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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LRCX LAM RESEARCH CORP Technology 970.0 $420K 0.18% $433.33 -29.0%
82 SPOT SPOTIFY TECHNOLOGY S A Communication Services 872.0 $400K 0.17% -63.0 -6.7% $459.13 +18.1%
83 VHT VANGUARD WORLD FD 1,300.0 $389K 0.17% $299.01 +7.6%
84 RSP INVESCO EXCHANGE TRADED FD T 1,776.0 $378K 0.17% +275.0 +18.3% $212.78 +2.9%
85 SBUX STARBUCKS CORP Consumer Cyclical 3,626.0 $371K 0.16% -230.0 -6.0% $102.19 +2.2%
86 UNH UNITEDHEALTH GROUP INC Healthcare 882.0 $367K 0.16% $415.63 -4.4%
87 SYY SYSCO CORP Consumer Defensive 4,300.0 $359K 0.16% $83.58 -4.2%
88 JPM JPMORGAN CHASE & CO Financial Services 1,095.0 $358K 0.16% -335.0 -23.4% $327.33 +9.6%
89 INTC INTEL CORP Technology 2,345.0 $327K 0.14% NEW $139.63 -31.4%
90 EWS ISHARES INC 10,900.0 $323K 0.14% -3K -23.0% $29.61 +16.8%
91 IWV ISHARES TR 720.0 $307K 0.13% -25.0 -3.4% $426.40 +2.7%
92 LOW LOWES COS INC Consumer Cyclical 1,338.0 $295K 0.13% -223.0 -14.3% $220.49 -7.3%
93 EXR EXTRA SPACE STORAGE INC Real Estate 2,000.0 $291K 0.13% $145.30 -4.2%
94 FIW FIRST TR EXCHANGE-TRADED FD 2,572.0 $282K 0.12% NEW $109.52 -0.6%
95 IWB ISHARES TR 682.0 $279K 0.12% $409.50 +2.9%
96 AFL AFLAC INC Financial Services 2,238.0 $262K 0.12% -192.0 -7.9% $117.25 -0.0%
97 MRK MERCK & CO INC Healthcare 1,991.0 $256K 0.11% -454.0 -18.6% $128.48 +17.0%
98 DIA STATE STR SPDR DOW JONES IND Financial Services 467.0 $244K 0.11% $522.39 +2.2%
99 FTEC FIDELITY COVINGTON TRUST 850.0 $243K 0.11% NEW $285.58 +1.3%
100 EIS ISHARES INC 2,010.0 $243K 0.11% -1K -41.1% $120.71 +4.4%
Page 5 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%