Summit Global Investments

CIK

1697953

City

BOUNTIFUL

State / Country

UT

Stock

IX — Orix Corp

Top Portfolio Positions

389 positions · $614,237,821 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	158,002	$27,555,548	4.49%
AAPL	Apple Inc. Technology	106,644	$27,065,180	4.41%
MSFT	Microsoft Corp Technology	51,286	$18,984,538	3.09%
TSLA	Tesla, Inc. Consumer Cyclical	49,075	$18,243,631	2.97%
GOOGL	Alphabet Inc. Communication Services	46,207	$13,287,284	2.16%
META	Meta Platforms, Inc. Communication Services	22,069	$12,626,336	2.06%
COST	Costco Wholesale Corp /New Consumer Defensive	11,951	$11,908,334	1.94%
LLY	ELI LILLY & Co Healthcare	10,816	$9,948,232	1.62%
CL	Colgate Palmolive Co Consumer Defensive	110,952	$9,456,438	1.54%
PEP	Pepsico Inc Consumer Defensive	60,710	$9,427,655	1.53%

Portfolio Trend

25 quarters · across all stocks

Holdings in IX

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$585,451	20,036	-13.6%	Shares	Sole	2026-02-18
2025-09-30	$605,644	23,187	+21.0%	Shares	Sole	2025-11-03
2025-06-30	$431,415	19,157	+16.6%	Shares	Sole	2025-08-12
2025-03-31	$343,076	16,423	+63.5%	Shares	Sole	2025-04-07
2024-12-31	$213,437	10,046	-18.6%	Shares	Sole	2025-02-11
2022-09-30	$174,371	12,337	-27.6%	Shares	Sole	2022-11-14
2022-06-30	$286,733	17,035	-26.8%	Shares	Sole	2022-08-23
2022-03-31	$464,482	23,259	+4.6%	Shares	Sole	2022-04-29
2021-12-31	$452,697	22,239	+9.6%	Shares	Sole	2022-02-14
2021-09-30	$383,675	20,296	-1.1%	Shares	Sole	2021-11-08
2021-06-30	$347,580	20,528	-5.4%	Shares	Sole	2022-01-28
2021-03-31	$368,090	21,706	+1.6%	Shares	Sole	2022-01-27
2020-12-31	$330,446	21,366	+20.8%	Shares	Sole	2021-02-11
2020-09-30	$221,310	17,685	+110.2%	Shares	Sole	2020-11-16
2020-06-30	$103,672	8,415	—	Shares	Sole	2020-08-11
No 13F history on record for this holder in this stock.