Summit Global Investments
Long Only Manager
Summit Global Investments is a Long Only Manager based in Bountiful, UT led by David Lee Harden, reporting $1.9B in AUM as of Q3 2025 with 50% ETF concentration and 20% allocation to USDX.
CEODavid Lee Harden
- Portfolio Value
- $1.5B
- Positions
- 417
- Top Holding
- USDX at 20.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Summit Global Investments's portfolio (48.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $302.7M | 20.50% | -$146.8M Sold | — 11.7M shares | |
ETF ETF | $79.7M | 5.39% | +$1.5M Bought | — 2.2M shares | |
ETF ETF | $78.2M | 5.30% | -$3.1M Sold | — 2.7M shares | |
ETF ETF | $61.7M | 4.18% | -$532.5K Sold | — 2.1M shares | |
ETF ETF | $60.7M | 4.11% | +$861.1K Bought | — 605.3K shares | |
ETF ETF | $41.4M | 2.80% | +$4.1M Bought | — 1.3M shares | |
ETF ETF | $31.7M | 2.15% | +$4.5M Bought | — 741.6K shares | |
Software - Infrastructure Technology | $24.7M | 1.67% | -$457.9K Sold | 0.00% 47.7K shares | |
Consumer Electronics Technology | $24.1M | 1.63% | -$70.5K Sold | 0.00% 94.7K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $16.7M | 1.13% | +$1.6M Bought | 0.01% 119.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Summit Global Investments's latest filing
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Summit Global Investments
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