Summit Trail Advisors, LLC Q4 2024 Filing

Filed January 29, 2025

Portfolio Value

$2.7B

Holdings

390

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (390 positions)

#StockSharesValue% PortfolioType
101
CEGCONSTELLATION ENERGY CORP
6,929$1.5T57199.47%
102
ZTSZOETIS INC
9,269$1.5T55731.98%
103
DUKDUKE ENERGY CORP NEW
13,787$1.5T54815.64%
104
GEVGE VERNOVA INC
4,504$1.5T54713.97%
105
NCNONCINO INC
43,113$1.4T53425.94%
106
MDTMEDTRONIC PLC
17,894$1.4T53219.91%
107
ALSNALLISON TRANSMISSION HLDGS I
13,136$1.4T52383.09%
108
SPOTSPOTIFY TECHNOLOGY S A
3,157$1.4T52121.19%
109
FDXFEDEX CORP
4,931$1.4T51421.21%
110
PYPLPAYPAL HLDGS INC
16,315$1.4T51387.04%
111
CPCANADIAN PACIFIC KANSAS CITY
18,728$1.4T50021.22%
112
DDDUPONT DE NEMOURS INC
17,414$1.3T49000.96%
113
GGENPACT LIMITED
30,832$1.3T48868.37%
114
MDYSPDR S&P MIDCAP 400 ETF TR
2,274$1.3T47977.89%
115
NETCLOUDFLARE INC
11,838$1.3T47041.00%
116
GXCSPDR INDEX SHS FDS
16,772$1.3T46964.31%
117
ORLYOREILLY AUTOMOTIVE INC
1,072$1.3T46932.32%
118
NOBLPROSHARES TR
12,652$1.3T46479.74%
119
XELBUSDXCEL BRANDS INC
2,452,593$1.2T46068.75%
120
MNSTMONSTER BEVERAGE CORP NEW
23,490$1.2T45562.84%
121
SDYSPDR SER TR
9,154$1.2T44624.84%
122
PLDPROLOGIS INC.
11,371$1.2T44353.45%
123
YEXTYEXT INC
188,039$1.2T44133.47%
124
HCAHCA HEALTHCARE INC
3,964$1.2T43907.00%
125
AMTAMERICAN TOWER CORP NEW
6,412$1.2T43772.12%
126
CTVACORTEVA INC
20,798$1.2T43717.69%
127
RCLROYAL CARIBBEAN GROUP
5,091$1.2T43439.22%
128
CPNGCOUPANG INC
53,010$1.2T42998.04%
129
ETENERGY TRANSFER L P
57,532$1.1T41592.03%
130
VHTVANGUARD WORLD FD
4,318$1.1T40424.90%
131
ASMLASML HOLDING N V
1,532$1.1T39186.98%
132
KMIKINDER MORGAN INC DEL
38,451$1.1T38879.17%
133
EQIXEQUINIX INC
1,107$1.0T38531.77%
134
BCCCGLOBAL X FDS
25,367$1.0T37959.18%
135
METMETLIFE INC
12,558$1.0T37945.82%
136
MCKMCKESSON CORP
1,796$1.0T37808.50%
137
BJBJS WHSL CLUB HLDGS INC
11,444$1.0T37734.21%
138
APPAPPLOVIN CORP
3,145$1.0T37583.80%
139
SPYGSPDR SER TR
11,499$1.0T37300.27%
140
REGNREGENERON PHARMACEUTICALS
1,396$994.4B36696.94%
141
CMECME GROUP INC
4,134$986.3B36398.76%
142
DFASDIMENSIONAL ETF TRUST
15,085$981.7B36228.97%
143
DFATDIMENSIONAL ETF TRUST
17,382$967.5B35703.10%
144
XHSSPDR SER TR
10,079$908.9B33542.83%
145
EWJISHARES INC
13,478$904.4B33374.22%
146
STWDSTARWOOD PPTY TR INC
46,484$903.2B33330.20%
147
KBDCKAYNE ANDERSON BDC INC
53,155$900.4B33229.27%
148
XBISPDR SER TR
9,796$882.3B32558.55%
149
MMM3M CO
6,753$871.7B32167.97%
150
KKRKKR & CO INC
