Summit Trail Advisors, LLC Q2 2022 Filing

Filed August 9, 2022

Portfolio Value

$1.6T

Holdings

385

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (385 positions)

#StockSharesValue% PortfolioType
201
DWDMorgan Stanley Com New
6,048$460.0M0.03%
202
FCFSFirstcash HLDGS Inc Com
6,426$447.0M0.03%
203
YEXTYext Inc
92,754$443.0M0.03%
204
XLFSelect Sector SPDR TR Financial
14,050$442.0M0.03%
205
MLMMARTIN MARIETTA MATLS INC COM
1,475$441.0M0.03%
206
IWNiShares TR Russell 2000 Value Index FD
3,231$440.0M0.03%
207
AMGNAmgen Inc Com
1,809$440.0M0.03%
208
SOSouthern Co Com
6,163$439.0M0.03%
209
SIVRAberdeen Standard PHYCL Silver
22,183$432.0M0.03%
210
ACNAccenture PLC Ireland Class SHS
1,554$431.0M0.03%
211
UPSUnited Parcel SVC Inc CL B
2,362$431.0M0.03%
212
SYYSysco Corp
5,057$431.0M0.03%
213
TAT&T Inc Com
20,462$429.0M0.03%
214
DLTRDollar Tree Inc Com
2,731$426.0M0.03%
215
ORLYO Reilly Automotive Inc New Com
670$423.0M0.03%
216
CMECme Group Inc Com
1,997$409.0M0.03%
217
USBUS Bancorp Del Com
8,720$405.0M0.03%
218
GGenpact LTD SHS
9,551$405.0M0.03%
219
VIGVanguard Dividend Appreciation
2,806$403.0M0.02%
220
IBMInternational Business Machs Corp Com
2,788$394.0M0.02%
221
SPGIS&P Global Inc CMN
1,170$394.0M0.02%
222
BMYBristol Myers Squibb Co Com
5,065$393.0M0.02%
223
FDUSFidus Invt Corp Com
22,502$393.0M0.02%
224
AIGAmerican Intl Group Inc Com New
7,664$392.0M0.02%
225
IWRiShares Russell Mid-Cap ETF (IWR)
6,023$389.0M0.02%
226
BJBJS WHSL Club HLDGS
6,243$389.0M0.02%
227
BLKCHFBlackRock Inc Com
634$386.0M0.02%
228
IPGInterpublic Group Cos Inc Com
13,915$383.0M0.02%
229
TFCBB&T Corporation CMN
8,049$382.0M0.02%
230
CCOClear Channel Outdoor HLDGS Inc New Com
348,234$373.0M0.02%
231
TTTrane Technologies
2,864$372.0M0.02%
232
MCDMcDonalds Corp
1,504$371.0M0.02%
233
NEENextera Energy Inc Com
4,777$370.0M0.02%
234
TRSTrimas Corp Com New
13,027$361.0M0.02%
235
ELVAnthem Inc Com
746$360.0M0.02%
236
IJHiShares Core S&P Mid Cap
1,589$359.0M0.02%
237
ATNIAtn Intl Inc Com
7,628$359.0M0.02%
238
LOBLive Oak Bancshares Inc Com
10,550$358.0M0.02%
239
RELYRemitly Global Inc
46,696$358.0M0.02%
240
SSNCSS&C Technologies HLDGS Inc Com
6,142$357.0M0.02%
241
CVSCVS Caremark Corp
3,828$355.0M0.02%
242
DEODiageo PLC Sponsored ADR New
2,021$352.0M0.02%
243
SCHFSchwab Strategic TR Intl Equity ETF
11,162$351.0M0.02%
244
SYKStryker Corp
1,749$349.0M0.02%
245
WBAWalgreen Boots Alliance Inc Com
9,160$347.0M0.02%
246
STWDStarwood PPTY TR Inc Com
16,034$343.0M0.02%
247
HONHoneywell Intl Inc Com
1,965$342.0M0.02%
248
KMBKimberly Clark Corp
2,510$342.0M0.02%
249
HSICHenry Schein Inc
