Summit Trail Advisors, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$5.8T

Holdings

1,116

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,116 positions)

#StockSharesValue% PortfolioType
201
WYWEYERHAEUSER CO MTN BE
107,556$2.8B0.05%
202
WTWWILLIS TOWERS WATSON PLC LTD
8,987$2.8B0.05%
203
TXNTEXAS INSTRS INC
13,263$2.8B0.05%
204
CEGCONSTELLATION ENERGY CORP
8,506$2.7B0.05%
205
PANWPALO ALTO NETWORKS INC
13,302$2.7B0.05%
206
HWMHOWMET AEROSPACE INC
14,618$2.7B0.05%
207
T7DTRANSDIGM GROUP INC
1,781$2.7B0.05%
208
AMTAMERICAN TOWER CORP NEW
12,150$2.7B0.05%
209
DOCSDOXIMITY INC
44,098$2.7B0.05%
210
ABNBAIRBNB INC
20,136$2.7B0.05%
211
CITCINTAS CORP
11,834$2.6B0.05%
212
ZBRAZEBRA TECHNOLOGIES CORPORATI
8,485$2.6B0.04%
213
VRTXVERTEX PHARMACEUTICALS INC
5,871$2.6B0.04%
214
CVSCVS HEALTH CORP
37,854$2.6B0.04%
215
EIPXFIRST TR EXCHANGE-TRADED FD
101,324$2.6B0.04%
216
KRBNKRANESHARES TRUST
86,492$2.6B0.04%
217
SPDWSPDR INDEX SHS FDS
63,059$2.6B0.04%
218
KKRKKR & CO INC
19,176$2.6B0.04%
219
XLKSELECT SECTOR SPDR TR
10,067$2.5B0.04%
220
DVADAVITA INC
17,830$2.5B0.04%
221
PSTLPOSTAL REALTY TRUST INC
167,603$2.5B0.04%
222
LPLALPL FINL HLDGS INC
6,584$2.5B0.04%
223
EMLPFIRST TR EXCHANGE-TRADED FD
65,201$2.4B0.04%
224
FROGJFROG LTD
55,225$2.4B0.04%
225
VEUVANGUARD INTL EQUITY INDEX F
35,613$2.4B0.04%
226
DLTRDOLLAR TREE INC
24,148$2.4B0.04%
227
EBAEBAY INC.
32,091$2.4B0.04%
228
DDDUPONT DE NEMOURS INC
34,824$2.4B0.04%
229
ORLYOREILLY AUTOMOTIVE INC
26,398$2.4B0.04%
230
RCLROYAL CARIBBEAN GROUP
7,575$2.4B0.04%
231
CARRCARRIER GLOBAL CORPORATION
32,446$2.4B0.04%
232
ACGLARCH CAP GROUP LTD
25,543$2.3B0.04%
233
DUKDUKE ENERGY CORP NEW
19,665$2.3B0.04%
234
CLCOLGATE PALMOLIVE CO
25,417$2.3B0.04%
235
PSXPHILLIPS 66
19,365$2.3B0.04%
236
IBITISHARES BITCOIN TRUST ETF
37,669$2.3B0.04%
237
ADIANALOG DEVICES INC
9,644$2.3B0.04%
238
MRSHMARSH & MCLENNAN COS INC
10,484$2.3B0.04%
239
PHPARKER-HANNIFIN CORP
3,269$2.3B0.04%
240
SOSOUTHERN CO
24,790$2.3B0.04%
241
DHRDANAHER CORPORATION
11,484$2.3B0.04%
242
EPREPR PPTYS
38,330$2.2B0.04%
243
VOOVVANGUARD ADMIRAL FDS INC
11,830$2.2B0.04%
244
MPWRMONOLITHIC PWR SYS INC
3,004$2.2B0.04%
245
SSENTINELONE INC
119,929$2.2B0.04%
246
CRLCHARLES RIV LABS INTL INC
14,443$2.2B0.04%
247
CCKCROWN HLDGS INC
