SUMMIT PLACE FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 110K | $2.14M |
 | NVDA | 51K | $9.43M |
 | SG | 45K | $357.86K |
 | CTVA | 44K | $3.00M |
 | WMT | 44K | $4.50M |
 | GEHC | 36K | $2.74M |
 | AAPL | 35K | $9.03M |
 | CMG | 35K | $1.36M |
 | NKE | 34K | $2.39M |
 | ALC | 34K | $2.53M |
 | DIS | 33K | $3.79M |
 | RTX | 31K | $5.14M |
 | EQR | 29K | $1.88M |
 | HIG | 27K | $3.59M |
 | OHI | 25K | $1.07M |
 | KO | 23K | $1.56M |
 | ANDE | 23K | $916.91K |
 | WELL | 23K | $4.07M |
 | BX | 22K | $3.83M |
 | SLG | 22K | $1.29M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
110K
Value
$2.14M
NVIDIA Corporation
NVDA
Shares Held
51K
Value
$9.43M
Sweetgreen, Inc.
SG
Shares Held
45K
Value
$357.86K
Corteva, Inc.
CTVA
Shares Held
44K
Value
$3.00M
Walmart Inc.
WMT
Shares Held
44K
Value
$4.50M
GE HealthCare Technologies Inc.
GEHC
Shares Held
36K
Value
$2.74M
Apple Inc.
AAPL
Shares Held
35K
Value
$9.03M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
35K
Value
$1.36M
NIKE, Inc.
NKE
Shares Held
34K
Value
$2.39M
Alcon Inc.
ALC
Shares Held
34K
Value
$2.53M
The Walt Disney Company
DIS
Shares Held
33K
Value
$3.79M
RTX Corporation
RTX
Shares Held
31K
Value
$5.14M
Equity Residential
EQR
Shares Held
29K
Value
$1.88M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
27K
Value
$3.59M
Omega Healthcare Investors, Inc.
OHI
Shares Held
25K
Value
$1.07M
The Coca-Cola Company
KO
Shares Held
23K
Value
$1.56M
The Andersons, Inc.
ANDE
Shares Held
23K
Value
$916.91K
Welltower Inc.
WELL
Shares Held
23K
Value
$4.07M
Blackstone Inc.
BX
Shares Held
22K
Value
$3.83M
SL Green Realty Corp.
SLG
Shares Held
22K
Value
$1.29M