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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 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STM STMICROELECTRONICS N V Technology 9,653.0 $333K 0.01% NEW $34.54 +77.3%
102 COKE COCA COLA CONS INC Consumer Defensive 1,725.0 $331K 0.01% NEW $191.74 -8.0%
103 BLSH BULLISH Technology 9,147.0 $327K 0.01% NEW $35.73 +0.6%
104 IMTM ISHARES TR 6,805.0 $327K 0.01% NEW $48.02 +9.9%
105 SNX TD SYNNEX CORPORATION Technology 1,923.0 $324K 0.01% NEW $168.71 +36.7%
106 IBDT ISHARES TR 12,800.0 $324K 0.01% NEW $25.33 -0.4%
107 DXC DXC TECHNOLOGY CO Technology 25,406.0 $319K 0.01% NEW $12.57 -26.6%
108 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,004.0 $317K 0.01% NEW $52.76 +14.2%
109 SE SEA LTD Consumer Cyclical 3,769.0 $312K 0.00% NEW $82.81 +5.4%
110 IBDR ISHARES TR 12,800.0 $310K 0.00% NEW $24.24 -0.1%
111 IBDS ISHARES TR 12,800.0 $310K 0.00% NEW $24.24 -0.1%
112 ICSH ISHARES TR 6,000.0 $304K 0.00% NEW $50.62 -0.1%
113 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 26,548.0 $299K 0.00% NEW $11.27 +17.5%
114 ISHARES TR 12,800.0 $298K 0.00% NEW $23.26
115 VOD VODAFONE GROUP PLC Communication Services 19,601.0 $294K 0.00% NEW $15.02 +1.5%
116 YOU CLEAR SECURE INC Technology 6,034.0 $292K 0.00% NEW $48.41 +28.1%
117 ASCENDIS PHARMA A/S 1,240.0 $284K 0.00% NEW $228.73
118 GRAB GRAB HOLDINGS LIMITED Technology 76,890.0 $281K 0.00% NEW $3.66 -2.7%
119 DDS DILLARDS INC Consumer Cyclical 476.0 $272K 0.00% NEW $572.11 -3.5%
120 SSRM SSR MINING IN Basic Materials 9,255.0 $272K 0.00% NEW $29.40 +4.6%
Page 6 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%