4,433$340.0M0.02%
250
MDLZMondelez Intl Inc CL A
5,421$339.0M0.02%
251
BXMTBlackstone Mortgage
11,951$338.0M0.02%
252
ON1Old Natl Bancorp Ind Com
22,456$332.0M0.02%
253
DLNWisdomtree TR Largecap Divid FD
5,500$325.0M0.02%
254
KREFKKR Real Estate Fin TR Inc Com
17,990$322.0M0.02%
255
NVTNvent Electric Public Limited Company
10,283$322.0M0.02%
256
MOAltria Group Inc Com
7,499$320.0M0.02%
257
FDXFedex Corp Com
1,401$319.0M0.02%
258
SCHDSchwab Strategic TR US Dividend Equity ETF
4,455$319.0M0.02%
259
GEGeneral Electric Co
4,970$317.0M0.02%
260
PNCPNC Finl SVCS Group Inc Com
2,006$316.0M0.02%
261
WATWaters Corp Com
951$315.0M0.02%
262
ALSNAllison Transmission Hldgs Inc Com
8,132$313.0M0.02%
263
BF/ABrown Forman Corp CL A
4,606$312.0M0.02%
264
EMREmerson Elec Co Com
3,927$312.0M0.02%
265
DUKDuke Energy Corp New Com New
2,907$312.0M0.02%
266
WMTWal Mart Stores Inc Com
2,569$312.0M0.02%
267
CCIVGBPLucid Group Incorporated
17,986$309.0M0.02%
268
FNDCSchwab Strategic TR
8,445$306.0M0.02%
269
STZConstellation Brands Inc CL A
1,306$304.0M0.02%
270
PFFiShares TR S&P U S PFD STK Index FD
9,255$304.0M0.02%
271
RTXRaytheon Company CMN
3,153$303.0M0.02%
272
BECNUSDBeacon Roofing Supply Inc Com
5,795$298.0M0.02%
273
T7DTransdigm Group Inc Com
553$297.0M0.02%
274
CEF/USprott Physical Gold & S
17,611$296.0M0.02%
275
SLMSLM Corp Com
18,515$295.0M0.02%
276
BAHBooz Allen Hamilton HLDG Corp CL A
3,258$294.0M0.02%
277
DYHTarget Corp Com
2,075$293.0M0.02%
278
AWCAmerican WTR WKS Co Inc New Com
1,964$292.0M0.02%
279
PLXSPlexus Corp
3,703$291.0M0.02%
280
IEIInsight Enterprises Inc
3,358$290.0M0.02%
281
AFLAflac Inc Com
5,240$290.0M0.02%
282
INTUIntuit Incorporated Com
750$289.0M0.02%
283
TRTXTPG Re Fin TR Inc Com
31,296$289.0M0.02%
284
MMM3M Co Com
2,224$288.0M0.02%
285
SMHVaneck Vectors Semiconductor ETF
1,400$285.0M0.02%
286
EEMiShares TR MSCI Emerging MKTS Index FD (EEM)
7,108$285.0M0.02%
287
WCNWaste Connections Inc Com
2,300$285.0M0.02%
288
TMUST-Mobile US Inc Com
2,091$281.0M0.02%
289
GMGeneral MTRS Co Com
8,729$277.0M0.02%
290
XYLDGlobal X FDS S&P 500 (covered)
6,500$277.0M0.02%
291
CATCaterpillar Inc Com
1,535$274.0M0.02%
292
TRTN-PATriton Intl LTD CL A
5,187$273.0M0.02%
293
COPConocophillips Com
3,008$272.0M0.02%
294
SKAASkechers U S A Inc CL A
7,583$270.0M0.02%
295
SBUXStarbucks Corp Com
3,541$270.0M0.02%
296
ZIONZions Bancorp Com
5,297$270.0M0.02%
297
DCIDonaldson Inc Com
5,580$269.0M0.02%
298
ARWArrow Electrs Inc Com
2,348$263.0M0.02%
299
ADSKAutodesk Inc Com
1,528$263.0M0.02%
300
SHOPShopify Inc CMN Class A
8,291$259.0M0.02%
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