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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 58 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PR PERMIAN RESOURCES CORP Energy 36,011.0 $663K 0.01% +2K +6.5% $18.41 +25.9%
1142 VKTX VIKING THERAPEUTICS INC Healthcare 16,955.0 $661K 0.01% -791.0 -4.5% $39.01 -13.2%
1143 BTT BLACKROCK MUN TARGET TERM TR Financial Services 29,067.0 $661K 0.01% +9K +46.9% $22.75 -0.7%
1144 SNY SANOFI SA Healthcare 15,375.0 $656K 0.01% -3K -14.9% $42.66 +5.1%
1145 DB DEUTSCHE BK AG Financial Services 19,270.0 $651K 0.01% +2K +9.3% $33.76 +18.7%
1146 PTON PELOTON INTERACTIVE INC Consumer Cyclical 109,669.0 $648K 0.01% $5.91 -10.3%
1147 ANGL VANECK ETF TRUST 22,150.0 $648K 0.01% NEW $29.24 -0.5%
1148 IWN ISHARES TR 2,891.0 $639K 0.01% +301.0 +11.6% $221.20 +1.6%
1149 ISHARES TR 12,870.0 $638K 0.01% $49.55
1150 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 67,338.0 $632K 0.01% -2K -2.7% $9.39 +26.0%
1151 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,743.0 $631K 0.01% -92.0 -2.4% $168.54 -7.5%
1152 SOLV SOLVENTUM CORP Healthcare 8,164.0 $630K 0.01% +2K +35.4% $77.15 +17.9%
1153 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,996.0 $626K 0.01% +6K +153.8% $62.63 +50.5%
1154 DV DOUBLEVERIFY HLDGS INC Technology 57,466.0 $623K 0.01% +2K +2.9% $10.84 +23.1%
1155 BROS DUTCH BROS INC Consumer Cyclical 8,667.0 $622K 0.01% +379.0 +4.6% $71.81 -29.4%
1156 SBR SABINE RTY TR Energy 8,500.0 $622K 0.01% $73.20 +1.0%
1157 SPTM SPDR SERIES TRUST 6,847.0 $622K 0.01% +4K +129.0% $90.79 +3.0%
1158 NVR NVR INC Consumer Cyclical 91.0 $620K 0.01% +22.0 +31.9% $6813.40 -6.6%
1159 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 18,286.0 $620K 0.01% +5K +35.1% $33.88 +11.0%
1160 STBA S & T BANCORP INC Financial Services 12,611.0 $619K 0.01% $49.08 +1.5%
Page 58 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%