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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Summit Global Investments INSTITUTION : Summit Global Investments
Summit Global Investments Portfolio (reported on 2020-05-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
WALMART INC    (COM) WMT 23,877,000 210,150 3.48%
AMAZON.COM INC    (COM) AMZN 21,571,000 11,063 3.14%
VERIZON COMMUNICATIONS INC    (COM) VZ 21,059,000 391,948 3.06%
CLOROX COMPANY    (COM) CLX 20,234,000 116,792 2.94%
FLOWERS FOODS INC    (COM) FLO 19,126,000 932,074 2.78%
ELI LILLY & CO    (COM) LLY 17,751,000 127,965 2.58%
AMERICAN WATER WORKS CO INC    (COM) AWK 17,710,000 148,123 2.58%
IDEXX LABORATORIES INC    (COM) IDXX 17,034,000 70,318 2.48%
JACK HENRY & ASSOCIATES INC    (COM) JKHY 16,591,000 106,876 2.41%
INTUIT INC    (COM) INTU 16,200,000 70,435 2.36%
S&P GLOBAL INC    (COM) SPGI 16,120,000 65,783 2.34%
OGE ENERGY CORP    (COM) OGE 14,318,000 465,943 2.08%
ADOBE INC    (COM) ADBE 13,934,000 43,785 2.03%
ZOETIS INC    (COM) ZTS 13,562,000 115,236 1.97%
AVANGRID INC    (COM) 13,556,000 309,638 1.97%
AMERICAN TOWER CORP    (COM) AMT 12,720,000 58,416 1.85%
MICROSOFT CORP    (COM) MSFT 12,195,000 77,324 1.77%
PUBLIC STORAGE    (COM) PSA 12,066,000 60,753 1.75%
EVERGY INC    (COM) 11,710,000 212,715 1.70%
DOLLAR GENERAL CORP    (COM) DG 11,342,000 75,108 1.65%
VERISIGN INC    (COM) VRSN 11,311,000 62,809 1.64%
FISERV INC    (COM) FISV 10,815,000 113,857 1.57%
COLGATE-PALMOLIVE CO    (COM) CL 10,533,000 158,731 1.53%
CBOE GLOBAL MARKETS INC    (COM) CBOE 10,279,000 115,170 1.49%
KIMBERLY-CLARK CORP    (COM) KMB 10,249,000 80,149 1.49%
ALPHABET INC-CL A    (COM) GOOGL 9,944,000 8,558 1.44%
L3HARRIS TECHNOLOGIES INC    (COM) 9,586,000 53,219 1.39%
WP CAREY INC    (COM) WPC 9,509,000 163,717 1.38%
REPUBLIC SERVICES INC    (COM) RSG 9,192,000 122,465 1.33%
WASTE MANAGEMENT INC    (COM) WMI 9,134,000 98,677 1.33%
HERSHEY CO/THE    (COM) HSY 9,048,000 68,290 1.31%
T-MOBILE US INC    (COM) TMUS 8,798,000 104,858 1.28%
COSTCO WHOLESALE CORP    (COM) COST 8,762,000 30,729 1.27%
XCEL ENERGY INC    (COM) XEL 7,677,000 127,316 1.11%
TAKE-TWO INTERACTIVE SOFTWRE    (COM) TTWO 7,536,000 63,534 1.09%
CVS HEALTH CORP    (COM) CVS 7,347,000 123,831 1.07%
SBA COMMUNICATIONS CORP    (COM) 7,234,000 26,794 1.05%
GENERAL MILLS INC    (COM) GIS 6,551,000 124,147 0.95%
KROGER CO    (COM) KR 6,470,000 214,797 0.94%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 6,460,000 141,208 0.94%
DUKE ENERGY CORP    (COM) DUK 6,387,000 78,968 0.93%
PRA HEALTH SCIENCES INC    (COM) PRAH 6,365,000 76,652 0.92%
KELLOGG CO    (COM) K 6,266,000 104,453 0.91%
UNITEDHEALTH GROUP INC    (COM) UNH 6,255,000 25,083 0.91%
ACCENTURE PLC-CL A    (COM) ACN 6,011,000 36,821 0.87%
ESSEX PROPERTY TRUST INC    (COM) ESS 5,832,000 26,479 0.85%
CISCO SYSTEMS INC    (COM) CSCO 5,805,000 147,683 0.84%
