Summit Global Investments has filed a Schedule 13G form disclosing its equity holdings as of September 30, 2026. The filing indicates the firm held positions in 516 different companies during the reporting period.
The report lists a diverse portfolio of holdings, including major technology companies, energy firms, and various exchange-traded funds. Notable positions include Apple Inc., with 41,034 shares; Microsoft Corporation, with 32,091 shares; and NVIDIA Corporation, with 43,132 shares.
Other significant holdings listed in the filing include Berkshire Hathaway Inc., Meta Platforms Inc., Eli Lilly & Co., and Costco Wholesale Corporation. The portfolio also contains a substantial number of exchange-traded funds, such as the iShares Core S&P Small-Cap ETF, the Vanguard Total International Stock ETF, and various bond and short-term treasury funds.
