Long-term investor
Summit Place Financial Advisors, LLC @summitplacefinancialadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801413).
Record
- Tracked since 2025-06-30 (446 days), 114 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months n/a · 1 year +14.3% · all +14.3%
- Max drawdown n/a · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.2% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- GEV · 3.9% · long · since 2025-06-30
- IAU · 3.3% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- 369604301 · 2.5% · long · since 2025-06-30
- 464287655 · 2.5% · long · since 2025-06-30
- 464287804 · 2.3% · long · since 2025-06-30
- 97717W471 · 2.2% · long · since 2025-06-30
- 808524201 · 2.0% · long · since 2025-06-30
- RTX · 2.0% · long · since 2025-06-30
- WMT · 1.9% · long · since 2025-06-30