Summit Trail Advisors, LLC Q1 2024 Filing

Filed April 23, 2024

Portfolio Value

$3.8B

Holdings

613

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (613 positions)

#StockSharesValue% PortfolioType
201
PCARPACCAR INC
9,080$1.1T29902.36%
202
EMREMERSON ELEC CO
9,876$1.1T29774.35%
203
YEXTYEXT INC
185,561$1.1T29742.45%
204
PEGPUBLIC SVC ENTERPRISE GRP IN
16,650$1.1T29555.72%
205
REGNREGENERON PHARMACEUTICALS
1,149$1.1T29396.05%
206
VHTVANGUARD WORLD FD
4,079$1.1T29330.92%
207
SBACSBA COMMUNICATIONS CORP NEW
5,019$1.1T28910.06%
208
VGLTVANGUARD SCOTTSDALE FDS
18,351$1.1T28896.64%
209
TXNTEXAS INSTRS INC
6,152$1.1T28487.66%
210
GXCSPDR INDEX SHS FDS
16,085$1.1T28124.67%
211
PHPARKER-HANNIFIN CORP
1,887$1.0T27880.50%
212
VRTXVERTEX PHARMACEUTICALS INC
2,509$1.0T27877.89%
213
NKENIKE INC
11,105$1.0T27845.60%
214
MDYSPDR S&P MIDCAP 400 ETF TR
1,864$1.0T27622.05%
215
SCHBSCHWAB STRATEGIC TR
16,632$1.0T26989.85%
216
CARRCARRIER GLOBAL CORPORATION
17,290$1.0T26715.96%
217
APHAMPHENOL CORP NEW
8,695$1.0T26711.25%
218
HCAHCA HEALTHCARE INC
2,943$981.5B26088.43%
219
SYYSYSCO CORP
11,996$973.9B25886.09%
220
SPGIS&P GLOBAL INC
2,275$967.9B25727.51%
221
ZTSZOETIS INC
5,714$966.8B25698.30%
222
AMTAMERICAN TOWER CORP NEW
4,876$963.4B25608.24%
223
XHSSPDR SER TR
10,079$955.8B25405.99%
224
CITCINTAS CORP
1,385$951.8B25300.06%
225
UPSUNITED PARCEL SERVICE INC
6,387$949.3B25232.52%
226
LRCXEURLAM RESEARCH CORP
971$945.1B25121.52%
227
VOEVANGUARD INDEX FDS
5,966$930.2B24724.47%
228
MRSHMARSH & MCLENNAN COS INC
4,474$921.6B24496.06%
229
SHWSHERWIN WILLIAMS CO
2,632$914.0B24295.32%
230
GILDGILEAD SCIENCES INC
12,422$909.9B24186.21%
231
CMGCHIPOTLE MEXICAN GRILL INC
313$909.8B24183.97%
232
DOWDOW INC
15,566$901.8B23969.89%
233
ORLYOREILLY AUTOMOTIVE INC
793$895.2B23795.44%
234
BMYBRISTOL-MYERS SQUIBB CO
16,343$886.3B23558.07%
235
MLMMARTIN MARIETTA MATLS INC
1,426$875.5B23272.69%
236
IHIISHARES TR
14,866$871.0B23152.10%
237
ADIANALOG DEVICES INC
4,374$865.1B22994.63%
238
VRNSVARONIS SYS INC
18,298$863.1B22942.58%
239
CVSCVS HEALTH CORP
10,718$854.9B22724.03%
240
BWFGBANKWELL FINL GROUP INC
32,866$852.5B22661.54%
241
OTISOTIS WORLDWIDE CORP
8,568$850.6B22608.75%
242
STZCONSTELLATION BRANDS INC
3,125$849.3B22574.22%
243
LHXL3HARRIS TECHNOLOGIES INC
3,976$847.3B22522.63%
244
AIGAMERICAN INTL GROUP INC
10,838$847.2B22520.05%
245
TMUST-MOBILE US INC
5,177$845.0B22461.15%
246
FERGFERGUSON PLC NEW
3,809$834.5B22181.70%
247
ALSNALLISON TRANSMISSION HLDGS I
10,191$827.1B21985.27%
248
COPCONOCOPHILLIPS
