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Portfolio (Quarterly) Guide ↗

Summit Trail Advisors, LLC

· CIK 0001698478
13F Portfolio $7.0B AUM 1,441 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 199 New 939 Added 237 Reduced 61 Exited
Page 63 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,640.0 $392K 0.01% -74.0 -1.1% $59.03 +14.5%
1242 HURN HURON CONSULTING GROUP INC Industrials 3,065.0 $391K 0.01% +1K +69.9% $127.49 -17.4%
1243 CORT CORCEPT THERAPEUTICS INC Healthcare 9,660.0 $389K 0.01% NEW $40.31 +48.1%
1244 CROX CROCS INC Consumer Cyclical 4,649.0 $386K 0.01% NEW $83.02 +31.2%
1245 SAIA SAIA INC Industrials 1,095.0 $385K 0.01% +12.0 +1.1% $351.28 +32.8%
1246 SOUTHSTATE BK CORP 4,146.0 $384K 0.01% +1K +51.7% $92.52
1247 EVN EATON VANCE MUN INCOME TR Financial Services 36,767.0 $383K 0.01% NEW $10.41 +1.3%
1248 ESAB ESAB CORPORATION Industrials 3,949.0 $382K 0.01% -751.0 -16.0% $96.66 -5.7%
1249 JAMES HARDIE INDS PLC 20,142.0 $381K 0.01% -2K -9.7% $18.94
1250 EDAP EDAP TMS S A Healthcare 102,339.0 $381K 0.01% $3.72 +16.4%
1251 EXP EAGLE MATLS INC Basic Materials 2,007.0 $380K 0.01% +586.0 +41.2% $189.45 +5.1%
1252 VCR VANGUARD WORLD FD 1,058.0 $380K 0.01% NEW $359.03 +9.4%
1253 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,938.0 $376K 0.01% -706.0 -15.2% $95.41 +20.4%
1254 IYF ISHARES TR 3,134.0 $369K 0.01% $117.66 +4.9%
1255 NMR NOMURA HLDGS INC Financial Services 46,675.0 $368K 0.01% NEW $7.89 +4.2%
1256 AEM AGNICO EAGLE MINES LTD Basic Materials 1,809.0 $367K 0.01% NEW $202.98 -12.4%
1257 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,750.0 $367K 0.01% NEW $133.46 +15.5%
1258 ONON ON HLDG AG Consumer Cyclical 10,765.0 $366K 0.01% +2K +17.9% $34.02 +15.2%
1259 ALTI ALTI GLOBAL INC Financial Services 101,039.0 $366K 0.01% $3.62 -4.4%
1260 AMTM AMENTUM HOLDINGS INC Industrials 13,962.0 $364K 0.01% +7K +87.6% $26.08 -11.2%
Page 63 of 73  ·  1,441 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 32.0%
Financial Services 14.4%
Industrials 11.3%
Communication Services 9.4%
Consumer Cyclical 8.6%
Consumer Defensive 7.4%
Healthcare 7.0%
Energy 3.5%
Real Estate 2.4%
Utilities 2.1%