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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 64 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 HLNE HAMILTON LANE INC Financial Services 3,637.0 $362K 0.01% +206.0 +6.0% $99.40 -10.9%
1262 PUK PRUDENTIAL PLC Financial Services 12,714.0 $361K 0.01% NEW $28.43 +9.9%
1263 FXI ISHARES TR 10,015.0 $360K 0.01% $35.90 -0.1%
1264 RALLIANT CORP 8,633.0 $359K 0.01% NEW $41.59
1265 PLTK PLAYTIKA HLDG CORP Technology 129,128.0 $359K 0.01% +5K +4.4% $2.78 +25.5%
1266 RRC RANGE RES CORP Energy 7,926.0 $358K 0.01% NEW $45.18 -6.9%
1267 HMC HONDA MOTOR CO LTD Consumer Cyclical 14,581.0 $354K 0.01% +7K +95.3% $24.31 +8.0%
1268 ANNALY CAPITAL MANAGEMENT IN 16,752.0 $354K 0.01% +119.0 +0.7% $21.15
1269 CRS CARPENTER TECHNOLOGY CORP Industrials 890.0 $351K 0.01% +230.0 +34.9% $394.15 +11.2%
1270 KAT ADVISORS SER TR 6,545.0 $351K 0.01% NEW $53.59 +2.9%
1271 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 16,640.0 $349K 0.01% +2K +16.1% $20.95 +11.6%
1272 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,802.0 $345K 0.01% NEW $90.66 +3.8%
1273 FNDE SCHWAB STRATEGIC TR 8,850.0 $339K 0.01% NEW $38.26 +5.6%
1274 GCI LIBERTY INC 9,144.0 $337K 0.01% -2K -18.2% $36.85
1275 R RYDER SYS INC Industrials 1,633.0 $334K 0.01% +452.0 +38.3% $204.73 +14.7%
1276 ECG EVERUS CONSTR GROUP Industrials 2,828.0 $334K 0.01% -487.0 -14.7% $118.06 +27.7%
1277 STM STMICROELECTRONICS N V Technology 9,653.0 $333K 0.01% NEW $34.54 +77.3%
1278 COKE COCA COLA CONS INC Consumer Defensive 1,725.0 $331K 0.01% NEW $191.74 -8.0%
1279 SRPT SAREPTA THERAPEUTICS INC Healthcare 15,170.0 $330K 0.01% -3K -17.5% $21.76 -21.3%
1280 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 8,755.0 $328K 0.01% $37.44 +2.0%
Page 64 of 73  ·  1,441 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%