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
401
ULTAULTA BEAUTY INC
730$381.7B10146.05%
402
TRVTRAVELERS COMPANIES INC
1,657$381.3B10134.57%
403
ARWARROW ELECTRS INC
2,921$378.2B10051.72%
404
8LP1VITAL ENERGY INC
7,189$377.7B10039.94%
405
YUMYUM BRANDS INC
2,721$377.2B10026.86%
406
HUMHUMANA INC
1,082$376.2B9999.01%
407
WMBWILLIAMS COS INC
9,646$375.9B9991.48%
408
TROWPRICE T ROWE GROUP INC
3,062$373.3B9923.28%
409
HALHALLIBURTON CO
9,451$372.6B9903.15%
410
IJHISHARES TR
6,130$372.3B9897.09%
411
NCNONCINO INC
9,955$372.1B9891.30%
412
PNCPNC FINL SVCS GROUP INC
2,297$371.2B9867.00%
413
AITAPPLIED INDL TECHNOLOGIES IN
1,868$369.0B9809.03%
414
APTVAPTIV PLC
4,613$367.4B9766.55%
415
ITTITT INC
2,677$365.0B9702.20%
416
KMIKINDER MORGAN INC DEL
19,553$358.6B9532.16%
417
SPSMSPDR SER TR
8,324$358.3B9523.07%
418
TKRTIMKEN CO
4,076$356.4B9472.57%
419
VBRVANGUARD INDEX FDS
1,857$356.3B9471.40%
420
ODFLOLD DOMINION FREIGHT LINE IN
1,612$353.5B9396.76%
421
LENLENNAR CORP
1,997$343.5B9130.92%
422
GISGENERAL MLS INC
4,902$343.0B9117.07%
423
AMPLAMPLITUDE INC
31,331$340.9B9060.99%
424
CSGPCOSTAR GROUP INC
3,496$337.7B8976.80%
425
WSTWEST PHARMACEUTICAL SVSC INC
852$337.2B8962.53%
426
MRNAMODERNA INC
3,155$336.2B8936.48%
427
BDXBECTON DICKINSON & CO
1,351$334.2B8884.57%
428
AKAMAKAMAI TECHNOLOGIES INC
3,056$332.4B8836.22%
429
GDGENERAL DYNAMICS CORP
1,168$329.9B8767.96%
430
AKXANSYS INC
950$329.8B8766.49%
431
GPCGENUINE PARTS CO
2,107$328.5B8732.31%
432
WBAWALGREENS BOOTS ALLIANCE INC
15,076$327.0B8691.80%
433
EOGEOG RES INC
2,556$326.8B8685.82%
434
FANGDIAMONDBACK ENERGY INC
1,632$323.4B8596.67%
435
PSAPUBLIC STORAGE
1,113$322.7B8578.38%
436
PHGKONINKLIJKE PHILIPS N V
16,126$322.5B8572.93%
437
GWWGRAINGER W W INC
315$320.8B8528.04%
438
ELLAUDER ESTEE COS INC
2,079$320.5B8518.68%
439
MQTBLACKROCK MUNIYIELD QUALITY
27,500$316.7B8417.59%
440
SPXLDIREXION SHS ETF TR
2,361$316.4B8411.45%
441
PRUPRUDENTIAL FINL INC
2,688$315.6B8389.68%
442
WTWWILLIS TOWERS WATSON PLC LTD
1,139$314.2B8352.57%
443
BABAALIBABA GROUP HLDG LTD
4,339$314.0B8346.46%
444
FFORD MTR CO DEL
23,497$312.0B8294.36%
445
RIVNRIVIAN AUTOMOTIVE INC
28,470$311.7B8286.55%
446
PPGPPG INDS INC
2,147$311.1B8269.64%
447
NTAPNETAPP INC
2,960$310.7B8258.80%
448
GEHCGE HEALTHCARE TECHNOLOGIES I
3,409$309.9B8237.80%
449
ASHRDBX ETF TR
12,874$309.9B8236.87%
450
WDAYWORKDAY INC
1,135$309.6B8228.73%
451
WBDWARNER BROS DISCOVERY INC
35,368$308.8B8207.12%
