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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 73 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 AVPT AVEPOINT INC Technology 10,772.0 $121K 0.00% -4K -28.5% $11.21 +16.6%
1442 SEV APTERA MOTORS CORP Consumer Cyclical 49,029.0 $120K 0.00% $2.45 -2.7%
1443 TACT TRANSACT TECHNOLOGIES INC Technology 18,983.0 $111K 0.00% $5.84 -13.4%
1444 CLVT CLARIVATE PLC Technology 51,207.0 $111K 0.00% -6K -11.0% $2.16 +0.0%
1445 PSKY PARAMOUNT SKYDANCE CORP Communication Services 10,975.0 $108K 0.00% NEW $9.86 +8.2%
1446 REZOLVE AI PLC 33,853.0 $107K 0.00% $3.15
1447 FSP FRANKLIN STR PPTYS CORP Real Estate 201,311.0 $104K 0.00% $0.52 -15.1%
1448 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 13,549.0 $103K 0.00% +1K +9.5% $7.63 -15.1%
1449 AMPL AMPLITUDE INC Technology 13,489.0 $103K 0.00% -6K -32.3% $7.65 +71.4%
1450 SOUN SOUNDHOUND AI INC Technology 15,281.0 $99K 0.00% $6.47 +9.0%
1451 SKYH SKY HARBOUR GROUP CORPORATIO Industrials 10,000.0 $98K 0.00% NEW $9.84 +8.3%
1452 NAT NORDIC AMERICAN TANKERS LIMI Industrials 17,638.0 $98K 0.00% +2K +14.5% $5.54 +24.5%
1453 ORC ORCHID IS CAP INC Real Estate 13,885.0 $97K 0.00% +2K +12.9% $6.97 -3.6%
1454 WEAV WEAVE COMMUNICATIONS INC Technology 16,002.0 $96K 0.00% NEW $5.99 +21.7%
1455 CBUS CIBUS INC Healthcare 69,114.0 $95K 0.00% $1.37 +22.6%
1456 IMMR IMMERSION CORP Technology 13,893.0 $94K 0.00% NEW $6.77 +13.1%
1457 GALT GALECTIN THERAPEUTICS INC Healthcare 20,000.0 $93K 0.00% $4.64 -14.0%
1458 UWMC UWM HOLDINGS CORPORATION Financial Services 39,904.0 $91K 0.00% -18K -31.2% $2.29 -34.1%
1459 YEXT YEXT INC Technology 19,149.0 $89K 0.00% -13K -40.8% $4.67 +40.9%
1460 GDYN GRID DYNAMICS HLDGS INC Technology 15,102.0 $86K 0.00% -9K -37.2% $5.68 +38.6%
Page 73 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%