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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 39 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 XBI SPDR SERIES TRUST 9,947.0 $1.6M 0.02% $158.25 +2.6%
762 EQR EQUITY RESIDENTIAL Real Estate 23,149.0 $1.6M 0.02% -7K -22.2% $67.93 -6.3%
763 ROL ROLLINS INC Consumer Cyclical 37,672.0 $1.6M 0.02% +12K +47.8% $41.74 -12.8%
764 SSNC SS&C TECH HLDGS Technology 25,339.0 $1.6M 0.02% +3K +13.7% $62.05 +34.4%
765 AAL AMERICAN AIRLINES GROUP INC Industrials 86,917.0 $1.6M 0.02% -3K -2.9% $18.07 -24.5%
766 OLN OLIN CORP Basic Materials 79,192.0 $1.6M 0.02% +18K +28.6% $19.82 -13.5%
767 INCY INCYTE CORP Healthcare 13,838.0 $1.6M 0.02% -13K -48.8% $113.36 +9.7%
768 INGR INGREDION INC Consumer Defensive 16,521.0 $1.6M 0.02% -16K -48.8% $94.71 +10.5%
769 CINF CINCINNATI FINL CORP Financial Services 8,437.0 $1.6M 0.02% -1K -14.7% $185.14 -7.1%
770 BXP BXP INC Real Estate 23,483.0 $1.6M 0.02% +7K +43.8% $66.31 +4.5%
771 SDY SPDR SERIES TRUST 10,217.0 $1.6M 0.02% +1K +11.6% $152.18 +3.5%
772 WLK WESTLAKE CORPORATION Basic Materials 21,266.0 $1.6M 0.02% +9K +69.8% $73.00 +3.7%
773 NXPI NXP SEMICONDUCTORS N V Technology 5,524.0 $1.6M 0.02% -4K -43.4% $281.03 -20.4%
774 PKG PACKAGING CORP AMER Consumer Cyclical 6,514.0 $1.6M 0.02% -100.0 -1.5% $238.27 +0.9%
775 MORN MORNINGSTAR INC Financial Services 9,943.0 $1.6M 0.02% +309.0 +3.2% $156.02 +39.5%
776 NSIT INSIGHT ENTERPRISES INC Technology 12,693.0 $1.5M 0.02% +2K +16.4% $121.80 +27.8%
777 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 65,517.0 $1.5M 0.02% +877.0 +1.4% $23.58 +9.9%
778 GLOBUS MED INC 19,482.0 $1.5M 0.02% +5K +33.2% $79.01
779 WPC WP CAREY INC Real Estate 21,491.0 $1.5M 0.02% -1K -5.2% $71.50 -1.4%
780 BIIB BIOGEN INC Healthcare 7,082.0 $1.5M 0.02% +196.0 +2.9% $216.06 +1.1%
Page 39 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%