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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 12 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ZION ZIONS BANCORPORATION NATL AS Financial Services 61,869.0 $4.3M 0.05% -658.0 -1.1% $69.19 -1.0%
222 WM WASTE MGMT INC DEL Industrials 19,170.0 $4.3M 0.05% +110.0 +0.6% $222.88 -0.5%
223 VUG VANGUARD INDEX FDS 49,570.0 $4.3M 0.05% +41K +503.0% $86.14 +1.3%
224 LOW LOWES COS INC Consumer Cyclical 19,356.0 $4.3M 0.05% -4K -18.6% $220.49 -4.2%
225 VRT VERTIV HOLDINGS CO Industrials 12,744.0 $4.3M 0.05% +2K +17.0% $334.82 -21.8%
226 ISRG INTUITIVE SURGICAL INC Healthcare 10,697.0 $4.3M 0.05% -582.0 -5.2% $397.68 -7.1%
227 EXPE EXPEDIA GROUP INC Consumer Cyclical 16,619.0 $4.3M 0.05% -707.0 -4.1% $255.88 +31.9%
228 IVW ISHARES TR 30,633.0 $4.2M 0.05% +1K +3.5% $137.53 +0.7%
229 TGT TARGET CORP Consumer Defensive 32,247.0 $4.2M 0.05% -239.0 -0.7% $130.61 +25.4%
230 PNC PNC FINL SVCS GROUP INC Financial Services 17,080.0 $4.2M 0.05% -676.0 -3.8% $246.21 -0.3%
231 WMB WILLIAMS COS INC Energy 56,062.0 $4.2M 0.05% -2K -3.1% $74.87 -0.7%
232 DHI D R HORTON INC Consumer Cyclical 25,764.0 $4.2M 0.05% +3K +15.2% $162.88 -8.1%
233 ON ON SEMICONDUCTOR CORP Technology 44,085.0 $4.2M 0.05% -3K -5.7% $94.54 -22.4%
234 BK BANK OF NY MELLON CORP Financial Services 28,499.0 $4.2M 0.05% +970.0 +3.5% $145.68 -2.6%
235 CF CF INDUSTRIES HOLD Basic Materials 38,311.0 $4.1M 0.05% -2K -5.4% $108.26 +16.7%
236 BMY BRISTOL-MYERS SQUIBB CO Healthcare 71,425.0 $4.1M 0.05% $57.62 +17.2%
237 UAL UNITED AIRLS HLDGS INC Industrials 30,234.0 $4.1M 0.05% -2K -7.1% $135.99 -14.9%
238 CLH CLEAN HARBORS INC Industrials 13,629.0 $4.1M 0.05% +850.0 +6.7% $298.75 +4.5%
239 XLK SELECT SECTOR SPDR TR 21,363.0 $4.1M 0.05% -2K -8.5% $190.52 -4.2%
240 SIFY TECHNOLOGIES LTD 244,426.0 $4.1M 0.05% $16.61
Page 12 of 74  ·  1,474 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%