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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 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MPA BLACKROCK MUNIYIELD PA QUALI Financial Services 39,193.0 $432K 0.01% NEW $11.03 +0.8%
82 KTF DWS MUN INCOME TR Financial Services 47,273.0 $430K 0.01% NEW $9.10 -2.1%
83 NNY NUVEEN N Y MUN VALUE FD Financial Services 50,189.0 $419K 0.01% NEW $8.35 +0.4%
84 NOK NOKIA CORP Technology 51,567.0 $415K 0.01% NEW $8.04 +76.4%
85 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 13,530.0 $408K 0.01% NEW $30.12 +13.9%
86 VGM INVESCO TR INVT GRADE MUNS Financial Services 41,046.0 $405K 0.01% NEW $9.87 +1.1%
87 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 7,639.0 $397K 0.01% NEW $51.97 +23.4%
88 CORT CORCEPT THERAPEUTICS INC Healthcare 9,660.0 $389K 0.01% NEW $40.31 +48.1%
89 CROX CROCS INC Consumer Cyclical 4,649.0 $386K 0.01% NEW $83.02 +31.2%
90 EVN EATON VANCE MUN INCOME TR Financial Services 36,767.0 $383K 0.01% NEW $10.41 +1.3%
91 VCR VANGUARD WORLD FD 1,058.0 $380K 0.01% NEW $359.03 +9.4%
92 NMR NOMURA HLDGS INC Financial Services 46,675.0 $368K 0.01% NEW $7.89 +4.2%
93 AEM AGNICO EAGLE MINES LTD Basic Materials 1,809.0 $367K 0.01% NEW $202.98 -12.4%
94 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,750.0 $367K 0.01% NEW $133.46 +15.5%
95 PUK PRUDENTIAL PLC Financial Services 12,714.0 $361K 0.01% NEW $28.43 +9.9%
96 RALLIANT CORP 8,633.0 $359K 0.01% NEW $41.59
97 RRC RANGE RES CORP Energy 7,926.0 $358K 0.01% NEW $45.18 -6.9%
98 KAT ADVISORS SER TR 6,545.0 $351K 0.01% NEW $53.59 +2.9%
99 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,802.0 $345K 0.01% NEW $90.66 +3.8%
100 FNDE SCHWAB STRATEGIC TR 8,850.0 $339K 0.01% NEW $38.26 +5.6%
Page 5 of 10  ·  199 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%