Position in TOL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,490,196
+$536,628 QoQ
Shares Held
15,115
+5.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#259
of 799 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Summit Place Financial Advisors, LLC holds $3,575,171 across 2 Residential Construction names. TOL ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
15,115 | $2,490,196 | |
| 2 | LEN |
Lennar Corp /New/
|
11,990 | $1,084,975 |
All Filings in TOL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,490,196 | 15,115 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,953,568 | 14,315 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,742,985 | 12,890 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $941,424 | 6,815 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||