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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 48 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 101,599.0 $1.1M 0.01% -8K -7.1% $10.99 -3.3%
942 UHS UNIVERSAL HLTH SVCS INC Healthcare 7,493.0 $1.1M 0.01% -3K -26.1% $148.69 +15.4%
943 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 95,698.0 $1.1M 0.01% -54K -36.2% $11.60 -4.6%
944 VTRS VIATRIS INC Healthcare 69,649.0 $1.1M 0.01% +2K +2.8% $15.88 +2.9%
945 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 92,929.0 $1.1M 0.01% -99K -51.5% $11.90 -4.2%
946 IONS IONIS PHARMACEUTICALS INC Healthcare 13,931.0 $1.1M 0.01% +2K +20.6% $79.29 -23.0%
947 LOAR LOAR HOLDINGS INC Industrials 13,668.0 $1.1M 0.01% +3K +28.9% $80.61 -11.1%
948 FTAI AVIATION LTD 4,068.0 $1.1M 0.01% +1K +41.0% $270.53
949 CORPAY INC 3,301.0 $1.1M 0.01% -253.0 -7.1% $333.27
950 WES WESTERN MIDSTREAM PARTNERS L Energy 25,135.0 $1.1M 0.01% $43.76 +10.4%
951 KIM KIMCO REALTY CORP Real Estate 43,175.0 $1.1M 0.01% -25K -36.7% $25.35 -6.2%
952 GPC GENUINE PARTS CO Consumer Cyclical 9,246.0 $1.1M 0.01% +4K +89.3% $117.98 +16.6%
953 GFS GLOBALFOUNDRIES INC Technology 13,233.0 $1.1M 0.01% +578.0 +4.6% $82.41 -45.7%
954 RGLD ROYAL GOLD INC Basic Materials 5,443.0 $1.1M 0.01% +845.0 +18.4% $199.62 +31.7%
955 FNF FIDELITY NATL FINL INC Financial Services 23,035.0 $1.1M 0.01% +8K +51.5% $47.16 +0.8%
956 USMV ISHARES TR 11,203.0 $1.1M 0.01% -6K -34.4% $96.46 +5.5%
957 PML PIMCO MUN INCOME FD II Financial Services 141,436.0 $1.1M 0.01% -3K -2.3% $7.61 -3.7%
958 ASH ASHLAND INC Basic Materials 16,319.0 $1.1M 0.01% -13K -44.5% $65.89 +12.9%
959 AVEM AMERICAN CENTY ETF TR 11,140.0 $1.1M 0.01% +896.0 +8.8% $96.49 -1.8%
960 SMURFIT WESTROCK PLC 23,228.0 $1.1M 0.01% +3K +16.9% $46.26
Page 48 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%