DOLBY LABORATORIES INC-CL A    (COM) DLB 4,857,000 89,589 0.70%
CADENCE DESIGN SYS INC    (COM) CDNS 4,783,000 72,420 0.69%
CHARTER COMMUNICATIONS INC-A    (COM) CHTR 4,231,000 9,698 0.61%
LOCKHEED MARTIN CORP    (COM) LMT 3,307,000 9,757 0.48%
COMCAST CORP-CLASS A    (COM) CMCSA 3,244,000 94,361 0.47%
ECOLAB INC    (COM) ECL 2,475,000 15,880 0.36%
PFIZER INC    (COM) PFE 2,196,000 67,269 0.32%
MERCK & CO. INC.    (COM) MRK 2,156,000 28,017 0.31%
ROPER TECHNOLOGIES INC    (COM) ROP 2,081,000 6,675 0.30%
CHEMED CORP    (COM) CHE 1,666,000 3,845 0.24%
INTUITIVE SURGICAL INC    (COM) ISRG 1,608,000 3,247 0.23%
INGREDION INC    (COM) INGR 1,583,000 20,964 0.23%
MOTOROLA SOLUTIONS INC    (COM) MSI 1,507,000 11,340 0.21%
LANCASTER COLONY CORP    (COM) LANC 1,498,000 10,356 0.21%
ABBVIE INC    (COM) ABBV 1,490,000 19,554 0.21%
HUMANA INC    (COM) HUM 1,464,000 4,661 0.21%
EVERSOURCE ENERGY    (COM) ES 1,461,000 18,677 0.21%
MCCORMICK & CO-NON VTG SHRS    (COM) MKC 1,429,000 10,118 0.20%
MSCI INC    (COM) MXB 1,404,000 4,860 0.20%
F5 NETWORKS INC    (COM) FFIV 1,401,000 13,139 0.20%
PINNACLE WEST CAPITAL    (COM) PNW 1,393,000 18,386 0.20%
NORTHROP GRUMMAN CORP    (COM) NOC 1,376,000 4,549 0.20%
MARKETAXESS HOLDINGS INC    (COM) MKTX 1,360,000 4,088 0.19%
ALLIANT ENERGY CORP    (COM) LNT 1,333,000 27,611 0.19%
CHURCH & DWIGHT CO INC    (COM) CHD 1,321,000 20,580 0.19%
SALESFORCE.COM INC    (COM) CRM 1,320,000 9,165 0.19%
VERISK ANALYTICS INC    (COM) VRSK 1,311,000 9,404 0.19%
CONSOLIDATED EDISON INC    (COM) ED 1,310,000 16,793 0.19%
SERVICENOW INC    (COM) NOW 1,305,000 4,554 0.19%
COOPER COS INC/THE    (COM) COO 1,281,000 4,647 0.18%
AMDOCS LTD    (COM) DOX 1,257,000 22,866 0.18%
CSX CORP    (COM) CSX 1,228,000 21,437 0.17%
ARTHUR J GALLAGHER & CO    (COM) AJG 1,187,000 14,561 0.17%
XYLEM INC    (COM) XYL 1,180,000 18,117 0.17%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,112,000 19,941 0.16%
HOLOGIC INC    (COM) HOLX 1,101,000 31,364 0.16%
HEALTHSTREAM INC    (COM) HSTM 1,011,000 42,220 0.14%
TELADOC HEALTH INC    (COM) 961,000 6,200 0.14%
MIDDLESEX WATER CO    (COM) MSEX 956,000 15,900 0.13%
SOUTHWEST GAS HOLDINGS INC    (COM) SWX 952,000 13,690 0.13%
GROCERY OUTLET HOLDING CORP    (COM) 931,000 27,100 0.13%
BIOSPECIFICS TECHNOLOGIES    (COM) BSTC 929,000 16,430 0.13%
PNM RESOURCES INC    (COM) PNM 918,000 24,165 0.13%
PC CONNECTION INC    (COM) PCCC 917,000 22,255 0.13%
SIMULATIONS PLUS INC    (COM) SLP 901,000 25,800 0.13%
ENNIS INC    (COM) EBF 898,000 47,820 0.13%
UNIFIRST CORP/MA    (COM) UNF 895,000 5,925 0.13%
MANTECH INTERNATIONAL CORP-A    (COM) MANT 879,000 12,100 0.12%
EMERGENT BIOSOLUTIONS INC    (COM) EBS 879,000 15,195 0.12%
COMPUTER PROGRAMS & SYSTEMS    (COM) CPSI 878,000 39,480 0.12%
INGLES MARKETS INC-CLASS A    (COM) IMKTA 876,000 24,227 0.12%
