Portfolio (Quarterly)
Guide ↗
Summit Place Financial Advisors, LLC
· CIK 0001801413| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | APTIV PLC | — | 25,605 | $1.8M | 0.85% | SOLD |
| 2 | HSY | HERSHEY CO | Consumer Defensive | 2,440 | $507K | 0.24% | SOLD |
| 3 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 4,479 | $319K | 0.15% | SOLD |
| 4 | ADI | ANALOG DEVICES INC | Technology | 769 | $245K | 0.12% | SOLD |
| 5 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,566 | $229K | 0.11% | SOLD |
| 6 | META | META PLATFORMS INC | Communication Services | 375 | $215K | 0.10% | SOLD |
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%