SUMMIT PLACE FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 96K | $2.64M |
 | TOST | 79K | $2.08M |
 | APA | 67K | $2.85M |
 | NVDA | 48K | $8.38M |
 | NFLX | 47K | $4.49M |
 | CTVA | 46K | $3.88M |
 | DOW | 42K | $1.73M |
 | WMT | 40K | $4.91M |
 | ALC | 35K | $2.61M |
 | AAPL | 34K | $8.66M |
 | DIS | 31K | $2.95M |
 | AR | 30K | $1.29M |
 | SLG | 29K | $1.09M |
 | EQR | 29K | $1.70M |
 | HIG | 26K | $3.48M |
 | RTX | 25K | $4.86M |
 | NKE | 23K | $1.21M |
 | KO | 21K | $1.63M |
 | BX | 21K | $2.37M |
 | WELL | 19K | $3.78M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
96K
Value
$2.64M
Toast, Inc.
TOST
Shares Held
79K
Value
$2.08M
APA Corporation
APA
Shares Held
67K
Value
$2.85M
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$8.38M
Netflix, Inc.
NFLX
Shares Held
47K
Value
$4.49M
Corteva, Inc.
CTVA
Shares Held
46K
Value
$3.88M
Dow Inc.
DOW
Shares Held
42K
Value
$1.73M
Walmart Inc.
WMT
Shares Held
40K
Value
$4.91M
Alcon Inc.
ALC
Shares Held
35K
Value
$2.61M
Apple Inc.
AAPL
Shares Held
34K
Value
$8.66M
The Walt Disney Company
DIS
Shares Held
31K
Value
$2.95M
Antero Resources Corporation
AR
Shares Held
30K
Value
$1.29M
SL Green Realty Corp.
SLG
Shares Held
29K
Value
$1.09M
Equity Residential
EQR
Shares Held
29K
Value
$1.70M
The Hartford Insurance Group, Inc.
HIG
Shares Held
26K
Value
$3.48M
RTX Corporation
RTX
Shares Held
25K
Value
$4.86M
NIKE, Inc.
NKE
Shares Held
23K
Value
$1.21M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.63M
Blackstone Inc.
BX
Shares Held
21K
Value
$2.37M
Welltower Inc.
WELL
Shares Held
19K
Value
$3.78M