Summit Trail Advisors, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$7.2B

Holdings

1,344

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,344 positions)

#StockSharesValue% PortfolioType
301
ZIONZIONS BANCORPORATION N A
47,155$2.7B36.84%
302
S9QSPIRIT AEROSYSTEMS HLDGS INC
68,817$2.7B36.68%
303
TMUST-MOBILE US INC
11,090$2.7B36.66%
304
OTISOTIS WORLDWIDE CORP
29,027$2.7B36.65%
305
OWLBLUE OWL CAPITAL INC
156,668$2.7B36.63%
306
BKBANK NEW YORK MELLON CORP
24,319$2.6B36.59%
307
TSMTAIWAN SEMICONDUCTOR MFG LTD
9,444$2.6B36.53%
308
PSTLPOSTAL REALTY TRUST INC
168,013$2.6B36.40%
309
GGENPACT LIMITED
62,745$2.6B36.30%
310
TXG10X GENOMICS INC
224,645$2.6B36.26%
311
STXSEAGATE TECHNOLOGY HLDNGS PL
11,082$2.6B36.21%
312
TNLTRAVEL PLUS LEISURE CO
44,046$2.6B36.18%
313
PWRQUANTA SVCS INC
6,301$2.6B36.06%
314
DLTRDOLLAR TREE INC
27,486$2.6B35.82%
315
TYLTYLER TECHNOLOGIES INC
4,958$2.6B35.82%
316
VEUVANGUARD INTL EQUITY INDEX F
36,067$2.6B35.55%
317
ECLECOLAB INC
9,355$2.6B35.45%
318
RHIROBERT HALF INC.
75,380$2.6B35.37%
319
TELTE CONNECTIVITY PLC
11,659$2.6B35.34%
320
FROGJFROG LTD
53,920$2.6B35.24%
321
DCIDONALDSON INC
31,171$2.6B35.23%
322
MOSMOSAIC CO NEW
73,441$2.5B35.17%
323
ZSZSCALER INC
8,499$2.5B35.17%
324
DGDOLLAR GEN CORP NEW
24,514$2.5B34.99%
325
LECOLINCOLN ELEC HLDGS INC
10,700$2.5B34.93%
326
KELKELLANOVA
30,840$2.5B34.93%
327
ROPROPER TECHNOLOGIES INC
5,052$2.5B34.79%
328
SYYSYSCO CORP
30,589$2.5B34.78%
329
ZMZOOM COMMUNICATIONS INC
30,459$2.5B34.70%
330
FQIDIGITAL RLTY TR INC
14,488$2.5B34.59%
331
EMLPFIRST TR EXCHANGE-TRADED FD
65,201$2.5B34.47%
332
DELLDELL TECHNOLOGIES INC
17,590$2.5B34.44%
333
BRKRBRUKER CORP
76,221$2.5B34.20%
334
APDAIR PRODS & CHEMS INC
9,050$2.5B34.08%
335
HLTHILTON WORLDWIDE HLDGS INC
9,511$2.5B34.07%
336
BENFRANKLIN RESOURCES INC
105,308$2.5B34.05%
337
PCARPACCAR INC
25,072$2.5B34.04%
338
OLLIOLLIES BARGAIN OUTLET HLDGS
19,171$2.5B33.99%
339
ABGCENCORA INC
7,873$2.5B33.98%
340
MOHMOLINA HEALTHCARE INC
12,856$2.5B33.97%
341
WABWABTEC
12,244$2.5B33.89%
342
OLEDUNIVERSAL DISPLAY CORP
17,005$2.4B33.73%
343
SBACSBA COMMUNICATIONS CORP NEW
12,603$2.4B33.65%
344
EWJISHARES INC
30,349$2.4B33.62%
345
NNNNNN REIT INC
57,060$2.4B33.54%
346
BAXBAXTER INTL INC
106,307$2.4B33.46%
347
CFGCITIZENS FINL GROUP INC
45,255$2.4B33.22%
