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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 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 URA GLOBAL X FDS 71,063.0 $3.4M 1.65% -2K -2.2% $48.43 +4.9%
22 GOOGL ALPHABET INC Communication Services 11,817.0 $3.4M 1.63% -132.0 -1.1% $287.55 +35.8%
23 V VISA INC Financial Services 10,718.0 $3.2M 1.56% +190.0 +1.8% $302.25 +7.0%
24 BLK BLACKROCK INC Financial Services 3,317.0 $3.2M 1.53% $961.71 +9.3%
25 DIS DISNEY WALT CO Communication Services 30,558.0 $2.9M 1.41% -1K -4.5% $96.38 +7.5%
26 EWY ISHARES INC 23,467.0 $2.9M 1.39% -3K -9.8% $123.01 +66.8%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,873.0 $2.9M 1.38% -165.0 -5.4% $996.45 +0.2%
28 APA APA CORPORATION Energy 67,055.0 $2.8M 1.37% NEW $42.44 -14.1%
29 WBD WARNER BROS DISCOVERY INC Communication Services 96,089.0 $2.6M 1.27% -9K -8.2% $27.46 -1.6%
30 ALC ALCON AG Healthcare 34,626.0 $2.6M 1.25% -1K -2.9% $75.35 -12.7%
31 FXE INVESCO CURRENCYSHARES EURO Financial Services 23,895.0 $2.5M 1.22% +4K +17.7% $106.69 +0.7%
32 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 11,988.0 $2.4M 1.14% +4K +45.6% $197.50 +9.9%
33 BX BLACKSTONE INC Financial Services 20,573.0 $2.4M 1.14% -1K -5.9% $114.99 +0.7%
34 CRWD CROWDSTRIKE HLDGS INC Technology 5,882.0 $2.3M 1.10% NEW $390.41 +71.8%
35 PG PROCTER & GAMBLE CO Consumer Defensive 14,594.0 $2.1M 1.01% -199.0 -1.4% $144.44 +1.2%
36 TOST TOAST INC Technology 78,550.0 $2.1M 1.00% NEW $26.51 -5.2%
37 LH LABCORP HOLDINGS INC Healthcare 7,795.0 $2.1M 1.00% NEW $266.81 -1.6%
38 TOL TOLL BROTHERS INC Consumer Cyclical 14,315.0 $2.0M 0.94% +1K +11.1% $136.47 +0.9%
39 MCH MATTHEWS ASIA FDS 73,845.0 $1.9M 0.93% +11K +17.4% $26.32 +9.4%
40 AVGO BROADCOM INC Technology 6,185.0 $1.9M 0.92% -392.0 -6.0% $309.51 +37.8%
Page 2 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%