6,473$823.9B21900.10%
249
KHCKRAFT HEINZ CO
22,294$822.7B21867.30%
250
ACGLARCH CAP GROUP LTD
8,808$814.2B21642.64%
251
HQIHIREQUEST INC
62,625$811.0B21557.23%
252
ICEINTERCONTINENTAL EXCHANGE IN
5,901$811.0B21556.89%
253
SPYVSPDR SER TR
16,181$810.7B21548.43%
254
SPLVINVESCO EXCH TRADED FD TR II
12,102$797.2B21189.35%
255
SPYGSPDR SER TR
10,749$786.3B20900.41%
256
USBUS BANCORP DEL
17,231$778.6B20697.23%
257
OPLNOPENLANE INC
45,000$778.5B20693.37%
258
CSLCARLISLE COS INC
1,974$773.5B20560.79%
259
FXIISHARES TR
31,768$764.7B20325.38%
260
MSIMOTOROLA SOLUTIONS INC
2,106$749.6B19924.14%
261
LYFTLYFT INC
38,727$749.4B19918.99%
262
FTVFORTIVE CORP
8,677$746.4B19838.87%
263
ITWILLINOIS TOOL WKS INC
2,742$739.6B19659.42%
264
BABOEING CO
3,828$738.8B19637.20%
265
DOCUDOCUSIGN INC
12,291$731.9B19455.47%
266
CMECME GROUP INC
3,376$726.7B19317.56%
267
AONAON PLC
2,166$722.9B19214.75%
268
ADSKAUTODESK INC
2,760$718.8B19105.39%
269
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
9,730$713.1B18955.21%
270
CDWCDW CORP
2,782$711.7B18917.38%
271
CEGCONSTELLATION ENERGY CORP
3,815$705.1B18743.30%
272
SMHVANECK ETF TRUST
3,107$699.0B18581.00%
273
EQIXEQUINIX INC
843$695.6B18491.02%
274
PSXPHILLIPS 66
4,254$694.9B18471.35%
275
PYPLPAYPAL HLDGS INC
10,307$690.5B18353.33%
276
KMBKIMBERLY-CLARK CORP
5,256$686.2B18239.83%
277
KMXCARMAX INC
7,837$682.7B18146.40%
278
FDXFEDEX CORP
2,302$669.7B17802.52%
279
PANWPALO ALTO NETWORKS INC
2,357$669.7B17801.19%
280
MCKMCKESSON CORP
1,242$667.3B17737.18%
281
BJBJS WHSL CLUB HLDGS INC
8,804$666.0B17703.61%
282
AFLAFLAC INC
7,742$664.7B17668.10%
283
SSDSIMPSON MFG INC
3,205$657.6B17479.77%
284
ATNIATN INTL INC
20,689$656.8B17457.76%
285
PAYXPAYCHEX INC
5,322$653.5B17370.71%
286
IPGINTERPUBLIC GROUP COS INC
19,843$647.5B17210.24%
287
HSICHENRY SCHEIN INC
8,562$646.6B17188.39%
288
MRO*MARATHON OIL CORP
22,648$641.9B17061.25%
289
COFCAPITAL ONE FINL CORP
4,309$641.6B17054.18%
290
BSXBOSTON SCIENTIFIC CORP
9,364$641.3B17047.51%
291
VYMVANGUARD WHITEHALL FDS
5,294$640.5B17025.74%
292
DDDUPONT DE NEMOURS INC
8,303$636.6B16920.93%
293
DGDOLLAR GEN CORP NEW
4,056$632.9B16824.07%
294
SLBSCHLUMBERGER LTD
11,483$632.2B16803.82%
295
BECNUSDBEACON ROOFING SUPPLY INC
6,445$631.7B16792.31%
296
IVOLKRANESHARES TRUST
32,448$614.3B16327.80%
297
SOSOUTHERN CO
8,435$605.1B16084.64%
298
CTVACORTEVA INC
10,484$604.6B16071.72%
299
FBINFORTUNE BRANDS INNOVATIONS I
7,128$603.5B16042.43%
300
SPOTSPOTIFY TECHNOLOGY S A
2,262$596.9B15867.36%
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