Summit Trail Advisors, LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$4.0B

Holdings

719

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (719 positions)

#StockSharesValue% PortfolioType
401
VLOVALERO ENERGY CORP
3,597$485.8B12042.53%
402
ITGARTNER INC
947$479.9B11897.19%
403
VBRVANGUARD INDEX FDS
2,389$479.6B11888.81%
404
LLOEWS CORP
6,038$477.3B11832.78%
405
ARMKARAMARK
12,298$476.3B11807.94%
406
MSCIMSCI INC
810$472.2B11706.54%
407
CPRTCOPART INC
8,914$467.1B11579.66%
408
VRSNVERISIGN INC
2,454$466.2B11556.56%
409
AZOAUTOZONE INC
148$464.6B11518.60%
410
WABWABTEC
2,552$464.0B11502.17%
411
ROKROCKWELL AUTOMATION INC
1,725$463.1B11480.50%
412
AEPAMERICAN ELEC PWR CO INC
4,513$463.0B11478.47%
413
CMSCMS ENERGY CORP
6,551$462.7B11470.66%
414
BABAALIBABA GROUP HLDG LTD
4,359$462.5B11466.82%
415
CMICUMMINS INC
1,420$459.9B11402.41%
416
GEHCGE HEALTHCARE TECHNOLOGIES I
4,898$459.7B11395.79%
417
KRKROGER CO
7,975$457.0B11328.61%
418
IWRISHARES TR
5,174$456.1B11306.47%
419
USBUS BANCORP DEL
9,857$455.5B11292.68%
420
IPGINTERPUBLIC GROUP COS INC
14,357$454.1B11257.83%
421
SONYSONY GROUP CORP
4,691$453.0B11230.51%
422
MPBMID PENN BANCORP INC
15,091$450.2B11159.98%
423
MRVLMARVELL TECHNOLOGY INC
6,178$445.6B11046.49%
424
FDUSFIDUS INVT CORP
22,502$441.0B10933.74%
425
PNCPNC FINL SVCS GROUP INC
2,386$441.0B10932.50%
426
CAHCARDINAL HEALTH INC
3,990$441.0B10932.23%
427
WELLWELLTOWER INC
3,443$440.8B10927.24%
428
OREALTY INCOME CORP
6,912$438.4B10867.67%
429
TROWPRICE T ROWE GROUP INC
4,013$437.2B10837.70%
430
LZLEGALZOOM COM INC
68,834$437.1B10835.99%
431
SPEMSPDR INDEX SHS FDS
10,566$436.2B10812.88%
432
FCFSFIRSTCASH HOLDINGS INC
3,796$435.8B10802.79%
433
GWWGRAINGER W W INC
419$435.7B10800.56%
434
XYZBLOCK INC
6,471$434.4B10769.10%
435
SLMSLM CORP
18,986$434.2B10764.44%
436
BKBANK NEW YORK MELLON CORP
6,039$434.0B10758.32%
437
DVNDEVON ENERGY CORP NEW
11,060$432.7B10726.02%
438
WATWATERS CORP
1,198$431.1B10688.53%
439
KEYKEYCORP
25,689$430.3B10667.34%
440
COLBCOLUMBIA BKG SYS INC
16,454$429.6B10650.58%
441
FISFIDELITY NATL INFORMATION SV
5,114$428.3B10617.98%
442
ZIONZIONS BANCORPORATION N A
9,053$427.5B10597.67%
443
MCHPMICROCHIP TECHNOLOGY INC.
5,241$420.8B10432.02%
444
IWPISHARES TR
3,584$420.4B10421.26%
445
PRIPRIMERICA INC
1,579$418.7B10379.24%
446
NVTNVENT ELECTRIC PLC
5,953$418.3B10368.98%
447
FDSFACTSET RESH SYS INC
907$417.1B10339.87%
448
GTESGATES INDL CORP PLC
23,522$412.8B10233.94%
449
VVVVALVOLINE INC