348
VVVVALVOLINE INC
66,938$2.4B33.19%
349
ALGMALLEGRO MICROSYSTEMS INC
82,233$2.4B33.16%
350
TDYTELEDYNE TECHNOLOGIES INC
4,095$2.4B33.14%
351
QDELQUIDELORTHO CORP
81,438$2.4B33.12%
352
NTNXNUTANIX INC
32,216$2.4B33.09%
353
ACHCACADIA HEALTHCARE COMPANY IN
96,474$2.4B32.99%
354
NWSANEWS CORP NEW
77,427$2.4B32.90%
355
ASMLASML HOLDING N V
2,450$2.4B32.75%
356
TTEKTETRA TECH INC NEW
71,029$2.4B32.74%
357
BABAALIBABA GROUP HLDG LTD
13,233$2.4B32.66%
358
MRVLMARVELL TECHNOLOGY INC
28,096$2.4B32.62%
359
AZOAUTOZONE INC
550$2.4B32.61%
360
CSLCARLISLE COS INC
7,174$2.4B32.59%
361
HUMHUMANA INC
9,033$2.4B32.56%
362
WDAYWORKDAY INC
9,789$2.4B32.54%
363
GRMNGARMIN LTD
9,569$2.4B32.54%
364
VOOVVANGUARD ADMIRAL FDS INC
11,812$2.4B32.54%
365
FFIVF5 INC
7,258$2.3B32.39%
366
ICEINTERCONTINENTAL EXCHANGE IN
13,919$2.3B32.38%
367
DGXQUEST DIAGNOSTICS INC
12,280$2.3B32.32%
368
DOCUDOCUSIGN INC
32,444$2.3B32.30%
369
LENLENNAR CORP
18,469$2.3B32.15%
370
FDXFEDEX CORP
9,805$2.3B32.11%
371
ONON SEMICONDUCTOR CORP
46,994$2.3B32.00%
372
NKENIKE INC
33,121$2.3B31.99%
373
HPEHEWLETT PACKARD ENTERPRISE C
93,895$2.3B31.95%
374
JBLJABIL INC
10,652$2.3B31.94%
375
CAHCARDINAL HEALTH INC
14,697$2.3B31.86%
376
CPNGCOUPANG INC
71,512$2.3B31.80%
377
CIBRFIRST TR EXCHANGE TRADED FD
30,290$2.3B31.79%
378
PAYXPAYCHEX INC
18,104$2.3B31.69%
379
TWTRADEWEB MKTS INC
20,668$2.3B31.67%
380
CBSHCOMMERCE BANCSHARES INC
38,372$2.3B31.67%
381
ILMNILLUMINA INC
24,059$2.3B31.55%
382
SNOWSNOWFLAKE INC
10,109$2.3B31.49%
383
T7DTRANSDIGM GROUP INC
1,729$2.3B31.47%
384
METMETLIFE INC
27,558$2.3B31.35%
385
UALUNITED AIRLS HLDGS INC
23,467$2.3B31.27%
386
ESEVERSOURCE ENERGY
31,469$2.2B30.91%
387
IDXXIDEXX LABS INC
3,501$2.2B30.89%
388
ZTSZOETIS INC
15,272$2.2B30.86%
389
YETIYETI HLDGS INC
67,223$2.2B30.80%
390
IVWISHARES TR
18,366$2.2B30.62%
391
CTVACORTEVA INC
32,762$2.2B30.60%
392
DKNGDRAFTKINGS INC NEW
59,130$2.2B30.54%
393
USMVISHARES TR
23,221$2.2B30.51%
394
VMIVALMONT INDS INC
5,681$2.2B30.47%
395
CWCURTISS WRIGHT CORP
4,037$2.2B30.28%
396
STSENSATA TECHNOLOGIES HLDG PL
71,772$2.2B30.28%
397
PINSPINTEREST INC
68,106$2.2B30.26%
398
NXPINXP SEMICONDUCTORS N V
9,604$2.2B30.23%
399
MCOMOODYS CORP
4,589$2.2B30.20%
400
NRANRG ENERGY INC
13,498$2.2B30.19%
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