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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 69 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 JMOM J P MORGAN EXCHANGE TRADED F 3,068.0 $262K 0.00% NEW $85.46 -2.8%
1362 VOD VODAFONE GROUP PLC Communication Services 19,742.0 $261K 0.00% +141.0 +0.7% $13.23 +20.5%
1363 PAA PLAINS ALL AMERN PIPELINE L Energy 11,719.0 $261K 0.00% +68.0 +0.6% $22.26 +15.1%
1364 LCID LUCID GROUP INC Consumer Cyclical 38,986.0 $261K 0.00% +27K +217.4% $6.69 -26.0%
1365 KRBN KRANESHARES TRUST 7,777.0 $258K 0.00% $33.16 +4.1%
1366 AEM AGNICO EAGLE MINES LTD Basic Materials 1,658.0 $257K 0.00% -151.0 -8.3% $155.13 +38.0%
1367 CGGO CAPITAL GROUP GBL GROWTH EQT 6,075.0 $257K 0.00% $42.33 -4.1%
1368 IGF ISHARES TR 3,851.0 $256K 0.00% NEW $66.60 -0.6%
1369 VERSIGENT PLC 6,064.0 $255K 0.00% NEW $42.01
1370 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,965.0 $253K 0.00% -2K -25.2% $51.05 +33.8%
1371 SPT SPROUT SOCIAL INC Technology 33,475.0 $253K 0.00% NEW $7.55 +40.9%
1372 CROX CROCS INC Consumer Cyclical 2,094.0 $253K 0.00% -3K -55.0% $120.64 +2.5%
1373 ENB ENBRIDGE INC Energy 4,655.0 $252K 0.00% +200.0 +4.5% $54.21 -7.1%
1374 SSRM SSR MINING IN Basic Materials 8,831.0 $250K 0.00% -424.0 -4.6% $28.28 +34.7%
1375 FRSH FRESHWORKS INC Technology 24,658.0 $250K 0.00% -784.0 -3.1% $10.12 +27.6%
1376 SRPT SAREPTA THERAPEUTICS INC Healthcare 13,858.0 $249K 0.00% -1K -8.7% $17.97 +8.3%
1377 FN FABRINET Technology 443.0 $249K 0.00% +34.0 +8.3% $562.08 -22.1%
1378 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 9,356.0 $248K 0.00% NEW $26.52 -9.7%
1379 ACI ALBERTSONS COMPANIES INC Consumer Defensive 18,309.0 $248K 0.00% +8K +75.8% $13.53 -8.4%
1380 MOOG INC 583.0 $247K 0.00% -130.0 -18.2% $423.51
Page 69 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%