AMPHASTAR PHARMACEUTICALS IN    (COM) AMPH 870,000 58,640 0.12%
B&G FOODS INC    (COM) BGS 865,000 47,800 0.12%
ICF INTERNATIONAL INC    (COM) ICFI 852,000 12,400 0.12%
NEW JERSEY RESOURCES CORP    (COM) NJR 849,000 25,000 0.12%
WEIS MARKETS INC    (COM) WMK 842,000 20,200 0.12%
INTERNATIONAL MONEY EXPRESS    (COM) 833,000 91,255 0.12%
NUVASIVE INC    (COM) NUVA 826,000 16,300 0.12%
NORTHWESTERN CORP    (COM) NWE 822,000 13,740 0.11%
NICE LTD - SPON ADR    (COM) NICE 810,000 5,641 0.11%
AMERICAN STATES WATER CO    (COM) AWR 809,000 9,900 0.11%
OTTER TAIL CORP    (COM) OTTR 801,000 18,015 0.11%
MYERS INDUSTRIES INC    (COM) MYE 791,000 73,615 0.11%
CALIFORNIA WATER SERVICE GRP    (COM) CWT 787,000 15,632 0.11%
UNITIL CORP    (COM) UTL 782,000 14,938 0.11%
LOGITECH INTERNATIONAL-REG    (COM) LOGI 781,000 18,200 0.11%
COGENT COMMUNICATIONS HOLDIN    (COM) CCOI 754,000 9,200 0.10%
MAXIMUS INC    (COM) MMS 751,000 12,900 0.10%
PEPSICO INC    (COM) PEP 749,000 6,236 0.10%
PORTLAND GENERAL ELECTRIC CO    (COM) POR 748,000 15,600 0.10%
MEDTRONIC PLC    (COM) MDT 738,000 8,180 0.10%
FRESHPET INC    (COM) FRPT 735,000 11,500 0.10%
AVISTA CORP    (COM) AVA 732,000 17,220 0.10%
COOPER TIRE & RUBBER    (COM) CTB 720,000 44,150 0.10%
LIFE STORAGE INC    (COM) LSI 719,000 7,600 0.10%
FBL FINANCIAL GROUP INC-CL A    (COM) FFG 709,000 15,200 0.10%
NOVO-NORDISK A/S-SPONS ADR    (COM) NVO 701,000 11,652 0.10%
FORTIS INC    (COM) FRTSF 698,000 18,094 0.10%
SAP SE-SPONSORED ADR    (COM) SAP 698,000 6,315 0.10%
SPARTANNASH CO    (COM) SPTN 690,000 48,200 0.10%
BJ'S WHOLESALE CLUB HOLDINGS    (COM) 678,000 26,600 0.09%
OSI SYSTEMS INC    (COM) OSIS 675,000 9,800 0.09%
ALPHABET INC-CL C    (COM) GOOG 671,000 577 0.09%
HERITAGE INSURANCE HOLDINGS    (COM) HRTG 670,000 62,550 0.09%
NATIONAL GENERAL HLDGS    (COM) NGHC 667,000 40,300 0.09%
FIRST INDUSTRIAL REALTY TR    (COM) FR 665,000 20,000 0.09%
NEOGENOMICS INC    (COM) NGNM 665,000 24,100 0.09%
LEXINGTON REALTY TRUST    (COM) LXP 660,000 66,500 0.09%
RITE AID CORP    (COM) 654,000 43,600 0.09%
EAGLE PHARMACEUTICALS INC    (COM) EGRX 653,000 14,200 0.09%
THOMSON REUTERS CORP    (COM) 651,000 9,589 0.09%
DANAHER CORP    (COM) DHR 640,000 4,626 0.09%
CASEY'S GENERAL STORES INC    (COM) CASY 636,000 4,800 0.09%
SYKES ENTERPRISES INC    (COM) SYKE 632,000 23,300 0.09%
HAWAIIAN ELECTRIC INDS    (COM) HE 629,000 14,600 0.09%
CARRIAGE SERVICES INC    (COM) CSV 629,000 38,970 0.09%
CSG SYSTEMS INTL INC    (COM) CSGS 615,000 14,700 0.08%
GRAND CANYON EDUCATION INC    (COM) LOPE 610,000 8,000 0.08%
CHESAPEAKE UTILITIES CORP    (COM) CPK 609,000 7,100 0.08%
SK TELECOM CO LTD-SPON ADR    (COM) SKM 608,000 37,385 0.08%
TELEKOMUNIK INDONESIA-SP ADR    (COM) TLK 604,000 31,383 0.08%
INVESTORS REAL ESTATE TRUST    (COM) 604,000 10,975 0.08%
GLAXOSMITHKLINE PLC-SPON ADR    (COM) GSK 603,000 15,927 0.08%
AMERICAN SOFTWARE INC-CL A    (COM) AMSWA 598,000 42,100 0.08%
