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SGPKX Holdings List NMFQS:SGPKX

Large Blend | Summit Global Investments
$
↑ $0.00 (0.00%)
Last Updated: Mar 20, 2026

SGI Peak Growth (SGPKX) - Large Blend fund with $22.78 Million in assets. The fund allocates 143.15% of its portfolio to its top 10 holdings.

The largest holding in the fund is SGI US Large Cap Equity Fund at 28.77% of total assets. This is followed by SGI Small Cap Core Fund (12.18%) and SGI Enhanced Global Income ETF (15.47%).

SGPKX Holdings

Name Weight Owned Change
SGI US Large Cap Equity Fund 28.77% - -
SGI Small Cap Core Fund 12.18% - -
SGI Enhanced Global Income ETF 15.47% - -
SGI Global Equity Fund 14.04% - -
SGI US Large Cap Core Equity ETF 19.91% - -
SGI Diversified Tactical Fund/The 9.78% - -
U.S. Bank Money Market Deposit Account 0.91% - -
SGI Enhanced Core ETF 9.62% - -
SGI Enhanced Nasdaq-100 ETF 18.99% - -
Vanguard Growth ETF 13.48% - -
iShares SP 500 Value ETF 5.17% - -
Schwab US Dividend Equity ETF 5.14% - -
SPDR Portfolio Developed World ex-US ETF 18.89% - -
SPDR Portfolio Emerging Markets ETF 9.74% - -

Asset Allocation

No asset allocation data available

Market Cap

No market cap data available

Sector Weights

No sector weights data available

World Regions

No world regions data available