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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 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLW CORNING INC Technology 38,125.0 $9.8M 0.12% -2K -5.5% $255.75 -42.7%
42 IWB ISHARES TR 22,089.0 $9.0M 0.11% -503.0 -2.2% $409.50 +2.3%
43 ASML ASML HLDG NV Technology 4,530.0 $9.0M 0.11% -48.0 -1.1% $1989.49 -12.3%
44 BND VANGUARD BD INDEX FDS 122,288.0 $9.0M 0.11% -15K -10.9% $73.41 -1.1%
45 DASH DOORDASH INC Communication Services 47,031.0 $8.7M 0.11% -719.0 -1.5% $184.53 +26.0%
46 TXG 10X GENOMICS INC Healthcare 225,390.0 $8.6M 0.11% -44K -16.4% $38.34 +70.6%
47 ITOT ISHARES TR 52,488.0 $8.6M 0.11% -3K -5.7% $164.27 +2.1%
48 IBM INTERNATIONAL BUSINESS MACHS Technology 29,347.0 $8.3M 0.10% -487.0 -1.6% $281.21 -17.5%
49 ADI ANALOG DEVICES INC Technology 19,986.0 $7.9M 0.10% -862.0 -4.1% $397.16 -5.8%
50 FITB FIFTH THIRD BANCORP Financial Services 139,695.0 $7.9M 0.10% -17K -10.7% $56.37 -2.8%
51 QUAL ISHARES TR 34,634.0 $7.6M 0.10% -702.0 -2.0% $219.43 +2.0%
52 TER TERADYNE INC Technology 14,996.0 $7.3M 0.09% -4K -21.8% $483.84 -24.2%
53 SOFI SOFI TECHNOLOGIES INC Financial Services 399,276.0 $7.2M 0.09% -21K -5.1% $17.93 +5.1%
54 MO ALTRIA GROUP INC Consumer Defensive 98,122.0 $7.1M 0.09% -8K -7.1% $71.95 -5.6%
55 MAR MARRIOTT INTL INC NEW Consumer Cyclical 19,040.0 $7.1M 0.09% -594.0 -3.0% $370.58 -3.1%
56 ETN EATON CORP PLC Industrials 16,531.0 $7.0M 0.09% -84.0 -0.5% $426.13 -3.6%
57 DVA DAVITA INC Healthcare 31,658.0 $7.0M 0.09% -375.0 -1.2% $222.48 -20.5%
58 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,113.0 $6.9M 0.09% -2K -23.9% $965.02 -15.5%
59 COIN COINBASE GLOBAL INC Financial Services 46,686.0 $6.8M 0.09% -3K -5.9% $146.19 +28.5%
60 EEM ISHARES TR 99,258.0 $6.8M 0.09% -3K -2.6% $68.41 -2.0%
Page 3 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%