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
501
VNOVORNADO RLTY TR
45,125$1.8B25.26%
502
DBXDROPBOX INC
60,538$1.8B25.25%
503
MLMMARTIN MARIETTA MATLS INC
2,900$1.8B25.24%
504
EGPEASTGROUP PPTYS INC
10,680$1.8B25.17%
505
TRMBTRIMBLE INC
22,274$1.8B25.11%
506
ROKUROKU INC
18,159$1.8B25.11%
507
JJACOBS SOLUTIONS INC
12,101$1.8B25.04%
508
OMCOMNICOM GROUP INC
22,024$1.8B24.90%
509
NTRSNORTHERN TR CORP
13,273$1.8B24.80%
510
SCISERVICE CORP INTL
21,499$1.8B24.71%
511
GXCSPDR INDEX SHS FDS
16,954$1.8B24.57%
512
MGMMGM RESORTS INTERNATIONAL
51,134$1.8B24.47%
513
SPBSPECTRUM BRANDS HLDGS INC NE
33,647$1.8B24.41%
514
BCBRUNSWICK CORP
27,930$1.8B24.39%
515
BBYBEST BUY INC
23,128$1.8B24.39%
516
DVNDEVON ENERGY CORP NEW
50,214$1.8B24.31%
517
GTMZOOMINFO TECHNOLOGIES INC
161,267$1.8B24.30%
518
TRGPTARGA RES CORP
10,434$1.7B24.14%
519
GMGENERAL MTRS CO
28,535$1.7B24.02%
520
ELVELEVANCE HEALTH INC FORMERLY
5,379$1.7B24.00%
521
MTGMGIC INVT CORP WIS
61,251$1.7B24.00%
522
TXTTEXTRON INC
20,525$1.7B23.95%
523
NWLNEWELL BRANDS INC
329,934$1.7B23.87%
524
REGNREGENERON PHARMACEUTICALS
3,067$1.7B23.81%
525
K6BKBR INC
36,457$1.7B23.81%
526
IPINTERNATIONAL PAPER CO
37,152$1.7B23.80%
527
STZCONSTELLATION BRANDS INC
12,788$1.7B23.78%
528
DOWDOW INC
74,661$1.7B23.64%
529
CPCANADIAN PACIFIC KANSAS CITY
22,878$1.7B23.59%
530
TAPMOLSON COORS BEVERAGE CO
37,670$1.7B23.54%
531
WCCWESCO INTL INC
8,031$1.7B23.46%
532
USFDUS FOODS HLDG CORP
22,156$1.7B23.44%
533
MOATVANECK ETF TRUST
17,122$1.7B23.43%
534
AZTAAZENTA INC
58,897$1.7B23.36%
535
WBDWARNER BROS DISCOVERY INC
86,554$1.7B23.34%
536
8CWCROWN CASTLE INC
17,479$1.7B23.29%
537
MKSIMKS INC.
