Stock Taper

SUMMIT PLACE FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BlackRock, Inc.BLK3.32K$3.19M
Starbucks CorporationSBUX3.63K$370.54K
Broadcom Inc.AVGO3.73K$1.41M
Motorola Solutions, Inc.MSI4.05K$1.68M
Sysco CorporationSYY4.3K$359.39K
Evercore Inc.EVR4.85K$1.65M
Regal Rexnord CorporationRRX5.33K$1.27M
CrowdStrike Holdings, Inc.CRWD5.42K$4.14M
ConocoPhillipsCOP5.72K$595.17K
Intercontinental Exchange, Inc.ICE5.75K$708.13K
Ventas, Inc.VTR5.9K$523.92K
Martin Marietta Materials, Inc.MLM6.12K$3.53M
GE Vernova Inc.GEV7.67K$9.01M
PepsiCo, Inc.PEP8.38K$1.14M
Labcorp Holdings Inc.LH9.72K$2.72M
Phillips 66PSX9.74K$1.65M
Visa Inc.V11.06K$3.8M
Alphabet Inc.GOOGL11.12K$3.97M
Take-Two Interactive Software, Inc.TTWO11.66K$2.91M
Lennar CorporationLEN11.99K$1.08M