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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 47 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 COOPER COS INC 16,146.0 $1.2M 0.01% -639.0 -3.8% $71.71
922 ING ING GROEP N.V. Financial Services 36,763.0 $1.2M 0.01% -516.0 -1.4% $31.38 +12.3%
923 BTI BRITISH AMERN TOB PLC Consumer Defensive 18,626.0 $1.2M 0.01% $61.76 -9.1%
924 AIZ ASSURANT INC Financial Services 4,276.0 $1.1M 0.01% +1K +33.8% $268.53 +6.4%
925 ICUI ICU MED INC Healthcare 7,828.0 $1.1M 0.01% -2K -20.9% $146.60 +19.4%
926 SAIC SCIENCE APPLICATIONS INTL CO Technology 10,383.0 $1.1M 0.01% -4K -28.5% $110.41 +14.1%
927 XLP SELECT SECTOR SPDR TR 13,749.0 $1.1M 0.01% +2K +16.0% $83.07 +2.9%
928 GSK GSK PLC Healthcare 21,754.0 $1.1M 0.01% $52.42 -3.1%
929 ECG EVERUS CONSTR GROUP Industrials 6,852.0 $1.1M 0.01% +4K +142.3% $165.95 -30.3%
930 FMC FMC CORP Basic Materials 98,874.0 $1.1M 0.01% -3K -2.5% $11.50 -1.5%
931 BROOKFIELD ASSET MANAGMT LTD 25,231.0 $1.1M 0.01% +3K +11.3% $44.85
932 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 93,298.0 $1.1M 0.01% -3K -3.2% $12.12 -3.5%
933 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 96,217.0 $1.1M 0.01% +9K +10.9% $11.74 -4.3%
934 CRI CARTERS INC Consumer Cyclical 27,438.0 $1.1M 0.01% -845.0 -3.0% $41.16 -18.5%
935 PRGO PERRIGO CO PLC Healthcare 108,602.0 $1.1M 0.01% +36K +48.8% $10.39 +39.4%
936 BURL BURLINGTON STORES INC Consumer Cyclical 3,556.0 $1.1M 0.01% +347.0 +10.8% $316.80 -13.8%
937 SPTL SPDR SERIES TRUST 42,862.0 $1.1M 0.01% -275K -86.5% $26.23 -3.6%
938 VRNS VARONIS SYS INC Technology 26,733.0 $1.1M 0.01% +623.0 +2.4% $41.96 +4.7%
939 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 21,447.0 $1.1M 0.01% +15K +213.3% $52.17 +2.2%
940 VNOM VIPER ENERGY INC Energy 26,367.0 $1.1M 0.01% +14K +113.2% $42.40 +4.2%
Page 47 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%