5,871$868.4B32048.33%
151
TRGPTARGA RES CORP
4,797$856.2B31597.23%
152
SPLVINVESCO EXCH TRADED FD TR II
12,102$847.1B31262.11%
153
BOXBOX INC
26,596$840.4B31014.64%
154
MQMARQETA INC
221,151$838.2B30930.79%
155
TFISPDR SER TR
18,144$827.7B30545.78%
156
SPYVSPDR SER TR
16,097$823.2B30378.69%
157
GTESGATES INDL CORP PLC
39,376$810.0B29890.20%
158
STZCONSTELLATION BRANDS INC
3,650$806.5B29763.84%
159
ICEINTERCONTINENTAL EXCHANGE IN
5,400$804.6B29693.17%
160
BWFGBANKWELL FINL GROUP INC
25,823$804.4B29684.35%
161
TFCTRUIST FINL CORP
18,028$782.0B28859.61%
162
FTVFORTIVE CORP
10,143$760.7B28073.27%
163
PSAPUBLIC STORAGE OPER CO
2,526$756.4B27912.34%
164
COFCAPITAL ONE FINL CORP
4,194$747.8B27595.60%
165
OTISOTIS WORLDWIDE CORP
8,070$747.4B27580.14%
166
TQQQPROSHARES TR
9,200$728.0B26865.32%
167
CHTRCHARTER COMMUNICATIONS INC N
2,091$716.7B26449.65%
168
VSTVISTRA CORP
5,178$713.9B26344.81%
169
EWXSPDR INDEX SHS FDS
12,095$708.9B26160.18%
170
CDWCDW CORP
4,040$703.0B25944.26%
171
PEOEXELON CORP
18,484$695.7B25674.50%
172
SMHVANECK ETF TRUST
2,869$694.8B25639.51%
173
HLTHILTON WORLDWIDE HLDGS INC
2,804$693.0B25575.23%
174
EXPEEXPEDIA GROUP INC
3,692$687.9B25386.76%
175
ZZILLOW GROUP INC
9,233$683.7B25230.81%
176
SSNCSS&C TECHNOLOGIES HLDGS INC
8,870$672.2B24805.13%
177
PINCPREMIER INC
31,509$668.0B24650.95%
178
KRCKILROY RLTY CORP
16,251$666.1B24582.20%
179
TWLOTWILIO INC
6,078$656.9B24242.03%
180
IEIINSIGHT ENTERPRISES INC
4,298$653.7B24124.53%
181
KDPKEURIG DR PEPPER INC
20,300$652.0B24061.90%
182
DVNDEVON ENERGY CORP NEW
19,904$651.5B24041.24%
183
FISFIDELITY NATL INFORMATION SV
7,982$644.7B23793.03%
184
MSCIMSCI INC
1,067$640.0B23616.41%
185
LNGCHENIERE ENERGY INC
2,929$629.4B23225.24%
186
MEARISHARES U S ETF TR
12,447$621.7B22943.70%
187
YUMCYUM CHINA HLDGS INC
12,795$616.3B22744.68%
188
AFRMAFFIRM HLDGS INC
9,979$607.7B22426.80%
189
IRMIRON MTN INC DEL
5,704$603.7B22277.12%
190
LPLALPL FINL HLDGS INC
1,822$595.1B21959.72%
191
UNMUNUM GROUP
8,094$591.1B21813.62%
192
TELTE CONNECTIVITY PLC
4,134$591.0B21808.93%
193
AG8AGILENT TECHNOLOGIES INC
4,227$568.9B20995.77%
194
WTMWHITE MTNS INS GROUP LTD
292$568.0B20959.42%
195
DKDELEK US HLDGS INC NEW
30,553$565.2B20858.75%
196
FCFSFIRSTCASH HOLDINGS INC
5,446$564.2B20822.14%
197
NVSNNOVARTIS AG
5,780$562.5B20757.53%
198
TROWPRICE T ROWE GROUP INC
4,969$562.0B20738.52%
199
ROKUROKU INC
7,509$558.2B20600.02%
200
LZLEGALZOOM COM INC
73,531$552.2B20378.57%
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