Summit Trail Advisors, LLC Q2 2023 Filing

Filed July 25, 2023

Portfolio Value

$2.7B

Holdings

542

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (542 positions)

#StockSharesValue% PortfolioType
201
AONAON PLC
2,140$738.7B27872.02%
202
LHXL3HARRIS TECHNOLOGIES INC
3,768$737.7B27833.08%
203
FEZSPDR INDEX SHS FDS
16,000$735.7B27758.22%
204
BHFBRIGHTHOUSE FINL INC
15,294$724.2B27323.97%
205
FRGEFORGE GLOBAL HOLDINGS INC
295,667$718.5B27108.90%
206
AZNASTRAZENECA PLC
10,032$718.0B27089.66%
207
EWGISHARES INC
25,000$714.3B26949.64%
208
PYPLPAYPAL HLDGS INC
10,637$709.8B26782.00%
209
MOALTRIA GROUP INC
15,271$708.0B26712.23%
210
JDJD.COM INC
20,325$693.7B26173.96%
211
ETNEATON CORP PLC
3,432$690.2B26041.25%
212
OPLNOPENLANE INC
45,000$684.9B25842.22%
213
IBMINTERNATIONAL BUSINESS MACHS
5,095$681.8B25724.39%
214
T7DTRANSDIGM GROUP INC
762$681.4B25708.58%
215
MRSHMARSH & MCLENNAN COS INC
3,555$668.6B25228.11%
216
PANWPALO ALTO NETWORKS INC
2,601$664.6B25075.59%
217
SOSOUTHERN CO
9,410$661.0B24941.84%
218
TRVCCITIGROUP INC
14,251$656.1B24756.61%
219
KMBKIMBERLY-CLARK CORP
4,657$648.1B24454.80%
220
FDXFEDEX CORP
2,599$647.5B24429.37%
221
MLMMARTIN MARIETTA MATLS INC
1,395$644.1B24301.20%
222
PGRPROGRESSIVE CORP
4,860$643.4B24275.39%
223
CHTRCHARTER COMMUNICATIONS INC N
1,707$627.1B23661.39%
224
APDAIR PRODS & CHEMS INC
2,062$621.2B23440.02%
225
CBCHUBB LIMITED
3,191$617.1B23285.17%
226
KODKODIAK SCIENCES INC
89,308$616.2B23251.02%
227
DOCUDOCUSIGN INC
11,958$610.9B23051.38%
228
IPGINTERPUBLIC GROUP COS INC
15,817$610.2B23024.44%
229
KMXCARMAX INC
7,277$609.1B22981.62%
230
EMREMERSON ELEC CO
6,737$609.0B22976.98%
231
AFWALIGN TECHNOLOGY INC
1,712$605.4B22843.78%
232
DC4DEXCOM INC
4,698$603.7B22779.94%
233
CVSCVS HEALTH CORP
8,637$597.1B22528.50%
234
VRTXVERTEX PHARMACEUTICALS INC
1,667$586.6B22134.51%
235
SYYSYSCO CORP
7,885$585.1B22075.38%
236
CMECME GROUP INC
3,154$584.4B22051.31%
237
CMGCHIPOTLE MEXICAN GRILL INC
271$579.7B21871.71%
238
TRTN-PATRITON INTL LTD
6,954$579.0B21846.09%
239
TAT&T INC
36,170$576.9B21767.38%
240
HSICHENRY SCHEIN INC
7,058$572.4B21597.59%
241
ALSNALLISON TRANSMISSION HLDGS I
10,138$572.4B21597.10%
242
FCFSFIRSTCASH HOLDINGS INC
6,055$565.2B21324.15%
243
SLBSCHLUMBERGER LTD
11,361$562.4B21221.03%
244
SBRSABINE RTY TR
8,500$560.5B21148.06%
245
SHWSHERWIN WILLIAMS CO
2,098$557.1B21018.72%
246
PAYXPAYCHEX INC
4,978$556.9B21012.19%
247
ACGLARCH CAP GROUP LTD
7,423$555.6B20964.01%
248
CSLCARLISLE COS INC
2,161$554.4B20916.80%
249
OLLIOLLIES BARGAIN OUTLET HLDGS
9,562$553.9B20900.43%
