Summit Global Investments
Top Portfolio Positions
391 positions ·
$622,826,176 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 HAFC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $925,130 | 35,096 | Shares | Sole | 2026-05-07 | |
| 2025-03-31 | $602,166 | 26,574 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $616,978 | 26,121 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $291,346 | 17,425 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $278,010 | 17,463 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $391,162 | 20,163 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $270,440 | 16,663 | Shares | Sole | 2023-10-16 | |
| No 13F history on record for this holder in this stock. | ||||||