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Portfolio (Quarterly) Guide ↗

Summit Trail Advisors, LLC

· CIK 0001698478
13F Portfolio $5.8B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1303 New
Page 40 of 66  ·  1,303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 HSIC HENRY SCHEIN INC Healthcare 14,183.0 $1.1M 0.02% NEW $75.58 -2.8%
782 VFC V F CORP Consumer Cyclical 58,985.0 $1.1M 0.02% NEW $18.08 -10.3%
783 SYNOVUS FINL CORP 21,301.0 $1.1M 0.02% NEW $50.05
784 ROL ROLLINS INC Consumer Cyclical 17,731.0 $1.1M 0.02% NEW $60.02 -11.2%
785 PK PARK HOTELS & RESORTS INC Real Estate 99,364.0 $1.1M 0.02% NEW $10.71 +6.3%
786 PNW PINNACLE WEST CAP CORP Utilities 11,974.0 $1.1M 0.02% NEW $88.70 +14.9%
787 AFG AMERICAN FINL GROUP INC OHIO Financial Services 7,761.0 $1.1M 0.02% NEW $136.68 +0.4%
788 MKTX MARKETAXESS HLDGS INC Financial Services 5,834.0 $1.1M 0.02% NEW $181.25 -24.8%
789 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,075.0 $1.1M 0.02% NEW $258.65 +36.2%
790 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 71,030.0 $1.1M 0.02% NEW $14.82 -9.0%
791 OGE OGE ENERGY CORP Utilities 24,626.0 $1.1M 0.02% NEW $42.70 +12.6%
792 WMS ADVANCED DRAIN SYS INC DEL Industrials 7,251.0 $1.1M 0.02% NEW $144.83 -5.5%
793 MIDD MIDDLEBY CORP Industrials 7,047.0 $1.0M 0.02% NEW $148.67 -2.3%
794 PRGO PERRIGO CO PLC Healthcare 75,064.0 $1.0M 0.02% NEW $13.92 -19.8%
795 MQ MARQETA INC Technology 219,859.0 $1.0M 0.02% NEW $4.75 -16.8%
796 NOBL PROSHARES TR 9,958.0 $1.0M 0.02% NEW $104.07 +3.1%
797 DFAT DIMENSIONAL ETF TRUST 17,382.0 $1.0M 0.02% NEW $59.54 +11.7%
798 VEEV VEEVA SYS INC Healthcare 4,615.0 $1.0M 0.02% NEW $223.23 -26.1%
799 CNP CENTERPOINT ENERGY INC Utilities 26,741.0 $1.0M 0.02% NEW $38.34 +10.8%
800 MSCI MSCI INC Financial Services 1,785.0 $1.0M 0.02% NEW $573.76 +1.5%
Page 40 of 66  ·  1,303 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 35.4%
Financial Services 16.3%
Industrials 9.8%
Consumer Cyclical 9.3%
Communication Services 8.8%
Healthcare 7.8%
Consumer Defensive 4.3%
Real Estate 2.6%
Energy 2.2%
Utilities 1.9%