Summit Trail Advisors, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$5.8B

Holdings

1,116

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,116 positions)

StockValue
XPROEXPRO GROUP HOLDINGS NV
$235K
EXEEXPAND ENERGY CORPORATION
$235K
MTDMETTLER TOLEDO INTERNATIONAL
$235K
CSWCCAPITAL SOUTHWEST CORP
$234K
HUBSHUBSPOT INC
$234K
FOURSHIFT4 PMTS INC
$234K
UBSUBS GROUP AG
$234K
EPAMEPAM SYS INC
$233K
ETRENTERGY CORP NEW
$232K
WTRGESSENTIAL UTILS INC
$231K
CECELANESE CORP DEL
$231K
CPRICAPRI HOLDINGS LIMITED
$231K
RGLDROYAL GOLD INC
$231K
SANBANCO SANTANDER S.A.
$231K
XLESELECT SECTOR SPDR TR
$231K
IUSGISHARES TR
$231K
BUDANHEUSER BUSCH INBEV SA/NV
$231K
UAAUNDER ARMOUR INC
$230K
UIUBIQUITI INC
$230K
ESNTESSENT GROUP LTD
$229K
SNYSANOFI
$229K
TEAMATLASSIAN CORPORATION
$227K
RGAREINSURANCE GRP OF AMERICA I
$227K
PG4PRINCIPAL FINANCIAL GROUP IN
$226K
MKTXMARKETAXESS HLDGS INC
$225K
MDUMDU RES GROUP INC
$224K
BRBROADRIDGE FINL SOLUTIONS IN
$224K
CYTKCYTOKINETICS INC
$223K
RELXRELX PLC
$222K
BA 6 10/15/27BOEING CO
$221K
LOARLOAR HOLDINGS INC
$220K
RFREGIONS FINANCIAL CORP NEW
$216K
NBIXNEUROCRINE BIOSCIENCES INC
$216K
GSPYTIDAL TRUST I
$216K
TOSTTOAST INC
$215K
PRIPRIMERICA INC
$215K
XYLDGLOBAL X FDS
$214K
RLIRLI CORP
$214K
HCMHUTCHMED CHINA LTD
$212K
CRWVCOREWEAVE INC
$212K
PFFDGLOBAL X FDS
$212K
HQYHEALTHEQUITY INC
$210K
RKTROCKET COS INC
$210K
WATWATERS CORP
$210K
AGNCAGNC INVT CORP
$210K
AIZASSURANT INC
$209K
IUSVISHARES TR
$209K
QQQINEOS ETF TRUST
$208K
VDEVANGUARD WORLD FD
$207K
NBOSNEUBERGER BERMAN ETF TRUST
$207K
RDDTREDDIT INC
$207K
CHWYCHEWY INC
$207K
CHRWC H ROBINSON WORLDWIDE INC
$206K
PKNREVVITY INC
$206K
ASTSAST SPACEMOBILE INC
$206K
GRNBARCLAYS BANK PLC
$205K
AITAPPLIED INDL TECHNOLOGIES IN
$204K
MRVIMARAVAI LIFESCIENCES HLDGS I
$204K
SYU1SYNOVUS FINL CORP
$204K
FRGEFORGE GLOBAL HOLDINGS INC
$204K
PSNPARSONS CORP DEL
$204K
PKGPACKAGING CORP AMER
$201K
TPLTEXAS PACIFIC LAND CORPORATI
$201K
0VVBPARAMOUNT GLOBAL
$201K
MQYBLACKROCK MUNIYILD QULT FD I
$196K
NUNU HLDGS LTD
$190K
VFCV F CORP
$189K
SMFGSUMITOMO MITSUI FINL GROUP I
$182K
OGNORGANON & CO
$180K
SGSWEETGREEN INC
$178K
XFFCXFLAHERTY & CRUMRINE PFD SECS
$174K
EDAEDAP TMS S A
$169K
GAMBGAMBLING COM GROUP LIMITED
$167K
HLNHALEON PLC
$165K
PKPARK HOTELS & RESORTS INC
$155K
JPCNUVEEN PFD & INCOME OPPORTUN
$148K
BNYBLACKROCK N Y MUN INCOME TRU
$146K
CNHICNH INDL N V
$141K
ROIVROIVANT SCIENCES LTD
$136K
MPTMEDICAL PPTYS TRUST INC
$132K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$129K
MFGMIZUHO FINANCIAL GROUP INC
$128K
RPCP10 INC
$127K
VGMINVESCO TR INVT GRADE MUNS
$127K
VKQINVESCO MUNICIPAL TRUST
$126K
NADNUVEEN QUALITY MUNCP INCOME
$125K
NZFNUVEEN MUNICIPAL CREDIT INC
$125K
VMOINVESCO MUN OPPORTUNITY TR
$122K
VSTSVESTIS CORPORATION
$122K
MHDBLACKROCK MUNIHOLDINGS FD IN
$120K
LYGLLOYDS BANKING GROUP PLC
$114K
COTYCOTY INC
$113K
TMCTMC THE METALS COMPANY INC
$112K
LBTYALIBERTY GLOBAL LTD
$111K
HPPHUDSON PAC PPTYS INC
$107K
NOKNOKIA CORP
$105K
RZLVREZOLVE AI PLC
$104K
CLVTCLARIVATE PLC
$104K
CLFCLEVELAND-CLIFFS INC NEW
$93K
LEGLEGGETT & PLATT INC
$92K
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