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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 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HUT 8 CORP 4,181.0 $483K 0.01% NEW $115.45
22 IEV ISHARES TR 6,092.0 $444K 0.01% NEW $72.85 +4.5%
23 FS SPECIALTY LENDING FD 37,781.0 $421K 0.01% NEW $11.15
24 CRBG COREBRIDGE FINL INC 14,340.0 $411K 0.01% NEW $28.63
25 MSOS ADVISORSHARES TR 79,700.0 $405K 0.01% NEW $5.08 -4.6%
26 PPC PILGRIMS PRIDE CORP Consumer Defensive 13,739.0 $386K 0.01% NEW $28.11 +14.5%
27 SPACE EXPLORATION TECHN CORP 2,225.0 $380K 0.01% NEW $170.86
28 IBDU ISHARES TR 16,350.0 $379K 0.01% NEW $23.16 -0.3%
29 SMMT SUMMIT THERAPEUTICS INC Healthcare 25,585.0 $373K 0.01% NEW $14.57 -8.5%
30 IBDV ISHARES TR 16,350.0 $356K 0.00% NEW $21.80 -0.7%
31 DEO DIAGEO PLC Consumer Defensive 4,417.0 $355K 0.00% NEW $80.38 +18.1%
32 ASCENDIS PHARMA A/S 1,287.0 $343K 0.00% NEW $266.72
33 CVLT COMMVAULT SYS INC Technology 2,327.0 $330K 0.00% NEW $141.73 -6.5%
34 POWERLAW CORP 22,418.0 $329K 0.00% NEW $14.68
35 WK WORKIVA INC Technology 6,778.0 $329K 0.00% NEW $48.51 +52.2%
36 SANM SANMINA CORP Technology 1,284.0 $325K 0.00% NEW $253.08 -25.0%
37 INSP INSPIRE MED SYS INC Healthcare 6,712.0 $299K 0.00% NEW $44.61 +36.9%
38 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 37,883.0 $293K 0.00% NEW $7.74 +20.0%
39 ENS ENERSYS Industrials 1,227.0 $287K 0.00% NEW $233.75 -18.5%
40 SPXC SPX TECHNOLOGIES INC Industrials 1,146.0 $281K 0.00% NEW $245.17 -17.2%
Page 2 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%