Stock Taper 
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 419 | $579.21K |
 Elevance Health Inc. | ELV | 525 | $203.03K |
 Amgen Inc. | AMGN | 638 | $231.03K |
 American Express Company | AXP | 675 | $228.32K |
 McDonald's Corporation | MCD | 798 | $215.71K |
 Spotify Technology S.A. | SPOT | 872 | $400.36K |
 UnitedHealth Group Incorporated | UNH | 882 | $366.59K |
 Lam Research Corporation | LRCX | 970 | $420.33K |
 JPMorgan Chase & Co. | JPM | 1.09K | $358.43K |
 Alphabet Inc. | GOOG | 1.19K | $421.88K |
 Lowe's Companies, Inc. | LOW | 1.34K | $295.02K |
 Cisco Systems, Inc. | CSCO | 1.71K | $200.91K |
 Merck & Co., Inc. | MRK | 1.99K | $255.8K |
 Extra Space Storage Inc. | EXR | 2K | $290.6K |
 Aflac Incorporated | AFL | 2.24K | $262.41K |
 Intel Corp. | INTC | 2.35K | $327.43K |
 Digital Realty Trust, Inc. | DLR | 2.8K | $502.82K |
 Costco Wholesale Corporation | COST | 3.02K | $2.82M |
 Yum! Brands, Inc. | YUM | 3.2K | $511.55K |
 The Andersons, Inc. | ANDE | 3.3K | $225.72K |