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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Summit Global Investments's latest available filing here is Q3 2025.
Summit Global Investments
•CIK: 1697953•Filing: Q3 2025
**Summit Global Investments** manages $1.7B across a diversified portfolio of 462 positions. The fund exhibits significant directional exposure, notably allocating $302.7M to USDX and $192.2M to LDRX. Core holdings also include substantial allocations to SGLC ($79.7M) and GINX ($78.2M). The top ten positions reveal concentrated exposure across currency, commodities, and major technology equities, including MSFT ($24.7M) and AAPL ($24.1M).
Total AUM
$1.7B
QoQ Performance
+1.0%
Positions
422
Top 10 Concentration
56.5%
Latest Filing
Q3 2025
Top Holdings Allocation
USDX
LDRX
USDX17.7%
LDRX11.2%
SGLC4.7%
GINX4.6%
DYTA3.6%
AGG3.5%
QXQ2.4%
SPDW1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.6%
Technology7.2%
Consumer3.5%
Healthcare2.2%
Financial1.6%
Consumer Staples1.2%
Communication0.8%
Industrial0.7%
🚪 Exited Positionssold since Q2 2025
+276 more exited positions
Changes from Q2 2025
NEW23 new positions
↑82 increased
↓93 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022