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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SKYH SKY HARBOUR GROUP CORPORATIO Industrials 10,000.0 $98K 0.00% NEW $9.84 +8.1%
82 WEAV WEAVE COMMUNICATIONS INC Technology 16,002.0 $96K 0.00% NEW $5.99 +21.7%
83 IMMR IMMERSION CORP Technology 13,893.0 $94K 0.00% NEW $6.77 +13.1%
84 ANGI ANGI INC Communication Services 11,624.0 $69K 0.00% NEW $5.95 -17.1%
85 CRCT CRICUT INC Technology 14,444.0 $63K 0.00% NEW $4.39 +33.7%
Page 5 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%