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
201
DEODIAGEO PLC
4,324$549.7B20286.01%
202
DDOMINION ENERGY INC
10,194$549.1B20261.81%
203
TTDTHE TRADE DESK INC
4,658$547.5B20202.80%
204
RITMRITHM CAPITAL CORP
49,380$547.1B20189.66%
205
ETRENTERGY CORP NEW
7,162$543.0B20040.09%
206
EMXCISHARES INC
9,722$539.1B19893.92%
207
JAZZJAZZ PHARMACEUTICALS PLC
4,376$538.9B19887.24%
208
GLREGREENLIGHT CAPITAL RE LTD
38,478$538.7B19879.42%
209
PAYCPAYCOM SOFTWARE INC
2,615$536.0B19779.96%
210
WELLWELLTOWER INC
4,185$527.4B19463.92%
211
EOGEOG RES INC
4,232$518.7B19141.69%
212
GSBDGOLDMAN SACHS BDC INC
40,924$513.6B18953.29%
213
GRMNGARMIN LTD
2,475$510.5B18838.82%
214
FCNCAFIRST CTZNS BANCSHARES INC N
241$508.3B18758.63%
215
CSGPCOSTAR GROUP INC
7,089$507.5B18728.41%
216
SLMSLM CORP
18,400$507.5B18727.30%
217
FOXAFOX CORP
10,275$499.2B18420.71%
218
CNMCORE & MAIN INC
9,690$493.3B18204.97%
219
ARMKARAMARK
13,214$493.0B18193.75%
220
PODDINSULET CORP
1,882$491.3B18131.76%
221
ZMZOOM COMMUNICATIONS INC
5,995$489.3B18054.93%
222
8CWCROWN CASTLE INC
5,360$486.4B17950.78%
223
GPNGLOBAL PMTS INC
4,336$485.9B17929.49%
224
A4SAMERIPRISE FINL INC
911$484.9B17892.92%
225
WDAYWORKDAY INC
1,877$484.3B17872.99%
226
DKLDELEK LOGISTICS PARTNERS LP
11,400$481.8B17778.59%
227
ZBHZIMMER BIOMET HOLDINGS INC
4,533$479.9B17710.66%
228
PRIPRIMERICA INC
1,764$478.8B17668.66%
229
CCOCLEAR CHANNEL OUTDOOR HLDGS
348,234$477.1B17605.78%
230
NTAPNETAPP INC
4,045$469.6B17328.04%
231
GEHCGE HEALTHCARE TECHNOLOGIES I
5,934$463.9B17120.10%
232
JCIJOHNSON CTLS INTL PLC
5,821$461.6B17033.59%
233
MOHMOLINA HEALTHCARE INC
1,552$451.7B16669.51%
234
TBILRBB FD INC
9,000$448.7B16559.91%
235
NVCRNOVOCURE LTD
15,028$447.8B16526.47%
236
ATNIATN INTL INC
26,166$446.1B16463.59%
237
NCLHNORWEGIAN CRUISE LINE HLDG L
17,284$444.7B16411.44%
238
BIPBROOKFIELD INFRAST PARTNERS
13,885$441.4B16289.18%
239
WECWEC ENERGY GROUP INC
4,646$436.9B16123.34%
240
BNDXVANGUARD CHARLOTTE FDS
8,869$435.0B16053.74%
241
MPBMID PENN BANCORP INC
15,066$434.5B16034.52%
242
FCXFREEPORT-MCMORAN INC
11,305$430.5B15887.27%
243
EVRGEVERGY INC
6,915$425.6B15705.78%
244
SYFSYNCHRONY FINANCIAL
6,508$423.1B15611.94%
245
CBRECBRE GROUP INC
3,214$422.0B15574.30%
246
EPAMEPAM SYS INC
1,794$419.5B15479.86%
247
JJACOBS SOLUTIONS INC
3,111$415.6B15337.90%
248
JHGJANUS HENDERSON GROUP PLC
9,538$405.7B14969.79%
249
SPEMSPDR INDEX SHS FDS
10,566$405.4B14961.15%
250
PCTYPAYLOCITY HLDG CORP
