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Portfolio (Quarterly) Guide ↗

Summit Place Financial Advisors, LLC

· CIK 0001801413
13F Portfolio $208M AUM 106 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 26 Added 44 Reduced 9 Exited
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NKE NIKE INC Consumer Cyclical 22,850.0 $1.2M 0.58% -3K -11.9% $52.82 -22.9%
62 BIDU BAIDU INC Communication Services 9,800.0 $1.1M 0.52% NEW $111.42 -6.9%
63 SLG SL GREEN RLTY CORP Real Estate 29,440.0 $1.1M 0.52% $36.94 +34.6%
64 SCHB SCHWAB STRATEGIC TR 41,614.0 $1.0M 0.50% +400.0 +1.0% $25.10 +13.2%
65 PRF INVESCO EXCHANGE TRADED FD T 20,000.0 $951K 0.46% $47.53 +13.0%
66 RRX REGAL REXNORD CORPORATION Industrials 5,063.0 $948K 0.46% +2K +42.7% $187.26 +21.6%
67 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,862.0 $922K 0.44% +80.0 +1.4% $157.28 -19.6%
68 COP CONOCOPHILLIPS Energy 6,799.0 $897K 0.43% -8K -53.6% $132.00 -19.2%
69 OHI OMEGA HEALTHCARE INVS INC Real Estate 16,860.0 $739K 0.35% -1K -7.0% $43.82 +8.4%
70 RSPT INVESCO EXCHANGE TRADED FD T 15,925.0 $721K 0.35% -900.0 -5.3% $45.26 +39.6%
71 LEN LENNAR CORP Consumer Cyclical 7,315.0 $635K 0.30% +3K +60.4% $86.84 +7.6%
72 HSY HERSHEY CO Consumer Defensive 2,440.0 $507K 0.24% -13K -84.1% $207.89 -14.7%
73 DLR DIGITAL RLTY TR INC Real Estate 2,800.0 $505K 0.24% -57.0 -2.0% $180.21 +6.4%
74 YUM YUM BRANDS INC Consumer Cyclical 3,200.0 $498K 0.24% -364.0 -10.2% $155.48 -2.7%
75 VTR VENTAS INC Real Estate 5,900.0 $483K 0.23% $81.78 +6.6%
76 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 780.0 $481K 0.23% $616.76 +12.8%
77 SPOT SPOTIFY TECHNOLOGY S A Communication Services 935.0 $453K 0.22% +247.0 +35.9% $484.91 -8.7%
78 GOOG ALPHABET INC Communication Services 1,574.0 $452K 0.22% +20.0 +1.3% $286.86 +18.6%
79 JPM JPMORGAN CHASE & CO Financial Services 1,430.0 $421K 0.20% +154.0 +12.1% $294.16 +14.3%
80 ELF E L F BEAUTY INC Consumer Defensive 6,920.0 $419K 0.20% NEW $60.61 +7.4%
Page 4 of 6  ·  106 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 20.7%
Financial Services 19.3%
Communication Services 11.3%
Consumer Defensive 8.9%
Healthcare 7.2%
Consumer Cyclical 6.8%
Industrials 6.3%
Basic Materials 5.6%
Real Estate 5.3%
Utilities 4.5%