NOVARTIS AG-SPONSORED ADR    (COM) NVS 597,000 7,243 0.08%
AT&T INC    (COM) T 592,000 20,316 0.08%
GREAT LAKES DREDGE & DOCK CO    (COM) GLDD 587,000 70,700 0.08%
U.S. PHYSICAL THERAPY INC    (COM) USPH 587,000 8,500 0.08%
IRADIMED CORP    (COM) IRMD 585,000 27,400 0.08%
TYSON FOODS INC-CL A    (COM) TSN 567,000 9,793 0.08%
SHAW COMMUNICATIONS INC-B    (COM) SJR 565,000 34,866 0.08%
DIGI INTERNATIONAL INC    (COM) DGII 565,000 59,200 0.08%
EVERBRIDGE INC    (COM) 564,000 5,300 0.08%
YORK WATER CO    (COM) YORW 561,000 12,900 0.08%
MURPHY USA INC    (COM) MUSA 557,000 6,600 0.08%
PHYSICIANS REALTY TRUST    (COM) DOC 553,000 39,700 0.08%
NORTHWEST PIPE CO    (COM) NWPX 552,000 24,815 0.08%
JOHNSON OUTDOORS INC-A    (COM) JOUT 533,000 8,500 0.07%
AMERICAN HOMES 4 RENT- A    (COM) AMH 531,000 22,890 0.07%
COCA-COLA CO/THE    (COM) KO 529,000 11,961 0.07%
CHINA MOBILE LTD-SPON ADR    (COM) CHL 512,000 13,596 0.07%
CANADIAN NATL RAILWAY CO    (COM) CNI 507,000 6,530 0.07%
EXTRA SPACE STORAGE INC    (COM) EXR 500,000 5,219 0.07%
HEALTHCARE REALTY TRUST INC    (COM) HR 500,000 17,900 0.07%
MASTERCARD INC - A    (COM) MA 496,000 2,052 0.07%
ORANGE-SPON ADR    (COM) ORAN 493,000 40,843 0.07%
GLOBUS MEDICAL INC - A    (COM) GMED 489,000 11,500 0.07%
MARSH & MCLENNAN COS    (COM) MMC 488,000 5,650 0.07%
STERIS PLC    (COM) 482,000 3,443 0.07%
KITE REALTY GROUP TRUST    (COM) KRG 479,000 50,600 0.06%
SANOFI-ADR    (COM) SNY 478,000 10,929 0.06%
EVEREST RE GROUP LTD    (COM) RE 474,000 2,461 0.06%
SIMPSON MANUFACTURING CO INC    (COM) SSD 471,000 7,600 0.06%
FIRST FINANCIAL CORP/INDIANA    (COM) THFF 462,000 13,710 0.06%
HERITAGE COMMERCE CORP    (COM) HTBK 453,000 59,095 0.06%
GREAT SOUTHERN BANCORP INC    (COM) GSBC 453,000 11,220 0.06%
CITRIX SYSTEMS INC    (COM) CTXS 447,000 3,156 0.06%
CABOT MICROELECTRONICS CORP    (COM) CCMP 435,000 3,813 0.06%
HANOVER INSURANCE GROUP INC/    (COM) THG 426,000 4,700 0.06%
INDEPENDENT BANK CORP - MICH    (COM) IBCP 422,000 32,800 0.06%
CHUBB LTD    (COM) CB 419,000 3,749 0.06%
ALGONQUIN POWER & UTILITIES    (COM) AQUNF 417,000 31,106 0.06%
ROYAL GOLD INC    (COM) RGLD 413,000 4,714 0.06%
BARRICK GOLD CORP    (COM) ABX 410,000 22,368 0.05%
FIRST COMMUNITY BANKSHARES    (COM) FCBC 405,000 17,400 0.05%
UFP TECHNOLOGIES INC    (COM) UFPT 404,000 10,600 0.05%
FLUSHING FINANCIAL CORP    (COM) FFIC 401,000 30,035 0.05%
SJW GROUP    (COM) SJW 399,000 6,900 0.05%
ALLEGHANY CORP    (COM) Y 380,000 688 0.05%
AGNICO EAGLE MINES LTD    (COM) AEM 379,000 9,531 0.05%
APPLE INC    (COM) AAPL 340,000 1,338 0.04%
BERKSHIRE HATHAWAY INC-CL B    (COM) BRK/B 329,000 1,800 0.04%
TORO CO    (COM) TTC 325,000 4,999 0.04%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 685,979,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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