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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 74 of 74  ·  1,474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 EVTL VERTICAL AEROSPACE LTD Industrials 46,318.0 $81K 0.00% $1.74 -55.6%
1462 BBAI BIGBEAR AI HLDGS INC Technology 20,482.0 $75K 0.00% -7K -24.1% $3.67 -15.8%
1463 RIG TRANSOCEAN LTD Energy 14,354.0 $70K 0.00% $4.89 +17.6%
1464 ANGI ANGI INC Communication Services 11,624.0 $69K 0.00% NEW $5.95 -17.1%
1465 CRCT CRICUT INC Technology 14,444.0 $63K 0.00% NEW $4.39 +33.7%
1466 STLA STELLANTIS N.V Consumer Cyclical 10,863.0 $62K 0.00% -617.0 -5.4% $5.70 -7.7%
1467 EPM EVOLUTION PETE CORP Energy 15,971.0 $59K 0.00% +467.0 +3.0% $3.68 -5.4%
1468 BLND BLEND LABS INC Technology 32,231.0 $55K 0.00% -43K -57.2% $1.71 -13.5%
1469 BTBT BIT DIGITAL INC Financial Services 27,484.0 $49K 0.00% -934.0 -3.3% $1.80 -12.2%
1470 GGT GABELLI MULTIMEDIA TR INC Financial Services 10,000.0 $42K 0.00% $4.21 -2.9%
1471 DNN DENISON MINES CORP Energy 11,395.0 $35K $3.06 +21.6%
1472 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 16,193.0 $31K +2K +15.4% $1.90 +4.7%
1473 SPLASH BEVERAGE GROUP INC 100,000.0 $16K $0.15
1474 VEEA INC 25,000.0 $1K $0.04
Page 74 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%