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
301
MASMASCO CORP
7,562$596.5B15856.41%
302
NVONOVO-NORDISK A S
4,606$595.7B15834.43%
303
KKRKKR & CO INC
5,881$591.5B15723.00%
304
NEMNEWMONT CORP
16,394$587.6B15618.06%
305
ANETEURARISTA NETWORKS INC
2,014$583.9B15520.03%
306
CHTRCHARTER COMMUNICATIONS INC N
1,999$581.0B15442.79%
307
DLTRDOLLAR TREE INC
4,352$579.5B15404.67%
308
CCOCLEAR CHANNEL OUTDOOR HLDGS
348,234$574.6B15273.12%
309
SPGSIMON PPTY GROUP INC NEW
3,664$573.3B15239.33%
310
FRGEFORGE GLOBAL HOLDINGS INC
295,667$570.6B15168.15%
311
CITHE CIGNA GROUP
1,567$569.1B15128.36%
312
BOXBOX INC
20,094$569.1B15126.28%
313
MNSTMONSTER BEVERAGE CORP NEW
9,590$568.5B15112.01%
314
SPMDSPDR SER TR
10,637$567.4B15081.52%
315
LYBLYONDELLBASELL INDUSTRIES N
5,443$556.8B14799.18%
316
CDNSCADENCE DESIGN SYSTEM INC
1,760$547.7B14558.38%
317
SGSWEETGREEN INC
21,569$544.8B14482.25%
318
VRSNVERISIGN INC
2,873$544.5B14472.39%
319
PXDEURPIONEER NAT RES CO
2,065$542.1B14408.59%
320
TELTE CONNECTIVITY LTD
3,726$541.1B14383.48%
321
SBRSABINE RTY TR
8,500$540.5B14367.47%
322
VLOVALERO ENERGY CORP
3,164$540.0B14354.66%
323
ROPROPER TECHNOLOGIES INC
959$537.6B14289.27%
324
NVTNVENT ELECTRIC PLC
7,112$536.2B14253.97%
325
HLTHILTON WORLDWIDE HLDGS INC
2,509$535.2B14226.06%
326
MCHPMICROCHIP TECHNOLOGY INC.
5,932$532.2B14146.29%
327
IEIINSIGHT ENTERPRISES INC
2,854$529.5B14073.99%
328
METMETLIFE INC
7,127$528.2B14040.26%
329
SIVRABRDN SILVER ETF TRUST
22,183$528.2B14039.52%
330
DUKDUKE ENERGY CORP NEW
5,450$527.1B14009.83%
331
RHIROBERT HALF INC.
6,606$523.8B13922.19%
332
SONYSONY GROUP CORP
6,051$518.8B13791.46%
333
ECLECOLAB INC
2,239$518.4B13778.57%
334
GGENPACT LIMITED
15,699$517.3B13749.92%
335
SKAASKECHERS U S A INC
8,343$511.1B13585.38%
336
FCFSFIRSTCASH HOLDINGS INC
3,997$509.8B13550.08%
337
STWDSTARWOOD PPTY TR INC
24,486$509.6B13544.39%
338
HLIHOULIHAN LOKEY INC
3,939$504.9B13421.85%
339
SMARGBPSMARTSHEET INC
12,936$498.0B13238.34%
340
CMICUMMINS INC
1,657$488.1B12974.73%
341
DEODIAGEO PLC
3,244$487.7B12962.96%
342
MARMARRIOTT INTL INC NEW
1,912$482.5B12826.52%
343
VVVVALVOLINE INC
10,826$482.5B12825.77%
344
URIUNITED RENTALS INC
669$482.4B12823.33%
345
CPRTCOPART INC
8,328$482.4B12821.60%
346
CLCOLGATE PALMOLIVE CO
5,349$481.7B12803.20%
347
GLREGREENLIGHT CAPITAL RE LTD
38,516$480.3B12766.76%
348
MCOMOODYS CORP
1,207$474.4B12609.91%
349
ROKROCKWELL AUTOMATION INC
1,611$469.3B12475.51%
350
DCIDONALDSON INC
6,245$466.4B12396.81%
351
NVSNNOVARTIS AG
4,597$461.6B12270.04%
352
AFWALIGN TECHNOLOGY INC
1,398$458.3B12181.26%
353
OKEONEOK INC NEW
5,700$457.0B12147.10%
354
CNMCORE & MAIN INC
7,960$455.7B12113.27%
355
EBAEBAY INC.
