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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 54 of 66  ·  1,303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SSD SIMPSON MFG INC Industrials 3,238.0 $523K 0.01% NEW $161.47 +14.6%
1062 VO VANGUARD INDEX FDS 1,800.0 $523K 0.01% NEW $290.28 -73.3%
1063 CLEARWAY ENERGY INC 16,604.0 $522K 0.01% NEW $31.42
1064 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 12,686.0 $518K 0.01% NEW $40.84 -15.8%
1065 WBS WEBSTER FINL CORP Financial Services 8,186.0 $515K 0.01% NEW $62.94 +16.1%
1066 BBWI BATH & BODY WORKS INC Consumer Cyclical 25,536.0 $513K 0.01% NEW $20.08 -13.7%
1067 MTDR MATADOR RES CO Energy 12,077.0 $513K 0.01% NEW $42.44 +32.2%
1068 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,714.0 $512K 0.01% NEW $76.23 -11.4%
1069 UWMC UWM HOLDINGS CORPORATION Financial Services 114,457.0 $511K 0.01% NEW $4.46 -32.6%
1070 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,409.0 $511K 0.01% NEW $79.67 +11.0%
1071 STANDARDAERO INC 17,659.0 $506K 0.01% NEW $28.68
1072 ARES ARES MANAGEMENT CORPORATION Financial Services 3,102.0 $501K 0.01% NEW $161.64 -23.3%
1073 TKO TKO GROUP HOLDINGS INC Communication Services 2,397.0 $501K 0.01% NEW $209.00 -7.0%
1074 CONFLUENT INC 16,425.0 $497K 0.01% NEW $30.24
1075 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,016.0 $495K 0.01% NEW $487.25 +15.7%
1076 SPEM SPDR INDEX SHS FDS 10,566.0 $495K 0.01% NEW $46.81 +9.1%
1077 PLTK PLAYTIKA HLDG CORP Technology 123,633.0 $494K 0.01% NEW $3.99 -12.6%
1078 EQNR EQUINOR ASA Energy 20,881.0 $493K 0.01% NEW $23.63 +63.6%
1079 BSSX INVESCO EXCH TRD SLF IDX FD 18,934.0 $490K 0.01% NEW $25.86 -1.8%
1080 BSMV INVESCO EXCH TRD SLF IDX FD 23,141.0 $489K 0.01% NEW $21.13 -1.6%
Page 54 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%