Stock Taper 
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Merck & Co., Inc. | MRK | 1.99K | $255.8K |
 Cisco Systems, Inc. | CSCO | 1.71K | $200.91K |
 Lowe's Companies, Inc. | LOW | 1.34K | $295.02K |
 Alphabet Inc. | GOOG | 1.19K | $421.88K |
 JPMorgan Chase & Co. | JPM | 1.09K | $358.43K |
 Lam Research Corporation | LRCX | 970 | $420.33K |
 UnitedHealth Group Incorporated | UNH | 882 | $366.59K |
 Spotify Technology S.A. | SPOT | 872 | $400.36K |
 McDonald's Corporation | MCD | 798 | $215.71K |
 American Express Company | AXP | 675 | $228.32K |
 Amgen Inc. | AMGN | 638 | $231.03K |
 Elevance Health Inc. | ELV | 525 | $203.03K |
 Monolithic Power Systems, Inc. | MPWR | 419 | $579.21K |