2,005$399.9B14758.92%
251
SGSWEETGREEN INC
12,119$388.5B14338.15%
252
BKRBAKER HUGHES COMPANY
9,340$383.1B14137.81%
253
LF2PACIFIC PREMIER BANCORP
15,371$383.1B14135.89%
254
SPTMSPDR SER TR
5,301$378.6B13973.37%
255
BIPCBROOKFIELD INFRASTRUCTURE CO
9,432$377.4B13926.28%
256
KVUEKENVUE INC
17,651$376.8B13906.90%
257
INCYINCYTE CORP
5,452$376.6B13896.61%
258
SPSMSPDR SER TR
8,324$373.9B13798.59%
259
XLFSELECT SECTOR SPDR TR
7,713$372.8B13756.34%
260
VRTVERTIV HOLDINGS CO
3,277$372.3B13739.03%
261
HPEHEWLETT PACKARD ENTERPRISE C
17,244$371.5B13708.59%
262
BABAALIBABA GROUP HLDG LTD
4,381$371.4B13707.18%
263
VTRSVIATRIS INC
29,646$369.1B13620.61%
264
CBOECBOE GLOBAL MKTS INC
1,887$368.7B13606.92%
265
KEYSKEYSIGHT TECHNOLOGIES INC
2,271$364.8B13461.93%
266
IQVIQVIA HLDGS INC
1,855$364.5B13452.15%
267
FANGDIAMONDBACK ENERGY INC
2,210$362.1B13361.29%
268
CEF/USPROTT PHYSICAL GOLD & SILVE
15,000$356.4B13152.27%
269
LYFTLYFT INC
27,249$351.5B12971.89%
270
VLOVALERO ENERGY CORP
2,838$347.9B12839.22%
271
UUNITY SOFTWARE INC
14,982$336.6B12423.29%
272
SHOPSHOPIFY INC
3,153$335.3B12372.07%
273
IDXXIDEXX LABS INC
810$334.9B12358.34%
274
YETIYETI HLDGS INC
8,603$331.3B12226.08%
275
MAAMID-AMER APT CMNTYS INC
2,127$328.8B12133.12%
276
ALLYALLY FINL INC
9,043$325.7B12017.54%
277
ABALLIANCEBERNSTEIN HLDG L P
8,755$324.7B11982.81%
278
STESTERIS PLC
1,571$322.9B11917.31%
279
TECHBIO-TECHNE CORP
4,474$322.3B11892.47%
280
WEBLDIREXION SHS ETF TR
12,000$321.6B11868.04%
281
7HPHP INC
9,703$321.6B11867.64%
282
BEPBROOKFIELD RENEWABLE PARTNER
13,830$315.2B11631.35%
283
ULTAULTA BEAUTY INC
716$311.4B11492.00%
284
UYGPROSHARES TR
3,621$309.4B11418.93%
285
PRPERMIAN RESOURCES CORP
21,430$308.2B11372.18%
286
WENWENDYS CO
18,740$305.5B11272.50%
287
AWNADVANCE AUTO PARTS INC
6,440$304.5B11238.77%
288
MRNAMODERNA INC
7,281$302.7B11172.20%
289
ALNYALNYLAM PHARMACEUTICALS INC
1,285$302.4B11158.51%
290
GSKGSK PLC
8,834$302.0B11146.22%
291
HQYHEALTHEQUITY INC
3,128$300.1B11075.81%
292
AXSAXIS CAP HLDGS LTD
3,369$300.1B11075.66%
293
EQTEQT CORP
6,496$299.5B11053.00%
294
CNXCNX RES CORP
8,147$298.8B11024.81%
295
VRSKVERISK ANALYTICS INC
1,071$295.0B10885.94%
296
RHRH
743$292.4B10791.84%
297
EVREVERCORE INC
1,053$291.9B10771.32%
298
OMFONEMAIN HLDGS INC
5,571$290.4B10717.26%
299
MTBM & T BK CORP
1,540$289.6B10687.11%
300
PLTKPLAYTIKA HLDG CORP
40,653$288.0B10626.36%
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