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Portfolio (Quarterly) Guide ↗

Summit Place Financial Advisors, LLC

· CIK 0001801413
13F Portfolio $206M AUM 98 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New
Page 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIS DISNEY WALT CO Communication Services 31,987.0 $3.6M 1.76% NEW $113.77 -8.8%
22 HIG HARTFORD INSURANCE GROUP INC Financial Services 26,085.0 $3.6M 1.74% NEW $137.80 -6.4%
23 BLK BLACKROCK INC Financial Services 3,317.0 $3.6M 1.72% NEW $1070.34 -2.2%
24 MSI MOTOROLA SOLUTIONS INC Technology 9,212.0 $3.5M 1.71% NEW $383.34 +7.4%
25 BX BLACKSTONE INC Financial Services 21,859.0 $3.4M 1.63% NEW $154.14 -24.7%
26 CTVA CORTEVA INC Basic Materials 50,163.0 $3.4M 1.63% NEW $67.03 +20.2%
27 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 38,003.0 $3.1M 1.51% NEW $82.02 -23.4%
28 URA GLOBAL X FDS 72,660.0 $3.1M 1.50% NEW $42.73 +18.8%
29 WBD WARNER BROS DISCOVERY INC Communication Services 104,660.0 $3.0M 1.46% NEW $28.82 -5.8%
30 ALC ALCON AG Healthcare 35,660.0 $2.8M 1.36% NEW $78.81 -16.7%
31 HSY HERSHEY CO Consumer Defensive 15,320.0 $2.8M 1.35% NEW $181.98 +8.3%
32 COST COSTCO WHSL CORP NEW Consumer Defensive 3,038.0 $2.6M 1.27% NEW $862.36 +15.4%
33 EWY ISHARES INC 26,002.0 $2.5M 1.22% NEW $97.22 +112.3%
34 EWS ISHARES INC 87,684.0 $2.4M 1.17% NEW $27.51 +7.0%
35 JMST J P MORGAN EXCHANGE TRADED F 45,150.0 $2.3M 1.11% NEW $50.94 +0.0%
36 AVGO BROADCOM INC Technology 6,577.0 $2.3M 1.10% NEW $346.10 +23.3%
37 FXE INVESCO CURRENCYSHARES EURO Financial Services 20,300.0 $2.2M 1.07% NEW $108.45 -0.9%
38 PG PROCTER AND GAMBLE CO Consumer Defensive 14,793.0 $2.1M 1.03% NEW $143.31 +1.8%
39 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 8,233.0 $2.1M 1.02% NEW $256.03 -14.9%
40 XLK SELECT SECTOR SPDR TR 13,912.0 $2.0M 0.97% NEW $143.97 +29.8%
Page 2 of 5  ·  98 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 20.8%
Financial Services 20.6%
Communication Services 10.9%
Consumer Defensive 10.1%
Healthcare 8.5%
Industrials 7.5%
Consumer Cyclical 6.6%
Real Estate 5.6%
Basic Materials 4.5%
Utilities 3.4%