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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 63 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 7,521.0 $453K 0.01% -118.0 -1.5% $60.23 +23.7%
1242 TENB TENABLE HLDGS INC Technology 12,190.0 $450K 0.01% -742.0 -5.7% $36.88 -8.7%
1243 BIRKENSTOCK HOLDING PLC 10,425.0 $449K 0.01% -3K -22.4% $43.03
1244 FDUS FIDUS INVT CORP Financial Services 23,377.0 $446K 0.01% +761.0 +3.4% $19.07 +3.3%
1245 IEV ISHARES TR 6,092.0 $444K 0.01% NEW $72.85 +4.1%
1246 LBRDA LIBERTY BROADBAND CORP 13,332.0 $444K 0.01% +2K +17.4% $33.28
1247 KNSL KINSALE CAP GROUP INC Financial Services 1,331.0 $439K 0.01% +83.0 +6.7% $329.81 +17.4%
1248 NMR NOMURA HLDGS INC Financial Services 49,825.0 $437K 0.01% +3K +6.8% $8.78 +14.5%
1249 EWZ ISHARES INC 12,588.0 $434K 0.01% $34.50 +3.5%
1250 HLN HALEON PLC Healthcare 46,539.0 $434K 0.01% +1K +3.3% $9.33 +9.0%
1251 DMB BNY MELLON MUN BD INFRASTRUC Financial Services 39,306.0 $434K 0.01% +18K +85.7% $11.04 -4.3%
1252 IYF ISHARES TR 3,381.0 $431K 0.01% +247.0 +7.9% $127.51 +7.9%
1253 HURN HURON CONSULTING GROUP INC Industrials 4,763.0 $429K 0.01% +2K +55.4% $90.16 +73.7%
1254 LINE LINEAGE INC Real Estate 9,901.0 $428K 0.01% -4K -30.7% $43.25 -6.2%
1255 MHF WESTERN ASSET MUN HIGH INCOM Financial Services 61,146.0 $428K 0.01% +27K +81.5% $7.00 -1.8%
1256 EOT EATON VANCE NATL MUN OPPORT Financial Services 24,260.0 $427K 0.01% -1K -5.2% $17.62 -2.0%
1257 EDAP EDAP TMS S A Healthcare 82,339.0 $427K 0.01% -20K -19.5% $5.18 -8.2%
1258 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 40,461.0 $426K 0.01% -2K -5.7% $10.54 -2.4%
1259 MNDY MONDAY COM LTD Technology 5,877.0 $425K 0.01% +62.0 +1.1% $72.39 +27.8%
1260 ICSH ISHARES TR 8,400.0 $425K 0.01% +2K +40.0% $50.58 -0.1%
Page 63 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%