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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 49 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SPYG SPDR SERIES TRUST 9,022.0 $1.1M 0.01% -500.0 -5.2% $118.99 +1.9%
962 WSFS WSFS FINL CORP Financial Services 13,969.0 $1.1M 0.01% -148.0 -1.1% $76.73 +2.0%
963 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 21,356.0 $1.1M 0.01% +3K +17.5% $49.98 +6.2%
964 BCS BARCLAYS PLC Financial Services 39,686.0 $1.1M 0.01% +2K +4.5% $26.86 +0.0%
965 ATNI ATN INTL INC Communication Services 40,219.0 $1.1M 0.01% +5K +14.2% $26.49 +13.5%
966 FTV FORTIVE CORP Technology 17,427.0 $1.1M 0.01% +6K +46.9% $61.09 -2.3%
967 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3,526.0 $1.1M 0.01% -72.0 -2.0% $301.03 -21.2%
968 APTIV PLC 17,290.0 $1.1M 0.01% +964.0 +5.9% $61.38
969 TTD THE TRADE DESK INC Technology 58,666.0 $1.1M 0.01% $18.08 -24.9%
970 TLN TALEN ENERGY CORP Utilities 2,759.0 $1.1M 0.01% -858.0 -23.7% $384.26 -22.9%
971 S SENTINELONE INC Technology 62,456.0 $1.1M 0.01% +13K +25.2% $16.97 +26.9%
972 UAA UNDER ARMOUR INC Consumer Cyclical 165,668.0 $1.1M 0.01% +12K +7.8% $6.39 -20.5%
973 TECHNIPFMC PLC 15,948.0 $1.1M 0.01% +6K +63.2% $66.30
974 FEDEX FGHT HLDG CO INC 6,959.0 $1.1M 0.01% NEW $151.00
975 IVE ISHARES TR 4,610.0 $1.0M 0.01% -866.0 -15.8% $227.08 +4.5%
976 EVEREST GROUP LTD 2,920.0 $1.0M 0.01% +202.0 +7.4% $357.29
977 GLRE GREENLIGHT CAP RE LTD Financial Services 64,194.0 $1.0M 0.01% -1K -1.6% $16.18 -5.0%
978 CNH INDL N V 92,452.0 $1.0M 0.01% +41K +81.3% $11.23
979 NEBIUS GROUP N.V. 3,755.0 $1.0M 0.01% -355.0 -8.6% $276.17
980 XRAY DENTSPLY SIRONA INC Healthcare 97,498.0 $1.0M 0.01% +33K +51.7% $10.61 +4.8%
Page 49 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%