116K - $158K
6.95K $1.07M
STRA
Strategic Education, Inc.

Consumer Defensive
3.6K
+ 94.31%
$73.87 - $86.09 $266K - $310K
7.42K $638K
CALM
Cal Maine Foods Inc

Consumer Defensive
3.75K
+ 47.94%
$94.1 - $119.16 $352K - $446K
11.6K $1.09M
AMBA
Ambarella Inc

Technology
1.17K
+ 9.2%
$62.49 - $88.81 $72.8K - $103K
13.8K $1.14M
QNST
Quinstreet, Inc

Communication Services
20.8K
+ 76.44%
$14.51 - $17.12 $301K - $355K
47.9K $741K
Capital Group Dividend Growe
7.61K
+ 92.87%
N/A
15.8K $548K
Safehold Inc
17.2K
+ 80.97%
N/A
38.4K $595K
CARG
Car Gurus, Inc.

Communication Services
3.61K
+ 10.85%
$29.11 - $37.85 $105K - $137K
36.9K $1.37M
HMC
Honda Motor CO LTD

Consumer Cyclical
7.56K
+ 59.81%
$29.11 - $34.85 $220K - $263K
20.2K $622K
CRUS
Cirrus Logic, Inc.

Technology
669
+ 8.15%
$97.25 - $127.45 $65.1K - $85.3K
8.87K $1.11M
APOG
Apogee Enterprises, Inc.

Industrials
5.32K
+ 70.9%
$40.4 - $45.4 $215K - $241K
12.8K $559K
ING
Ing Groep Nv

Financial Services
7.45K
+ 80.34%
$22.0 - $26.08 $164K - $194K
16.7K $436K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
4.85K
+ 8.48%
$37.98 - $39.81 $184K - $193K
62.1K $2.41M
CGGO
Capital Group Global Growth Eq

ETFs
5.62K
+ 71.01%
$31.71 - $34.17 $178K - $192K
13.5K $462K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.06K
+ 27.15%
$366.54 - $479.53 $389K - $509K
4.97K $1.95M
Ishares Bitcoin Trust ETF
2.38K
+ 18.65%
N/A
15.1K $984K
SRLN
Ssga Active Trust

ETFs
4.48K
+ 3.04%
$41.28 - $41.65 $185K - $186K
152K $6.3M
NVO
Novo Nordisk A S

Healthcare
4.02K
+ 130.04%
$45.38 - $71.7 $183K - $288K
7.12K $395K
GFF
Griffon Corp

Industrials
1.64K
+ 11.06%
$67.97 - $82.65 $111K - $135K
16.5K $1.25M
BNDX
Vanguard Total International B

ETFs
3.61K
+ 23.66%
$49.0 - $49.51 $177K - $178K
18.8K $932K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
9.4K
+ 45.34%
$26.76 - $38.05 $252K - $358K
30.1K $831K
IX
Orix Corp

Financial Services
4.03K
+ 21.04%
$22.28 - $27.06 $89.8K - $109K
23.2K $606K
MHO
M/I Homes, Inc.

Consumer Cyclical
683
+ 29.01%
$111.91 - $157.22 $76.4K - $107K
3.04K $439K
PLTR
Palantir Technologies Inc.

Technology
502
+ 27.73%
$130.68 - $186.97 $65.6K - $93.9K
2.31K $422K
AVGO
Broadcom Inc.

Technology
334
+ 29.35%
$264.74 - $369.57 $88.4K - $123K
1.47K $485K
NHC
National Healthcare Corp

Healthcare
129
+ 1.23%
$94.48 - $126.41 $12.2K - $16.3K
10.6K $1.29M
NWN
Northwest Natural Holding CO

Utilities
2.59K
+ 30.08%
$39.48 - $44.93 $102K - $116K
11.2K $502K
IEF
Ishares Barclays

ETFs
1.19K
+ 2.06%
$93.91 - $97.26 $111K - $115K
58.7K $5.67M
MO
Altria Group, Inc.

Consumer Defensive
656
+ 4.49%
$57.75 - $67.68 $37.9K - $44.4K
15.3K $1.01M
ROCK
Gibraltar Industries, Inc.

Industrials
1.34K
+ 7.82%
$58.09 - $66.74 $77.8K - $89.4K
18.5K $1.16M
CVLT
Commvault Systems Inc

Technology
388
+ 7.81%
$163.43 - $195.41 $63.4K - $75.8K
5.36K $1.01M
CGCP
Capital Group Core Plus Income

ETFs
6.33K
+ 65.47%
$22.27 - $22.95 $141K - $145K
16K $363K
AX
Axos Financial, Inc.

Financial Services
481
+ 4.82%
$78.32 - $92.31 $37.7K - $44.4K
10.5K $886K
BKH
Black Hills Corp

Utilities
302
+ 1.62%
$55.87 - $61.62 $16.9K - $18.6K
18.9K $1.16M
IAU
Ishares Gold Trust

ETFs
777
+ 12.88%
$61.62 - $72.77 $47.9K - $56.5K
6.81K $496K
ASX
Ase Technology Holding Co., Ltd.

Technology
7.15K
+ 14.01%
$9.5 - $11.71 $67.9K - $83.7K
58.2K $645K
Capital Grp Fixed Incm ETF T
4.22K
+ 50.95%
N/A
12.5K $332K
MWA
Mueller Water Products, Inc.

Industrials
3.55K
+ 26.15%
$23.94 - $27.39 $84.9K - $97.2K
17.1K $437K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
737
+ 32.09%
$108.46 - $120.63 $79.9K - $88.9K
3.03K $361K
AVA
Avista Corp

Utilities
2.88K
+ 40.85%
$35.55 - $38.37 $102K - $111K
9.93K $376K
DVYE
Ishares Emerging Markets Divid

ETFs
426
+ 0.48%
$28.5 - $30.64 $12.1K - $13.1K
89.6K $2.66M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
265
+ 18.61%
$225.11 - $247.9 $59.7K - $65.7K
1.69K $417K
IRMD
Iradimed Corp

Healthcare
188
+ 2.7%
$56.19 - $74.27 $10.6K - $14K
7.14K $508K
Capital Group Core Balanced
2.13K
+ 16.33%
N/A
15.1K $526K
Activity Summary
Buys All Purchases 249 New Holdings 101 Increased Positions 148 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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