452
NSCNORFOLK SOUTHN CORP
1,204$307.0B8159.54%
453
TMTOYOTA MOTOR CORP
1,215$305.8B8128.26%
454
SCHMSCHWAB STRATEGIC TR
3,749$305.2B8113.74%
455
CEF/USPROTT PHYSICAL GOLD & SILVE
15,000$305.1B8109.89%
456
HESHESS CORP
1,991$303.9B8078.68%
457
WTMWHITE MTNS INS GROUP LTD
169$303.2B8060.37%
458
MPBMID PENN BANCORP INC
15,048$301.1B8003.83%
459
EPAMEPAM SYS INC
1,086$299.9B7971.93%
460
IYFISHARES TR
3,134$299.8B7968.13%
461
TRGPTARGA RES CORP
2,675$299.5B7962.15%
462
AZOAUTOZONE INC
94$297.8B7916.67%
463
TDYTELEDYNE TECHNOLOGIES INC
693$297.5B7908.38%
464
WCNWASTE CONNECTIONS INC
1,728$297.2B7900.77%
465
BF/ABROWN FORMAN CORP
5,582$296.8B7889.27%
466
JPSTJ P MORGAN EXCHANGE TRADED F
5,876$296.4B7879.80%
467
BAMBROOKFIELD ASSET MANAGMT LTD
7,003$294.3B7821.91%
468
OSCROSCAR HEALTH INC
19,755$293.8B7808.38%
469
BENFRANKLIN RESOURCES INC
10,330$293.6B7803.65%
470
MYDBLACKROCK MUNIYIELD FD INC
24,727$292.4B7772.26%
471
HIGHARTFORD FINL SVCS GROUP INC
2,813$291.2B7741.21%
472
AEPAMERICAN ELEC PWR CO INC
3,370$290.1B7712.18%
473
PRPERMIAN RESOURCES CORP
16,405$289.7B7700.86%
474
OMCOMNICOM GROUP INC
2,974$289.2B7686.11%
475
STLDSTEEL DYNAMICS INC
1,937$288.0B7655.70%
476
MSCIMSCI INC
512$287.0B7629.54%
477
ULUNILEVER PLC
5,715$286.8B7624.41%
478
FTNTFORTINET INC
4,188$286.1B7605.27%
479
1939900DBROOKFIELD INFRASTRUCTURE CO
7,906$284.9B7573.80%
480
ATRAPTARGROUP INC
1,970$283.5B7534.75%
481
EPDENTERPRISE PRODS PARTNERS L
9,706$283.2B7528.32%
482
BKBANK NEW YORK MELLON CORP
4,914$283.2B7526.91%
483
TRMBTRIMBLE INC
4,393$282.7B7515.35%
484
FCXFREEPORT-MCMORAN INC
5,998$282.0B7496.56%
485
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,035$278.0B7389.22%
486
DALDELTA AIR LINES INC DEL
5,752$275.3B7318.68%
487
HQYHEALTHEQUITY INC
3,363$274.5B7297.09%
488
IEMGISHARES INC
5,273$272.1B7232.37%
489
DHID R HORTON INC
1,652$271.8B7223.89%
490
GLWCORNING INC
8,212$270.7B7194.81%
491
QVCAUSDQURATE RETAIL INC
220,000$270.6B7192.84%
492
RCLROYAL CARIBBEAN GROUP
1,946$270.5B7190.53%
493
DPZDOMINOS PIZZA INC
541$268.9B7147.97%
494
FISFIDELITY NATL INFORMATION SV
3,622$268.7B7141.81%
495
AWCAMERICAN WTR WKS CO INC NEW
2,181$266.5B7085.08%
496
CAHCARDINAL HEALTH INC
2,370$266.4B7080.99%
497
IWNISHARES TR
1,668$264.9B7041.20%
498
SEESEALED AIR CORP NEW
7,102$264.2B7022.56%
499
A4SAMERIPRISE FINL INC
602$263.7B7010.34%
500
ETENERGY TRANSFER L P
16,758$263.6B7006.85%
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