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Summit Global Investments

CIK:0001697953
Asset Manager
$2B AUM
458 holdings
Bountiful, UT, United States
Founded:2010
32 employees
sgiam.com
Latest filing:Jun 30, 2025

Summit Global Investments (SGI), founded in 2010 and headquartered in Bountiful, Utah, is an SEC-registered investment adviser specializing in risk-managed strategies for a variety of clients. The firm manages approximately $2 billion in assets and employs around 32 professionals. SGI offers separately managed accounts (SMAs), mutual funds, ETFs, and works closely with financial advisors, institutions, family offices, endowments, and foundations, aiming to achieve steady long-term results while minimizing unforeseen risks.

Investment Strategy

SGI focuses on a managed risk approach, seeking to minimize surprises and deliver high-performing portfolios across various asset classes. Their investment process emphasizes risk control, transparency, and diversification, catering to a broad range of investors through SMAs, mutual funds, and ETFs. SGI aims to deliver consistent long-term returns by carefully managing portfolio risks, employing a disciplined research-driven process, and providing tailored investment solutions for individuals, institutions, and financial advisors.

Latest 13F Filing Activity

Summit Global Investments filed their most recent 13F report on Jun 30, 2025 disclosing 453 equity positions with a total 13F market value of $2B. The fund increased holdings in RBB FD Inc., Microsoft Corp., Arista Networks Inc. among other positions. Summit Global Investments reduced exposure to Ishares TR M, Invesco Exch Traded FD TR II S, Corning Inc. among others.

Top Buys
U
USDXRBB FD INC
+$110.2M
M
MSFTMICROSOFT CORP
+$16.8M
A
ANETARISTA NETWORKS INC
+$11.8M
O
ORCLORACLE CORP
+$10.9M
J
JPMJPMORGAN CHASE & CO.
+$10.4M
Top Sells
U
USMVISHARES TR M
-$18.1M
S
SPLVINVESCO EXCH TRADED FD TR II S
-$14.8M
G
GLWCORNING INC
-$9.3M
K
KOCOCA COLA CO
-$9.1M
E
EVRGEVERGY INC
-$7.5M

Top Holdings

U
USDXRBB FD INC
+26.4%$446.9M
S
SGLCRBB FD INC
+4.3%$72.3M
D
DYTARBB FD INC
+3.5%$60.1M
A
AGGISHARES TR
+3.5%$59.2M
S
SPDWSPDR INDEX SHS FDS
+1.5%$25.7M

Equity Positions (453)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
U
USDX
RBB FD INC26.35%$446.9M17,421,064$25.60$25.65+$110.2M
S
SGLC
RBB FD INC4.26%$72.3M2,125,795$28.63$34.02+$8.0M
D
DYTA
RBB FD INC3.55%$60.1M2,143,924$26.14$28.04+$2.2M
A
AGG
ISHARES TR3.49%$59.2M596,703$101.20$99.20+$2.0M
S
SPDW
SPDR INDEX SHS FDS1.52%$25.7M635,596$37.11$40.49+$6.5M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+3.6%
PHARMACEUTICAL PREPARATIONS
+3.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.1%
ELECTRIC & OTHER SERVICES COMBINED
+1.9%
FIRE, MARINE & CASUALTY INSURANCE
+1.6%

Investment Team (5)

NameRoleLocationLinkedIn
R
Robin Kaukonen		Portfolio and Trading ManagerLake Oswego, OR , United States
Aash Shah
Aash Shah		Head of Investments and Sr. PMSalt Lake City, UT , United States
Kira Shultz
Kira Shultz		Investment AnalystSalt Lake City, UT , United States
Layne Jensen
Layne Jensen		PartnerThatcher, AZ , United States
P
Parineeta Gengaje		Senior Investment AnalystSalt Lake City, UT , United States