13,601$1.7B23.25%
538
ELANELANCO ANIMAL HEALTH INC
83,542$1.7B23.23%
539
BURLBURLINGTON STORES INC
6,595$1.7B23.18%
540
BPOPPOPULAR INC
13,169$1.7B23.16%
541
LUVSOUTHWEST AIRLS CO
52,403$1.7B23.09%
542
VRSNVERISIGN INC
5,980$1.7B23.09%
543
FRFIRST INDL RLTY TR INC
32,185$1.7B23.06%
544
HASHASBRO INC
21,994$1.7B23.04%
545
PKNREVVITY INC
19,017$1.7B23.02%
546
CIENCIENA CORP
11,439$1.7B23.01%
547
ROSTROSS STORES INC
10,909$1.7B22.96%
548
BSYBENTLEY SYS INC
32,002$1.6B22.75%
549
XYLXYLEM INC
11,077$1.6B22.56%
550
VXFVANGUARD INDEX FDS
7,800$1.6B22.55%
551
AG8AGILENT TECHNOLOGIES INC
12,695$1.6B22.54%
552
YEXTYEXT INC
191,500$1.6B22.53%
553
AMGAFFILIATED MANAGERS GROUP IN
6,839$1.6B22.52%
554
XLUSELECT SECTOR SPDR TR
18,691$1.6B22.51%
555
NSANATIONAL STORAGE AFFILIATES
53,937$1.6B22.51%
556
PAHUSDELEMENT SOLUTIONS INC
64,747$1.6B22.50%
557
AWCAMERICAN WTR WKS CO INC NEW
11,674$1.6B22.44%
558
WSOWATSCO INC
4,015$1.6B22.41%
559
TKRTIMKEN CO
21,535$1.6B22.36%
560
AWNADVANCE AUTO PARTS INC
26,354$1.6B22.34%
561
CDWCDW CORP
10,158$1.6B22.34%
562
FCXFREEPORT-MCMORAN INC
41,094$1.6B22.26%
563
WECWEC ENERGY GROUP INC
14,061$1.6B22.25%
564
UHSUNIVERSAL HLTH SVCS INC
7,872$1.6B22.22%
565
TRVTRAVELERS COMPANIES INC
5,758$1.6B22.20%
566
HBANHUNTINGTON BANCSHARES INC
92,275$1.6B22.13%
567
DHID R HORTON INC
9,391$1.6B21.98%
568
FFORD MTR CO
132,969$1.6B21.96%
569
WSTWEST PHARMACEUTICAL SVSC INC
6,057$1.6B21.94%
570
AOSSMITH A O CORP
21,628$1.6B21.92%
571
SSNCSS&C TECHNOLOGIES HLDGS INC
17,867$1.6B21.90%
572
PTCPTC INC
7,797$1.6B21.86%
573
KHCKRAFT HEINZ CO
60,700$1.6B21.83%
574
IQVIQVIA HLDGS INC
8,321$1.6B21.82%
575
CUCAAVIS BUDGET GROUP
9,793$1.6B21.71%
576
POSTPOST HLDGS INC
14,619$1.6B21.70%
577
SLMSLM CORP
56,646$1.6B21.65%
578
NCLHNORWEGIAN CRUISE LINE HLDG L
63,614$1.6B21.64%
579
ALNYALNYLAM PHARMACEUTICALS INC
3,435$1.6B21.63%
580
CPBTHE CAMPBELLS COMPANY
49,031$1.5B21.38%
581
PFGCPERFORMANCE FOOD GROUP CO
14,859$1.5B21.35%
582
CZRCAESARS ENTERTAINMENT INC NE
57,124$1.5B21.32%
583
FBINFORTUNE BRANDS INNOVATIONS I
28,884$1.5B21.30%
584
KEYKEYCORP
82,509$1.5B21.29%
585
SLBSCHLUMBERGER LTD
44,578$1.5B21.29%
586
SNASNAP ON INC
4,446$1.5B21.28%
587
RNRRENAISSANCERE HLDGS LTD
6,061$1.5B21.25%
588
PRUPRUDENTIAL FINL INC
14,796$1.5B21.20%
589
HIIHUNTINGTON INGALLS INDS INC
5,330$1.5B21.19%
590
IPGPIPG PHOTONICS CORP
19,377$1.5B21.19%
591
VIRTVIRTU FINL INC
43,100$1.5B21.13%
592
ESSESSEX PPTY TR INC
5,657$1.5B21.10%
593
HAYWHAYWARD HLDGS INC
100,985$1.5B21.08%
594
PLNTPLANET FITNESS INC
14,680$1.5B21.04%
595
TFCTRUIST FINL CORP
33,309$1.5B21.03%
596
JHGJANUS HENDERSON GROUP PLC
34,149$1.5B20.99%
597
CGNXCOGNEX CORP
33,416$1.5B20.90%
598
IRMIRON MTN INC DEL
14,765$1.5B20.88%
599
ELSEQUITY LIFESTYLE PPTYS INC
24,876$1.5B20.87%
600
HUBSHUBSPOT INC
3,226$1.5B20.84%
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