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Portfolio (Quarterly) Guide ↗

Summit Trail Advisors, LLC

· CIK 0001698478
13F Portfolio $5.8B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1303 New
Page 55 of 66  ·  1,303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BSMU INVESCO EXCH TRD SLF IDX FD 22,191.0 $489K 0.01% NEW $22.03 -1.3%
1082 STBA S & T BANCORP INC Financial Services 12,393.0 $488K 0.01% NEW $39.35 +14.3%
1083 BSMT INVESCO EXCH TRD SLF IDX FD 21,040.0 $487K 0.01% NEW $23.15 -0.9%
1084 AM ANTERO MIDSTREAM CORP Energy 27,237.0 $485K 0.01% NEW $17.79 +22.6%
1085 BLUE OWL CAPITAL CORPORATION 37,834.0 $484K 0.01% NEW $12.80
1086 BSMQ INVESCO EXCH TRD SLF IDX FD 20,387.0 $482K 0.01% NEW $23.65 -0.5%
1087 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 7,489.0 $482K 0.01% NEW $64.31 +30.4%
1088 S SENTINELONE INC Technology 31,993.0 $480K 0.01% NEW $15.00 +19.8%
1089 EWX SPDR INDEX SHS FDS 7,307.0 $480K 0.01% NEW $65.66 +11.1%
1090 GXO GXO LOGISTICS INCORPORATED Industrials 9,078.0 $478K 0.01% NEW $52.64 -11.2%
1091 SLDE SLIDE INS HLDGS INC Financial Services 24,446.0 $476K 0.01% NEW $19.48 -4.1%
1092 MPB MID PENN BANCORP INC Financial Services 15,341.0 $476K 0.01% NEW $31.02 +5.2%
1093 APPF APPFOLIO INC Technology 2,044.0 $476K 0.01% NEW $232.65 -30.2%
1094 RITM RITHM CAPITAL CORP Real Estate 42,642.0 $475K 0.01% NEW $11.15 -16.9%
1095 WTRG ESSENTIAL UTILS INC Utilities 12,302.0 $472K 0.01% NEW $38.36 -4.7%
1096 CIVITAS RESOURCES INC 17,406.0 $472K 0.01% NEW $27.09
1097 DRS LEONARDO DRS INC Industrials 13,790.0 $470K 0.01% NEW $34.09 +30.7%
1098 ALTI ALTI GLOBAL INC Financial Services 101,039.0 $469K 0.01% NEW $4.64 -25.4%
1099 RVMD REVOLUTION MEDICINES INC Healthcare 5,861.0 $467K 0.01% NEW $79.65 +88.7%
1100 ROIV ROIVANT SCIENCES LTD Healthcare 21,440.0 $465K 0.01% NEW $21.70 +49.4%
Page 55 of 66  ·  1,303 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 35.4%
Financial Services 16.3%
Industrials 9.8%
Consumer Cyclical 9.3%
Communication Services 8.8%
Healthcare 7.8%
Consumer Defensive 4.3%
Real Estate 2.6%
Energy 2.2%
Utilities 1.9%