Summit Global Investments has submitted its latest 13F-HR filing, disclosing a total value of $2,022,696 in holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions across various sectors.

Summit Global Investments, based in Bountiful, Utah, is an investment management firm that focuses on managing assets for a variety of clients. The firm operates under the SEC file number 028-17937 and has been consistent in filing its quarterly reports, with the most recent submission being on October 28, 2026.

The filing states, "The report type is 13F HOLDINGS REPORT," and includes a summary page indicating a total of 516 table entries. The total value of the holdings reflects the firm's strategic positioning in the market.

This update may affect various stakeholders, including investors, analysts, and competitors within the investment management sector. By revealing its holdings, Summit Global Investments provides transparency that can influence investor confidence and market dynamics.

As for what’s next, the filing does not specify any upcoming actions or events following this report.

Key Holdings and Investment Focus

The filing reveals that Summit Global Investments holds a diverse range of assets, with a total of 516 table entries. Among its significant investments, the firm has a notable position in RBB FD INC, specifically in the SGI ENHANCED GLB class, with 2,724,962 shares valued at $96,479. This indicates a strong focus on structured investment products.

Additionally, the firm has invested in various exchange-traded funds (ETFs), including ISHARES TR and VANECK ETF TRUST, reflecting a strategy that emphasizes both equity and fixed-income securities. For instance, it holds 87,631 shares of ISHARES TR's JPMORGAN USD EMG class, valued at $7,960, and 323,229 shares of VANECK ETF TRUST's JP MRGAN EM LOC class, valued at $8,026.

The filing states that all holdings are reported under the investment discretion of Summit Global Investments, indicating sole control over these assets.

Compliance and Reporting

John Lore, the Chief Compliance Officer, signed the filing, underscoring the firm's commitment to regulatory compliance. The filing is dated October 28, 2026, and reflects the firm's adherence to the SEC's reporting requirements, ensuring transparency in its investment activities.

Despite the comprehensive nature of the report, it does not provide insights into the firm's future investment strategies or any anticipated changes in its portfolio management approach.