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Portfolio (Quarterly) Guide ↗

Summit Place Financial Advisors, LLC

· CIK 0001801413
13F Portfolio $228M AUM 110 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 45 Added 40 Reduced 6 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TOL TOLL BROTHERS INC Consumer Cyclical 15,115.0 $2.5M 1.09% +800.0 +5.6% $164.75 -14.0%
22 EQR EQUITY RESIDENTIAL Real Estate 34,962.0 $2.4M 1.04% +6K +22.0% $67.93 -4.1%
23 TOST TOAST INC Technology 85,070.0 $2.4M 1.04% +7K +8.3% $27.82 +22.0%
24 IEMG ISHARES INC 27,927.0 $2.3M 1.01% +4K +18.0% $82.84 +1.0%
25 APA APA CORPORATION Energy 70,230.0 $2.3M 1.00% +3K +4.7% $32.57 +31.3%
26 MCH MATTHEWS ASIA FDS 76,165.0 $2.2M 0.96% +2K +3.1% $28.86 -1.4%
27 PG PROCTER & GAMBLE CO Consumer Defensive 14,928.0 $2.2M 0.96% +334.0 +2.3% $146.64 -0.1%
28 EWW ISHARES INC 27,050.0 $2.0M 0.89% +2K +7.8% $75.27 +1.8%
29 ASHR DBX ETF TR 53,094.0 $1.9M 0.85% +2K +4.5% $36.66 -6.7%
30 KO COCA COLA CO Consumer Defensive 22,149.0 $1.8M 0.79% +675.0 +3.1% $81.27 +8.4%
31 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 18,708.0 $1.8M 0.79% +3K +22.9% $95.98 +18.0%
32 J P MORGAN EXCHANGE TRADED F 35,432.0 $1.8M 0.79% +5K +17.1% $50.57
33 BIDU BAIDU INC Communication Services 15,640.0 $1.8M 0.78% +6K +59.6% $114.29 -13.0%
34 VOO VANGUARD INDEX FDS 2,494.0 $1.7M 0.75% +42.0 +1.7% $686.76 +3.1%
35 EVR EVERCORE INC Financial Services 4,846.0 $1.7M 0.72% +112.0 +2.4% $341.44 -12.7%
36 PSX PHILLIPS 66 Energy 9,741.0 $1.6M 0.72% +115.0 +1.2% $169.05 +50.9%
37 SLG SL GREEN RLTY CORP Real Estate 30,240.0 $1.6M 0.69% +800.0 +2.7% $51.77 +7.3%
38 DOW DOW HLDGS INC Basic Materials 51,000.0 $1.4M 0.61% +9K +22.7% $27.36 +7.6%
39 ELF E L F BEAUTY INC Consumer Defensive 18,145.0 $1.3M 0.59% +11K +162.2% $74.00 +48.2%
40 RRX REGAL REXNORD CORPORATION Industrials 5,326.0 $1.3M 0.56% +263.0 +5.2% $238.19 -31.6%
Page 2 of 3  ·  45 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 21.3%
Financial Services 18.7%
Communication Services 10.6%
Consumer Defensive 8.4%
Healthcare 8.0%
Consumer Cyclical 6.8%
Industrials 6.8%
Real Estate 5.9%
Utilities 5.3%
Basic Materials 5.1%