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Portfolio (Quarterly) Guide ↗

Summit Global Investments

· CIK 0001697953
13F Portfolio $1.8B AUM 523 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 523 New
Page 19 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BHP BHP BILLITON LIMITED Basic Materials 5,404.0 $450K 0.03% NEW $83.27 +16.3%
362 TU TELUS CORPORATION Communication Services 42,450.0 $449K 0.03% NEW $10.58 -8.0%
363 BCE BCE INC Communication Services 20,847.0 $448K 0.02% NEW $21.49 +9.5%
364 SM SM ENERGY COMPANY Energy 17,114.0 $447K 0.02% NEW $26.12 +37.4%
365 FOXY SIMPLIFY EXCHANGE TRADED FUN 14,936.0 $445K 0.02% NEW $29.79 -8.2%
366 EXPAND ENERGY CORPORATION 4,878.0 $445K 0.02% NEW $91.23
367 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,525.0 $443K 0.02% NEW $290.49 -9.6%
368 DBMF LITMAN GREGORY FDS TR 14,481.0 $443K 0.02% NEW $30.59 +1.7%
369 RIO RIO TINTO PLC Basic Materials 4,664.0 $443K 0.02% NEW $94.98 +11.3%
370 NVS NOVARTIS AG Healthcare 2,815.0 $441K 0.02% NEW $156.66 +1.2%
371 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,699.0 $433K 0.02% NEW $92.15 -1.8%
372 KEP KOREA ELEC PWR CORP Utilities 35,717.0 $432K 0.02% NEW $12.10 +1.7%
373 IJS ISHARES TR 3,085.0 $422K 0.02% NEW $136.79 +0.8%
374 CARNIVAL CORP LTD 14,721.0 $421K 0.02% NEW $28.60
375 ROCK GIBRALTAR INDS INC Industrials 9,308.0 $420K 0.02% NEW $45.12 +3.1%
376 VGIT VANGUARD SCOTTSDALE FDS 7,098.0 $419K 0.02% NEW $59.03 -0.9%
377 SPLV INVESCO EXCH TRADED FD TR II 5,551.0 $416K 0.02% NEW $74.94 +1.3%
378 TK TEEKAY CORPORATION LTD Energy 41,418.0 $414K 0.02% NEW $10.00 +25.0%
379 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 23,925.0 $412K 0.02% NEW $17.22 +0.2%
380 VMD VIEMED HEALTHCARE INC Healthcare 36,109.0 $412K 0.02% NEW $11.41 -19.7%
Page 19 of 27  ·  523 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 15.5%
Healthcare 12.8%
Consumer Cyclical 9.3%
Consumer Defensive 8.4%
Industrials 6.9%
Utilities 6.7%
Communication Services 5.3%
Energy 4.1%
Basic Materials 2.4%