SUMMIT PLACE FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 105K | $3.02M |
 | CTVA | 50K | $3.36M |
 | NVDA | 48K | $9.04M |
 | NFLX | 44K | $4.08M |
 | WMT | 42K | $4.70M |
 | GEHC | 38K | $3.12M |
 | ALC | 36K | $2.81M |
 | AAPL | 34K | $9.26M |
 | DIS | 32K | $3.64M |
 | SLG | 29K | $1.34M |
 | RTX | 29K | $5.34M |
 | EQR | 28K | $1.73M |
 | HIG | 26K | $3.59M |
 | NKE | 26K | $1.65M |
 | AR | 24K | $840.82K |
 | KO | 24K | $1.67M |
 | BX | 22K | $3.37M |
 | WELL | 21K | $3.92M |
 | JNJ | 19K | $3.96M |
 | AMZN | 18K | $4.25M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
105K
Value
$3.02M
Corteva, Inc.
CTVA
Shares Held
50K
Value
$3.36M
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$9.04M
Netflix, Inc.
NFLX
Shares Held
44K
Value
$4.08M
Walmart Inc.
WMT
Shares Held
42K
Value
$4.70M
GE HealthCare Technologies Inc.
GEHC
Shares Held
38K
Value
$3.12M
Alcon Inc.
ALC
Shares Held
36K
Value
$2.81M
Apple Inc.
AAPL
Shares Held
34K
Value
$9.26M
The Walt Disney Company
DIS
Shares Held
32K
Value
$3.64M
SL Green Realty Corp.
SLG
Shares Held
29K
Value
$1.34M
RTX Corporation
RTX
Shares Held
29K
Value
$5.34M
Equity Residential
EQR
Shares Held
28K
Value
$1.73M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
26K
Value
$3.59M
NIKE, Inc.
NKE
Shares Held
26K
Value
$1.65M
Antero Resources Corporation
AR
Shares Held
24K
Value
$840.82K
The Coca-Cola Company
KO
Shares Held
24K
Value
$1.67M
Blackstone Inc.
BX
Shares Held
22K
Value
$3.37M
Welltower Inc.
WELL
Shares Held
21K
Value
$3.92M
Johnson & Johnson
JNJ
Shares Held
19K
Value
$3.96M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$4.25M