8,584$453.1B12043.01%
356
GMGENERAL MTRS CO
9,953$451.3B11997.32%
357
SAPSAP SE
2,309$450.2B11967.52%
358
PAYCPAYCOM SOFTWARE INC
2,251$448.0B11907.58%
359
RITMRITHM CAPITAL CORP
39,112$446.3B11862.15%
360
8CWCROWN CASTLE INC
4,212$445.7B11847.72%
361
SSNCSS&C TECHNOLOGIES HLDGS INC
6,909$444.7B11821.46%
362
FDUSFIDUS INVT CORP
22,502$444.2B11807.02%
363
DC4DEXCOM INC
3,188$442.2B11753.52%
364
SNPSSYNOPSYS INC
770$440.3B11704.74%
365
AZNASTRAZENECA PLC
6,438$436.2B11594.06%
366
LLOEWS CORP
5,559$435.2B11568.49%
367
IWRISHARES TR
5,172$434.9B11561.20%
368
GTESGATES INDL CORP PLC
24,478$433.5B11523.03%
369
IDXXIDEXX LABS INC
801$432.5B11495.89%
370
OLLIOLLIES BARGAIN OUTLET HLDGS
5,418$431.1B11459.37%
371
KLACKLA CORP
614$429.0B11402.11%
372
BAHBOOZ ALLEN HAMILTON HLDG COR
2,884$428.1B11379.39%
373
LOBLIVE OAK BANCSHARES INC
10,250$425.5B11309.67%
374
HHHHOWARD HUGHES HOLDINGS INC
5,839$424.0B11271.12%
375
ITGARTNER INC
889$423.8B11264.00%
376
FASTFASTENAL CO
5,477$422.5B11230.08%
377
VNOVORNADO RLTY TR
14,624$420.7B11183.51%
378
WABWABTEC
2,861$416.7B11076.92%
379
PRIPRIMERICA INC
1,646$416.4B11067.62%
380
DOVDOVER CORP
2,333$413.4B10988.59%
381
CNCCENTENE CORP DEL
5,262$413.0B10976.98%
382
SLMSLM CORP
18,905$411.9B10949.81%
383
CHDCHURCH & DWIGHT CO INC
3,934$410.4B10909.09%
384
ZIONZIONS BANCORPORATION N A
9,449$410.1B10900.56%
385
KDPKEURIG DR PEPPER INC
13,125$405.4B10774.88%
386
KRKROGER CO
7,080$404.5B10752.15%
387
TRSTRIMAS CORP
14,945$399.5B10618.61%
388
DLNWISDOMTREE TR
5,500$397.0B10553.89%
389
HPEHEWLETT PACKARD ENTERPRISE C
22,174$396.1B10529.59%
390
TFCTRUIST FINL CORP
10,111$394.1B10476.08%
391
PLXSPLEXUS CORP
4,130$391.6B10409.34%
392
STBAS & T BANCORP INC
12,204$391.5B10406.60%
393
WATWATERS CORP
1,136$391.0B10394.40%
394
NOCNORTHROP GRUMMAN CORP
815$390.1B10369.49%
395
SCHFSCHWAB STRATEGIC TR
9,995$390.0B10366.76%
396
IQVIQVIA HLDGS INC
1,538$388.9B10338.58%
397
UDMYUDEMY INC
35,363$388.3B10321.06%
398
GPNGLOBAL PMTS INC
2,903$387.9B10312.10%
399
MRVLMARVELL TECHNOLOGY INC
5,408$383.3B10189.03%
400
APDAIR PRODS & CHEMS INC
1,568$382.7B10171.65%
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