Summit Global Investments
Top Portfolio Positions
390 positions ·
$622,808,792 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
158,002 | $27,555,548 | 4.42% | |
| AAPL |
Apple Inc.
Technology
|
106,644 | $27,065,180 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
51,286 | $18,984,538 | 3.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
49,075 | $18,243,631 | 2.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
46,207 | $13,287,284 | 2.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
22,069 | $12,626,336 | 2.03% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
11,951 | $11,908,334 | 1.91% | |
| LLY |
ELI LILLY & Co
Healthcare
|
10,816 | $9,948,232 | 1.60% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
110,952 | $9,456,438 | 1.52% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
60,710 | $9,427,655 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $775,104 | 18,350 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $542,188 | 12,999 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $567,016 | 12,999 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $605,883 | 12,999 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $547,882 | 14,552 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $577,277 | 14,552 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $608,339 | 15,756 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $539,544 | 13,785 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $667,120 | 17,075 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $614,717 | 17,104 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $647,391 | 17,361 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,285,842 | 32,886 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,207,726 | 33,007 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,182,722 | 33,288 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,978,762 | 47,970 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $2,574,766 | 57,925 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,593,973 | 61,454 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,102,604 | 53,515 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,207,797 | 54,299 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $855,404 | 21,855 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $1,578,283 | 40,867 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,300,983 | 35,909 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $582,990 | 14,808 | Shares | Sole | 2020-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||