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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 APA APA CORPORATION Energy 67,055.0 $2.8M 1.37% NEW $42.44 -14.1%
2 CRWD CROWDSTRIKE HLDGS INC Technology 5,882.0 $2.3M 1.10% NEW $390.41 +71.8%
3 TOST TOAST INC Technology 78,550.0 $2.1M 1.00% NEW $26.51 -5.2%
4 LH LABCORP HOLDINGS INC Healthcare 7,795.0 $2.1M 1.00% NEW $266.81 -1.6%
5 DHR DANAHER CORP DEL Healthcare 9,710.0 $1.8M 0.88% NEW $189.60 -4.7%
6 APTIV PLC 25,605.0 $1.8M 0.85% NEW $69.44
7 PSX PHILLIPS 66 Energy 9,626.0 $1.8M 0.84% NEW $182.18 -3.1%
8 DOW DOW HLDGS INC Basic Materials 41,575.0 $1.7M 0.83% NEW $41.65 -17.2%
9 IEMG ISHARES INC 23,672.0 $1.7M 0.79% NEW $69.75 +19.7%
10 BIDU BAIDU INC Communication Services 9,800.0 $1.1M 0.52% NEW $111.42 +18.3%
11 ELF E L F BEAUTY INC Consumer Defensive 6,920.0 $419K 0.20% NEW $60.61 -6.7%
12 MRK MERCK & CO INC Healthcare 2,445.0 $294K 0.14% NEW $120.29 -0.6%
13 RSP INVESCO EXCHANGE TRADED FD T 1,501.0 $288K 0.14% NEW $191.94 +8.5%
14 ADI ANALOG DEVICES INC Technology 769.0 $245K 0.12% NEW $318.14 +31.4%
15 VZ VERIZON COMMUNICATIONS INC Communication Services 4,566.0 $229K 0.11% NEW $50.20 -4.8%
16 META META PLATFORMS INC Communication Services 375.0 $215K 0.10% NEW $572.13 +10.5%
17 LRCX LAM RESEARCH CORP Technology 970.0 $207K 0.10% NEW $213.66 +48.9%

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%