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John Lore

Summit Global Investments

Assets Managed
$1.695B
Holdings
483
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
0.2%(2Q avg: -0.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Global Investments's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 483 positions.

Assets under management

The assets under management (AUM) of Summit Global Investments over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.695B in assets, with a quarterly growth rate of 0.2% and a 2-quarter average growth rate of -0.49%. The portfolio is managed by John Lore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USDX
Sgi Enhanced Core Etf
Recent Activity
Decreased -17.77%
14.9%
$252.376M
9.838M shares@ $25.66 avg price
LDRX
Sgi Enhanced Market Lea Etf
Recent Activity
Increased 28.34%
13.84%
$234.538M
7.65M shares@ $30.66 avg price
SGLC
Sgi Us Large Cap Core Etf
Recent Activity
Increased 53.47%
8.12%
$137.561M
3.703M shares@ $37.15 avg price
DYTA
Sgi Dynamic Tactical Etf
Recent Activity
Increased 40.65%
4.95%
$83.875M
3.002M shares@ $27.94 avg price
GINX
Sgi Enh Gl Inc Etf
Recent Activity
Increased 10.19%
4.92%
$83.245M
2.547M shares@ $32.69 avg price
QXQ
Sgi Enhanced Nasdaq 100 Etf
Recent Activity
Increased 35.99%
4.05%
$68.484M
2.67M shares@ $25.65 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 476.66%
1.96%
$33.069M
346,492 shares@ $95.44 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.52%
1.63%
$27.556M
158,002 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.15%
1.6%
$27.065M
106,644 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.36%
1.13%
$18.984M
51,286 shares@ $370.16 avg price

1-10 of 483