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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 72 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 REZOLVE AI PLC 33,853.0 $87K 0.00% $2.56
1422 ORC ORCHID IS CAP INC Real Estate 12,294.0 $86K 0.00% NEW $7.03 -2.8%
1423 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 12,376.0 $85K 0.00% NEW $6.83 +8.1%
1424 STLA STELLANTIS N.V Consumer Cyclical 11,480.0 $80K 0.00% NEW $6.99 +7.7%
1425 FRMI FERMI INC Utilities 12,406.0 $72K 0.00% NEW $5.84 +3.8%
1426 EPM EVOLUTION PETE CORP Energy 15,504.0 $71K 0.00% NEW $4.58 -0.4%
1427 SG SWEETGREEN INC Consumer Cyclical 13,392.0 $70K 0.00% +949.0 +7.6% $5.19 +73.6%
1428 TACT TRANSACT TECHNOLOGIES INC Technology 18,983.0 $62K 0.00% $3.29 +9.4%
1429 GALT GALECTIN THERAPEUTICS INC Healthcare 20,000.0 $56K 0.00% $2.79 -9.7%
1430 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 14,032.0 $54K 0.00% $3.88 -36.3%
1431 COTY COTY INC Consumer Defensive 22,144.0 $45K 0.00% NEW $2.01 -1.5%
1432 ACVA ACV AUCTIONS INC Consumer Cyclical 10,073.0 $43K 0.00% NEW $4.24 +39.1%
1433 DNN DENISON MINES CORP Energy 11,395.0 $40K 0.00% NEW $3.53 -9.3%
1434 GGT GABELLI MULTIMEDIA TR INC Financial Services 10,000.0 $39K 0.00% $3.93 +8.7%
1435 BTBT BIT DIGITAL INC Financial Services 28,418.0 $37K 0.00% NEW $1.31 +48.1%
1436 SPLASH BEVERAGE GROUP INC 100,000.0 $36K 0.00% NEW $0.36
1437 BLZE BACKBLAZE INC Technology 10,000.0 $34K $3.45 +113.6%
1438 MAPS WM TECHNOLOGY INC Technology 25,000.0 $16K NEW $0.66 -43.8%
1439 WHEELS UP EXPERIENCE INC 10,228.0 $5K $0.52
1440 VEEA INC 25,000.0 $2K $0.06
Page 72 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%