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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 18 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DTM DT MIDSTREAM INC Energy 8,035.0 $1.2M 0.01% -1K -13.9% $146.74 -9.7%
342 DOC HEALTHPEAK PROPERTIES INC Real Estate 54,657.0 $1.2M 0.01% -5K -7.9% $21.40 +0.8%
343 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,925.0 $1.2M 0.01% -696.0 -15.1% $296.04 +16.4%
344 COOPER COS INC 16,146.0 $1.2M 0.01% -639.0 -3.8% $71.71
345 ING ING GROEP N.V. Financial Services 36,763.0 $1.2M 0.01% -516.0 -1.4% $31.38 +13.4%
346 ICUI ICU MED INC Healthcare 7,828.0 $1.1M 0.01% -2K -20.9% $146.60 +22.5%
347 SAIC SCIENCE APPLICATIONS INTL CO Technology 10,383.0 $1.1M 0.01% -4K -28.5% $110.41 +15.6%
348 FMC FMC CORP Basic Materials 98,874.0 $1.1M 0.01% -3K -2.5% $11.50 -3.7%
349 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 93,298.0 $1.1M 0.01% -3K -3.2% $12.12 -3.5%
350 CRI CARTERS INC Consumer Cyclical 27,438.0 $1.1M 0.01% -845.0 -3.0% $41.16 -16.7%
351 SPTL SPDR SERIES TRUST 42,862.0 $1.1M 0.01% -275K -86.5% $26.23 -3.1%
352 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 101,599.0 $1.1M 0.01% -8K -7.1% $10.99 -3.3%
353 UHS UNIVERSAL HLTH SVCS INC Healthcare 7,493.0 $1.1M 0.01% -3K -26.1% $148.69 +20.2%
354 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 95,698.0 $1.1M 0.01% -54K -36.2% $11.60 -4.1%
355 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 92,929.0 $1.1M 0.01% -99K -51.5% $11.90 -3.7%
356 CORPAY INC 3,301.0 $1.1M 0.01% -253.0 -7.1% $333.27
357 KIM KIMCO REALTY CORP Real Estate 43,175.0 $1.1M 0.01% -25K -36.7% $25.35 -5.2%
358 USMV ISHARES TR 11,203.0 $1.1M 0.01% -6K -34.4% $96.46 +5.3%
359 PML PIMCO MUN INCOME FD II Financial Services 141,436.0 $1.1M 0.01% -3K -2.3% $7.61 -3.8%
360 ASH ASHLAND INC Basic Materials 16,319.0 $1.1M 0.01% -13K -44.5% $65.89 +12.8%
Page 18 of 26  ·  511 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%