Stock Taper

SUMMIT PLACE FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GE Vernova Inc.GEV7.67K$9.01M
Martin Marietta Materials, Inc.MLM6.12K$3.53M
Ventas, Inc.VTR5.9K$523.92K
Intercontinental Exchange, Inc.ICE5.75K$708.13K
ConocoPhillipsCOP5.72K$595.17K
CrowdStrike Holdings, Inc.CRWD5.42K$4.14M
Regal Rexnord CorporationRRX5.33K$1.27M
Evercore Inc.EVR4.85K$1.65M
Sysco CorporationSYY4.3K$359.39K
Motorola Solutions, Inc.MSI4.05K$1.68M
Broadcom Inc.AVGO3.73K$1.41M
Starbucks CorporationSBUX3.63K$370.54K
BlackRock, Inc.BLK3.32K$3.19M
The Andersons, Inc.ANDE3.3K$225.72K
Yum! Brands, Inc.YUM3.2K$511.55K
Costco Wholesale CorporationCOST3.02K$2.82M
Digital Realty Trust, Inc.DLR2.8K$502.82K
Intel Corp.INTC2.35K$327.43K
Aflac IncorporatedAFL2.24K$262.41K
Extra Space Storage Inc.EXR2K$290.6K