Holdings

Summit Place Financial Advisors, LLC

As of Jun 30, 2026, Summit Place Financial Advisors, LLC reported 66 positions worth US$148M. Largest: Apple Inc, Nvidia Corporation and Ge Vernova Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc33,394US$9.66M−726Jun 30, 2026
Nvidia Corporation45,704US$9.14M−2,322Jun 30, 2026
Ge Vernova Inc.7,669US$9.01M−748Jun 30, 2026
Microsoft Corp.16,800US$6.27M−614Jun 30, 2026
Ge Aerospace15,511US$5.8M−90Jun 30, 2026
Rtx Corporation23,612US$4.48M−1,585Jun 30, 2026
Walmart Inc.38,964US$4.41M−561Jun 30, 2026
Alphabet Inc (google) Class C12,301US$4.4M−1,087Jun 30, 2026
Johnson & Johnson16,402US$4.17M+150Jun 30, 2026
Amazon.com, Inc.17,440US$4.16M−946Jun 30, 2026