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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 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSPT INVESCO EXCHANGE TRADED FD T 15,570.0 $1.0M 0.44% -355.0 -2.2% $64.50 -0.5%
22 OHI OMEGA HEALTHCARE INVS INC Real Estate 15,466.0 $737K 0.32% -1K -8.3% $47.68 -2.7%
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,752.0 $708K 0.31% -110.0 -1.9% $123.11 +31.0%
24 COP CONOCOPHILLIPS Energy 5,725.0 $595K 0.26% -1K -15.8% $103.96 +29.1%
25 NKE NIKE INC Consumer Cyclical 14,151.0 $581K 0.25% -9K -38.1% $41.05 -6.5%
26 MPWR MONOLITHIC PWR SYS INC Technology 419.0 $579K 0.25% -938.0 -69.1% $1382.36 -11.5%
27 GOOG ALPHABET INC 1,194.0 $422K 0.18% -380.0 -24.1% $353.33
28 SPOT SPOTIFY TECHNOLOGY S A Communication Services 872.0 $400K 0.17% -63.0 -6.7% $459.13 +18.1%
29 SBUX STARBUCKS CORP Consumer Cyclical 3,626.0 $371K 0.16% -230.0 -6.0% $102.19 +2.2%
30 JPM JPMORGAN CHASE & CO Financial Services 1,095.0 $358K 0.16% -335.0 -23.4% $327.33 +9.6%
31 EWS ISHARES INC 10,900.0 $323K 0.14% -3K -23.0% $29.61 +16.8%
32 IWV ISHARES TR 720.0 $307K 0.13% -25.0 -3.4% $426.40 +2.7%
33 LOW LOWES COS INC Consumer Cyclical 1,338.0 $295K 0.13% -223.0 -14.3% $220.49 -7.3%
34 AFL AFLAC INC Financial Services 2,238.0 $262K 0.12% -192.0 -7.9% $117.25 -0.0%
35 MRK MERCK & CO INC Healthcare 1,991.0 $256K 0.11% -454.0 -18.6% $128.48 +17.0%
36 EIS ISHARES INC 2,010.0 $243K 0.11% -1K -41.1% $120.71 +4.4%
37 AMGN AMGEN INC Healthcare 638.0 $231K 0.10% -93.0 -12.7% $362.12 +20.7%
38 AXP AMERICAN EXPRESS CO Financial Services 675.0 $228K 0.10% -123.0 -15.4% $338.25 -3.6%
39 ANDE ANDERSONS INC Consumer Defensive 3,300.0 $226K 0.10% -1K -25.1% $68.40 +1.3%
40 MCD MCDONALDS CORP Consumer Cyclical 798.0 $216K 0.09% -60.0 -7.0% $270.31 -5.4%
Page 2 of 2  ·  40 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%