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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 65 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 FIVN FIVE9 INC Technology 21,545.0 $327K 0.01% +10K +90.6% $15.17 +44.0%
1282 BLSH BULLISH Technology 9,147.0 $327K 0.01% NEW $35.73 +0.6%
1283 IMTM ISHARES TR 6,805.0 $327K 0.01% NEW $48.02 +9.9%
1284 AOA ISHARES TR 3,674.0 $325K 0.01% $88.49 +9.2%
1285 SNX TD SYNNEX CORPORATION Technology 1,923.0 $324K 0.01% NEW $168.71 +36.7%
1286 IBDT ISHARES TR 12,800.0 $324K 0.01% NEW $25.33 -0.4%
1287 IWO ISHARES TR 1,032.0 $324K 0.01% $313.81 +17.3%
1288 JMTG J P MORGAN EXCHANGE TRADED F 6,288.0 $321K 0.01% -2K -24.4% $51.00 -1.3%
1289 SPHQ INVESCO EXCHANGE TRADED FD T 4,250.0 $320K 0.01% $75.19 +11.3%
1290 DXC DXC TECHNOLOGY CO Technology 25,406.0 $319K 0.01% NEW $12.57 -26.6%
1291 IRIDIUM COMMUNICATIONS INC 11,452.0 $318K 0.01% -1K -10.8% $27.74
1292 ARCC ARES CAPITAL CORP Financial Services 17,605.0 $317K 0.01% -17K -48.5% $18.02 +4.0%
1293 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,004.0 $317K 0.01% NEW $52.76 +14.2%
1294 JEPQ J P MORGAN EXCHANGE TRADED F 5,689.0 $316K 0.01% -473.0 -7.7% $55.52 +8.3%
1295 AGNC AGNC INVT CORP Real Estate 31,457.0 $316K 0.01% +5K +19.9% $10.03 +2.3%
1296 BNDX VANGUARD CHARLOTTE FDS 6,537.0 $314K 0.00% -41.0 -0.6% $48.05 -0.1%
1297 RYANAIR HOLDINGS PLC 5,422.0 $313K 0.00% +2K +78.4% $57.80
1298 SE SEA LTD Consumer Cyclical 3,769.0 $312K 0.00% NEW $82.81 +5.4%
1299 IBDR ISHARES TR 12,800.0 $310K 0.00% NEW $24.24 -0.1%
1300 IBDS ISHARES TR 12,800.0 $310K 0.00% NEW $24.24 -0.1%
Page 65 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%