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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RRX REGAL REXNORD CORPORATION Industrials 5,326.0 $1.3M 0.56% +263.0 +5.2% $238.19 -31.6%
62 SCHB SCHWAB STRATEGIC TR 41,614.0 $1.2M 0.53% $28.96 +2.7%
63 VERSIGENT PLC 27,200.0 $1.1M 0.50% NEW $42.01
64 PEP PEPSICO INC Consumer Defensive 8,383.0 $1.1M 0.50% -106.0 -1.2% $135.40 +1.6%
65 AR ANTERO RESOURCES CORP Energy 31,135.0 $1.1M 0.48% +800.0 +2.6% $35.14 +12.2%
66 LEN LENNAR CORP Consumer Cyclical 11,990.0 $1.1M 0.47% +5K +63.9% $90.49 -7.6%
67 PRF INVESCO EXCHANGE TRADED FD T 20,000.0 $1.1M 0.47% $54.03 +4.3%
68 RSPT INVESCO EXCHANGE TRADED FD T 15,570.0 $1.0M 0.44% -355.0 -2.2% $64.50 -0.5%
69 VTI VANGUARD INDEX FDS 2,192.0 $811K 0.35% +1K +186.5% $370.06 +2.6%
70 OHI OMEGA HEALTHCARE INVS INC Real Estate 15,466.0 $737K 0.32% -1K -8.3% $47.68 -2.7%
71 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,752.0 $708K 0.31% -110.0 -1.9% $123.11 +31.0%
72 COP CONOCOPHILLIPS Energy 5,725.0 $595K 0.26% -1K -15.8% $103.96 +29.1%
73 NKE NIKE INC Consumer Cyclical 14,151.0 $581K 0.25% -9K -38.1% $41.05 -6.5%
74 MPWR MONOLITHIC PWR SYS INC Technology 419.0 $579K 0.25% -938.0 -69.1% $1382.36 -11.5%
75 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 780.0 $549K 0.24% $703.34 -1.7%
76 VTR VENTAS INC Real Estate 5,900.0 $524K 0.23% $88.80 +1.7%
77 YUM YUM BRANDS INC Consumer Cyclical 3,200.0 $512K 0.22% $159.86 -5.7%
78 DLR DIGITAL RLTY TR INC Real Estate 2,800.0 $503K 0.22% $179.58 +4.9%
79 FLRN SPDR SERIES TRUST 14,020.0 $433K 0.19% +1K +8.7% $30.85 -0.3%
80 GOOG ALPHABET INC 1,194.0 $422K 0.18% -380.0 -24.1% $353.33
Page 4 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%