250
MMYTMAKEMYTRIP LIMITED MAURITIUS
20,000$539.6B20359.85%
251
VRNSVARONIS SYS INC
20,161$537.3B20272.73%
252
LRCXEURLAM RESEARCH CORP
833$536.9B20258.54%
253
KRYSKRYSTAL BIOTECH INC
4,555$534.8B20177.12%
254
BECNUSDBEACON ROOFING SUPPLY INC
6,434$533.9B20144.52%
255
LYFTLYFT INC
55,105$528.5B19939.41%
256
SHOPSHOPIFY INC
8,055$520.4B19633.64%
257
BRK-BBERKSHIRE HATHAWAY INC DEL
1$517.8B19537.68%
258
GMGENERAL MTRS CO
13,402$516.8B19498.90%
259
BJBJS WHSL CLUB HLDGS INC
8,094$510.0B19243.12%
260
ITWILLINOIS TOOL WKS INC
2,023$508.7B19194.63%
261
ULUNILEVER PLC
9,703$505.8B19085.17%
262
SKAASKECHERS U S A INC
9,565$503.7B19005.03%
263
AFLAFLAC INC
7,188$501.7B18930.66%
264
NVTNVENT ELECTRIC PLC
9,685$500.4B18881.69%
265
WBAWALGREENS BOOTS ALLIANCE INC
17,558$500.2B18873.95%
266
PRIPRIMERICA INC
2,522$498.8B18818.56%
267
SMARGBPSMARTSHEET INC
13,008$497.7B18778.38%
268
GGENPACT LIMITED
13,189$495.5B18696.31%
269
APTVAPTIV PLC
4,826$492.7B18589.72%
270
STBAS & T BANCORP INC
18,115$492.5B18584.48%
271
RHIROBERT HALF INTL INC
6,505$489.3B18462.19%
272
CITCINTAS CORP
982$488.1B18417.93%
273
SPMDSPDR SER TR
10,637$488.1B18417.89%
274
CSXCSX CORP
14,307$487.9B18408.01%
275
AIGAMERICAN INTL GROUP INC
8,426$484.8B18293.61%
276
SIVRABRDN SILVER ETF TRUST
22,183$484.7B18288.36%
277
ADSKAUTODESK INC
2,368$484.5B18281.46%
278
STZCONSTELLATION BRANDS INC
1,942$478.0B18036.73%
279
CCOCLEAR CHANNEL OUTDOOR HLDGS
348,234$477.1B18000.92%
280
RIVNRIVIAN AUTOMOTIVE INC
28,624$476.9B17993.19%
281
IEIINSIGHT ENTERPRISES INC
3,251$475.8B17950.74%
282
PHPARKER-HANNIFIN CORP
1,197$467.0B17619.72%
283
TMUST-MOBILE US INC
3,323$461.6B17415.48%
284
SPSMSPDR SER TR
11,818$459.0B17319.12%
285
FFORD MTR CO DEL
29,823$451.2B17025.34%
286
FBINFORTUNE BRANDS INNOVATIONS I
6,247$449.5B16959.20%
287
SSDSIMPSON MFG INC
3,205$443.9B16748.66%
288
ATVIEURACTIVISION BLIZZARD INC
5,262$443.6B16737.15%
289
NATIONAL INSTRS CORP
7,693$441.6B16661.35%
290
FDUSFIDUS INVT CORP
22,502$441.0B16641.01%
291
XNEAXNUVEEN AMT FREE QLTY MUN INC
40,118$439.9B16597.81%
292
VLOVALERO ENERGY CORP
3,714$435.7B16437.75%
293
BSXBOSTON SCIENTIFIC CORP
8,031$434.4B16390.40%
294
CDNSCADENCE DESIGN SYSTEM INC
1,845$432.7B16325.95%
295
NVSNNOVARTIS AG
4,261$430.0B16223.66%
296
SMHVANECK ETF TRUST
2,800$426.3B16084.89%
297
CMICUMMINS INC
1,732$424.6B16021.38%
298
ECLECOLAB INC
2,251$421.5B15902.68%
299
BDXBECTON DICKINSON & CO
1,596$421.4B15898.61%
300
SSNCSS&C TECHNOLOGIES HLDGS INC
6,948$421.0B15886.76%
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