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Portfolio (Quarterly) Guide ↗

Summit Trail Advisors, LLC

· CIK 0001698478
13F Portfolio $7.9B AUM 1,474 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 85 New 749 Added 511 Reduced 52 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 QYLD GLOBAL X FDS 11,386 $195K 0.00% SOLD
42 INFINITY NAT RES INC 10,994 $194K 0.00% SOLD
43 SEMR SEMRUSH HLDGS INC Technology 11,842 $141K 0.00% SOLD
44 CTLP CANTALOUPE INC Technology 10,300 $111K 0.00% SOLD
45 NTSK NETSKOPE INC Technology 11,077 $94K 0.00% SOLD
46 LNKB LINKBANCORP INC Financial Services 11,213 $94K 0.00% SOLD
47 NABL N-ABLE INC Technology 19,592 $91K 0.00% SOLD
48 COTY COTY INC Consumer Defensive 22,144 $45K 0.00% SOLD
49 ACVA ACV AUCTIONS INC Consumer Cyclical 10,073 $43K 0.00% SOLD
50 MAPS WM TECHNOLOGY INC Technology 25,000 $16K SOLD
51 WHEELS UP EXPERIENCE INC 10,228 $5K SOLD
52 WM TECHNOLOGY INC 12,958 $45.0 SOLD
Page 3 of 3  ·  52 positions
Sector Allocation
Technology 36.7%
Financial Services 13.8%
Industrials 11.9%
Consumer Cyclical 8.4%
Healthcare 7.3%
Communication Services 6.4%
Consumer Defensive 6.4%
Energy 2.9%
Real Estate 2.5%
Utilities 2.1%