Summit Place Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $208.8K | 0.1% |
| AMGEN INC | $208.8K | 0.1% |
| RBB FD INC | $219.5K | 0.1% |
| SPDR DOW JONES INDL AVERAGE | $224.4K | 0.1% |
| VANGUARD MUN BD FDS | $232.6K | 0.1% |
| AFLAC INC | $246.8K | 0.1% |
| VANGUARD INDEX FDS | $253.4K | 0.1% |
| ISHARES TR | $254.7K | 0.1% |
| Extra Space Storage Inc | $260.4K | 0.1% |
| AMERICAN EXPRESS CO | $267.1K | 0.1% |
| ELI LILLY & Co | $270.8K | 0.1% |
| MCDONALD'S CORP | $280.0K | 0.1% |
| ISHARES TR | $288.2K | 0.1% |
| UNITEDHEALTH GROUP INC | $291.2K | 0.1% |
| STARBUCKS CORP | $308.8K | 0.1% |
| SYSCO CORP | $316.9K | 0.2% |
| LOWES COMPANIES INC | $331.6K | 0.2% |
| CARLISLE COMPANIES INC | $367.8K | 0.2% |
| Alibaba Group Holding LtdBABA | $376.7K | 0.2% |
| ISHARES INC | $386.2K | 0.2% |
| SPOTIFY TECHNOLOGY S A | $399.5K | 0.2% |
| JPMORGAN CHASE & CO | $411.2K | 0.2% |
| Digital Realty Trust Inc | $442.0K | 0.2% |
| Ventas, Inc. | $456.5K | 0.2% |
| LENNAR CORP /NEW | $468.8K | 0.2% |
| SPDR S&P MIDCAP 400 ETF TR | $470.6K | 0.2% |
| VANGUARD WORLD FD | $475.0K | 0.2% |
| Alphabet Inc. | $487.6K | 0.2% |
| REGAL REXNORD CORP | $497.9K | 0.2% |
| Yum! Brands Inc | $539.2K | 0.3% |
| Chipotle Mexican Grill Inc | $579.2K | 0.3% |
| Andersons, Inc. | $629.7K | 0.3% |
| Addus HomeCare Corp | $684.1K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $765.7K | 0.4% |
| OMEGA HEALTHCARE INVESTORS INC | $804.1K | 0.4% |
| ANTERO RESOURCES Corp | $840.8K | 0.4% |
| ABBOTT LABORATORIES | $878.5K | 0.4% |
| Intercontinental Exchange, Inc. | $936.5K | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $938.4K | 0.5% |
| Fortune Brands Innovations, Inc. | $945.3K | 0.5% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $1.01M | 0.5% |
| SCHWAB STRATEGIC TR | $1.08M | 0.5% |
| Monolithic Power Systems Inc | $1.17M | 0.6% |
| PEPSICO INC | $1.31M | 0.6% |
| SL Green Realty Corp | $1.34M | 0.7% |
| ConocoPhillips | $1.37M | 0.7% |
| Zoetis Inc. | $1.42M | 0.7% |
| SCHWAB STRATEGIC TR | $1.53M | 0.7% |
| VANGUARD INDEX FDS | $1.54M | 0.7% |
| Evercore Inc | $1.61M | 0.8% |