Summit Place Financial Advisors, LLC
Top Portfolio Positions
77 positions ·
$159,853,550 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
98,254 | $8,662,072 | 5.42% | |
| AAPL |
Apple Inc.
Technology
|
34,120 | $8,659,314 | 5.42% | |
| NVDA |
Nvidia Corp
Technology
|
48,026 | $8,375,734 | 5.24% | |
| GEV |
GE Vernova Inc.
Industrials
|
8,417 | $7,347,199 | 4.60% | |
| MSFT |
Microsoft Corp
Technology
|
17,414 | $6,446,140 | 4.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
39,525 | $4,912,167 | 3.07% | |
| RTX |
RTX Corp
Industrials
|
25,197 | $4,860,501 | 3.04% | |
| NFLX |
Netflix Inc
Communication Services
|
46,660 | $4,486,359 | 2.81% | |
| GE |
General Electric Co
Industrials
|
15,601 | $4,427,095 | 2.77% | |
| JNJ |
Johnson & Johnson
Healthcare
|
16,252 | $3,972,638 | 2.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FXE
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,549,357 | 23,895 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,201,738 | 20,300 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,941,990 | 17,920 | Shares | Sole | 2025-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||