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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 45 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 IJK ISHARES TR 10,669.0 $1.3M 0.02% -355.0 -3.2% $117.50 -3.2%
882 NU NU HLDGS LTD Financial Services 91,489.0 $1.3M 0.02% +37K +68.0% $13.70 +4.4%
883 BWFG BANKWELL FINL GROUP INC Financial Services 21,323.0 $1.3M 0.02% $58.75 +13.3%
884 VHT VANGUARD WORLD FD 4,189.0 $1.3M 0.02% -142.0 -3.3% $299.01 +7.3%
885 AOS SMITH A O CORP Industrials 19,925.0 $1.2M 0.02% -10K -34.2% $62.72 -3.7%
886 DIA STATE STR SPDR DOW JONES IND Financial Services 2,390.0 $1.2M 0.02% $522.44 +2.4%
887 SIVR ABRDN SILVER ETF TRUST Financial Services 22,183.0 $1.2M 0.02% $56.22 +12.3%
888 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 111,231.0 $1.2M 0.02% +7K +6.5% $11.11 -3.3%
889 XHS SPDR SERIES TRUST 9,337.0 $1.2M 0.02% $132.10 +2.0%
890 CBRE CBRE GROUP INC Real Estate 9,118.0 $1.2M 0.01% -1K -13.5% $134.70 +12.0%
891 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 19,764.0 $1.2M 0.01% -4K -17.9% $61.82 -6.2%
892 WSC WILLSCOT HLDGS CORP Industrials 42,322.0 $1.2M 0.01% -27K -38.9% $28.86 -27.6%
893 CR CRANE COMPANY Industrials 5,464.0 $1.2M 0.01% +826.0 +17.8% $223.07 -7.2%
894 VOYA VOYA FINANCIAL INC Financial Services 13,441.0 $1.2M 0.01% -6K -30.4% $90.53 +13.3%
895 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,545.0 $1.2M 0.01% -1K -34.4% $477.65 -12.6%
896 LKQ LKQ CORP Consumer Cyclical 46,137.0 $1.2M 0.01% +4K +9.7% $26.33 -3.0%
897 AES AES CORP Utilities 82,829.0 $1.2M 0.01% +11K +15.4% $14.66 +0.5%
898 VEEV VEEVA SYS INC Healthcare 6,777.0 $1.2M 0.01% -525.0 -7.2% $178.78 +54.8%
899 POST POST HLDGS INC Consumer Defensive 13,654.0 $1.2M 0.01% -6K -30.2% $88.26 -3.3%
900 WEN WENDYS CO Consumer Cyclical 145,301.0 $1.2M 0.01% -15K -9.6% $8.29 -0.2%
Page 45 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%