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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWY ISHARES INC 18,509.0 $3.7M 1.64% -5K -21.1% $201.90 -6.5%
22 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,122.0 $3.5M 1.55% +150.0 +2.5% $576.71 -10.7%
23 HIG HARTFORD INSURANCE GROUP INC Financial Services 26,305.0 $3.5M 1.53% +565.0 +2.2% $132.52 +4.4%
24 NFLX NETFLIX INC. Communication Services 47,855.0 $3.4M 1.50% +1K +2.6% $71.40 +9.6%
25 BLK BLACKROCK INC Financial Services 3,322.0 $3.2M 1.40% $961.56 +16.7%
26 DIS DISNEY WALT CO Communication Services 31,433.0 $3.0M 1.32% +875.0 +2.9% $96.25 +9.4%
27 URA GLOBAL X FDS 69,138.0 $3.0M 1.32% -2K -2.7% $43.70 +5.4%
28 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 11,658.0 $2.9M 1.28% -330.0 -2.8% $249.98 -14.1%
29 ALC ALCON AG Healthcare 43,316.0 $2.9M 1.27% +9K +25.1% $67.10 +5.1%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,019.0 $2.8M 1.24% +146.0 +5.1% $935.49 -2.1%
31 DHR DANAHER CORP DEL Healthcare 14,395.0 $2.7M 1.20% +5K +48.2% $190.48 +9.0%
32 LH LABCORP HOLDINGS INC Healthcare 9,720.0 $2.7M 1.19% +2K +24.7% $280.00 +16.7%
33 BX BLACKSTONE INC Financial Services 22,798.0 $2.7M 1.18% +2K +10.8% $117.67 +15.7%
34 FXE INVESCO CURRENCYSHARES EURO Financial Services 25,435.0 $2.7M 1.18% +2K +6.4% $105.44 +1.6%
35 XLK SELECT SECTOR SPDR TR 13,922.0 $2.7M 1.16% +100.0 +0.7% $190.52 -1.7%
36 JMST J P MORGAN EXCHANGE TRADED F 49,500.0 $2.5M 1.11% +25K +99.6% $51.00 -0.3%
37 WBD WARNER BROS DISCOVERY INC Communication Services 93,980.0 $2.5M 1.10% -2K -2.2% $26.66 +6.0%
38 TOL TOLL BROTHERS INC Consumer Cyclical 15,115.0 $2.5M 1.09% +800.0 +5.6% $164.75 -14.0%
39 EQR EQUITY RESIDENTIAL Real Estate 34,962.0 $2.4M 1.04% +6K +22.0% $67.93 -4.1%
40 TOST TOAST INC Technology 85,070.0 $2.4M 1.04% +7K +8.3% $27.82 +22.0%
Page 2 of 6  ·  110 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%