21,277$2.2B0.04%
248
LHXL3HARRIS TECHNOLOGIES INC
8,703$2.2B0.04%
249
USMVISHARES TR
23,221$2.2B0.04%
250
CMICUMMINS INC
6,598$2.2B0.04%
251
WOOFPETCO HEALTH & WELLNESS CO I
751,657$2.1B0.04%
252
WMWASTE MGMT INC DEL
9,242$2.1B0.04%
253
NCNONCINO INC
75,180$2.1B0.04%
254
FLSFLOWSERVE CORP
40,177$2.1B0.04%
255
FIVEFIVE BELOW INC
15,976$2.1B0.04%
256
FOXAFOX CORP
37,015$2.1B0.04%
257
SHWSHERWIN WILLIAMS CO
6,039$2.1B0.04%
258
NTNXNUTANIX INC
26,974$2.1B0.04%
259
EWJISHARES INC
27,493$2.1B0.04%
260
ETSYETSY INC
41,014$2.1B0.04%
261
CGBDCARLYLE SECURED LENDING INC
146,027$2.1B0.04%
262
ICEINTERCONTINENTAL EXCHANGE IN
11,140$2.0B0.04%
263
TMUST-MOBILE US INC
8,573$2.0B0.04%
264
PYPLPAYPAL HLDGS INC
27,458$2.0B0.04%
265
YUMCYUM CHINA HLDGS INC
45,601$2.0B0.03%
266
ADSKAUTODESK INC
6,554$2.0B0.03%
267
IVWISHARES TR
18,424$2.0B0.03%
268
MTBM & T BK CORP
10,320$2.0B0.03%
269
BENFRANKLIN RESOURCES INC
82,565$2.0B0.03%
270
CTVACORTEVA INC
26,668$2.0B0.03%
271
PEGPUBLIC SVC ENTERPRISE GRP IN
23,499$2.0B0.03%
272
WMBWILLIAMS COS INC
31,432$2.0B0.03%
273
PAYXPAYCHEX INC
13,420$2.0B0.03%
274
XLUSELECT SECTOR SPDR TR
23,773$1.9B0.03%
275
CMECME GROUP INC
6,981$1.9B0.03%
276
TDCTERADATA CORP DEL
85,977$1.9B0.03%
277
SYFSYNCHRONY FINANCIAL
28,651$1.9B0.03%
278
RLRALPH LAUREN CORP
6,920$1.9B0.03%
279
ULTAULTA BEAUTY INC
4,071$1.9B0.03%
280
ACWIISHARES TR
14,733$1.9B0.03%
281
HUMHUMANA INC
7,727$1.9B0.03%
282
AQLTISHARES TR
14,257$1.9B0.03%
283
XELXCEL ENERGY INC
27,566$1.9B0.03%
284
KRCKILROY RLTY CORP
54,183$1.9B0.03%
285
CPNGCOUPANG INC
62,831$1.9B0.03%
286
ASMLASML HOLDING N V
2,308$1.8B0.03%
287
FDXFEDEX CORP
8,072$1.8B0.03%
288
ELVELEVANCE HEALTH INC
4,741$1.8B0.03%
289
URIUNITED RENTALS INC
2,446$1.8B0.03%
290
AZTAAZENTA INC
59,662$1.8B0.03%
291
JBHTHUNT J B TRANS SVCS INC
12,577$1.8B0.03%
292
EMNEASTMAN CHEM CO
23,885$1.8B0.03%
293
NRANRG ENERGY INC
11,152$1.8B0.03%
294
CPCANADIAN PACIFIC KANSAS CITY
22,256$1.8B0.03%
295
RMERESMED INC
6,847$1.8B0.03%
296
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
22,635$1.8B0.03%
297
XLYSELECT SECTOR SPDR TR
8,086$1.8B0.03%
298
AWMSKYWORKS SOLUTIONS INC
23,580$1.8B0.03%
299
MMM3M CO
11,540$1.8B0.03%
300
MCOMOODYS CORP
3,471$1.7B0.03%
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