9,862$412.7B10231.81%
450
HUMHUMANA INC
1,289$409.5B10152.28%
451
HIGHARTFORD FINL SVCS GROUP INC
3,445$406.8B10083.73%
452
VNOVORNADO RLTY TR
10,318$406.5B10078.21%
453
AKAMAKAMAI TECHNOLOGIES INC
4,022$406.1B10066.85%
454
HPEHEWLETT PACKARD ENTERPRISE C
19,562$403.0B9989.90%
455
BAHBOOZ ALLEN HAMILTON HLDG COR
2,471$402.2B9970.39%
456
VSTVISTRA CORP
3,392$402.1B9968.11%
457
AWCAMERICAN WTR WKS CO INC NEW
2,736$400.1B9919.15%
458
CNMCORE & MAIN INC
8,923$396.2B9821.67%
459
IDXXIDEXX LABS INC
784$396.1B9819.46%
460
MUFGMITSUBISHI UFJ FINL GROUP IN
38,689$393.9B9763.96%
461
CAGCONAGRA BRANDS INC
12,096$393.4B9751.56%
462
LYBLYONDELLBASELL INDUSTRIES N
4,097$392.9B9740.48%
463
NSCNORFOLK SOUTHN CORP
1,579$392.5B9729.62%
464
GISGENERAL MLS INC
5,311$392.2B9723.08%
465
SNPSSYNOPSYS INC
774$391.7B9710.41%
466
HALHALLIBURTON CO
13,480$391.6B9708.10%
467
TTDTHE TRADE DESK INC
3,553$389.6B9658.17%
468
FTNTFORTINET INC
5,018$389.2B9648.23%
469
VALEVALE S A
33,250$388.4B9627.83%
470
COFCAPITAL ONE FINL CORP
2,591$387.9B9615.86%
471
A4SAMERIPRISE FINL INC
825$387.4B9603.88%
472
WTMWHITE MTNS INS GROUP LTD
228$386.7B9587.47%
473
AAALCOA CORP
10,019$386.5B9582.16%
474
GPNGLOBAL PMTS INC
3,769$386.0B9568.80%
475
DOVDOVER CORP
1,995$382.6B9484.91%
476
CNCCENTENE CORP DEL
5,054$380.5B9432.06%
477
AITAPPLIED INDL TECHNOLOGIES IN
1,705$380.4B9431.36%
478
DCIDONALDSON INC
5,159$380.2B9425.93%
479
SPSMSPDR SER TR
8,324$378.8B9391.40%
480
PAYCPAYCOM SOFTWARE INC
2,263$376.9B9344.87%
481
LNGCHENIERE ENERGY INC
2,091$376.0B9321.46%
482
IYFISHARES TR
3,618$375.9B9319.13%
483
BHFBRIGHTHOUSE FINL INC
8,287$373.2B9251.06%
484
FCNCAFIRST CTZNS BANCSHARES INC N
202$372.7B9238.64%
485
CCLCARNIVAL CORP
20,130$372.0B9222.25%
486
ZBHZIMMER BIOMET HOLDINGS INC
3,438$371.9B9220.94%
487
HWMHOWMET AEROSPACE INC
3,700$371.0B9196.69%
488
CEF/USPROTT PHYSICAL GOLD & SILVE
15,000$367.4B9106.92%
489
JCIJOHNSON CTLS INTL PLC
4,695$366.0B9072.96%
490
RMERESMED INC
1,497$365.3B9056.77%
491
INCYINCYTE CORP
5,470$361.6B8963.56%
492
ABGCENCORA INC
1,605$361.3B8957.66%
493
MRNAMODERNA INC
5,354$357.8B8870.37%
494
AMEDAMEDISYS INC
3,705$357.6B8864.47%
495
EXREXTRA SPACE STORAGE INC
1,984$357.5B8862.76%
496
PRUPRUDENTIAL FINL INC
2,939$355.9B8822.55%
497
TRSTRIMAS CORP
13,930$355.6B8816.45%
498
ROKUROKU INC
4,761$355.5B8812.06%
499
ROSTROSS STORES INC
2,357$354.8B8794.61%
500
PWRQUANTA SVCS INC
1,186$353.8B8769.89%
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